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Treatment Plan Software

Treatment plans that follow the client, visit to visit.

Track multi-visit care series, treatment protocols, and long-term client goals across appointments, so every provider on your team knows exactly where the client is in their journey.

Built by Karena Zolner · 25 years in beauty and wellness operations

Sample data, for illustration

Treatment Plan Features

The whole course of care, on one record.

  1. Protocols and goals

    Keep the protocol and the client’s long-term goals with the plan, so the next provider follows the same course.

  2. Progress photos

    Before-and-after photos sit on the same record, compared side by side as the plan moves forward.

  3. Shared across providers

    One profile spans every visit and provider, so a plan started by one provider is clear to the next.

How it works

How treatment plans work in Software by Jade.

Sample data, for illustration
  1. Multi-visit plans

    Plan a course of treatment across appointments and track progress as each visit is completed.

  2. Series and sessions left

    Packages and series show the remaining sessions right at checkout.

  3. Rebooking around the cycle

    Rebooking prompts at checkout keep the next visit on the calendar, built around the treatment cycle.

Join the waitlist

Treatment Plans by Practice

Plans for the way your practice treats.

  • Medspas & Nurse Practitioners

    Multi-visit plans that track progress across appointments, with consent and before-and-after photos on the same patient record.

    Medspa software

  • Estheticians

    Peel and facial series that build on the last visit, with rebooking built around treatment cycles and progress photos side by side.

    Esthetician software

  • Massage Therapists

    Know the client’s history and plan before they’re on the table, with packages and remaining sessions at checkout.

    Massage therapy software

  • Day Spas & Wellness Centers

    Series and packages tracked on the client’s profile, so the front desk can see which session is next without a lookup.

    Day spa software

Treatment Plan FAQ

Questions about treatment plan software

Treatment plan software records a planned course of care across several visits, such as a peel series or an injectable plan, and tracks progress as each visit is completed.

A treatment plan is the course of care: which services, in what order, toward what goal. A package or series is how the client pays for it. Software by Jade tracks both on the client record.

Providers who treat the client can. One profile spans every visit and provider, and access follows each team member’s role.

Yes. Packages and series show the remaining sessions right at checkout.

Software by Jade is in development now. Launch timing and pricing will go to the waitlist first.

Join the Waitlist

Every visit builds on the last.

Join the waitlist, and we’ll reach out as early access opens.

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