Aesthetic / Dermatology Clinic
Skin assessment and consultation, treatment plan with informed consent, session records, follow-up outcome assessments, and annual maintenance plans for aesthetic clinics, med spas, and dermatology practices
Get started with PocperAesthetic Consultation & Skin Assessment
This consultation gathers your skincare history, medical background, lifestyle, and aesthetic goals so the provider can offer realistic recommendations tailored to your skin. All recommendations are clinical opinions; no treatment is performed today.
Patient Information
Full name:
Date of birth:
Gender:
Female
Male
Non-binary / other
Prefer not to say
Occupation:
Contact phone / email:
Emergency contact (name / relationship / phone):
Skincare History
Current skincare routine — describe morning and evening:
Products currently used — select all that apply:
Cleanser
Toner
Serum
Moisturizer
SPF / sunscreen
Retinoid (retinol / tretinoin)
Vitamin C
Acids (AHA / BHA / glycolic / salicylic)
Salon / spa facials — frequency:
Never
Occasionally (1–2× per year)
Quarterly
Monthly
Weekly or more
Previous in-clinic treatments — specify type and date:
Lifestyle
Sun exposure:
Minimal — mostly indoors
Moderate
Heavy — frequent outdoor recreation
Occupational outdoor exposure
SPF use:
Daily
Sometimes
Rarely
Never
Smoking:
Never smoker
Former smoker
Current smoker
Vape / e-cigarette user
Alcohol:
None
Occasional / social
Regular (1–3 drinks per week)
Frequent (4+ drinks per week)
Average sleep (hours per night):
Stress level (0–10):
Diet notes — typical eating habits, hydration, supplements:
Medical History
Current medical conditions — please list any:
Chronic skin conditions — select all that apply:
Rosacea
Acne
Eczema / atopic dermatitis
Psoriasis
Vitiligo
Melasma
Keloid scarring tendency
Cold sores / herpes simplex
Currently pregnant or breastfeeding
Recent isotretinoin use (last 12 months)
If yes, date of last isotretinoin dose:
Taking immunosuppressants
Taking anticoagulants / blood thinners
If yes, name of anticoagulant and reason for use:
Other current medications — including OTC and supplements:
Allergies — drugs, latex, lidocaine, hyaluronic acid, topicals, metals, iodine, foods:
Cosmetic Procedure History
Past botulinum toxin / dermal fillers / laser / surgery — date, area, brand, results, complications:
Fitzpatrick Skin Type
Type I — pale, always burns, never tans
Type II — fair, usually burns, tans minimally
Type III — medium, sometimes burns, tans gradually
Type IV — olive, rarely burns, tans easily
Type V — brown, very rarely burns, tans deeply
Type VI — deeply pigmented, never burns
Skin Analysis
Texture: [Provider documents skin texture observed during in-clinic assessment]
Pigmentation: [Provider documents pigmentation findings (even tone / sun spots / melasma / PIH / freckles)]
Lines & wrinkles: [Provider catalogues named line locations observed (forehead / glabellar / crow's feet / nasolabial / marionette / smoker's)]
Vasculature: [Provider documents vascular findings (telangiectasia / rosacea flushing / spider veins)]
Acne: [Provider grades acne sub-classification (comedonal / inflammatory / cystic / acne scarring)]
Pores: [Provider grades pore size (minimal / moderate / enlarged)]
Elasticity / laxity: [Provider grades skin laxity via palpation/inspection (firm / mild / moderate / advanced)]
Hydration: [Provider documents hydration assessment (well-hydrated / dehydrated)]
Areas of Concern
What bothers you most about your skin? In your own words:
Priority ranking — list your top 3 concerns from most to least important:
Patient Goals & Expectations
What does success look like to you?
Readiness for downtime — how much downtime can you tolerate?
None acceptable
1–3 days
1 week
2 weeks
Budget bracket:
Photo Documentation Consent
I agree to clinical photography for my medical record
I agree to before-and-after photos for my own personal review
I agree to portfolio use with my face anonymized
Signed photo consent on file
Recommended Treatment Pathway
Provider's clinical opinion (recommendations are clinical opinions, not guarantees of outcome):
Recommended treatments — up to 4 entries:
Treatment 1 — name: / indication: / estimated cost:
Treatment 2 — name: / indication: / estimated cost:
Treatment 3 — name: / indication: / estimated cost:
Treatment 4 — name: / indication: / estimated cost:
Acknowledgement
The information I have provided is accurate to the best of my knowledge
I understand recommendations are clinical opinions, not guaranteed outcomes
I agree to attend a follow-up consultation if I decide to finalize a treatment plan later
Thank you for completing this consultation. Your provider will review the assessment and discuss the next steps with you before any treatment is scheduled.
Templates in this pack
The Aesthetic / Dermatology Clinic pack includes 5 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.
Aesthetic Consultation & Skin Assessment
This consultation gathers your skincare history, medical background, lifestyle, and aesthetic goals so the provider can offer realistic…
Treatment Plan & Informed Consent
This form documents the treatments planned for you, sets expectations, and records your informed consent. Please read every section…
Treatment Session Record
A clinical record of the treatment session — pre-procedure status, parameters, intra-procedure observations, immediate aftercare, and…
Follow-Up & Outcome Assessment
A structured follow-up to assess healing, satisfaction, and the response to treatment. Honest feedback helps the provider refine your…
Annual Review & Maintenance Plan
A yearly clinical and aesthetic review covering treatments to date, current skin status, ongoing concerns, and a maintenance plan for the…
Frequently asked questions
- What's included in the Aesthetic / Dermatology Clinic templates?
- The Aesthetic / Dermatology Clinic pack contains 5 templates: Aesthetic Consultation & Skin Assessment, Treatment Plan & Informed Consent, Treatment Session Record, Follow-Up & Outcome Assessment, Annual Review & Maintenance Plan. Each is ready to use and fully editable.
- Can I customize these templates?
- Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
- How do I use the Aesthetic / Dermatology Clinic templates?
- Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.