Annual skin checks depend on the patient remembering
The doctor says “see you in a year.” Twelve months later there is no reminder, no appointment and a schedule with gaps where the full-body exams should be.
Dermatology practicesCRM and follow-up
Medical referrals scheduled, cosmetic consults followed up, skin checks recalled.
Primary-care referrals, website forms, calls and cosmetic inquiries land on one patient record with the next step. The recall text, the pre-visit instructions and the consult follow-up go out from it.
Where it goes wrong today.
Cosmetic consults go cold after the visit
A patient comes in for a laser or filler consult, gets a plan and a quote, and leaves to think. The cosmetic coordinator is in a room. Nobody follows up, and the plan sits in a drawer.
Referrals and recheck visits fall between systems
A primary-care referral arrives by fax, a recheck is ordered in the EMR, and the front desk is supposed to notice both. Some patients wait weeks for a call that should have taken a day.
How it works for dermatology practices.
One record per patient, medical and cosmetic
A faxed referral entered by the desk, a form from your acne or mole-check page, a call or a cosmetic consult request creates the record. The referring provider, the visit type and the source are attached. After hours, the AI phone agent books from the real calendar.
Stages for referral, consult and recall
Referral received, scheduled, seen, recheck due, annual recall due. Cosmetic consults sit in their own pipeline: consult booked, plan presented, treatment scheduled. The cosmetic coordinator owns one; the front desk owns the other.
Instructions and recalls from the record
The visit reminder, the “stop these products before your treatment” note, the recall text when the year is up and the review request send from the patient record. See email & SMS.
Illustrative example
What a day looks like.
- Monday, 8:15 a.m.Referrals faxed over the weekend appear as new records. The desk calls each patient and offers the first openings.
- Tuesday, 12:30 p.m.The cosmetic coordinator opens the plan-presented stage and sends a short text to patients who left without booking their laser series.
- Wednesday, 9:30 a.m.Patients due for an annual skin check next month get a text with two openings. Replies land on their records.
- Thursday, 3:00 p.m.Tomorrow’s cosmetic appointments get their pre-treatment instructions and a form to complete ahead.
- Friday, 4:45 p.m.Rechecks ordered this week with no appointment are listed for the desk to schedule before the weekend.
An illustrative example of how the system runs, not a measured result.
More for dermatology practices.
Dermatology practicesThe whole system for this work: pages, phones, follow-up and reviews.AI phone agentAppointment calls answered while the desk is on hold with a payer.WebsitesA page for every condition, every procedure, and the skin check people keep postponing.ReviewsReview requests after the visit, with the diagnosis left out.
Questions dermatology practices ask
Does the CRM hold clinical information?
It holds the inquiry, the visit type, the stage and the messages. Clinical notes, results and prescriptions stay in your EMR. Ask us how records and messages are stored and what agreements are in place; we answer in writing before you go live.
Can medical and cosmetic follow-up be handled differently?
Yes. Each pipeline has its own stages, owners and message templates. The recall text for a skin check and the follow-up for a filler consult do not look alike.
Will the automated text answer questions about results?
No. It covers logistics only: times, forms and instructions you approved. A question about a result, a biopsy or a medication is handed to clinical staff with a note on the record.