Consultation checklist
Checklist for cosmetic and aesthetic clinics
For clinics who want patients to arrive informed and unhurried, and to choose them on care rather than on an offer.
Template pack
A patient consultation record
How to use this template pack
Offer this to practitioners who want clear, consistent notes. It is quick to copy and use straight after a consultation.
What is inside
Visit detailsPatient: [initials or number].
Reasons and expectationsReason for visit: [in the patient's words].
Health historyConditions: [note].
Risks and alternatives discussedRisks explained: [list].
Consent and time to decideConsent given: [yes, no or not yet].
The treatment recordTreatment: [name].
Aftercare and follow upAftercare given: [written or verbal].
Review noteDate: [date].
Three title ideas for your own version
A patient consultation record
Consultation form template for clinics
Keep a clear record of every consultation
Where to promote it
Your websiteaesthetics practitioner groupsLinkedIntraining course notes
Why keep a structured consultation record?
A clear record protects patients and practitioners, and makes it easier to explain what was said and agreed if a question comes up later.
Make this template pack your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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