MedSpa Solutions

Automate Client Intake and Screening with AI for Medical Spas

Capture detailed client information on every inbound call. AI collects preferences, skin concerns, prior treatments, and contraindications—then hands your providers structured, ready-to-review summaries.

AI asks qualifying questions during the call (natural, conversational flow)
Captures service interests, skin concerns, treatment goals, and prior experience
Screens for contraindications and safety concerns
Checks existing patient database to identify repeat clients
Returns structured intake summary for staff review before appointment
Appointment details sync to EMR; intake summary captured for staff review and filing

How it pays back

Faster, Smarter Consultations

Your aesthetic providers receive pre-screened intake data before the first appointment. They skip fact-gathering, dive into treatment planning, and provide faster recommendations.

Identify High-Value Service Packages Early

The AI qualifies caller interests and budget signals during intake. Your team knows which clients are ready for full treatments, combos, or add-on services before they arrive.

Safety and Compliance Built In

The AI asks about allergies, medications, prior treatments, and contraindications. These critical safety details are captured and flagged, reducing clinical risk.

Staff Reviews, Not Enters, Patient Data

Detailed intake summaries arrive pre-structured. Your team reviews and approves instead of manually transcribing caller answers—saving time and reducing entry errors.

Comprehensive intake captured

Service interest, skin concerns, goals, prior treatments, and contraindications

Structured summary returned

Staff review and file summary before appointment, no manual data entry

Safety screening integrated

Allergies and contraindications flagged for provider review

Existing client identification

AI checks patient database to recognize repeat clients and history

Frequently asked questions

What questions does the AI ask during intake?

Questions cover service interest, specific concerns (acne, wrinkles, pigmentation, etc.), prior aesthetic treatments, allergies, medications, and appointment preferences. You customize the questionnaire for your med spa.

How does the AI know about contraindications?

You provide a list of relevant screening questions (pregnancy, skin conditions, recent procedures, medications). The AI asks these naturally during conversation and flags any red flags.

What if a caller's answers don't match their file?

The AI checks your existing patient database and flags discrepancies (e.g., 'New address listed' or 'Prior treatment not mentioned'). Staff review the summary and follow up as needed.

Can clients skip intake questions?

The AI prioritizes essential safety and booking questions. Less critical preferences can be deferred. Callers can also request to speak to staff directly for complex situations.

Where is the intake summary sent after the call?

Structured intake is returned as a summary your team reviews in your portal or EMR. Your staff review and file it before the appointment; appointment details sync to the patient record.