⏰ 10:40 AM — INJECTOR + FD REVIEW THIS HUDDLE TOGETHER BEFORE THE DAY STARTS · CALL DR. V DURING THE REVIEW (she joins by phone) · confirm Black Box VO Kit + Hylenex (fridge) locations
DR. V MEDICAL AESTHETICS
MORNING HUDDLE — CONFIDENTIAL STAFF BRIEFING
WEDNESDAY 8/26
Tox Rate: $14/u nonmember · VIP $11/u · BYT $12/u banked ($120/mo membership) · NP $10/u (1st visit + 2-wk f/u) | CONSULT FEE = SAME-DAY credit only | Filler membership $50/mo, $499/syringe (Versa/Radiesse/Belotero/Restylane-L/Silk/Lyft/Eyelight — NOT Kysse/Defyne/Refyne/Contour), max 3/qtr | VIP Glo $250/mo skin | Sculptra $950/vial nonmember, $750/vial member (max 3/qtr) | Skincare refill window: pads ~18 days, all other ZO ~4 weeks
sync starting… Tap any field to edit. Circle buttons = coaching scripts. 💡 gold button = converting tips. Pencil (bottom) = Apple Pencil annotate. FD box — fill 💜 wallet + 💚 charge before patient arrives.
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back to Dr. V via Teams
Today's Revenue Target
Focus: Lauren Fagan annual Radiesse maintenance + overdue ZO refill · Karissa Kemme membership math (verify rate live)
⚡ Today's Focus
VERIFY TIMES IN AR
Card times are a build-time approximation — confirm exact appt times/order against AR at the morning review.
NEVER GUESS A PRICE
Every $ on these cards is either sourced from master pricing or flagged as unconfirmed — if a card says 'confirm on screen,' pull the live rate before quoting anything to the patient.
📋 Patient Schedule — 3 patients · Dr. V
Lauren Fagan (37)
Lip Filler
Active membership — verify plan ZO/skincare OVERDUE — last purchase 08/13/2025
06/11/2026 — Dysport 43u (frontalis, glabella, crow's feet); asymmetry/right frontalis notedLast Visit
Active filler-related membership — verify exact current plan/benefits before checkoutRate
Dr. VProvider
SKINCARE REFILL — OVERDUE: DB: Last ZO purchase 08/13/2025 (~1 year ago). She's used a ZO/retinol regimen and redness/skin health have come up before. Ask what she's actually running low on — do not guess a product or price, she'll tell you.
📷 MARKETING BEFORE/AFTER: Lip filler + established biostim patient with good prior results — strong before/after candidate if she consents. Ask before treating.
Clinical — Injector
  • Lip filler based on current anatomy
  • Historically needs attention to right frontalis/glabella asymmetry on future tox
  • See 💡 conversion tips — annual Radiesse maintenance (Nov/Dec)
Front Desk — Collect
Confirm membership benefits + skincare refill ask
  • Verify exact current membership plan/benefits before checkout — use correctly, no redundant membership pitch
  • Ask what skincare she's running low on
Staff:
FD — Verify & Complete Before Huddle
Emileigh Gaddis
Lip Filler — continuation
Filler membership — $499/syringe NOT a pitch day — hold on chin/masseter
08/13/2026 — 0.5 syringe Restylane Silk to lips; finishing remaining syringe todayLast Visit
Active — Versa / Eyelight / Radiesse Unlimited at $499/syringeRate
Dr. VProvider
$5,155 lifetime / 11 visitsLifetime Value
HOLD — DO NOT PITCH TODAY: Chin filler + masseter tox have been discussed more than once; she's deferred on budget and Cherry financing was previously denied. Do not raise it again unless SHE brings it up. Finish the remaining syringe from last visit — do not open a new one unless clinically needed.
📝 DOCUMENT (chart protection): Cherry financing previously denied — do not re-suggest financing without checking with her first.
Clinical — Injector
  • Finish remaining 0.5 mL syringe from 8/13 visit
  • Do not open another syringe unless clinically needed
Front Desk — Collect
Use membership pricing correctly — no new pitch
  • Confirm membership rate applied correctly
  • No chin/masseter pitch unless she raises it
Staff:
FD — Verify & Complete Before Huddle
Karissa Kemme (29)
Neurotoxin
No active membership confirmed — verify
01/23/2026 — 33 unitsLast Visit
$14/u nonmember (unconfirmed on current account — verify before quoting)Rate
Dr. VProvider
WATCH FOR LATERAL SPOCKING: History of lateral spocking / brow heaviness — placement should minimize this per her preference.
Clinical — Injector
  • Treat around her usual ~33–34u pattern if appropriate
  • Avoid lateral spocking/brow heaviness
  • Ask if she wants a more consistent maintenance schedule
  • Ask if lip filler is still something she wants later (prior lip filler was staged due to swelling/bleeding)
Front Desk — Collect
Membership math — only if it benefits her
  • Confirm her current per-unit rate on screen before quoting anything — do not guess
  • Her interval runs ~6 months, longer than a typical monthly BYT member — do the math live: units × rate vs. $120/mo BYT banked at $12/u before pitching
  • Document offer status either way
Staff:
FD — Verify & Complete Before Huddle
➕ ADD-ON PATIENTS — booked Wed/Thu after the huddle was built

