AI Treatment Plans

Treatment plans that support your clinical thinking, not replace it.

AI-generated treatment plans built from visit notes, intake forms, and chart data. You start with a structured draft and refine it — nothing is final until you approve it.

Treatment Plan · Janet NielsonAI draft
Plan generated from visit · May 14

Hydration & skin clarity · 90-day plan

Draft · not shared
Goals
Improve skin hydrationReduce fine lines around eyesAddress post-sun pigmentation
Recommended services
HydraFacial
Every 4 weeks · 6 visits
$1,200
IV Hydration — Glow blend
Every 6 weeks · 4 visits
$640
BBL photofacial
Series of 3 · 4 weeks apart
$1,350
Plan total$3,190
From intake to plan

From chart data to a complete treatment plan.

Everything captured in the visit — notes, intake forms, history — feeds directly into a structured plan. No starting from a blank screen, no duplicating work.

  • Generated from visit notes and chart data
  • Multi-visit and phased care supported
  • Plans saved and timestamped in the client profile
  • Designed for practices where care continues over time, not just one-off visits
Intake form
12 fields
Visit note
May 14 · 24 min
History
8 past visits
Generate plan
Treatment plan · draft3 phases
1
Phase 1 · Hydration reset
Weeks 1–4 · 2 visits
2
Phase 2 · Pigment correction
Weeks 5–12 · 3 visits
3
Phase 3 · Maintenance
Monthly · ongoing
Editing plan · Janet Nielson
Editing draft

Hydration & skin clarity

Unsaved changes
HydraFacial
Every 4 weeks
6
IV Hydration — Glow blendedited
Every 6 weeks
4
Clinical note
Skip BBL photofacial for now — revisit in 6 weeks after pigment improvement from phase 1.
You stay in control

Review, refine, and stay in control.

Every recommendation, frequency, and note can be adjusted. AI gives you a head start — your clinical judgment makes it final. Nothing is shared until you approve it.

  • Add, remove, or refine any recommendation
  • Update plans over time as care progresses
  • Always optional — use when it fits your workflow
Connected to revenue

Turn a treatment plan into a package in one step.

What you recommend doesn't have to stay on paper. Treatment plans connect directly to services, packages, and memberships — so the next step for the client is also the next step for your revenue.

  • Link recommended services to existing packages
  • Create a custom package directly from the plan
  • No extra steps for your front desk
Treatment plan
Hydration & clarity
  • HydraFacial × 6
    Every 4 weeks
  • IV Hydration × 4
    Every 6 weeks
  • BBL series × 3
    Monthly
New package · from plan
Hydration & Clarity Bundle
HydraFacial×6
IV Hydration×4
BBL photofacial×3
$2,890
vs. $3,190 individual
Save $300
Coming soon
Patient-facing treatment plans
Clients will be able to view and act on their treatment plan directly through the client portal.

Smarter plans. Stronger care.

Give your team a head start on every visit and keep care, documentation, and revenue all moving in the same direction.