Patient Treatment Plan
Injector SOAP Note
ZO Skincare Protocol
| Step | Product | Schedule | Dose | Why (Physiology) |
|---|
Copy this into Aesthetic Record and send to patient after consult.
🧴 Skincare Follow-Up & Refill Queue
Every refill call is logged. Established patients: contact via AR ONLY — never GHL. (GHL is for new leads who never came in.)
1. THE CONCIERGE OFFER (assume gently): "Hi [name], it's [you] from Dr. V's! Your [product] usually runs out right about now, so I wanted to save you the trouble — want me to set your refill aside? I can use the card on file and text you when it's ready."
2. If they hesitate — the CARING WHY (educate, don't pressure): "Of course! The only reason I bring it up is that the home products are what carry your results between visits — Dr. V likes us to make sure nobody's progress stalls over a runout. Want me to hold one for you either way?"
3. If still unsure — the EASY OPTION (make it effortless): "Totally fine! And if coming in is the hassle, I can have it shipped straight to your door instead — same price, zero effort. Would that be easier?"
If it's a real no: "No problem at all — I'll check in with you at your next visit!" Then log it with what they said — the note is for us to serve them better next time, not to argue.
1. Phone charge + pickup: charge card on file → note to pull from shelf → text: "All set [name]! Your [product] is paid and waiting at the front desk — grab it any time this week 💛"
2. Ship to home (ZO site): text them your ordering link: https://zoskinhealth.com/?practice-ref=2316470&practice-name=Dr+V+Medical+Aesthetics — "order tonight and it ships straight to you, still credits our practice."
3. LAST RESORT — Clover invoice: send invoice → you must set a task to verify it was paid within 48h. Unpaid invoice = unfinished follow-up.
NO-ANSWER CADENCE (3 attempts max, alternate channels):
Attempt 1: CALL → no answer = voicemail + a short text same day. Log "No answer (retry)".
Attempt 2 (+2 days): TEXT with different wording — lead with the product: "Hi [name]! Your [product] refill is here with your name on it — want me to charge the card on file, or ship it to you?"
Attempt 3 (+5 more days): CALL one final time.
After 3: STOP — no more outreach (premium, not pestering). The queue flags them for an in-person close at their next visit and re-surfaces in 30 days.
⚠ Emergency Protocols
Tap a card to expand. Dr. V is not always on site. In every emergency: the NP on site takes over immediately — if NO provider is on site, call 911. Then CALL DR. V right away, every time — she directs care by phone. You will never be in trouble for calling 911 or calling Dr. V "too soon." Over-calling is always the right call.
🩸 VASCULAR OCCLUSION (filler) — minutes matter
Recognize: blanching (white/dusky skin) · severe pain out of proportion · mottled/livedo pattern · delayed cap refill · (late: dusky purple, coolness)
DO NOW: 1) STOP injecting · 2) Get the NP into the room immediately (no provider on site = call 911) · 3) CALL DR. V NOW — she directs treatment by phone if she's not on site · 4) Grab the BLACK BOX VO KIT + HYLENEX from the FRIDGE · 5) Warm compress on the area · 6) NP floods area with hyaluronidase (high-dose pulse, repeat until reperfusion) · 7) Massage area · 8) Reassess cap refill every few minutes
ANY vision change/eye pain = 911 + tell them "possible retinal artery occlusion from facial filler" — minutes matter for sight.
Document: time of onset, signs, hyaluronidase doses+times+lot, response, photos, all provider communications, patient instructions given. Do not discharge until provider clears; arrange next-day follow-up.
😵 PATIENT PASSING OUT (vasovagal / syncope)
Recognize: pale, sweaty, "I feel weird/hot," tunnel vision, slow pulse — most common right after needles.
DO NOW: 1) Stop procedure, protect from falling · 2) Lay flat, LEGS UP · 3) Cold compress to neck/forehead · 4) Call provider in · 5) Vitals when able · 6) Small sips of juice/water when fully alert · 7) Recover 15+ min, no driving until fully normal
Unresponsive >1 minute, chest pain, irregular breathing, or seizure activity = 911.
Document: time down/up, vitals, recovery, provider assessment. Flag chart "vasovagal hx — premedicate with recline + distraction next visit."
🤧 ANAPHYLAXIS / SEVERE ALLERGIC REACTION
Recognize: hives spreading · face/lip/throat swelling · wheeze/trouble breathing · dizziness/collapse — usually within minutes of product.
