Aesthetics & IV Therapy EHR

Operational playbook for cosmetic, med‑spa, and IV therapy clinics to manage packages, clinical photos, recalls, and memberships with minimal admin overhead.

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Contents
  1. Packages, Pre‑paid Balances & Upsells
  2. Clinical Photos & Documentation
  3. Scheduling & No‑Show Control
  4. Memberships & Recurring Revenue
  5. Recalls & Retention Cadence
  6. Dashboards & KPIs
  7. 30/60/90 Implementation
  8. FAQ

1) Packages, Pre‑paid Balances & Upsells

Cosmetic and IV clinics rely on pre‑paid packages and bundles. Vozo tracks package balances, triggers reminders when sessions remain, and surfaces upsell signals (e.g., post‑treatment windows suitable for add‑ons). Staff have clear visibility into remaining sessions to avoid revenue leakage.

2) Clinical Photos & Documentation

Before/after photography is central to aesthetics. Vozo stores images with encounter context, supports templated notes (treatments, dosages, sites), and ensures files are secured with role‑based permissions. Consistent documentation protects outcomes and supports marketing approvals.

3) Scheduling & No‑Show Control

No‑show reduction from 18% → 10% can lift revenue 5–12% in aesthetics clinics.

4) Memberships & Recurring Revenue

Memberships (monthly credits, discounts, perks) stabilize seasonal revenue. Vozo manages recurring billing, credit balances, and renewals—keeping communication clear and minimizing disputes.

5) Recalls & Retention Cadence

For neuromodulators, fillers, and IV protocols, Vozo supports recall intervals and automated outreach so patients return on-time. This structured cadence improves lifetime value with minimal staff intervention.

6) Dashboards & KPIs

7) Implementation (30/60/90)

0–30 Days

  • Package catalog and membership rules
  • Photography workflow & consent artifacts
  • Reminder templates

31–60 Days

  • Recall cadence & recovery sequences
  • Dashboards & revenue KPIs
  • Team training & role permissions

61–90 Days

  • Optimization cycle based on KPIs
  • Upsell triggers & membership expansion
  • Multi‑location standardization
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8) Frequently Asked Questions

Does Vozo support photo management for cases?

Yes. Images are stored with the clinical encounter and can be restricted by role to protect sensitive content.

Can Vozo handle memberships and packages?

Yes. Recurring billing, credit balances, and package tracking are supported with clear patient communication.

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