Close more consults. Keep every patient on plan.
Build personalized treatment quotes in minutes, save every consultation to a shared patient record, and let the 3-day / 3-week / 3-month follow-up checklist do the chasing for you.
Everything you need to standardize consults and close more plans
Standardized Digital Consultations
Professionally designed consultation workflows that create consistency across providers, coordinators, and locations — so every patient gets a high-quality experience built to educate, build trust, and convert.
Specialty-Specific Consultation Templates
Industry-leading consultation pathways built by experienced providers for the most common aesthetic and wellness concerns.
One-Click Treatment Planning
Instantly generate customized 6-month and 12-month treatment plans tailored to each patient's goals — clear, professional roadmaps that improve understanding, compliance, and acceptance.
AI-Powered Treatment Recommendations
Leverage AI to design personalized treatment plans based on:
- •Patient consultation responses
- •Clinical concerns
- •Desired outcomes
- •Technologies and services in your practice
Integrated Closing & Financing Tools
Seamlessly email treatment plans, recommendations, and pricing directly to patients. Built-in Cherry and CareCredit integrations simplify affordability conversations and help patients say "yes" faster.
Automated Follow-Up & Conversion Engine
Stay connected with prospects after the consultation through automated follow-up. Nurture leads, re-engage undecided patients, and maximize conversions without adding work for your team.
The Result
More consistency. More confidence. More conversions. Standardize consultations, streamline treatment planning, and convert more leads into paying patients.
Ready to standardize consultations and convert more leads into paying patients? Accounts are set up by our team after a quick call.
Request a call — IMPAKT.Consulting