Cosmetic procedures - Get Generative

Pre-solved

We have already solved the hardest challenges for cosmetic procedures before your project starts.

Connect enquiry, consultation and care

A governed patient journey links every lead, consultation, treatment plan, procedure and follow-up — so commercial teams can progress an enquiry without crossing into clinical decision-making.

Treat consent as more than a form

Clinical consent, photography consent, marketing permission and communication preferences are modelled separately, versioned and time-stamped — with cooling-off and expiry rules enforced automatically.

Coordinate every person, room, device and product

Skills-based scheduling and resource patterns match each procedure to an appropriately credentialled practitioner, equipped room, available device and in-date stock — before the appointment is confirmed.

Make every treatment decision auditable

Gated workflows record who assessed suitability, what risks were discussed, which consent version was signed, what product or device was used, and how the patient was followed up.

The AI-native approach

Seven agents. Every project starts pre-loaded.

We embed industry knowledge into the agents — not a methodology deck. From day one, every agent applies your industry’s workflows, regulations, data models and proven patterns — from Discovery through Managed Services. The result: industry expertise built directly into your solution and project artefacts from week one.

Discovery

Runs workshops from the pack process models. Asks “where does clinical suitability sit outside this baseline?” rather than “walk us through your process.” Output is captured as deltas against the pack baseline.

Design

Starts from the tenth draft. Pack stories, acceptance criteria, patient journey and treatment-course models are pre-loaded; the agent reconciles rather than authors. Every artefact badged From pack / Adapted / Net new.

Metadata

Diffs your existing Salesforce org against the pack data model to produce a fit-gap automatically, or validates a clean landing zone.

Build

Instantiates the pack Flow, permission and integration skeletons parameterised to the approved design. Configuration is generated from validated, tested patterns rather than authored from scratch.

Test

Runs the pack test suites against the built configuration using synthetic patient, practitioner, appointment, consent and treatment data. Traceable story → acceptance criteria → test.

Deploy

Inherits the pack environment, security, data-migration and release conventions.

Managed Services

Picks up the pack reporting, compliance and optimisation layer and continues to improve it after go-live.

Inside the pack

What makes our Agents ready for Salesforce implementation for cosmetic procedures

See exactly what our agents know and apply to your implementation.

Agent Skills

What it impacts

Process models

Awareness → enquiry → qualification → consultation → suitability → treatment plan → consent and cooling-off → preparation → procedure → aftercare → maintenance. Complaint, complication, product recall and device incident pathways. Mermaid + structured JSON.

Data model extensions

Patient, concern, enquiry, referral, consultation, practitioner, credential, treatment plan, treatment course, procedure, appointment, consent, clinical image, product batch, device, room, aftercare case and outcome objects layered on Health Cloud, with ERDs and rationale.

Story & AC library

Parameterised user stories with acceptance criteria, tagged by use case, cloud and persona: patient coordinator, clinic manager, treating practitioner, medical director, marketer, contact-centre agent, operations and compliance.

Flow / Apex patterns

Suitability and scope-of-practice gates, cooling-off calculation, consent-version validation, practitioner-resource matching, course scheduling, package balance, product batch capture, adverse-event escalation and recall identification.

Agent prompt & topic-action sets

Agentforce topics and actions for enquiry response, consultation preparation, pre-procedure readiness, aftercare check-ins, case summarisation, clinic capacity and compliance exceptions.

Test suites

Test scripts plus synthetic data generators — patients, practitioners and credentials, single treatments and multi-session courses, consultations, consent versions, bookings, cancellations, product batches, adverse events and recalls.

Reporting packs

Dashboards and KPI definitions: enquiry-to-consultation conversion, consultation-to-treatment conversion, no-show rate, room/device/practitioner utilisation, course completion, patient outcomes, complications, complaints, refunds and consent exceptions.

If a component is empty in the manifest, the row renders empty. The page cannot overstate the pack.

The solution

How we implement Salesforce for aesthetic clinics.

