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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

💡 This workflow ensures accurate diagnosis, personalized recommendations, improved patient compliance, and increased skincare revenue.

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

⚠️ 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.

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

💡 Always ensure the quiz is completed before the provider begins the consult.

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

💡 Patients leave with a clear routine and easy access to purchase, supporting better results and long-term adherence.

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

💡 When followed consistently, this process improves patient outcomes, treatment adherence, and practice revenue.

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