> For the complete documentation index, see [llms.txt](https://docs.skintype.pro/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.skintype.pro/skin-type-pro-user-resources/getting-started/complete-workflow.md).

# Complete Workflow

This guide outlines the full Skin Type PRO workflow - from when a patient receives the quiz link to completing their purchase.

It is designed to help your team deliver a **consistent, efficient, and high-quality patient experience**.

***

### Overview

Every patient follows the same process:

1. Complete the Skin Type Quiz
2. Receive a personalized skincare routine
3. Review recommendations with a provider
4. Purchase products in-office or online

{% hint style="info" %}
💡 This workflow ensures accurate diagnosis, personalized recommendations, improved patient compliance, and increased skincare revenue.
{% endhint %}

***

### Step 1: Patient Takes the Skin Type Quiz

#### Option A: Before the Appointment (Required)

The patient receives the Skin Type Quiz Link via:

* Appointment reminder email
* Text message
* Website link

{% hint style="info" %}
⚠️ **Required Step**\
Before your visit, please complete this 3-minute questionnaire about your current skin. This is required so your provider has the information needed for your consultation.
{% endhint %}

***

#### Option B: In-Office (QR Code or Email)

If the patient has not completed the quiz:

* They scan the QR code at check-in using their mobile device
* The check-in staff can send the quiz link to the patient via email for immediate completion

{% hint style="info" %}
💡 Always ensure the quiz is completed before the provider begins the consult.
{% endhint %}

***

## Step 2: Front Desk / Check-In Process

### Staff Instructions

#### If quiz is NOT completed:

> 🗣️ **What to say**\
> Before we begin, please complete this 3-minute questionnaire about your current skin. You can scan this code or I can send it to your email so you can complete it now.

***

#### If quiz IS completed:

> 🗣️ **What to say**\
> Great, I see you completed your skin type quiz. Your provider will review your personalized results with you today.

***

#### Goal of Check-In

* Ensure every patient has completed the quiz
* Set expectation for a personalized skincare experience

***

### Step 3: Provider Consult

The provider conducts the consult using PRO Consult.

***

#### Step 3.1: Access Patient Results

* Go to PRO Consult
* Locate the patient’s quiz results at the top
* Open the consult

***

#### Step 3.2: Review Skin Type

Discuss:

* Patient’s Baumann Skin Type
* Key skin concerns
* Contributing lifestyle factors

***

#### Step 3.3: Present the Routine

Explain:

* Morning routine
* Evening routine
* Why each product was selected

> 🗣️ **Suggested language**\
> Based on your skin type, this routine is designed to address your specific concerns while maintaining your skin barrier.

***

#### Step 3.4: Customize if Needed

Provider may:

* Swap products
* Adjust selections
* Prioritize certain concerns

***

#### Step 3.5: Set Purchase Expectations

> 🗣️ **Suggested language**\
> Some of these products are available here in the office, and the rest can be shipped directly to you.

***

### Step 4: Checkout Process

After the consult, the patient completes their purchase.

***

#### Step 4.1: Launch Online Checkout

* Provider clicks the **Online Checkout** button in the consult
* The patient will either:
  * Scan the QR code shown on screen
  * Receive the checkout link via email from the provider

***

#### Step 4.2: Patient Checkout Experience

The patient:

* Opens the checkout on their personal device
* Views recommended products
* Confirms selections
* Completes purchase for shipped items

***

#### Step 4.3: In-Office Product Confirmation

Front desk or billing staff can view the in-office products recommended by the provider.

They should:

* Confirm which products the patient would like to purchase
* Retrieve those products
* Process payment through the normal POS system

> 🗣️ **What to say**\
> These are the products your provider recommended for in-office purchase. Would you like to take these with you today?

***

#### Step 4.4: Shipped Products

* Products selected for shipping are purchased through the online checkout
* Orders are shipped directly to the patient

***

### Step 5: Billing / Checkout Staff Role

#### What to Say

> 🗣️ You’ll receive the rest of your products directly to your home. You can revisit your routine anytime using your email.

***

#### Responsibilities

* Confirm in-office product purchases
* Process payment for in-office items
* Ensure patient completed online checkout for shipped items
* Reinforce how to access their routine later

***

### Step 6: Post-Visit Experience

Patients can:

* Revisit their routine
* Reorder products
* Maintain long-term compliance

***

#### Key Outcome

{% hint style="info" %}
💡 Patients leave with a clear routine and easy access to purchase, supporting better results and long-term adherence.
{% endhint %}

***

### Team Responsibilities Summary

#### Front Desk

* Ensure quiz completion
* Set expectations
* Send quiz link if needed
* Confirm in-office product purchases

***

#### Provider

* Conduct consult
* Explain routine
* Customize recommendations
* Initiate Online Checkout

***

#### Billing / Checkout

* Process in-office sales
* Support online checkout completion
* Reinforce follow-up access

***

### Best Practices

* ⚠️ Require quiz completion before consult begins
* Offer QR code or email for quick access
* Keep explanations simple and consistent
* Reinforce the value of personalization
* Clearly explain in-office vs shipped products
* Confirm in-office purchases before the patient leaves

***

### Summary

Skin Type PRO creates a structured workflow that connects:

**Diagnosis → Recommendation → Purchase**

{% hint style="info" %}
💡 When followed consistently, this process improves patient outcomes, treatment adherence, and practice revenue.
{% endhint %}