We connect the entire patient journey — from marketing and enquiry through treatment planning, clinic operations, procedure delivery and retention. Our agents apply Ahpra advertising, consent and TGA logic to automate work and identify risk before it becomes a problem.

20 of 20 use cases

Use case

Pillar

Salesforce

Agent / integration hook

Compliant audience segmentation by interest, location and consent

Marketing & Acquisition

Marketing Cloud, Data 360

Consent agent suppresses restricted, withdrawn and clinically inappropriate audiences

Campaign, referral and lead-source attribution through to treatment revenue

Marketing & Acquisition

Sales Cloud, Marketing Cloud, Data 360

Attribution agent links each acquired patient and completed treatment to the originating source

Governed advertising and content approval

Marketing & Acquisition

Salesforce CMS, Flow, Slack

Compliance agent routes claims, imagery and promotions for clinical and legal approval and flags expiry

Omnichannel enquiry capture and identity resolution

Enquiry & Consultation

Service Cloud, Data 360, Agentforce

Enquiry agent unifies web, phone, SMS and chat while preventing duplicate patient records

AI-assisted enquiry response and clinical red-flag routing

Enquiry & Consultation

Service Cloud, Agentforce

Enquiry agent answers approved non-clinical questions and hands clinical or urgent issues to qualified staff

Referral and partner relationship management

Enquiry & Consultation

Sales Cloud, Health Cloud

Referral agent tracks the source, receiving clinic, disclosure and outcome without exposing unnecessary health data

Digital intake, medical history and patient goals

Enquiry & Consultation

Health Cloud, Experience Cloud

Intake agent identifies incomplete information and prepares a structured consultation brief

Longitudinal Patient 360 across clinics and treatment types

Enquiry & Consultation

Health Cloud, Data 360, MuleSoft

Identity agent reconciles CRM, practice-management, imaging, POS and communication records

Standardised consultation and suitability assessment

Treatment Planning & Consent

Health Cloud, Flow

Consultation agent applies procedure-specific questions, contraindication checks and escalation rules

Personalised treatment plan, quote and payment pathway

Treatment Planning & Consent

Revenue Cloud, Health Cloud

Planning agent creates approved options while keeping clinical recommendation separate from sales approval

Clinical, photography and marketing consent management

Treatment Planning & Consent

Health Cloud, Data 360, eSignature integration

Consent agent records purpose, version, channel, evidence, withdrawal and expiry independently

Cooling-off, second-consultation and readiness gating

Treatment Planning & Consent

Health Cloud, Flow

Readiness agent calculates the earliest eligible date and blocks progression until mandatory steps are complete

Skills- and credential-based appointment scheduling

Booking & Clinic Operations

Salesforce Scheduler, Health Cloud

Scheduling agent matches procedure, practitioner scope, room, device, duration and location

Cancellation, waitlist and no-show prevention

Booking & Clinic Operations

Scheduler, Marketing Cloud, Agentforce

Capacity agent predicts risk, automates reminders and fills released capacity from a governed waitlist

Practitioner credential, training and scope management

Booking & Clinic Operations

Health Cloud, Experience Cloud

Credential agent alerts ahead of expiry and removes non-compliant resources from appointment availability

Device maintenance, room readiness and consumable inventory

Booking & Clinic Operations

Field Service, Service Cloud, inventory integration

Operations agent detects conflicts, creates work orders and prevents use of unavailable or out-of-service assets

Point-of-care procedure workflow and traceability

Procedure & Aftercare

Health Cloud, Mobile, Flow

Procedure agent captures safety checks, device parameters, product batch, treated area and clinical-note linkage

Proactive aftercare, complication triage and escalation

Procedure & Aftercare

Service Cloud, Health Cloud, Agentforce

Aftercare agent sends approved check-ins, recognises abnormal responses and creates a priority clinical case

Treatment-course completion, maintenance and appropriate next-best care

Retention & Quality

Health Cloud, Marketing Cloud, Data 360

Engagement agent follows the agreed care plan and suppresses outreach when consent, outcomes or complaints make it inappropriate

Outcomes, complaints, adverse events and compliance reporting

Integration & Reporting

Tableau, Data 360, Service Cloud

Quality agent identifies clinic and practitioner variation with a full audit trail for review

Platform

Salesforce clouds we deploy here.

