CNV-01 · Consultation and conversion

Consultation to booking conversion scorecard

Twelve criteria assessing the consultation as a process rather than as a rate, with banded interpretations and a stated account of what it cannot tell you.

By the Rank My Clinic assessment desk· ·1788 words· 12 criteria

What this instrument establishes

This scorecard assesses the consultation as a process: whether it is structured, documented, and gives the patient what they need to decide. Twelve criteria cover preparation, history, expectation setting, examination, options including declining, risk discussion, cost, cooling-off, written summary, follow-up, record quality and review. It does not measure a conversion rate and offers no benchmark rate, because none is reliably published.

Consultation process scorecard: measurement and calibration study

Why the process is scored and the rate is not

Clinics asking about consultation performance almost always ask about a rate: how many consultations become bookings, and what the number should be. The first half is knowable from your own records. The second half is not, and this publication will not supply a figure for it.

There is no reliable published dataset of consultation-to-booking rates for UK aesthetic clinics. Figures circulate, and they are typically supplied by companies selling something, derived from unstated samples, and defined differently from one another. A rate quoted without a definition of what counts as a consultation is not a benchmark; it is a number. Comparing yourself with it produces confident conclusions from nothing.

There is a deeper problem with the rate as a target. A clinic can raise it immediately by treating more of the people who present, including those it should decline. The rate improves and the practice deteriorates. Any measure that improves when standards fall is a poor measure to manage by.

What can be assessed without a benchmark is whether the consultation is a process: structured, documented, and equipping the patient to decide. That is scored here against written criteria. If the process is sound and the rate is low, the clinic learns something about who it is attracting, which is an enquiry problem rather than a consultation problem.

How to score this instrument

Score criteria one to eleven against three recent consultation records selected at random, not chosen. Score criterion twelve against whatever review process exists.

Read the records as somebody who was not present. The test throughout is whether the record shows the thing happened, not whether you remember it happening. A discussion of risk that took ten minutes and left no trace scores 0, because the record is what exists afterwards.

For the willingness to decline, look for declined cases in the last year. If none exist, ask what would have to be true for the clinic to decline, and score 0 if no answer is forthcoming. Every clinic that treats appropriately declines sometimes.

For the cooling-off criterion, look at the interval between consultation and treatment across the three records and at whether any discount was contingent on booking that day. A time-limited offer presented at consultation scores 0 regardless of the stated policy.

Score the written summary criterion by producing one. If nobody can find an example, it scores 0.

Common scoring errors

Scoring the intended consultation. Score the three records in front of you. The intended consultation is not the one the patient had.

Treating a signed consent form as a recorded risk discussion. The form records that a form was signed. The criterion asks for evidence of a discussion specific to this patient.

Counting a price list as full cost disclosure. The criterion asks for total, inclusions, review cost and correction cost. Corrections are the one clinics omit, and they are the one patients later feel misled about.

Scoring cooling-off by policy rather than by practice. Look at the intervals.

Confusing follow-up with pursuit. Agreed contact at an agreed time scores 3. Three unsolicited messages score 0, and may also raise questions under direct marketing rules.

Measuring your own rate properly, if you want one

A clinic that wants a conversion figure should compute its own and compare it only with itself over time. That requires definitions, and writing them down is most of the work.

Define what counts as a consultation. Paid and unpaid consultations behave differently and should be counted separately. Define the window: a booking made eleven weeks later is a conversion, and a rate computed weekly will never see it. Define the denominator: consultations held, not enquiries received, since those are a different instrument.

Then track it monthly and look at the direction rather than the level. A clinic whose own rate moved from a stable figure to a materially different one has learned something. A clinic comparing its figure with an unsourced sector average has learned nothing and may act on it.

Segment by clinician and by procedure where volumes permit. Variation between clinicians in the same clinic is usually larger than variation between clinics, and it is the variation you can do something about.

Pair this with the booking journey friction audit for what happens after the decision, and with the consent and cooling-off checklist for the regulatory dimension of what is scored here as process quality.

CNV-01

Consultation process scorecard

What it measures
Whether the clinic's consultation is a repeatable, documented process that gives a patient what they need to decide.
What it does not measure
It does not measure your conversion rate, and it deliberately offers no target rate, because no reliable published figure for UK aesthetic clinics exists.
Scoring method
Criterion referenced. 12 criteria, each scored 0 to 3 against the descriptor given. Maximum 36.
Evidence needed
Your consultation template, three recent consultation records, and whatever the patient leaves with.
Working time
Around 45 minutes.
Who should score it
The clinician who consults, with whoever books the appointments afterwards.
Band scale
  • 0 Absent
  • 1 Emerging
  • 2 Established
  • 3 Embedded
  1. 01

    The patient arrives prepared

    Before the appointment the patient receives what to expect, what to bring, how long it will take and whether it is chargeable. Score 0 if nothing is sent, 3 if all four are sent and confirmed.

  2. 02

    A structured history is taken

    Medical history, medication, previous treatments and relevant psychological history are recorded against a template. Score 0 if history is ad hoc, 3 if templated and complete in every record checked.

  3. 03

    Motivation and expectation are explored

    The consultation asks what the patient wants to change and why now, and records the answer in their words. Score 0 if unrecorded, 3 if explored and recorded verbatim.

