Updated Client Consult – Reference & Verification Guide
This document is the working companion to the spreadsheet that defines the consult flow. Update it whenever the sheet changes so the UI (src/components/UpdatedConsultForm.tsx), follow-up rules (src/lib/decisionRules.ts), and recommendation engine (src/services/recommendationEngine.ts) stay in sync.
Automated validation
pnpm run test:acne-complete — runs the TypeScript harness in scripts/testAcneComplete.ts to exercise eight end-to-end acne scenarios (machine mismatches, subtype escalations, pregnancy safety, situational flares, and hormonal patterns). Use it after updating decision rules or recommendation logic to confirm the flows stay aligned with the spec.
1. Form Flow (Updated Client Consult)
Static questions are grouped into sections; dynamic follow-ups are listed under the trigger that reveals them.
Section: Personal Information
- Name — “What is your full name?”
- Phone Number — “What is your phone number?”
- Date of Birth — “What is your date of birth?”
- Gender — “What is your gender?” (Male / Female / Other)
Section 0 — Hard Gates
- Pregnancy Status — “Are you currently pregnant or trying to conceive?” (Yes / No)
- Yes → block retinoids, high-dose salicylic acid (>2%), strong peels, and oral tranexamic. Allow azelaic, niacinamide, and vitamin C derivatives (cautiously). Sets
block_retinoids=true.
- Recent Isotretinoin — “Have you used isotretinoin (Accutane) in the last 6 months?” (Yes / No)
- Yes → block retinoid initiation and in-clinic procedures; allow only low-irritant topicals. Sets
procedural_contraindicated=true.
- Severe Acne Assessment — “Do you currently have severe cystic acne with deep, painful nodules?” (Yes / No)
- Yes → refer to dermatologist; recommend soothing barrier care + SPF only. Sets
referral_required=true.
- Known Allergies — “Do you have any known allergies to skincare ingredients?” (Yes / No)
- Yes → block conflicting SKUs and mark
product_allergy_conflict.
- Skin Barrier Health — “Is your skin currently severely compromised, irritated, or over-exfoliated?” (Yes / No)
- Yes → force barrier-first routine (no retinoids/BHA/AHA/BPO). Sets
phase0_required=true.
Section A — Skin Basics
- “What do you think your skin type is?” (Normal / Oily / Dry / Combination)
- “How would you describe your skin’s oil levels?” (maps to Sebum band)
- Comfortable, no shine or greasiness → Green
- Slight shine only in T-zone, not bothersome → Blue
- Noticeable shine in multiple areas → Yellow
- Very greasy/heavy shine across face, frequent blotting/wash needed → Red
- “How would you describe your skin’s hydration levels?” (maps to Moisture band)
- Comfortable, no tightness → Green
- Slight tightness or occasional dryness → Blue
- Often feels tight, rough, or flaky → Yellow
- Always feels very tight, itchy, or cracks/peels → Red
- Sensitivity screening (all customers answer):
- Redness/burning/stinging with skincare products? (Yes / No)
- Ever diagnosed with sensitive skin, rosacea, or eczema? (Yes / No)
- Skin baseline very dry (tight, flaky, rough)? (Yes / No)
- Breakouts or irritation when using actives (Vitamin C, AHAs, Niacinamide, Retinoids, etc.)? (Yes / No)
- Easily irritated by sun, heat, wind, or pollution? (Yes / No)
- Visible broken capillaries or flushing (cheeks, nose, etc.)? (Yes / No)
- Under 20 years of age? (Yes / No)
Section B — Current Skin History
- Diagnosed skin conditions? (textarea)
- Prescription treatments used? (textarea)
- Professional treatments in the last 6 months? (textarea)
Section C — Current Skincare Routine
- “What products are you using daily?” → repeated rows capturing product name (autocomplete) + how long (Less than 1 month / 1–3 months / 3–6 months / 6–12 months / 1–2 years / 2+ years)
- “Any product that caused irritation/breakouts/redness?” → tag/chip input
Section D — Main Concerns (choose up to three)
- Acne (
ACNE)
- Pigmentation (
PIGMENTATION_UV)
- Fine lines & wrinkles (aging) (
TEXTURE)
- Bumpy skin (
TEXTURE)
- Large pores (
PORES)
Concern selection injects targeted follow-ups:
Acne Concern
- “What kind of breakouts do you usually notice?” (Blackheads / Whiteheads / Red pimples (inflame) / Large painful bumps (refer dermat) / Monthly jawline flares)
- Severity ladders for each subtype:
- Blackheads: ≤10 → Blue, 11–30 → Yellow, 30+ → Red
- Whiteheads: ≤10 → Blue, 11–20 → Yellow, 20+ → Red
- Red pimples: 1–3 → Blue, 4–10 → Yellow, 10+ → Red
- Cystic acne: Rare (≤1 in last 2 weeks) → Blue, 1–3 per week → Yellow, ≥4 per week → Red
- Hormonal acne: Mild monthly flare (1–3) → Blue, Several lasting ~1 week → Yellow, Multiple cysts lasting >1 week → Red