Rule: book an add-on → TEXT DR. V immediately (name·time·service) → tap ➕ and fill their card here. New patients: get GHL notes + booking fee. Existing: pull their history from AR (last tox units/rate, filler, biostim, membership).

End-of-Day Closeout
VA — MONDAY POST-CLINIC FLOW (do in order)
1) Open each patient in AR — verify procedure completed, read the notes.
2) Complete each audit row below: status, fees, skincare Clover vs AR, wallet, collected, rate, discounts.
3) RECONCILE PAYMENTS against the Clover report — every purchase must show collected.
4) Flags appear automatically as you type — send the FD list to FD for Wednesday.
5) Day-after + next-week texts: use the ✉ buttons per patient. Review link: https://g.page/r/CV4_LMZ9HZHGEAE/review
6) Push to Patient DB if not done at EOD · skincare buyers → 4-week task.
Lauren Fagan — Lip Filler
Emileigh Gaddis — Lip Filler — continuation
Karissa Kemme — Neurotoxin
DR. V MEDICAL AESTHETICS · MORNING HUDDLE · 08/26/26 · CONFIDENTIAL
📋 Lauren Fagan — History

06/11/2026: Dysport 43u — frontalis, glabella, crow's feet. Historically needs attention to asymmetry/right frontalis.

Multiple visits: Multiple prior lip-filler treatments. Has also discussed left smile-line correction.

12/11/2025: 2 syringes hyperdilute Radiesse to temples/cheeks/perioral region — liked the result, has discussed preventive collagen maintenance.

Skincare: Has used a ZO/retinol-based regimen. Redness/skin health have been discussed.

📋 Emileigh Gaddis — History

08/13/2026: 0.5 syringe Restylane Silk to lips — remaining 0.5 syringe held for today.

07/17/2026: 0.8 mL Restylane Kysse; tox to frontalis, glabella, lateral brow lift.

03/13/2026: 1 syringe Restylane Eyelight to tear troughs.

Ongoing: Chin filler and masseter tox discussed more than once — deferred on budget; Cherry financing previously denied.

🧾 Emileigh Gaddis — Sales / Purchase History

Lifetime spend: $5,155.00 across 11 visits (since 01/08/2026)

Filler spend: $3,950.00

Tox spend: $180.00

📋 Karissa Kemme — History

01/23/2026: 33 units.

07/2025: ~34 units. Historical interval closer to ~6 months. Areas: frontalis, glabella, crow's feet.

Ongoing: History of lateral spocking — prefers placement that minimizes brow heaviness. Interested in future lip filler; prior lip filler was staged because of swelling/bleeding.

🧾 Karissa Kemme — Sales / Purchase History

Lifetime spend: $1,377.00 across 6 visits (Lapsed status — last visit 08/06/2025 per DB, though she has a newer 01/23/2026 tox note on file — reconcile with AR)

Converting Tips