What kind of visit is this?
Choose the visit first. Existing clients keep their history and prior roadmap.
Client Memory
Find an existing client by name or Persis Client ID. Open their history, resume a draft or begin the next reassessment without creating a duplicate profile.
Client-entered information can be prefilled before the visit. Staff should review exceptions rather than re-enter everything.
Client + assessment setup
Persis Client ID: Assigned automatically on first save. No external patient identifier is required.
What matters most?
Select relevant goals. Default importance values are prefilled so staff only adjusts what is meaningfully different.
Preferences + practical constraints
These personalize otherwise-valid pathways; they never override clinical safety.
Prior treatment + homecare context
Only assess what is actually relevant. The system calculates grades, confidence, discrepancies and suggested priorities.
Clinical grading legend
Safety + treatment readiness
Select only active flags. Anything that requires medical review is automatically routed to the physician tab.
Choose assessment modules
Start with the modules that matter. Additional observed findings can be added at any time.
The physician sees only items that actually require physician input, not the entire aesthetician assessment.
Items requiring physician input
Review acknowledgement
Review exceptions, approve the strongest pathway, then let packages and homecare optimize around the clinical plan.
Priorities + objective findings
Ranked treatment options
Only eligible options are ranked. Use the suggested roadmap to add the strongest three options, then review exceptions instead of building the plan from scratch.
Treatment roadmap
Packages and pricing options (optional)
Best-fit Persis packages
ZO at-home regimen
System suggestions are based on assessed concerns. Provider confirms the final routine.
Confirm named clinical ownership, resolve required medical review and produce the client-facing document. Scheduling remains in Mangomint.
Investment and financing (optional)
Roadmap investment + Beautifi
Beautifi financing is presented only after the clinical roadmap is established. For security, the financing site opens separately from the authenticated clinical form.
Open Beautifi securelyWho is responsible?
Clinical responsibilities only. Appointment scheduling and operational follow-up remain in Mangomint.
Final system check
Email delivery uses the client email saved above and sends from skincare@persisclinic.com.