Clinical Inventory for Medical Spas & IV Therapy Clinics
Your medspa inventory
is draining profit.
CleriMed fixes that.
Purpose-built for medical spas and IV therapy clinics. FIFO lot tracking with a 28-day BUD clock, real-time appointment-driven demand forecasting, and owner-level margin visibility — track every unit from receipt to disposal, see your real margins, and automate reorder with no EMR required.
The Problem
Three systems, zero visibility.
And the waste adds up.
Your EMR tracks appointments. Your accountant tracks invoices. Neither your staff nor your software tracks actual consumption, waste, or expiry in real time.
By the time you find out product expired, it has already hit your write-off. By the time COGS shows up, it is a quarterly guess from someone who has never seen your treatment room.
Expired product write-offs
$8–12k / yrReactive over-ordering & carrying cost
$6–9k / yrUntracked consumption & COGS blind spots
$7–10k / yrAverage loss, single location
20–35% of revenue is COGS
$28k
per year
EMR
Tracks appointments. Not what you actually consumed from each vial.
Spreadsheet
Manual, stale, and breaks the moment a nurse makes a substitution without logging it.
Accountant
Sees invoices, not inventory. Gives you COGS three months late with no line-item detail.
CleriMed is the layer they all miss: clinical inventory, tracked from receipt to disposal.
See the FeaturesPlatform Features
Every dollar of inventory, accounted for.
Nine systems that work together, from the moment product arrives to the day it is voided, consumed, or reordered.
FIFO Vial Tracking
Every lot enters with a 28-day beyond-use-date clock. CleriMed enforces FIFO automatically, so there are no expired write-offs and no manual lot selection.
28-day BUD clock · Lot chain of custody · Zero expired write-offs
Appointment Forecasting
A real-time Zenoti webhook feeds tomorrow's booking data into your inventory model, so you know what you need before a treatment starts, not after it is too late.
Real-time Zenoti webhook · Demand-driven stock levels · Stockout prevention
Owner Financial Dashboard
COGS by category. Waste by cause. Gross margin per service line. Visible only to you, enforced at the database level via row-level security, not a UI toggle your office manager can change.
Supabase RLS enforcement · Margin per service line · Owner-only, architectural
Smart Reorder Engine
Reorder recommendations factor in committed appointments, your safety buffer, and each supplier's lead time. Generate a purchase order in one click and skip chasing invoices.
Lead-time aware · Appointment-committed demand · One-click PO generation
AI Alerts & Weekly Briefing
Anomaly detection flags unusual consumption patterns the day they happen. Every Sunday morning, a 150-word narrative lands in your inbox: what moved, what's at risk, what to action.
Anomaly detection · 150-word Sunday narrative · Actionable, not noisy
Compliance Audit Trail
Full chain of custody from receipt to void. Temperature excursions logged. Void PDFs generated automatically. Exportable for licensing reviews, DEA audits, or board inspections.
Chain of custody · Temp excursion log · Export-ready for licensing review
Kits & Bundle Consumption
Define a reusable kit once — every component product and default quantity, in the order they're used. Confirming a kit-based treatment deducts every component from FIFO stock in a single atomic transaction, so a partial failure never leaves some components deducted and others not. Built with IV therapy clinics in mind; medspas use it too.
Multi-product, one atomic deduction · Reusable, duplicable templates · IV clinics & medspas
Regulated Sourcing
Tag every lot at receiving with its sourcing pathway: branded/FDA-approved, 503B outsourcing facility, 503A patient-specific, or no recognized compounding pathway. Untagged and flagged lots surface in a review queue. CleriMed never labels a lot "compliant" or "approved" — only tagged, on file, or flagged for review.
Per-lot sourcing pathway tags · Flagged-for-review queue · A record, not a compliance guarantee
Physical Count & Inventory Health
Run a physical count against your system-of-record stock and get a real variance percentage, not a guess. Days-on-hand and turnover are calculated from your actual on-hand inventory value and trailing COGS, so shrinkage shows up as a number, not a feeling.
Real variance % from physical counts · Days-on-hand & turnover · Surfaces shrinkage early
Protocol Adherence
Billed 40 units.
Used 45. Someone ate the difference.
Every treatment has a product template — the units a service is supposed to use. CleriMed compares that template against what a provider actually logged, line by line, and calculates the dollar variance in either direction.
Overuse means the clinic silently absorbed the cost. Underuse can mean a treatment was undercharged for what was actually delivered. Most inventory software only catches the first one. CleriMed surfaces both, sorted by provider, product, and treatment type, on the owner dashboard.
Every variance is shown with the same note: “based on your product templates — variance may reflect a legitimate substitution.” It is a number to review, never an automatic judgment on a provider.
Illustrative example
Not a real clinic's data — shown to illustrate how the reconciliation works.
Botox 100u — Provider A
Template: 40 units · Logged: 45 units
$187 overuse
Restylane Lyft — Provider B
Template: 2 syringes · Logged: 1.5 syringes
$212 underuse
Rolled up on the owner dashboard
By provider, product, and treatment type
30-day total
See It In Action
Real screens, from a real account.
Owner — Business Overview
Revenue, COGS, gross margin, inventory health, and protocol adherence by provider — the owner-only financial view, enforced at the database level.
Manager — Today’s Operations
7-day stock coverage, urgent orders, physical count status, and compliance alerts — the day-to-day operational view.
A recorded walkthrough video is on the way. In the meantime, book a live 30-minute demo and we'll walk your team through it in real time.
Book a DemoGetting Started
Up and running in 30 minutes.
No implementation consultant. No 6-week onboarding. Three steps and your inventory is live.
