Everything your practice needs. All of it, actually done.

What we deliver

Every service we offer is active, ongoing, and executed by our team not outlined in a workbook, not discussed on a monthly call, not handed back to you with instructions. We manage eight core areas of your medical spa's operations on a continuous basis, so the work gets done whether you're in the treatment room, at a conference, or finally taking a day off.

Compliance

Compliance & Policy

HIPAA · OSHA · P&P Manuals · Treatment Protocols · Consent Forms

A medspa without documented policies isn't just disorganized it's exposed.

Most medical spa owners know they need strong policies and procedures, but building them from scratch is a project that never makes it to the top of the list. We write them from the ground up, tailored to your specific practice, services, and state requirements and we keep them current as your practice evolves, regulations change, and new services are added.

Our compliance work covers the full scope of what your practice needs to operate confidently and legally. HIPAA policies are not checkbox documents here we build a working compliance program that your staff can actually follow. OSHA documentation is specific to your treatment environment. Treatment protocols are written to reflect your medical director's standards. Every document is practice-specific, not templated from a generic binder.

  • Policy & procedure manual

  • Treatment protocols per service

  • HIPAA compliance program

  • OSHA safety policies

  • Employee handbook & code of conduct

  • Patient informed consent forms

  • Patient intake & medical history forms

  • Social media & photography policy

  • Ongoing regulatory updates

  • Document version control

Technology

EMR & Platform Management

Zenoti · Boulevard · AestheticRecord · PatientNow · Vagaro · RepeatMD · Podium

Your EMR is the central nervous system of your practice. When it isn't configured correctly, everything suffers.

We set up, configure, and manage every medical spa platform not as a one-time project, but on an ongoing basis. That means your system reflects your actual services, pricing, packages, and workflows. It means new staff are trained. It means integrations between platforms are functioning. And it means when something breaks or a platform rolls out a new feature, we handle it without you having to file a ticket and figure it out yourself.

We work daily in the platforms your practice runs on. We know their capabilities, their limitations, and how to build them around the specific way a medspa operates not a dermatology office, not a dental practice, not a generic health clinic. A medspa.

  • Full EMR setup & configuration

  • Service menu, pricing & package build-out

  • Staff account & permission management

  • Intake form & consent form integration

  • Online booking setup & optimization

  • Membership & package program setup

  • Platform integration management

  • New staff platform training

  • Podium, Weave & RepeatMD management

  • Ongoing troubleshooting & updates

Financing

Patient Financing

PatientFi · Cherry · CareCredit

Patients often walk away simply because financing isn’t discussed early enough. Patient financing is one of the most underused revenue tools in aesthetics, and most practices have it set up incorrectly or inconsistently. We fix that. AOM configures and manages your PatientFi, Cherry, and CareCredit accounts, integrates them into your EMR systems, and trains your team to present financing naturally during treatment planning not as an awkward checkout add‑on. We also monitor updates, promotions, and compliance requirements across all platforms.

  • PatientFi account setup & enrollment

  • Cherry account setup & enrollment

  • CareCredit account setup & enrollment

  • Integration with EMR & checkout workflow

  • Staff communication training

  • Promotional program monitoring & alerts

  • Account compliance maintenance

  • Patient-facing materials coordination

Vendors

Vendor Account Management

ZO Skin Health · Alastin · SkinCeuticals · Obagi · SkinMedica

Your vendor relationships are a revenue stream. Most practices treat them like a supply chain.

Professional skincare and aesthetic vendors provide rebates, promotions, education allowances, and volume pricing that can meaningfully impact your bottom line. Most practices miss out because no one is monitoring or managing those accounts and relationships. We handle that for you.

We establish your professional accounts, negotiate pricing where possible, and then actively monitor every vendor's promotional calendar. When a deal is available that fits your inventory levels and patient demand, we bring it to you with a specific recommendation not a generic alert, but a tailored plan based on what you're actually selling and what's sitting on your shelves.

  • Rep relationship management

  • Account compliance maintenance

  • New vendor onboarding

  • ZO, Alastin, SkinCeuticals, Obagi, SkinMedica

  • Additional vendors available upon request

  • Professional account applications

  • Pricing negotiation & documentation

  • Promotional calendar monitoring

  • Tailored ordering recommendations

  • Past sales analysis

Loyalty

Loyalty & Reward Programs

Allē · Aspire · Mrz Rewards · Evolus Rewards

Your patients have unused points sitting in loyalty accounts and unused points mean unbooked appointments.

