Membership renewals that lapsed without a retention attempt
0%Avg. 8 memberships expired that month with no automated outreach — recurring revenue lost with zero recovery effort.
The platform behind
modern aesthetic medicine.
One platform for records, scheduling, payments, and patient relationships — engineered for the med spas, IV lounges, cosmetic dentistry, and plastic surgery practices that define the field.
See the demo for
Built for regulated practices
Documentation, supervision, and privacy controls
One platform for operations
CRM, EMR, scheduling, and intake
Ready for growth
Multi-location, multi-provider, multi-state
Provider SupervisionHIPAAScope of PracticeState Privacy LawsAudit Trails
The problem
Aesthetic practices were never built to run on generic software.
Disconnected records create risk
Patient information scattered across systems leads to duplication, delays, and missed context.
Compliance gaps rely on memory
Documentation, supervision, and consent requirements depend on people instead of workflows.
Hours lost to administration
Teams spend hours on repetitive tasks that should happen automatically.
Med spas
Dr. Kim, practice owner
Operational and clinical gaps experienced during a typical month of operations.
Retail products sold that month with no recorded margin
0%Avg. 23 product transactions with no cost-of-goods attached — sold at the desk, never reconciled against inventory.
Treatments completed without a signed consent on file
0%Avg. 14 injectable and device procedures that month with no consent record attached — no documentation trail if a complication or complaint arises.
All personas are fictional and designed to reflect typical users of modern aesthetic software.
Platform architecture
One patient record.
Every surface connected to it.
None of those tools were the wrong call. Each one solved the thing that was broken that quarter. The cost shows up in the gaps between them — duplicate profiles, manual reconciliation, audit holes. Montego closes the gaps by making CRM, EMR, scheduling, payments, intake, communications, and reporting the same patient record, so there’s nothing left to sync.
Identity & relationship layer
Patient CRM
Patient identity, communication history, recalls, memberships, and relationship timeline — all written to the same record accessed by clinical and financial surfaces.
Explore moduleClinical documentation layer
Clinical EMR
Charting, treatment notes, consent, photo documentation, and clinical history — not a separate system, but the same patient record with clinical fields.
Explore moduleBooking & capacity layer
Scheduling Engine
Provider availability, room capacity, booking rules, and appointment history — reading from and writing to the same patient record as CRM and EMR.
Explore moduleFinancial layer
Payments & Revenue
Invoices, packages, memberships, deposits, and financial reporting — reconciled against clinical and scheduling data without a separate export step.
Explore moduleThe cost was never the tools. It’s the seams between them.
Most aesthetic practices operate through disconnected systems — website booking, CRM, EMR, POS, payments, memberships, patient messaging, intake forms, consent documentation, and reporting each running independently. Because the data model is fragmented, the practice is forced to manage duplicate patient profiles, manual reconciliation, inconsistent records, broken handoffs, and incomplete audit trails.
Fragmented vendor architecture
- Website & online bookingSiloed
- Marketing & CRMSiloed
- Scheduling & POSSiloed
- Standalone EMRSiloed
- Payments processorSiloed
- Memberships & packagesSiloed
- Patient messagingSiloed
- Intake & consent formsSiloed
- Reporting & analyticsSiloed
Data fragmentation consequences
Multiple logins, multiple vendors
Duplicate patient records across systems
Manual data entry and re-entry
Inconsistent source of truth
Broken handoffs between front desk and providers
Limited audit continuity
Reporting dependent on exports and reconciliation
Higher compliance and operational risk
Unified data architecture
One system of record
One system of recordCRMEMRSchedulingPaymentsIntakeMessagingReportingCompliance
↳ All surfaces share one patient data model
Architecture attributes
One login · One patient identity
Shared data model across CRM, EMR, scheduling, and payments
Role-based access across every surface
Continuous audit trail — administrative, clinical, and financial
Reduced handoffs between front desk, providers, and admins
Reporting connected at the source — no exports required
Compliance documentation built into the clinical workflow
Time returned
4.2 hrs
Saved per provider, every week, on intake and billing
One record
9 surfaces
CRM, EMR, scheduling, and payments connected
Audit coverage
100%
Of clinical actions logged and attributable
From the practices
Run by the people it was built for.
Charts close at the chair now. Our injectors used to finish documentation from home — that stopped the first week.
The deposit ties to the ticket, the ticket ties to the chart. Month-end went from three days to one afternoon.
When the board asked for supervision records, we exported the audit trail and were done. That used to be a week of panic.
600+ PRACTICESSolstice AestheticsMarlowe Plastic SurgeryCascade IV LoungePearl Dental StudioAlba AestheticsVerre MedSpa
Multi-state ready · HIPAA · SOC 2
Built for regulated aesthetic practices,
wherever they operate.
Montego helps practices configure supervision, scope, consent, documentation, privacy, and audit workflows around their state requirements — then shows how those controls work inside the product.
30-minute walkthroughMigration supportConfigured launch plan