Health information and Crustomer

Crustomer is built for messages, follow-ups and marketing. It isn't a medical records system, and it isn't set up for HIPAA: there are no business associate agreements with the services it runs on.

What to keep out

• Conditions, diagnoses and symptoms
• Treatments, procedures, doses and units
• Medications and allergies
• Pregnancy, photos of skin or body areas for treatment
• Intake and consent forms

Keep those in your charting or booking app (for example Aesthetic Record, Zenoti, Mindbody or Vagaro). In Crustomer, write what helps you follow up: "Asked about a facial", "Wants a package price", "Prefers mornings".

What Crustomer does for you

In med spa, skin, massage, nutrition and wellness workspaces, the AI that sorts your DMs and drafts replies is told never to repeat health details in bios or replies, and a reminder shows on your leads and contacts pages until you dismiss it.

If a client shares health details in a DM, reply with an invitation to a consultation instead of discussing it in the chat.