Medical Aesthetics

Capture skin type, goals, allergies, and medications before the first consultation appointment

Med spa consultations require clinical context—skin type, treatment history, allergies, medications, aesthetic goals. An AI receptionist collects this during the booking call and returns a structured summary so clinicians walk into each consultation fully prepared.

How it pays back

Consultation Time Spent on Treatment Planning, Not Intake

Your clinician doesn't spend the first 10 minutes asking 'Have you had Botox before?' or 'Are you allergic to lidocaine?' That work is done on the phone. The appointment is fully productive from minute one.

Safety Screening Happens Before Arrival

Contraindications—recent fillers, active acne, pregnancy, certain medications—are caught on the intake call. If a client isn't a candidate, you know before they arrive.

Treatment Planning Accelerated

Your clinician knows the client's skin type, goals, budget, and previous experiences. You can move straight to customization and pricing instead of starting from zero.

Fewer Rescheduled Consultations

When clients arrive fully prepared and contraindications are screened upfront, cancellations drop and consultations run on schedule.

New client profile created on call

Skin type, previous treatments, allergies, medications, aesthetic goals captured during booking

Safety flags highlighted

Contraindications and medical concerns flagged for clinician review before appointment

Structured intake summary delivered

All information formatted and returned for clinician review—ready to paste into notes

Consultation starts with treatment plan

No intake paperwork, no 'we'll call you if we need more information'—clinician has full context

Frequently asked questions

What if a caller doesn't want to answer health questions on the phone?

The AI can offer two paths: answer brief questions now, or complete a secure online intake form before the appointment. The AI confirms either choice in writing via text or email.

How does the AI know which questions to ask for which service?

You configure intake questions per service. Botox intake differs from laser hair removal intake. The AI branches the conversation based on the booked service.

What if a caller reports an allergy or contraindication?

The AI flags the concern and escalates to a clinician or manager for same-day review. If the client isn't a candidate, you reach out by phone to offer alternatives or reschedule.

Where does the intake data go?

The AI returns a structured summary to your team. Your staff reviews it and files it in your med spa software or EMR. Clinicians verify and document the information—allergies, medications, skin conditions, and treatment history are not auto-populated into the chart but provided as an EMR-pasteable summary for your team to file.

Can clients update their intake information after booking?

Yes. If a client realizes they forgot to mention a medication or a new skin condition, they can update via a text link or call back to revise before the appointment.

Related reading

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