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Pabau Business Impact · Prepared for Élan Wellness & Aesthetics

Élan Wellness & Aesthetics × Pabau

Nurse Practitioner-led Med Spa & Wellness · Roseville, California · Business Case
Pabau calendar shown on a tablet

Two systems in five years.
This one has to keep everything.

Élan runs injectables, hormone replacement, weight loss, IV therapy and regenerative medicine out of one Roseville clinic — on a booking platform doing an EHR’s job, with the AI, the prescribing and the marketing all living somewhere else. This document maps every requirement Dana raised across two calls with Noah to a specific Pabau capability, states plainly where we don’t yet have an answer, and sets out exactly what the move costs.

When I found you guys, I was like, wow, this seems like it fits a lot of my needs.

Dana Élan Wellness & Aesthetics · Discovery call · 6 August 2026
Clinic profile
NP-led med spa
Injectables · HRT · weight loss · IV therapy · regenerative
What’s at stake
600+ patients
Five years of notes, visits and photos to carry across
Users
6 logins
Group tier (6–15 users) · $308.80 / month after discount
Prepared by
Noah Dvir · Pabau
For Dana, Élan Wellness & Aesthetics
30-day rolling contract · Quote held to 31 August 2026

Élan Wellness & Aesthetics

Where you are today

What the clinic runs on right now.

Platform fit

A booking system doing an EHR’s job

Dana’s own words on the discovery call: “Boulevard is not a true EHR. It’s just a booking system.” Hormone therapy, weight loss and regenerative work all generate longitudinal records — and the platform underneath them is built for the front desk.

Prescribing

Heavy e-prescribing, handled outside the record

Prescribing is a daily part of the clinic. Dana raised it as the single biggest deal-breaker on the first call — she had read that Pabau could only fax, and wanted it settled before anything else.

Documentation

AI that never touches the chart

“I use AI currently, but it’s not integrated into Boulevard. So I have to like use it and then copy my note into Boulevard.” Every consultation ends with a copy, a paste and a reformat.

Growth

Five years of growth, almost entirely word of mouth

“My business has grown really organically, kind of word of mouth, so I haven’t done a ton of marketing.” Dana wants Google reviews and segmented campaigns; today that means email blasts and little else.

Support

Chat, and then waiting

“They only have like a chat, and then I chat and I don’t get a response … they can’t help me in real time.” The system before that asked her to take calls at one in the morning.

Migration history

The last migration lost data

Moving from the previous system cost Dana records she never got back — at a point when the clinic was barely a year old. Five years and 600+ patients later, the stakes are not the same.

Why this matters now

The third system has to be the last one.

Two migrations in five years is the real cost

Each move has taken a bite out of the record. The question is no longer which platform demos best — it is which one still holds every note, photo and past visit twelve months from now. That is why the migration method matters more here than the feature list.

Clinical depth sets the ceiling on the clinic

HRT, weight loss and regenerative medicine are follow-up businesses: the value sits in what you can see from last time. A booking-first platform caps how much of that history you can keep, search and act on.

Documentation time is clinical time

Copy-pasting an AI note into the chart costs minutes on every consultation, every day, across a six-person team. It is the single easiest hour in the week to give back.

600 patients is a marketing list you already own

Recalls, birthdays, Google reviews and treatment-specific campaigns run off the clinical record you are already keeping. Growth that has been word of mouth for five years has never had that engine behind it.

The solution

One record. Clinical, commercial and conversational.

Every line below traces back to something Dana raised on 6 or 14 August. Each capability is linked to its Knowledge Base article so nothing here has to be taken on trust — and where the honest answer is “not yet”, it says so.

What you raisedHow delivers it
E-prescribing that actually sends — not a fax
Direct DoseSpot integration for US clinics: prescriptions and refills created on the patient record and sent straight to the pharmacy. Email and fax remain available if you want them.
AI in the chart, not in another tab
Echo AI records the consultation and writes the treatment note in place — no copy, no paste, no reformatting. Included in the Care Plus add-on on this quote.
A real clinical record, not a booking log
Treatment notes, medical forms and before-and-after photo comparison on the client card, with the full visit history behind it.
Intake that suits HRT, weight loss and IV therapy
Smart forms with conditional logic — questions branch on the answer, so a non-smoker never sees the smoker follow-ups. Sent automatically at booking with the service’s own pre-care and aftercare.
Lab results visible in the patient’s chart and portal
The Labs module creates and sends lab requests and imports results onto the client card, where the patient can see them in the portal. Straight answer on Access Med Labs: there is no direct integration, and it is not on the roadmap. LabCorp and Quest are on the roadmap with no committed date. Until then it is the same manual PDF upload you do today.
Google reviews and campaigns that segment
Marketing Plus: unlimited email campaigns, audiences built from any condition (treatment had, location, age, gender, lead vs client), and automatic Google review nudges after the appointment.
One place for patient messages
Pabau Engage brings two-way SMS, email and calls into a single inbox against the patient record, with Facebook Messenger connectable today. Engage went live in the US this month — Instagram and WhatsApp are built but waiting on Meta’s approval, so treat those two as coming, not shipped. Bring your own number or take a new one; the onboarding team will advise which suits your phones.
Carry five years of history across — all of it
Full Project Management: whatever Boulevard hands you in spreadsheets, CSVs or PDFs, our team imports — records, notes, photos, financial history — inside 7–12 business days. Past appointments can be recreated on request so recalls and follow-ups fire on the right dates rather than starting from zero.
Never be locked into a system again
Your data is yours while you are a client and on the way out: full data export and report export to CSV/Excel, at any time, at no charge.
Support that answers while you’re working
Basic support (live chat and email) is included at no cost on this quote, and Pabau guarantees 21 of every 24 hours — the unguaranteed window falls overnight your time, not during clinic hours. Phone and live-video support is available as a paid upgrade if chat proves not to be enough. A dedicated account manager is included free for your first month after go-live.
Take payment at the front desk
A Pabau Pay card terminal on the quote, integrated with the record so payments land against the visit — Visa, Mastercard, Amex, Apple Pay and Google Pay.
How we compare

