From consult to post-op,
one connected thread.
Consultations, quotes, procedure planning, consent, photos, payments, and follow-up connected — so warm consults convert and every outcome is documented.
Your practice should not have to run on disconnected tools.
Disconnected consults & planning
Consultations, quotes, and procedure planning live in separate tools.
Pre-op and post-op hard to manage
Tasks before and after surgery depend on people, not workflow.
Photos not tied to the timeline
Pre and post photo sets drift away from the case they belong to.
Payments tracked separately
Deposits, balances, and financing live outside the patient record.
Fragmented communication
Patient messages are scattered across inboxes and phones.
A single case can be six figures, so nothing can fall through. Montego keeps the whole case on one connected record.
Convert the consult
A pipeline, deposits at booking, and quote tracking from the first inquiry.
Document at the time
Operative notes and consent captured during the case, not after.
Follow through
Post-op follow-ups confirmed and tracked to outcome.
Everything plastic surgery run on, grouped by workflow.
Every feature writes to the same patient record — so nothing is re-entered and nothing is lost between the front desk, the provider, and the books.
Care & records
Consult, consent, photos, and notes connected to one case timeline.
Consultation management
Capture goals, photos, and quotes at consult.
Procedure planning
Plan and sequence the surgical case.
Pre-op forms
Collect required forms before surgery.
Post-op follow-ups
Confirmed and tracked to outcome.
Before & after photos
Standardized sets on the case timeline.
Scheduling & payments
Book surgery with deposits and keep every balance tied to the case.
Consult & surgery booking
Schedule consults and procedures.
Deposits
Collect at booking to hold the date.
Quote tracking
Quotes attached to the booked case.
Payment tracking
Balances and financing on the record.
Reminders
Pre-op and follow-up reminders.
Operations & team
Keep the team, documentation, and supervision aligned.
Provider notes
Operative notes captured at the time.
Role permissions
Supervision and scope by role.
Inventory
Track surgical supplies by lot.
Multi-location
One record across sites.
Reporting
Case, revenue, and conversion views.
Growth & insights
Convert warm consults and capture referrals.
Lead & consult pipeline
Move inquiries to booked cases.
Secure messaging
Patient communication in one place.
Reviews & referrals
Capture after a documented result.
Campaigns
Nurture consults that didn’t book.
Analytics
Consult-to-case and revenue trends.
What changes when it all connects.
When the whole case lives on one thread, warm consults convert and every outcome is documented for the record and your marketing.
One thread from first consult to final post-op.
A surgical case can be six figures and run for months. Montego keeps the whole arc — consult, quote, deposit, surgery, operative note, post-op — on one timeline, so a warm consult never goes cold and an outcome is never undocumented.
- Consults enter a pipeline with quotes and photos attached
- Deposits collected at booking to hold the date
- Operative notes captured at the time of the case
- Post-op follow-ups confirmed and tracked to outcome
Plastic surgery practices run a consult CRM, a quoting tool, an op-note system, and a photo app. Montego connects them on one case.
- One patient record, written once and read everywhere
- One ledger for payments, packages, and memberships
- One login per seat, mapped to scope of practice
- One bill, with transparent card and ACH processing
Guides for plastic surgery.
A defensible record, by default.
Montego is built to California’s standard — one of the most regulated environments in aesthetic medicine — and configures to the other states you operate in. The controls live inside the workflow, not a separate binder, and they’re included on every plan. Each practice remains responsible for its own compliance program.
Versioned consent
Matched to every procedure and version.
Supervision & scope
Enforced by role across the team.
Attributable audit trail
On every case, retained six years.
Encrypted PHI
At rest and in transit.
Questions plastic surgery ask.
Yes. Consults enter a pipeline with quotes and photos attached, and the procedure is planned on the same case record.
Yes. Pre-op forms and post-op follow-ups are scheduled, confirmed, and tracked to outcome.
Yes. Standardized pre and post photo sets sit on the case timeline alongside the consent that covers them.
Yes. Quotes, deposits, balances, and financing are tracked to the booked case on one record.
Yes. Secure two-way messaging is tied to the patient record, so nothing lives on personal phones.
At the time of the case — not reconstructed days later — so the record stays complete and defensible.
Built for your specialty too.
See Montego for plastic surgery.
A 30-minute walkthrough, mapped to how your practice runs.