Founding practicesLaunching in New Jersey
The whole med spa in one system.
Booking, charting, photos, consents, your patient storefront and inventory, in one place for the front desk, your injectors and you.
Four tools, one system
Today, Ava lives in four places.
Her booking is in one app, her texts in another, her consent in a folder and her membership balance somewhere else. In Forma she's one record, and everyone in the practice sees the same one.
- 1
Storefront & loyalty
Your services and treatment packages on a page with your name on it, booked straight into your schedule.
- 2
Scheduling & payments
Providers, rooms and the front desk on one calendar, and checkout at the desk.
- 3
Patient texting
Confirmations, reminders and form links, in the same place as her record.
- 4
Photos & consents
Before and after photos and signed consents, filed on the visit they belong to.
A visit, start to finish
Follow one patient through one system.
Ava books on Sunday night, signs her forms from her phone, is treated on Tuesday and checks out at the desk. Every step lands on the same record.
01Books
She books from your storefront.
Your services and treatment packages on one page. She requests up to three times, your front desk accepts one, and it's on the schedule.
9:12Juniper AestheticsSign inServicesPackagesGift cards$14/unitTox · forehead & glabella30 min · Maya Lin, NPOctoberMon26Tue27Wed28Thu29Fri30Pick up to 3 times, in order9:3010:30111:1521:002:4534:00Request Tue, Oct 27The practice confirms one of your times.02Consents
Her forms are signed before she arrives.
Intake and consent go out as a link. She signs on her phone, or on the iPad in the room, and the signed copy files itself on her record.
Juniper AestheticsPage 2 of 2Neurotoxin treatment consent- I understand results typically appear within 3 to 14 days.
- I have disclosed my medications and allergies.
- I agree to before and after photos for my chart.
SignatureAva R.Oct 25, 9:14 PMSign and submitForms for Oct 27- Medical history
- Neurotoxin consent
- Photo consent
Text · Oct 25, 9:12 PMHi Ava, it's Juniper Aesthetics. Your forms for Tuesday are ready: Open forms03Treated
Chart on the map. Photos sit beside it.
Tap the face to place each point, then pick the product and units. Before and after photos go on the same visit, so the next appointment starts from one screen, not three.
In progressAva R.Tue, Oct 27 · Room 2ChartPhotos 2Notes 1FormsBillingFace Front (9)Body FrontBody BackBotox2 unitsBotox 24 units# Product Units Technique 1 Botox 4 Bolus 2 Botox 4 Bolus 3 Botox 4 Bolus 4–9 Botox 2 each Bolus Photos · this visitAddBefore · FrontBefore · LeftAfterCompare with Jul 28NoteGood movement at 2 weeks last time. Kept forehead light, 2u per point.
04Pays
Checkout already knows her membership.
Her membership credit comes off the invoice at the desk. Card, cash or a gift card, and the receipt lands on her record.
Glow memberCheckoutAva R. · Oct 27$336.00Tox · forehead & glabellaBotox · 24 units × $14.00$41.00SPF 46 tinted, 1.7 ozRetail · 1 × $41.00Subtotal$377.00Member credit−$50.00Tax$2.72Total$329.72Credit cardCashGift cardRecord payment · $329.7205Comes back
And she comes back to the same record.
When the front desk books her next visit, her last chart, photos and membership balance are already there.
BookAva R.10 visits · client since Mar 2024Next visitConfirmedTox · forehead & glabellaTue, Jan 19 · 10:30 AM · Maya Lin, NPText reminder scheduledLast treatmentBotox · 24 unitsOct 27 · 9 points · Maya Lin, NP3 photos · consent on fileActiveGlow membership$50 membership credit left · resets Feb 1
Inventory that charts itself
Your injection map is also your stock count.
Turn on automatic deduction and every unit a provider charts comes out of inventory: the right product, the right lot. No end-of-day tally, and fewer surprises when you count the fridge.
Every lot, every expiry
Each shipment keeps its own lot number, expiry date and cost, and every unit used is logged against the lot it came from.
Purchase orders
Order by product and receive against the PO. The lot number and expiry go in as it arrives.
Write-offs with a trail
Expired or wasted product leaves stock with a reason, and stays in the history.
Founding practices
Build Forma with us from day one.
We're launching with a small group of practices in New Jersey. Founding practices get:
- 01
Free migration
We move your clients, services and appointments over from the tools you use now.
- 02
A locked founding rate
The rate you start on as a founding practice stays yours.
- 03
A direct line to the builders
Talk to the people who write Forma. What you need shapes what we build next.
