Multi-visit consultation tracking with exam notes, 3D imaging review, quote version history, and follow-up scheduling that keep the surgical funnel organized end-to-end.. AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more.
If any of these sound familiar, you are not alone. Most plastic surgery businesses deal with these every day.
Pre-operative consultation management where consults span multiple visits with physical exams, photo sessions, 3D imaging reviews, and quote revisions that need to be tracked per patient across weeks or months.
Before/after photo libraries where high-resolution images must be stored with patient consent, linked to specific procedures, and organized for both clinical documentation and portfolio marketing.
Pre-op and post-op protocol adherence where patients must complete medication stoppages, lab work, anesthesia clearances, and aftercare checklists that, if missed, cancel surgery on the morning of the case.
Financing and package pricing where procedures often cost $5,000-$50,000 and patients evaluate CareCredit, Alphaeon, Prosper, and in-house financing options that each carry different application flows.
Scar healing and revision expectations where patients need monthly photo check-ins, scar massage reminders, silicone sheet usage, and revision discussions that can last a full year after surgery.
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Multi-visit consultation tracking with exam notes, 3D imaging review, quote version history, and follow-up scheduling that keep the surgical funnel organized end-to-end.
HIPAA-compliant photo libraries with consent tracking, procedure linkage, before/after galleries, and portfolio marketing exports with identity protection controls.
Pre-op protocol checklists with automated reminders, lab result collection, clearance document uploads, and same-day morning-of verification to prevent last-minute cancellations.
Financing integration with CareCredit/Alphaeon/Prosper application flows, in-house payment plan builders, and deposit collection at the consult.
Long-term post-op care with scheduled photo check-ins, aftercare reminder sequences, scar care protocol tracking, and revision consultation triggers at the 6 and 12 month marks.
AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more. An integrated AI assistant has full context of your team's customers, deals, jobs, and finances — so it can take real action across your entire business stack instead of just answering questions.
See how Deelo stacks up against popular ai business assistant tools for plastic surgery businesses.
| Feature | Deelo | ChatGPT (OpenAI) | Claude (Anthropic) | Microsoft 365 Copilot |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $200/seat/mo | $0 - $100/seat/mo | $30/user/mo (plus M365 license) |
| All-in-one platform | ||||
| AI Business Assistant features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Protocol checklists reduce day-of surgery cancellations by 60%
Financing integration increases consult-to-surgery conversion by 35%
Automated post-op check-ins raise patient satisfaction scores by 25%
Get started with ai business assistant software built for plastic surgery businesses. Free to start — no credit card required.
Learn more about ai business assistant solutions for plastic surgery businesses.
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