Build guide
Bespoke Aesthetics & Medical Beauty Clinic OS
Patient skin intake, injectables lot numbers, before/after photo vault, and aftercare follow-up trackers — built on the Universal Base.
For: Dental, physio, chiropractic, acupuncture, aesthetics, optometry and veterinary practices
- Linked databases
- 11
- Connections
- 13
- Automatic calculations
- 15
- Ready-made views
- 32
What it saves you
- Treatment-plan progress updates itself as visits are completed
- Recalls that are due or overdue appear in one list every morning
- Supplies expiring within 30 days and items below par flag automatically
- Licence and insurance renewals are counted down per practitioner
How the parts work together
- Register: Create the patient → Record alerts and tick consent when forms are signed
- Treat: Book a visit linked to patient, practitioner and plan → Complete it and record fee and amount paid
- Follow up: Add a recall with a due date → Work the "Due this week" list every morning
- Keep compliant: Check "Renewals due" monthly → Clear "Expiring soon" and "Reorder" before ordering day
Databases inside
Patients
Patient profiles with contact details, alerts and a visit history that builds itself from linked visits.
10 fields · 3 calculated automatically · linked to Visits, Treatment Plans, Recalls & Follow-ups, Patient Intake & Profiles, Treatment Log & Charts, Before & After Photo Vault, Injectables & Lots Log, Post-Treatment Care
Views: Active patients, Missing consent, Outstanding balances
Visits
Appointments and treatment sessions with practitioner, fees and payment - the calendar and the ledger in one place.
13 fields · 3 calculated automatically · linked to Patients, Practitioners, Treatment Plans
Views: Calendar, Today, Flow, Unpaid
Treatment Plans
Multi-visit plans with goals and planned sessions. Progress is counted from the completed visits linked to each plan.
10 fields · 3 calculated automatically · linked to Patients, Visits
Views: Plans by stage, Reviews due, Proposed - follow up
Recalls & Follow-ups
Check-ups, recalls and callbacks with due dates. Overdue items surface automatically so every patient gets their reminder.
7 fields · 1 calculated automatically · linked to Patients
Views: Due this week, Overdue
Practitioners
Clinicians with registration and insurance renewal dates. Days to renewal count down so no one practises on a lapsed licence.
8 fields · 3 calculated automatically · linked to Visits
Views: Team, Renewals due
Supplies & Expiry
Consumables with lot numbers, expiry dates and par levels. Low stock and short-dated items flag themselves.
9 fields · 2 calculated automatically
Views: Reorder, Expiring soon, All supplies
Patient Intake & Profiles
A dedicated high-end CRM for boutique medical beauty clinics. Maintain patient records, Fitzpatrick skin classifications, active allergies (lidocaine/latex), safety contraindications, and signed informed consent flags.
8 fields · linked to Patients, Treatment Log & Charts, Post-Treatment Care
Views: Patient Charts Master, Allergies & High-Risk Queue, By Fitzpatrick Skin Type
Treatment Log & Charts
A clinical logbook for cosmetic procedures. Capture exact product brands, injected units (for Botox) or syringe volumes (for dermal fillers), supplier batch codes, injection sites, and dilution ratios.
9 fields · linked to Patient Intake & Profiles, Patients, Before & After Photo Vault
Views: Daily Injection Charts, Procedures by Type, By Procedure Type
Before & After Photo Vault
A structured media database to manage clinical before and after patient photos. Track stages (before, 2-week follow-up, 3-month follow-up) and standardized camera angles to ensure clear visual case documentation.
7 fields · linked to Treatment Log & Charts, Patients
Views: Before & After Case Cards, Standardized Photo Register, By Photo Stage
Injectables & Lots Log
A secure lot tracking database for medical spa inventory. Track Juvéderm, Restylane, Botox, and Dysport stock levels, supplier accounts, serial numbers, and syringe expiration dates to prevent clinical waste.
8 fields · linked to Patients
Views: Current Fridge Inventory, Expiring Lots Warning, By Product Brand
Post-Treatment Care
A safety and satisfaction follow-up manager for aesthetic patients. Schedule standard follow-up touchpoints (Day 1 check-in, Day 14 revision), log swelling or bruising recovery, send aftercare guidelines, and alert practitioners of complications.
8 fields · linked to Patient Intake & Profiles, Patients
Views: Today's Patient Check-ins, Complication Alerts Queue, By Recovery Stage
You get the finished workspace, not homework.
Buy it once for $29 or get it with your membership, then duplicate it into Notion with every field, link, formula, view and example row already set up.
See Bespoke Aesthetics & Medical Beauty Clinic OS →