Aesthetic Pass · consultation workflow resource
Aesthetic consultation form template
Adapt this treatment-neutral structure to the practice's approved consultation process. Do not enter patient information into this downloaded planning copy.
1. Consultation identity
- Patient and practice record reference
- Date, location and consultation format
- Consulting aesthetic provider and role
- Reason for consultation and referral source
- Language or accessibility support
2. Patient goals and priorities
- Primary concern in the patient's own words
- Desired change and priority areas
- Timing or recovery considerations
- Previous experiences and preferences
- What a satisfactory outcome means to the patient
3. Current history and context
- Current anamnesis completion date
- Relevant changes since the previous visit
- Previous aesthetic-treatment context
- Items requiring provider review
- Clarification recorded separately
4. Provider assessment and discussion
- Provider observations and assessment context
- Clinical photographs used, where applicable
- Patient priorities confirmed or refined
- Questions and clarification
- Need for another review or referral
5. Options and expectations
- Options and alternatives discussed
- Expected course, limitations and follow-up
- Treatment-specific information required before a decision
- Outstanding questions
- Decision: plan, pause, decline or refer
6. Planned next step
- Proposed treatment category or staged approach
- Planned product categories and treatment areas
- Additional information or review required
- Provisional timing and follow-up route
- Owner responsible for the next action
7. Handoff into the treatment record
- Treatment-specific information and consent
- Patient and provider signing actions
- Actual product, entered lot, areas and mapped points
- Optional treatment-linked photographs
- Aftercare, follow-up and patient-history entry