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

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Aesthetic 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.

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.