---
title: "About the Consultation Process"
url: "https://support.cosmesoft.app/en/article/about-the-consultation-process"
language: "en"
last_updated: "2026-09-24T07:52:36.904Z"
---

# About the Consultation Process

The Consultation Process is the clinical workspace where practitioners record treatment, manage compliance, coordinate clinical review and prepare the consultation for completion.

## What the consultation workspace covers

![](https://cdn-assets.productfruits.com/086ebad4-5a5c-47e9-b188-3cdc1eae0266)

The consultation is organised around the work that needs to be completed:

-   **Treatments** — Record treatment notes, products and dosage maps.
-   **Compliance** — Review forms and prescriptions linked to the consultation.
-   **Sign-off** — See what is still outstanding before the consultation can be finalised.
-   **Photos** — Keep treatment images linked to the client and consultation.

Completed and archived forms remain available for reference.

## Treatments and clinical charting

![](https://cdn-assets.productfruits.com/42386953-eb4a-4deb-9d74-9bdeb64cfe22)

Treatment profiles provide the clinical structure for each service.

For injectable treatments, the dosage map supports:

-   Dose points with a running **Total dose** for each product.
-   Freehand drawing with pen, eraser, colours and undo.
-   **Focus Mode** for a larger charting workspace.
-   Product stock status showing **In stock**, **Out of stock** or **Not stocked**.

Drawing mode and dose-point placement are separate modes. Turn drawing mode off before placing dose points.

Products can still be recorded clinically when they are not stocked at the selected location.

## Compliance

![](https://cdn-assets.productfruits.com/d80f75b2-b55a-469d-853d-2ea9255afb32)

Use **Compliance** to review the client forms and prescriptions required for the consultation.

From here you can:

-   Review completed and outstanding forms.
-   Add another form when required.
-   View archived paperwork.
-   Prepare or request a prescription.
-   Check the status of prescription work that has been sent to a prescriber.

## Sign-off

![](https://cdn-assets.productfruits.com/2c6b78d6-117e-4653-8cf1-9c8230044699)

Use **Sign-off** to see whether anything still needs attention before the consultation can be completed.

Depending on the treatment, this can include clinical review, forms or prescription work.

A practitioner can finish their part while some external work is still pending. The consultation remains editable until it is finalised.

## Clinical supervision and prescribing

When clinical review or prescribing is required, select the appropriate supervisor or prescriber and send the request through Cosmesoft.

Prescribers with **Can prescribe** enabled can review prescription requests from **Scripts to Sign**.

See [How to request and review a prescription](http://support.cosmesoft.app/en/article/how-to-request-and-review-a-prescription).

## After a consultation is completed

A finalised consultation can be reopened for amendment when a correction is required.

Cosmesoft warns you when the related cart has already reached POS or the sale has been paid, and records the amendment in the **Activity Log**.

See [How to reopen a finalised consultation for amendment](https://support.cosmesoft.app/en/article/how-to-reopen-a-finalised-consultation-for-amendment).

## How consultations fit into the rest of Cosmesoft

-   **Calendar** — Start a scheduled consultation from the client's appointment.
-   **Client record** — Completed consultations remain part of the client's clinical history.
-   **POS** — Treatment and billing information can flow into the sale.
-   **Forms and prescriptions** — Compliance records stay linked to the relevant client and consultation.
-   **Photos** — Clinical images remain available from the client's Photos area.

## Access and permissions

What you can see and change depends on your role, business relationship and permissions.

-   Practitioners can record the clinical work available to them.
-   Prescribers can review prescription requests when **Can prescribe** is enabled.
-   Supervisors can review consultations where they have the required access.
-   Admins and managers can configure supporting clinical settings where their permissions allow it.

## Related articles

-   [How to request and review a prescription](https://support.cosmesoft.app/en/article/how-to-request-and-review-a-prescription)
-   [How to reopen a finalised consultation for amendment](https://support.cosmesoft.app/en/article/how-to-reopen-a-finalised-consultation-for-amendment)
-   [How to configure an Injection Notes Template](https://support.cosmesoft.app/en/article/how-to-configure-an-injection-notes-template)