Route Cosmetic and Medical Requests to the Right Visit
A dermatology practice runs two businesses in one inbox — medical visits and cosmetic requests — and they need different intake questions.
Reflys sorts and books both automatically, with prep instructions sent ahead of the visit.
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Where dermatology requests
get mixed up
Medical and cosmetic requests arrive in the same inbox with different booking rules
Procedure-specific prep instructions get explained one call at a time
Follow-up and post-procedure check-ins are easy to forget without a reminder system
Visit and procedure history lives in the clinic's EHR, disconnected from the chat patients are actually using
Cosmetic consult requests — fillers, laser, injectables — need different qualifying questions than a mole check, but get treated the same
Insurance-vs-self-pay questions repeat with nearly every new medical-visit inquiry
From Mixed Inbox to the Right Visit
Visit-Type Routing
Cosmetic and medical requests sorted automatically into the right booking flow.
Procedure-Specific Prep FAQ
Prep instructions triggered automatically by the procedure booked.
Follow-Up Reminders
Automated post-procedure check-ins on the schedule you set.
CRM Integration
Connects to your EHR or practice management system via API or webhook, configured directly into your automations — reads visit and procedure history and writes new bookings and follow-ups back in parallel.
Where Dermatology Conversations Happen
WhatsApp-led — visit-type routing, prep instructions, and follow-up care reminders in one thread per patient.
Answer First Questions From Your Posts
Instagram DM answers first questions about visits and booking from people who find your practice through your posts.
Best for:
- Visit questions
- Booking link
One Thread Per Patient
WhatsApp handles visit-type routing, prep instructions, and follow-up care reminders in one thread per patient.
Best for:
- Visit-type routing
- Follow-up reminders
Dermatology Patient Engagement Software for Medical and Cosmetic Bookings
A dermatology practice runs two businesses from one inbox. A mole that needs a skin check and an inquiry about Botox and fillers call for different questions, different pricing and different appointment types. Dermatology patient engagement software sorts them at the first message, so neither one waits behind the other or lands in the wrong slot.
How it works
Route by visit type
The intake flow identifies medical and cosmetic visits and sends each into its own booking rules and appointment slots, so a cosmetic consult never takes a medical opening. Each path asks its own intake questions.
Qualify cosmetic consults
Cosmetic leads are asked what they are interested in and when. Consult qualification is finished before the visit, which makes cosmetic consultation booking faster for both sides.
Send prep by procedure
Pre-procedure guidance, such as sun avoidance before a laser treatment, goes out automatically based on the procedure that was booked. Patients arrive ready, and fewer procedures are postponed at the door.
Follow up on schedule
Post-procedure follow-up reminders and aftercare instructions are sent at the intervals you set, with bookings and history synced through EHR integration.
In practice
Say two messages arrive at lunchtime. One patient describes a changing mole. The other asks about filler pricing. The first is offered the next medical opening and told what to bring. The second answers three short questions and books a cosmetic consultation for Friday. Both conversations finish in minutes, and nobody at the front desk had to work out what kind of visit each one was.
Practical tips
Answer the insurance vs self-pay question early in the flow. It is a common source of confusion and it sets expectations about cost. Say which visit types are usually billed to insurance and which are paid directly.
Reply to cosmetic leads quickly. People asking about elective treatment often contact several practices at once, and the first clear answer usually wins the consult.
Have a provider approve all aftercare instructions, and include a plain instruction to call the office about any unexpected reaction.
Questions? We've got answers.
Everything you need to know about Reflys, automations, integrations, and getting started.
Yes — the intake flow routes each inquiry to the right visit type and booking rules, so cosmetic consults and medical visits don't compete for the same slots.
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