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The chairside consent and lot capture checklist
Twenty items across four stages, written to be run at the chair during a real tox or filler appointment rather than read once and filed.
This is the checklist a three injector practice built after a state board visit found unsigned charts and two vials that could not be matched to any patient. Nothing on it is exotic. It is ordinary practice put in the order that survives a fully booked day, which is the only order that matters when you have eleven patients and a walk in.
Run it as written for two weeks before you adapt it. The sequence is deliberate: everything that requires the patient, the carton or the camera happens before the first needle, and everything that can be finished from memory is left for the end. That single reordering is what takes charting from an evening task to a two minute one.
Before the patient sits down
In the chair, before the first needle
During the treatment and immediately after
Before the day closes and at two weeks
How to use it
Print it once and tape it inside the cabinet door at eye level in the treatment room, then work it in order for two weeks. Most injectors find two items they already do out of sequence, usually the photos and the lot capture, and moving those two ahead of the first needle is where the time saving comes from.
When you train a second injector, hand her this rather than a policy document. It is short enough to follow on a real day, and it defines what a complete chart means in your practice without requiring anyone to interpret a manual. Once the sequence is habit, the checklist becomes a monthly self audit instead of a daily prompt.
Send me the editable copy
Send yourself the editable copy so you can add your own consent version numbers, your product list and your practice name before you print it.
Questions about this document
Is this checklist specific to neuromodulator or does it cover filler too?
It covers both, with the differences called out where they matter. Filler adds the reversal agent check and a note on needle or cannula, and tox adds the animation photo frames. Everything else runs the same for either treatment.
Do I need software to use it?
No. It works on paper taped inside a cabinet door, and that is how most practices start. Software matters when volume makes manual filing unreliable, particularly the lot log and matching photos to visits.
Will this satisfy my state board?
It reflects what inspectors commonly look for: current consent, documented good faith exam, product traceability, site detail and aftercare. Requirements vary by state and change, so check your own board rules and have your medical director review it before you adopt it as practice policy.
Two weeks in, you will know which item slips
Work the sequence as written on real tox and filler days and the weak step declares itself, most often the lot number captured after the needle rather than before it. Book a short session and we will show you the same twenty items closing as one record while the patient is still in the chair. No preparation needed beyond one recent visit you can talk through.