Client Consultation and Treatment Planning
The intake process
A defensible consultation has a sequence: intake form, medical history and medications, allergies, lifestyle, current home care, skin analysis, patch test if indicated, informed consent, then the treatment plan and home-care recommendations. Document everything - dates, products used, settings, observations, and client statements - because records are your legal protection. Information stays confidential and is shared only with the client's written permission or as required by law.
Contraindications to screen for
Pregnancy and nursing; active infection, cold sores, or open lesions; recent surgery or peels; photosensitizing medications; blood thinners; diabetes; autoimmune conditions; and known allergies to products or adhesives. Isotretinoin (Accutane) is the classic: no waxing or aggressive exfoliation for at least six months after the last dose, with physician clearance. Topical retinoids and acids typically require a 5–7 day pause before waxing. When in doubt, get written medical clearance.
Scope of practice
Estheticians analyze, treat within licensed parameters, and refer. Diagnosing disease, prescribing, and removing lesions is outside scope. Word recommendations as observations: this result suggests a dermatologist visit, not you have a condition.
Communication and expectations
Confirm the client's goal, explain realistic outcomes, disclose risks, and agree on a series of treatments rather than one miracle session. Use clear language, avoid jargon, and check understanding. Handle complaints calmly and document them.
Traps
Questions imply estheticians may diagnose, or that a physician's note is optional after isotretinoin. Another common trap: treating a client who arrived with a fever blister.
Rule of thumb
If you cannot answer whether a product or service is safe from the intake form alone, stop and get clearance in writing.