Dermatology CRM Built for Medical + Cosmetic Workflows
Dermatology practices run two completely different businesses inside one office: insurance-billed medical derm and cash-pay cosmetic / med-spa. Velant runs both pipelines side by side, captures every lead in seconds, and tracks revenue back to the source — Google ad, Instagram post, or referring PCP.
Run medical derm + cosmetic on one platform
Book a walkthrough — see the derm workflow from Instagram DM through booked consult and cosmetic package recall.
Capture every cosmetic consultation inquiry in seconds
Cosmetic dermatology and med-spa leads cool fast. A patient pricing Botox or Sculptra is comparing 5 practices simultaneously — the first one to respond with empathy and a clear booking path wins. Velant's AI Voice Agent and AI Lead Follow-up answer every inquiry in under 30 seconds, 24/7.
- AI Voice Agent: every inbound consult call answered in under 5 seconds
- AI Lead Follow-up: every Instagram DM, form, and ad click answered in under 30 seconds
- Service-specific intake flows (Botox, filler, laser, body contouring, skincare)
- Cash-pay deposit collection during the booking flow
- AI Booking Agent: patients self-schedule consultations via SMS
Run medical derm and cosmetic in one platform — without crossing them
The medical derm and cosmetic businesses have different patients, different intake flows, different staff, and different billing. Velant runs them as separate pipelines with shared infrastructure: one platform, two separate workflows, two separate dashboards — but unified patient records when the same patient does both.
- Separate medical and cosmetic pipelines with role-based access
- Insurance billing for medical derm (270/271 eligibility, 837P claims, ERA reconciliation)
- Cash-pay package and membership tracking for cosmetic
- Unified patient record when the same patient crosses over
- Provider-level revenue split: medical derm vs. cosmetic vs. retail
Closed-loop attribution for cosmetic ad spend
Cosmetic derm typically runs $5k–$50k/month in Google + Instagram + TikTok ads. Without closed-loop attribution, you're guessing what's working. Velant attaches every booked consultation and every dollar of treatment revenue back to the ad set, keyword, post, or referring source.
- DNI: every paid call surfaced with the keyword and ad source
- GCLID + FBCLID: form-fill leads tied to Google and Meta ads
- Offline conversion API push: revenue back to Google + Meta for smarter optimization
- Per-channel ROAS dashboard: which ads make money, which don't
- Influencer / promo code tracking for organic and creator campaigns
Recall and package retention workflows that actually run
Botox repeats every 3-4 months. Filler every 6-12. Laser packages every 4-6 weeks. The practice that runs consistent recall doubles patient lifetime value. Velant runs the recall automatically — anniversary timing, personalized messaging, escalation, warm handoff.
- Botox / filler anniversary recall
- Laser package adherence reminders
- Membership renewal workflows
- Skincare reorder automation
- Birthday + holiday cosmetic promo campaigns
FAQs
What is dermatology CRM software?
Dermatology CRM software handles new-patient acquisition, cosmetic consultation intake, medical derm referral routing, real-time insurance verification, cash-pay deposit collection, package and membership tracking, and recall campaigns. Velant runs all of this on one HIPAA-compliant platform.
Can Velant separate medical derm from cosmetic / med-spa workflows?
Yes. Velant runs medical derm and cosmetic as separate pipelines with separate intake flows, separate dashboards, separate staff access — but with a unified patient record when the same patient crosses over. This is exactly how blended derm practices need to operate.
Does Velant track cosmetic package adherence?
Yes. Velant tracks every cosmetic package, membership, and treatment series — adherence reminders, balance owed, expiration dates, and recall when the package is complete. This is the difference between a 30% and 70% package completion rate.
How does Velant tie cosmetic revenue back to Instagram and TikTok ads?
Velant captures FBCLID and other paid attribution parameters on every form fill and ad click, ties them to booked consultations, and pushes treatment revenue back into Meta's offline conversion API. This is the same closed-loop attribution stack used by high-spend e-commerce — applied to derm.
How much does Velant cost for a dermatology practice?
Velant Core is $99/mo unlimited users. AI Advanced ($499/mo) adds AI Voice Agent + AI Booking Agent. Plus usage. A typical blended derm practice runs $400–$1,200/month total, paid back many times over by the cosmetic consultation booking rate alone.
Is Velant HIPAA-compliant for dermatology?
Yes. BAA available, role-based access, audit logs, encrypted communications, and TCPA-aware messaging across medical and cosmetic workflows.