⏰ 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 8/19
Tox Rate: $14/u returning · VIP $11/u · BYT $12/u banked · NP $10/u (1st + 2-wk f/u, 50u min) | CONSULT FEE = SAME-DAY credit only
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.
Share saved file
back to Dr. V via Teams
Today's Revenue Target
Focus: Donna Stegall staged-plan close + Lisa pads refill + Katie's next-stage skin conversation
⚡ 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.
📋 Patient Schedule — 3 patients · Vaidehi Patel
Katie Gibson
Neurotoxin
Prior VIP Basic / substantial VIP history — verify current tier
05/15/2026 — DysportLast Visit
VIP $11/u when VIP benefits apply — verify exact current tierRate
Vaidehi PatelProvider
$8,376Lifetime Spend
63Total Visits
DO NOT SELL DPD: She bought Daily Power Defense 07/16/26 (~34 days ago) — not due, expected ~75d window.
RETAIL — ASK, DON'T ASSUME: Complexion Renewal Pads (06/21/25) and Plated Skin Exosome (06/12/25) are well past typical windows if still using — ask whether she's out.
RETINOL HISTORY — IRRITATION: Retinol has historically irritated her; provider previously recommended Hydrating Crème/exosomes instead.
Clinical — Injector
  • Tox per usual plan
  • She is marked Ablative Ready — the higher-value conversation is the next laser/resurfacing stage, not another entry-level service
  • Ask what still bothers her after tox is working — pigment, texture, or laxity
Front Desk — Collect
Tox — VIP rate (verify tier) + refill check
  • Confirm current VIP tier/rate
  • Ask about pads/Plated refill
  • Leave with next maintenance/skin appointment booked
Staff:
FD — Verify & Complete Before Huddle
Donna Stegall
Follow Up Neurotoxin
No confirmed membership Budget-conscious — stated could not spend more than ~$950
08/12/2026 — Hyperdilute Radiesse 1:1, marionette areaLast Visit
First-visit/promo tox pricing — verify actual product/units from 8/5 transaction, don't assumeRate
Vaidehi PatelProvider
CURRENT SMOKER: Noted at intake — relevant to healing/counseling.
STAGED PLAN ALREADY DISCUSSED: Temples ± cheeks first, then reassess. Overall correction may require multiple syringes over time — not all at once. Annual biostimulator maintenance discussed. Budget pacing + membership/financing already presented.
Clinical — Injector
  • Follow-up neurotoxin — she was happy with prior tox results
  • Concerns on file: forehead, glabella, crow's feet, temporal hollowing, cheek volume loss, early laxity
  • See 💡 conversion tips — staged structural plan + membership
Front Desk — Collect
Follow-up tox + staged-plan next step
  • Verify actual unit/product pricing from 8/5
  • Next staged step price — pull from master pricing
Staff:
FD — Verify & Complete Before Huddle
Lisa St. Pierre
Neurotoxin
Prior eyelid heaviness/droop — conservative lateral toxin placement important
09/26/2025 — DysportLast Visit
Pull last receipt — not reliably established in supplied sales dataRate
Vaidehi PatelProvider
RETAIL — PADS OVERDUE: Complexion Renewal Pads (06/19/26, $31.05) — ~61 days by 8/19, her pad window is 25-50d. Ask: "Are you out of your pads?" Don't assume.
DO NOT AGGRESSIVELY INCREASE TOX: Prior eyelid heaviness/droop on file — conservative lateral placement.
Clinical — Injector
  • Tox per usual, conservative lateral placement given prior lid heaviness
  • After tox response, ask whether perioral/lower-face lines remain the main concern
  • If yes: reconnect to structural support/biostimulator plan already discussed, rather than more tox on static lines
Front Desk — Collect
Tox + retail refill check
  • Ask about Complexion Renewal Pads refill
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.
Katie Gibson — Neurotoxin
Donna Stegall — Follow Up Neurotoxin
Lisa St. Pierre — Neurotoxin
DR. V MEDICAL AESTHETICS · MORNING HUDDLE · 08/19/26 · CONFIDENTIAL
📋 Katie Gibson — History

05/15/2026: Dysport.

04/10/2026: VIP Facial.

10/10/2025: Joined VIP Basic after problems tolerating numbing cream; still allowed VIP drip per Dr. V. VIP benefits included $11/u tox, 15% off ZO/laser, IPL, monthly skin services.

📋 Donna Stegall — History

08/05/2026: New-patient consultation + neurotoxin. Concerns: forehead, glabella, crow's feet, temporal hollowing, cheek volume loss, early laxity. Current smoker. Budget-conscious. Specifically interested in packages/membership.

08/12/2026: Hyperdilute Radiesse 1:1, marionette area. Could not spend more than ~$950. Was happy with tox results. Said she would consider coming back for more.

📋 Lisa St. Pierre — History

12/10/2025: Microneedling with PepFactor, face/neck for fine lines, laxity, texture.

09/26/2025: Dysport.

09/11/2025: Dysport.

02/12/2025: Remaining lip filler used for perioral fine lines. Structural support with Radiesse/Sculptra previously discussed for deeper lower-face/perioral aging.

Converting Tips