~5 minutes
Add your products
~5 minutes
Add your products
Import your existing product catalog, or start from scratch. Scan lot numbers, enter cost per unit, and set expiry thresholds. CleriMed builds your active lot list automatically.
~10 minutes
Invite your team
~10 minutes
Invite your team
Assign roles in under a minute. Staff see inventory tasks. Managers see ordering. Owners see margins. Permissions are enforced at the database layer, not a checkbox a user can change.
~15 minutes
Connect Zenoti (optional)
~15 minutes
Connect Zenoti (optional)
Paste your webhook endpoint and CleriMed starts pulling live booking data to forecast demand. It works fully standalone without any EMR; Zenoti just makes forecasting sharper.
Most clinics complete setup before their demo call ends.
Works Standalone
No EMR required.
Ever.
CleriMed runs on its own from day one. Add products, track vials, and see margins without connecting a single external system. Zenoti is the first integration and makes demand forecasting sharper, but it is optional. More platforms are coming.
- Full FIFO tracking with no EMR connection
- Role-based access works standalone
- Owner dashboard available regardless of integration
- Zenoti adds real-time forecast data, not core functionality
Practice Management
Boulevard's webhook connection, signature verification, and appointment-to-inventory sync are live in production today; it has not yet been exercised against a real Boulevard account.
Works With Your Distributors & Brands
Log products from any distributor or brand — no exclusive partnership required.
Already on a different EMR?
Run CleriMed standalone today. When your EMR integration ships, it layers on top with no migration, no downtime, and no re-entry of existing data.
Security
Built to never need a BAA.
CleriMed's data model is inventory-only by construction: vendors, SKUs, lots, and cost. Nothing patient-linked ever enters the system, so there is no protected health information for CleriMed to safeguard or for your clinic to disclose in a business associate agreement.
No patient data, by design
CleriMed never stores patient names, contact info, or treatment records. Booking-platform webhooks pass through a strict allowlist filter before anything is saved — appointment references are stored as one-way hashes, never the original ID. There is no patient database to breach.
Role-based access, enforced at the database
Owner, Manager, and Staff permissions are enforced with Postgres row-level security, not a UI setting. A staff account cannot see COGS or margin data by changing a URL or calling an API directly — the database itself denies the row.
Two-factor authentication for owners
Owner accounts — the role with access to financial data — require TOTP two-factor authentication, checked independently at login, at every page request, and at the API layer.
Encrypted in transit and at rest
All traffic is served over TLS. Stored integration credentials (webhook secrets, API keys) are encrypted at rest, never kept as plaintext.
Pilot Results
What happened when a real clinic went live.
The Clinic
Single-location medical spa in Cumming, GA. Zenoti-integrated, growth-stage practice with a team of four providers. Owner had no real-time visibility into COGS and was relying on quarterly invoices to estimate margin.Week one: two lots flagged immediately
Within days of setup, CleriMed flagged two lots approaching their 28-day BUD that had not been surfaced by the clinic's EMR or manual log. Both were Botox units that were either consumed first or scheduled for priority use before expiry — preventing what would have been a write-off.
Waste dropped 94% in the first full month
Before CleriMed, the clinic was writing off approximately $1,500/month in expired or unaccounted product. In the first full month on the platform, that number fell to $89 — a 94% reduction. The owner attributed it to FIFO enforcement and the Sunday briefings surfacing low-stock situations before they became emergency orders.
$1,700–1,900/month in recovered value, week one onward
Factoring in prevented waste, reduced over-ordering, and time saved on manual stock checks, the clinic recovered an estimated $1,700–1,900/month in real value starting in the first week of use. CleriMed pays for itself in the first prevented expiry.
Results from CleriMed's initial pilot clinic (Cumming, GA). This is a single case study — individual results will vary based on clinic size, product mix, and prior inventory practices.
Before & After — Month 1
$1,500
Before
$89
After
94%
reduction in waste, month one
2
expiring lots flagged and acted on, week one
$1,700–1,900
recovered value per month, from week one
1
location, Zenoti-integrated pilot
Pricing
Straightforward. No contracts.
All plans include a 30-day money-back guarantee on the first month. Cancel anytime.
Starter
Everything you need to run one location — no seat limits, real-time Zenoti forecasting included.
- 1 location
- Unlimited team members
- FIFO lot tracking with 28-day BUD clock
- Real-time Zenoti demand forecasting
- Expiry alerts & reorder recommendations
- Core COGS & gross margin dashboard
- Kits & bundle consumption, Regulated Sourcing tracking
- Role-based access control
- Void workflow & audit log
Growth
Add AI anomaly detection and room to grow to multiple locations.
- Everything in Starter
- Up to 3 locations
- AI anomaly detection — flags unusual consumption automatically
- Full AI assistant toolset (COGS trends, waste-rate analysis, provider performance, automated PO drafting)
- Detailed reorder breakdown & one-click Send to Rep
- Operational financial reporting (inventory health, waste trends, order patterns, protocol adherence, reorder activity)
- Audit log CSV export
- Weekly AI owner narrative email
Pro
Unlimited locations with peer benchmarking, state comparison, and dedicated support.
- Everything in Growth
- Unlimited locations — siloed + consolidated dashboard
- Peer benchmarking & state comparison (anonymized network data)
- Dedicated onboarding session
- Priority support
All plans include a 30-day money-back guarantee (first month only), no contracts, and cancel-anytime. Questions? info@clerimed.com
Get Started
Stop guessing. Start knowing exactly where your inventory goes.
Book a 30-minute demo and see CleriMed running on a real medspa inventory. Most owners have questions answered before the call ends.