DO NOW: 1) CALL 911 · 2) NP administers EPINEPHRINE — it's INSIDE the BLACK BOX VO KIT (if no provider on site, tell the 911 dispatcher you have epinephrine on hand and follow their instructions) · 3) Lay flat, legs raised (sitting up if breathing is hard) · 4) Second epi in 5-15 min if no improvement · 5) Nothing by mouth · 6) Stay with patient, note times · 7) CALL DR. V — immediately, phone is fine
After: ER transport even if improved (biphasic reactions). Document product/lot, timeline, doses, EMS handoff.
Mild allergic (localized hives/itch, NO breathing/face involvement): provider assesses → antihistamine per provider order → observe 30+ min → document.
🔴 NODULES & GRANULOMAS (days-to-months later)
FD — patient calls about a lump: never dismiss it, never diagnose it. Ask: When did it appear? Which treatment/filler? Painful? Red/warm? Fever? Growing? Then notify the provider SAME DAY and log the call verbatim in AR. Your only job is triage + booking — the clinical part below is for the NP + Dr. V.
Say: "I'm so glad you called — this is something our provider will want to look at directly. Let me get you in [this week]."
RED FLAGS → same-week visit + Dr. V notified immediately (phone OK): red + warm + painful · fever · rapidly growing · skin breakdown
NP — classify first (the timeline tells you the cause):
① Early, NOT inflamed (weeks 1–4): usually superficial placement, maldistribution, or product clumping — a placement problem, not an immune problem. → Vigorous massage first; if it persists: saline or lidocaine displacement, or needle subcision to break it up.
② HA filler + INFLAMED (red/warm/painful, any timing): treat as immune reaction or biofilm. → High-dose PULSE hyaluronidase (Hylenex — fridge), repeated until full resolution · add doxycycline if biofilm is suspected.
③ Delayed 3+ months / biostimulators (Sculptra, Radiesse): true granuloma — foreign-body immune reaction or biofilm; hyaluronidase won't dissolve these products. → Intralesional 5-FU combined with LOW-dose corticosteroid (triamcinolone or dexamethasone) — the combo suppresses the fibroblast overgrowth without causing skin atrophy · oral support per Dr. V · refractory cases: refer for ultrasound-guided precision injection.
Every case: Dr. V is looped in before treatment — phone is fine. Document filler type + lot if known, onset timeline, inflammatory signs, classification, treatment + doses, photos.
🔥 BURNS (laser / IPL / RF / peels)
Recognize: immediate excessive pain, white/grey patches, blistering, epidermal sliding during or after energy treatment.
DO NOW: 1) Stop treatment · 2) Cool (not ice) compresses / cool saline 10-15 min · 3) Provider assesses depth · 4) Per provider: topical care, dressing, possible Rx · 5) Photos NOW (documentation + monitoring baseline)
After: written aftercare (no picking, strict SPF, signs of infection) · 24-48h follow-up call SCHEDULED before they leave · PIH protocol applies to healing (see Training tab) · document settings used, area, immediate response, all care given.
💊 MINOR REACTIONS (expected vs. concerning)
Normal & expected (reassure + monitor): bruising, mild swelling, tenderness, pinpoint bleeding, redness 24-48h post-MN/laser, mild headache post-tox, small lumps that settle ~2 weeks post-filler.
Concerning → provider TODAY: worsening after day 3 · spreading redness/warmth (infection) · fever · severe/one-sided swelling · dusky color change · vision anything · blistering/cold sores post-lip work.
FD rule: NEVER say "that's normal" — say: "Thanks for telling us — I'm flagging this to the provider who treated you and they'll follow up shortly." Then actually flag it, same hour, and log it in AR.
📞 AFTER ANY EVENT — the follow-up loop
1) Chart everything same day (times, meds+lots, response, photos, instructions)
2) Add the patient to next week's FOLLOW-UP LIST on the huddle with a note of what happened — they get a personal reassurance call, not the standard script
3) Dr. V reviews every event at the weekly huddle build
4) Do NOT ask an event patient for a Google review — the follow-up call is about care, full stop.
Black Box VO Kit + Hylenex (fridge) locations: confirm at every Thursday huddle — it's on the closeout. Remember: Dr. V is called IMMEDIATELY in every event, even by phone — never wait for her to be on site.
🎓 Staff Training Library
Tap any document to open it. New patient-safety and sales protocols are added here — check back after huddle updates.
More sections coming — tell Dr. V what you want trained on next.
🔐 Team Vault
Logins are encrypted in the browser with your master passphrase (AES-256) before anything is saved — the sheet only ever stores scrambled text. If the passphrase is forgotten, the vault CANNOT be recovered. Auto-locks after 5 minutes idle.
First time? The passphrase you enter now becomes the vault's passphrase.