Manufacturer programs like Allē, Aspire, Xperience+, and Evolus are some of the strongest retention tools in aesthetics, yet they’re often overlooked. When patients don’t know points are expiring, they don’t return. When your team isn’t surfacing available rewards, bookings that should happen simply don’t.

AOM manages your practice’s presence across every major loyalty platform. That includes monitoring balances, flagging expiring points, communicating with patients before value is lost, and training your team to bring rewards into every relevant treatment conversation.

Retention isn’t passive and loyalty program management shouldn’t be either.

  • Allē (Allergan) account management

  • Aspire (Galderma) account management

  • Mrz Rewards account management

  • Evolus Rewards account management

  • Patient points balance monitoring

  • Expiring points identification & alerts

  • Patient outreach on expiring rewards

  • Staff coaching on points conversations

  • New program enrollment as launched

  • Program promotional tracking

Reporting

Monthly Snapshot Reports

Weekly Breakdowns · Revenue by Category · New Patient Tracking · Inventory Forecasting

You can't make good decisions about your practice without clear data. Most EMR reports make that harder, not easier.

Your EMR generates a significant amount of data. What it doesn't do is synthesize that data into something actionable and easy to read at a glance. That is what our monthly snapshot report does.

Each month, we pull the reports from your EMR, organize the data, and deliver a single consolidated document that gives you a clear picture of how your practice performed broken down by week, by revenue category, and by patient type. No spreadsheet archaeology required. Just the numbers you need, laid out the way you read them.

  • Monthly report delivered within 5 days

  • Weekly revenue breakdown by category

  • Service revenue by treatment type

  • Retail & skincare product sales

  • Package & membership sales tracking

  • New patient count, services & spend

  • Month-over-month comparisons

  • Inventory ordering forecast 30–60 days

  • Revenue trend & anomaly flagging

  • All data sourced directly from your EMR

Recruitment

Recruitment Management

Job Postings · Applicant Screening · Pre-Interviews · Scheduling · Candidate Communications

Hiring in the aesthetic industry is time-consuming, frustrating, and critical. It should not be your second job.

Finding the right people for a medical spa requires a specific kind of attention one that most owners simply don't have time to give while running a full clinical schedule. The result is job postings that sit unanswered, inboxes flooded with unqualified applicants, or rushed hires that don't work out. We remove all of that from your plate.

We write compelling, role-specific job descriptions, post them to the right platforms, and manage every step of the applicant pipeline from first contact to interview scheduling. By the time a candidate sits across from you, they have already been screened, pre-qualified, and confirmed as worth your time. You make the final call we do everything that leads up to it.

  • Custom job description writing

  • Indeed, ZipRecruiter, LinkedIn posting

  • Applicant review & shortlisting

  • Pre-screening interviews

  • Interview scheduling

  • All applicant communications

  • Candidate status tracking

  • Offer letter template preparation

  • Ongoing posting management

  • Multi-role recruitment simultaneously

Human Resources

HR & Payroll Management

Onboarding · Background Checks · Tax Forms · Payroll · Employee Lifecycle · Offboarding

Every employee who walks through your door and every one who eventually leaves deserves a documented, clean process.

Human resources administration is one of the heaviest operational burdens a medspa owner carries and one of the areas where disorganization creates the most real risk. Missed onboarding steps, improperly completed tax forms, undocumented terminations: these are not just inconveniences, they are liabilities.

We manage the complete employee lifecycle for your practice from the moment a new hire accepts an offer to the moment they exit, and every administrative step in between. We coordinate background checks, collect and file required tax and employment forms, set up and manage payroll processing, distribute and track handbook acknowledgments, and ensure that separations are documented properly and handled cleanly. Your team has what they need. Your records are in order. Your exposure is managed.

  • New hire onboarding workflow

  • Background check coordination

  • W-4, I-9 & state tax form filing

  • Payroll platform setup & processing

  • Direct deposit & schedule management

  • Employee handbook distribution

  • Benefits enrollment coordination

  • PTO tracking setup & management

  • Employee offboarding documentation

  • Exit process & final pay coordination

A note on how we work

Every account stays in your name. Every platform stays in your control.

We manage on your behalf we never hold your systems, your data, or your accounts. You have full access to everything we touch, at all times. If we ever part ways, you walk away with your entire operation intact. That is how every operations firm works. It is how we work, always.

Ready when you are

Let's talk about your practice.

Book a 30-minute discovery call. We'll review your current operations, identify what needs the most attention, and recommend the service level that makes the most sense for where your practice is right now.

Book Now