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CONFIDENTIAL · CLINICAL USE ONLY
1 · Patient
2 · Concerns
3 · Plan
4 · Documents
Patient Info
Search existing patient to load their history, or fill in manually.
Medical Flags
Melasma / PIH history
Keloid tendency
Autoimmune condition
Recent isotretinoin
Poor wound healing
Active smoking
Blood thinners
None
Chief Concern
Patient's own words
Clinical Assessment
Select all that apply from your full-face assessment
Upper face lines
Brow heaviness
Under-eye hollows
Midface volume loss
Nasolabial / marionette
Thin / uneven lips
Jawline / chin definition
Neck laxity / bands
Skin laxity / crepey
Pigment / melasma
Texture / pores
Dullness / glow
Prevention / aging well
Hair loss
Provider Notes
Patient Plan
SOAP Note
Skincare Detail

Patient Treatment Plan

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Injector SOAP Note

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ZO Skincare Protocol

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Patient Evaluation
Fill in after assessment. All fields inform the protocol output.
Primary Skin Concerns
Select all that apply. Protocol will follow ZO manual stacking rules.
Early Aging
Moderate Aging
Advanced Aging
Severe Aging / Photoaging
Mild Pigmentation
Moderate Pigmentation
Severe Pigmentation / Melasma
Resistant Melasma
Mild Redness / Rosacea
Moderate Rosacea
Severe Rosacea
Mild Acne
Moderate Acne
Severe Acne / Cystic
Oiliness + Enlarged Pores
Skin Laxity / Sagging
Rough Texture / Scarring
Sensitized / Weak Skin
Pre-Procedure Conditioning
Post-Procedure Recovery
Contraindications / Flags
Check all that apply — will modify protocol automatically.
Pregnant or breastfeeding
Isotretinoin within 6 months
History of herpes simplex
On HQ > 4 months already
Highly sensitive / reactive skin
No neuromodulators
No laser / energy devices
Budget-conscious patient
ZO Skin Health Regimen
Protocol

StepProductScheduleDoseWhy (Physiology)
Anticipated Reaction Timeline
Per ZO Manual
Protocol Tweak Schedule
When to Adjust
Recommended Modalities — Dr. V Aesthetics
Your Clinic

Best Membership for This Patient
Financial Fit
In-Room Upsell Script
Say This
What NOT To Do
Patient Instructions
    Patient Summary Text — Copy to AR
    Send via AR

    Copy this into Aesthetic Record and send to patient after consult.

    View Sheet ↗
    Qualify Lead
    Daily Touch-up Tasks
    Lead Qualifier
    Set the context once, then have a real back-and-forth. Paste what the patient said — get step-by-step guidance on how to respond and qualify.
    💬 Objection Scripts
    tap to expand
    Pricing & Packages
    Changes save automatically and apply instantly to the Treatment Plan Builder and Lead Qualifier. No need to touch code.
    Weekly Huddle
    Open the shared Drive folder — each week has its own subfolder with the finalized huddle.
    📁 Open Huddle Folder in Drive
    Opens in a new tab  ·  Works on any device
    📌 Standing Script — Andrea (scheduling & checkout)
    For any tox patient NOT on Bank Your Botox — say this when booking:
    "Just so you know, we price by treatment area now — and the big difference is we guarantee your results. If you need a touch-up within 2 weeks, it's completely free. You're paying for the outcome, not counting units." If they ask about per-unit pricing:
    "We do have Bank Your Botox at $12/unit monthly — but most patients prefer area pricing because the free touch-up guarantee is included. Anna can walk you through both at your visit."
    📋 Andrea — Step 1: Load This Week's Huddle
    Every Thursday & Friday morning before clinic, pull the latest huddle from Drive so the briefing reflects any updates.
    How: Click Refresh ↻ to see all saved huddles → select today's clinic day huddle → click Load Huddle.
    ☀ Morning Briefing — Andrea & Injector review together
    Go through each patient before the day starts. Flag concerns, add prep notes, confirm the game plan. Takes 5 minutes.
    👑 Owner Dashboard
    Enter owner PIN to continue.