  4. 04

    Examination and assessment are recorded

    What was assessed, what was observed, and the clinician's judgement. Score 0 if the record is a treatment plan only, 3 if assessment is separable from plan.

  5. 05

    Options are presented including doing nothing

    The patient hears alternatives, including declining treatment and including options the clinic does not offer. Score 0 if only the proposed treatment is discussed, 3 if alternatives including no treatment are recorded as discussed.

  6. 06

    Risks are discussed and the discussion is recorded

    Specific risks for this patient, not a generic list, with what would be done about each. Score 0 if only a form was signed, 3 if the discussion is recorded.

  7. 07

    The clinic is willing to decline

    There is a documented basis on which the clinic declines to treat, and evidence it has been applied. Score 0 if nobody can recall declining, 3 if criteria exist and declined cases appear in records.

  8. 08

    Cost is stated in full

    Total cost, what is included, what a review costs, and what a correction would cost. Score 0 if only a headline price is given, 3 if all four are stated in writing.

  9. 09

    A cooling-off period is offered and respected

    The patient is given time between consultation and treatment, and the clinic does not offer inducements to shorten it. Score 0 if same-day treatment is routine, 3 if a stated period applies and is respected.

  10. 10

    The patient leaves with a written summary

    What was discussed, what was proposed, the cost and the next step, in writing. Score 0 if nothing is issued, 3 if a written summary is issued every time.

  11. 11

    Follow-up is defined and not pressuring

    Whether and when the clinic will make contact, agreed with the patient. Score 0 if follow-up is undefined or repeated without consent, 3 if agreed and recorded.

  12. 12

    The process is reviewed

    Somebody reviews consultation records periodically against this list. Score 0 if never reviewed, 3 if reviewed on a stated cycle with findings recorded.

Total score 0/ 36 Not yet scored

Scoring runs in your browser and nowhere else. Nothing is saved, nothing is sent to us, and closing the page clears it. Print this page to fill the instrument in on paper.

Band interpretations

0 to 12Absent

The consultation is a conversation whose content depends on who conducts it and what mood the day is in. Records will not support the clinic if a decision is later questioned, and patients are deciding on partial information.

Next action. Build the consultation template and the written summary. Those two artefacts convert an inconsistent conversation into a process.

13 to 21Emerging

A structure exists and is followed unevenly. The clinical elements are stronger than the decision-support elements, which is the usual pattern.

Next action. Add options including doing nothing, and full cost including corrections. Both are commonly missing and both materially change the patient's decision.

22 to 30Established

The consultation is a documented process that supports a decision. Gaps are usually the willingness to decline, cooling-off and periodic review.

Next action. Write down the criteria on which you decline, and set a review cycle. A clinic that never declines has not defined what unsuitable means.

31 to 36Embedded

The consultation is structured, recorded, and gives the patient what they need including reasons not to proceed. It would withstand review.

Next action. Re-score annually and whenever a new clinician joins. Direct further attention to the enquiry stage, which is upstream of everything here.

Consultation and conversion instrument CNV-01. Bands are criterion referenced: they describe your operation against the descriptors above, not against any other clinic. No comparative benchmark for UK aesthetic clinics is published, so this instrument does not pretend to one.

What this instrument does not tell you

  • Your conversion rate. This instrument scores process quality, and a well-run consultation may convert less often, which is frequently correct.
  • Whether your conversion rate is good. No reliable published benchmark for UK aesthetic clinics exists, and figures circulated in the sector are not traceable to a method.
  • Whether patients are satisfied. Satisfaction is measured by asking them, not by scoring a process.
  • Whether the clinical decisions are correct. Process quality and clinical judgement are separate.
  • Whether a low score is losing you money. It may be preventing you from treating people you should not treat.

Every instrument on this site carries this block. An assessment that will not state its own limits is a sales document with a scale printed on it.

Questions about this instrument

What is a good consultation to booking rate?

This publication does not offer one, because no reliable published figure for UK aesthetic clinics exists. Any rate quoted to you should come with a definition of what counted as a consultation, over what window, from what sample. Most do not, and a rate without a method is not a benchmark.

Should consultations be charged for?

The instrument is neutral and scores whether the position is stated in advance. Both models work. What scores 0 is a patient discovering the charge on arrival, or a fee being described as redeemable without stating the conditions.

Does a strong process reduce bookings?

Sometimes, and that can be the correct outcome. Explaining alternatives, stating full costs and respecting a cooling-off period will lead some patients not to proceed. A clinic that regards those patients as losses has chosen a different measure from the one this instrument uses.

How do we score consultations conducted remotely?

Against the same twelve criteria, with particular attention to examination and assessment, which is where remote consultation most often falls short. Record what could and could not be assessed remotely and what was deferred to an in-person appointment.

Who should score it if we have several clinicians?

Score each clinician separately using their own records. Combining them produces an average that describes nobody, and the variation between clinicians is usually the most useful finding.

Sources

  1. General Medical Council: guidance for doctors who offer cosmetic interventions
  2. General Medical Council: decision making and consent
  3. Care Quality Commission: guidance for providers
  4. Joint Council for Cosmetic Practitioners

Disclosure. This instrument contains no commercial links of any kind. Rank My Clinic is published by Northbank Media. We do not rank clinics, we do not rank suppliers, and no organisation can pay to influence any criterion, band or interpretation. Nothing here is medical, legal or regulatory advice.

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