# Plan treatments and skincare in one place.

Bring treatments and skincare together in practitioner-reviewed plans, share next steps and follow recorded booking and purchase activity.

Feature availability depends on your plan, enabled features and access permissions.

Canonical HTML: [https://dappleos.com.au/features/treatment-planning](https://dappleos.com.au/features/treatment-planning)

Feature group: [Clinical care](https://dappleos.com.au/features/clinical-care)

## What it helps you do

Plan treatments and skincare in one place.

## How it works

### How the workflow connects

Use shared assessments and clinic-authored templates to build practitioner-reviewed plans, share agreed next steps and follow recorded booking and purchase activity.

## Capabilities

- Shared assessment and clinic-authored templates
- Practitioner-selected recommendations
- Treatment and skincare planning
- Connected booking and purchase status
- Branded patient-app plan and configurable follow-up

## Trust, control and responsibility

Practitioners decide what belongs on a plan. Recorded bookings, purchases and recommendation action rates do not establish treatment delivery or clinical outcomes.

## As your clinic grows

Carry your clinic’s approach beyond the original consultation.

Shared planning tools support continuity while keeping each patient’s plan under practitioner control.

### Solo and small clinics

Put the agreed treatment and skincare journey somewhere you and the patient can return to between visits.

### Growing clinics and teams

Give practitioners shared templates and recorded plan status so continuity depends less on remembering what the principal recommended.

### Clinic groups and franchises

Use a repeatable planning approach across connected clinics and review recorded plan activity with the available location reporting.

## FAQs

### How does treatment planning help a growing team work consistently?

Shared assessment language and clinic-authored templates give practitioners a repeatable starting point, while each practitioner chooses what belongs on the patient’s plan. The next team member can review the agreed journey, earlier treatment notes and recorded purchase or sample activity. That history provides context for the next plan; a booking or purchase alone does not prove treatment was delivered or a product was used.

### How does the assessment connect to treatment-plan recommendations?

DappleOS matches recorded concerns, severity and relevant Fitzpatrick criteria to active clinic-authored templates. Practitioners review matching suggestions alongside existing plan and booking status, then choose whether to add missing items. A suggestion is not automatically applied.

### What can our clinic configure?

The clinical-note assessment uses a standard catalogue of concerns, Fitzpatrick types and graded findings. Clinics separately configure treatment-planning questions, plan templates, matching rules, product repurchase intervals and follow-up copy. Previous assessment comparisons describe changes in recorded grades, which the practitioner interprets.

### How does the treatment plan stay up to date?

Booking status uses connected appointment records. Product purchase and sample status use recorded activity, while estimated run-out timing uses purchase history and configured repurchase intervals. These are different stages: an agreed recommendation, a booking and a purchase do not by themselves confirm a treatment was delivered.

### Can patients see their treatment plan?

Yes. Share a branded plan PDF or make the agreed plan available in the clinic’s branded patient app. Patients can follow treatments, skincare and next steps. The demonstration can show the patient-facing detail and price-visibility settings for the plan formats your clinic uses.

### Can follow-up stop when a patient books or purchases?

Configured plan journeys can check relevant booking or purchase status and stop when their exit conditions are met. Ready-made automations are supplied switched off. The clinic reviews the audience, message content, timing and exit conditions before activation.

### What can owners measure about plan follow-through?

Reporting can separate tracked recommendations added to a plan from subsequent booking and purchase activity. Recommendation action rate concerns plan additions, not treatment delivery. The available plan dashboards and filters depend on the clinic’s enabled reporting setup; review their definitions before comparing teams or locations.

### What should we prepare before a demonstration?

Bring an example of your consultation, treatment and skincare plan, plus the follow-up process you want the team to use. We can map the shared templates, practitioner decisions, patient view and reporting you need for one clinic or connected locations.

## Related features

- [Clinical assessments](https://dappleos.com.au/features/assessments)
- [Clinic-branded patient app](https://dappleos.com.au/features/patient-app)
- [Automations and journeys](https://dappleos.com.au/features/intelligent-automations)
- [E-commerce](https://dappleos.com.au/features/ecommerce)

## Next step

[Book a demo](https://dappleos.com.au/sales-call)