Catch every contraindication before you treat
Standalone client intake, health screening and consent suite for spas, medi-spas and wellness clinics — live contraindication alerts, versioned consent and a mobile self-submission portal, with no spa-suite dependency required.
The problem
A missed contraindication — a client who is pregnant, on blood-thinning medication, or has an allergy nobody asked about — can mean injury, a denied insurance claim, or a regulatory penalty. Paper intake forms are easy to lose, impossible to audit, and never actually link a client's answers to whether a treatment is safe.
The solution
A structured, insurance-grade intake and consent workflow built into Odoo. Health-screening answers are checked against a configurable contraindication rule engine in real time, flags are tracked to a formal resolution, and every consent is versioned, signed and time-stamped — so you can prove the right questions were asked before every treatment.
Everything you need to screen, flag and consent safely
Every capability below is implemented in the module.
Live contraindication warnings
A configurable rule engine evaluates the 12 structured health fields the instant an answer is entered, surfacing a plain-language warning before the form is even finished — not after submission.
Flag lifecycle with full accountability
Every contraindication match becomes a tracked flag at info, warning or blocking severity. Staff acknowledge or override with a recorded note, and a blocking flag holds the appointment until it is resolved.
Purpose-built health screening
Fitzpatrick skin type, pregnancy, blood thinners, allergies, medication and more are captured as structured, filterable fields — not free-text notes buried in a PDF.
End-to-end appointment workflow
Confirming a booking auto-generates the intake form and consent, sends them to the client, and tracks check-in through completion — one workflow from booking to safe treatment.
Versioned consent with re-consent reminders
Publish a consent template, and every signature snapshots the exact version signed. A configurable re-consent interval automatically reminds clients before consent lapses.
Digital signature, front desk or self-service
Capture a signature at the front desk, or let clients sign from their own device through the portal — both record a time-stamped, auditable signature image.
Patch-test tracking with photo evidence
Log the substance tested, the result and a photo of the test site directly on the record, closing the visual-evidence gap paper trackers leave open.
Health-history pre-fill for returning clients
Confirming a new appointment copies a returning client's last completed health screening forward, so staff only confirm or update instead of starting from a blank form.
Client portal and health-trend reporting
Clients complete intake and consent on their phone before they arrive, tracked by a visual completion indicator; owners get a pending-forms dashboard and aggregate health-trend reports.
How it works
Confirm the booking
Confirming an appointment auto-generates the intake form and consent, pre-filled from the client's last visit.
Screen and flag
The client or front desk completes the health screening; the rule engine raises any contraindication as a flag with plain-language guidance.
Resolve and consent
Staff acknowledge or override any open flag, and the client signs the current consent version — on a device or in person.
Treat with confidence
A blocking flag holds the appointment until resolved, so every completed treatment has a documented, insurance-ready paper trail.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. The module ships its own lightweight appointment model for the booking → intake → consent workflow and runs standalone, with no required spa-suite dependency. It integrates with the standard Odoo contact record for your clients.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Spa & Wellness Client Intake & Contraindications
Health screening with live contraindication warnings, patch-test tracking with photo evidence and versioned digital consent — signed at the front desk or self-service, with re-consent reminders.
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