Health Cloud

Patient 360, consultations, treatment plans, consent, care pathways and outcomes.

Sales Cloud

Enquiry, referral and consultation-conversion pipelines.

Service Cloud

Omnichannel contact centre, aftercare, complaints and complication cases.

Salesforce Scheduler

Practitioner, room, device and procedure-aware appointment management.

Data 360

Unified patient identity, consented segmentation and cross-clinic insight.

Agentforce

Governed enquiry, readiness, aftercare, operations and quality assistance.

Marketing Cloud

Consent-aware education, reminders, course completion and retention journeys.

Experience Cloud

Digital intake, patient self-service, forms, instructions and secure communication.

Revenue Cloud

Treatment plans, packages, quotes, deposits and approved pricing.

Field Service

Device assets, preventative maintenance, service history and work orders.

MuleSoft

Practice-management, clinical, payment, prescribing, imaging and inventory integration.

Tableau

Funnel, capacity, clinical outcome, quality and compliance reporting.

Slack

Controlled operational coordination and escalation.

Integrations & compliance

The ANZ systems and obligations, mapped.

Systems we integrate

Practice management & EMR platforms Online booking, POS & payment gateways E-prescribing & pharmacy systems Clinical photography & skin imaging Laser, IPL & treatment-device systems Product, batch & inventory platforms Pathology, diagnostic & referral systems Hospital & day-procedure systems Patient finance & payment plans Identity, eSignature & document management Contact centre & telephony DocuSign Outlook & Exchange Zoom Meta & Google advertising Google Analytics CMS & web forms

Obligations we design for

Ahpra and National Board advertising requirements

Guidelines for higher-risk non-surgical cosmetic procedures

Medical Board guidelines for cosmetic medical and surgical procedures

Informed consent, consultation and applicable cooling-off requirements

Practitioner registration, credential and scope-of-practice controls

Therapeutic Goods Act and TGA restrictions on public advertising of prescription medicines

State and territory medicines, poisons and prescribing requirements

Medical-device and therapeutic-goods traceability and recall processes

Privacy Act and Australian Privacy Principles for health information

State and territory health-records requirements

Notifiable Data Breaches scheme

Spam Act and Do Not Call Register requirements

Consent and appropriate use of before-and-after photography

Infection prevention, workplace safety and clinical governance

State and territory laser, IPL and radiation-safety requirements

Complaints, adverse-event, emergency and continuity-of-care processes

Proof

A sample of the actual output.

Rather than case studies, we show the artefacts. These are the Agent outputs a cosmetic procedures engagement starts from — the real deliverable, not a claim about it.

User stories

Three stories with acceptance criteria

Suitability gating, consent and cooling-off enforcement, and adverse-event escalation — tagged by persona, procedure risk and Salesforce cloud.

Data model

ERD extract of the patient treatment journey

Patient, enquiry, consultation, practitioner, treatment plan, course, procedure, appointment, consent, clinical image, product batch, device and aftercare case objects on Health Cloud — with the rationale for each extension.

Test suite

One executable end-to-end test script

A synthetic patient progresses from digital enquiry through consultation, treatment plan, consent and cooling-off to procedure and aftercare — traced story → acceptance criteria → test.

AI agents that already know aesthetic medicine.

We have already solved the hardest challenges for cosmetic procedures before your project starts.

Connect enquiry, consultation and care

Treat consent as more than a form

Coordinate every person, room, device and product

Make every treatment decision auditable

Seven agents. Every project starts pre-loaded.

What makes our Agents ready for Salesforce implementation for cosmetic procedures

How we implement Salesforce for aesthetic clinics.

Salesforce clouds we deploy here.

The ANZ systems and obligations, mapped.

A sample of the actual output.

The agents do the volume. Our forward deployed engineers do the judgement.

Request an Industry Design Sprint