A plan for consultation success

For years, I underestimated the importance of a treatment plan during my consultations. As I think about all those poor patients who left my office without a plan of attack, I am a little embarrassed. Until recently did I start implementing a treatment plan for patients.  That’s over eight years of poor planning.  Boo, Haley.  Insert frowny face.  I, along with my patients, have been missing out. Instituting a treatment plan is not difficult, in fact, it makes the consultation process more simplistic for all involved.

Here are three ways treatment plans improve the patient consultation process:

  1.  Patients leave the office with written information that they cannot mentally retain during a 30 minute consultation. For a new patient, it’s impossible to remember why Botox is used versus fillers. Typically, they get lost after the words “midface volume loss!”  By leaving with a plan in hand, they can revert to this when forgetfulness sets in.
  2. Patients have a 12 month plan of attack. It’s imperative to write the months and dates that you plan to implement your regimen. As I improve upon my personalized template, I have adding a 12 x 4 grid, columns (months) and rows (Botox, fillers, skincare, laser), noting when treatments will be performed.  This calendar allows the patient to budget appropriately as well.  The calendar is a nice visual of the journey you will take with each other. 

    Calendar 2016, week starts on monday, eps 10

  3. The plan keeps patients loyal to you and not the cheapest advertised deal from-the-practice-down-the-street-that-is-about-to-go-under….if you know what I mean. When patients know you have a personalized plan in place just for them, you make them the hero, right? Loyality immediately begins with you and more importantly, stays with you. They may receive a killer coupon deal the next day for super cheap treatments, but they will dismiss it because they have a written plan in hand with your name on it.

The current treatment plan I am using is from Allergan. It’s not fancy but I am tweaking it along the way to improve. At the very simplest, grab a 3×5 notecard and write down the following for the patient:

  1. Areas of Concern:  For example:  “Lines around mouth and wrinkles between the brow.”
  2. The Journey
    a.  First priority: For example,  ”add volume to the midface with Voluma, cost $1700 (2 syringes) along with Botox around the eyes for lift $500: September.”
    b.  Second priority: For example, “add volume to lip area with Juvederm, cost $600, October.”
  3. Skincare
    For example, “start using skin lightener and retinoid daily. Cost $180. Begin anytime to improve overall results.”
  4. Maintenance
    Botox every 4-6 months, fillers every 10-16 months, skincare ongoing.
  5. Next appointment
  6. Contact me at anytime: youremail@youremail.com or 615.999.9999

If you are customizing your treatment plan, add graphics, logos and bio information.  Never fear, once I finalize and customize my treatment plan, I will share it with you!  Until then, grab a note card and plan away!  One final note, make a copy of your plan for the chart!  One master copy is never enough, right?

If you use a treatment plan, what do you think is the most important aspect?

2017-03-06T19:42:27+00:00 By |Training|0 Comments

About the Author:

Haley Wood, offers her cosmetic patients a unique combination of experience, knowledge and personal attention. With almost a decade of experience in the field of Aesthetic Nursing, her areas of expertise include non-surgical facial rejuvenation with her distinctive injection technique.

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