Against the platform you’re on today.

Boulevard is a good product and this is not a hatchet job. The question is not which platform is better in the abstract — it is which one fits a nurse-practitioner-led clinic whose value sits in the clinical record.

What Boulevard genuinely does well

A best-in-class front desk. Precision Scheduling, polished self-booking, memberships, loyalty and gift cards, and payments purpose-built for appointment-based businesses. None of that is in dispute, and you should expect Pabau to be measured against it.

The clinical layer is priced as an extra there, and included here

On Boulevard’s published pricing, Forms starts at $65 per month per location (bundled only on the top Prestige tier) and ePrescribe is $45 per prescriber on top of the plan. Pabau ships EMR, medical forms, consent, charting and before-and-after photos in-platform on every tier. (joinblvd.com/pricing, checked 14 August 2026 — their rates move, so re-check before you decide.)

Two different pricing shapes

Boulevard prices per location and per tier — $140, $234 or $328 a month on the current new-customer summer promotion, normally $176, $293 and $410 — then adds Forms, ePrescribe and per-message texting on top. Pabau prices one Group licence covering 6–15 users with the platform included, and the add-ons on this quote are discounted, not stacked. (joinblvd.com/pricing, checked 14 August 2026.)

AI where the record lives

You are already paying for AI — it just sits outside the chart, which is why every note ends in a copy-paste. Echo AI runs inside the clinical record: it writes the note, and it reads the patient’s own history when you prescribe.

The number, in full. Nothing behind it.

$517.05
Per month, all in
Software plus both add-ons · no per-user extras
$1,471
One-off, payable in 3 instalments
Migration, training, terminal & shipping
65%
Off Marketing Plus & Care Plus
Group tier held at 20% off for as long as you stay on it

Monthly, from go-live
Group licence, 6–15 users — $386 $308.80
Marketing Plus — $264 $92.40
Care Plus — $331 $115.85
Basic support — included, $0
Total $517.05 per month

One-off, at sign-up
Full Project Management (migration & build) — $1,250 $1,000
Silver training, 4 hours across the team — $420 $336
Pabau Pay card terminal — $230 $115
Shipping — $20
Total $1,471 — splittable across three instalments, as Noah offered on the call.

All figures USD, exactly as quoted; no tax is applied to this quote. The quote is valid to 31 August 2026. Month to month is a 30-day rolling contract with 30 days’ notice to cancel, and the 20% Group discount holds for as long as you stay on the Group tier. Paying a year upfront adds a further 10%; three years upfront takes the subscription to 50% off — neither is necessary to hold the price above. A 30-day satisfaction guarantee applies to first-time customers, subject to the conditions in the Terms of Use (setup, training and migration fees are excluded from it). The Terms of Use govern in any conflict with this page.

Implementation

Live inside three weeks of sign-off.

Phase 1 · Day 0

Sign-off, then the team comes to you

Approving the quote starts it. Our onboarding team reaches out to book your kickoff at a time that suits Pacific hours, and an AI demo specialist is open to you from that day so the software is familiar before it is live.

Phase 2 · Week 1

Get your data out of Boulevard — with help

You request the full export; the onboarding team tells you exactly what to ask for, because incumbents rarely volunteer it. Nothing depends on Boulevard’s goodwill beyond the export itself, which you are entitled to receive.

Phase 3 · 7–12 business days

Import, validate, build

Records, notes, photos and financial history imported and validated with you. Past appointments recreated on request so automatic recalls and follow-ups fire on the right dates. Services, forms, pre-care and aftercare, deposits and online booking configured to how the clinic actually runs.

Phase 4 · Go-live

Training, then a month of hand-holding

Four hours of role-based training booked per person — charting for providers, front desk for the MAs, marketing and reporting for you. A dedicated account manager stays on the account free for the first month after go-live.

Next step

One link. One decision.

Your quote carries every line above at the discounted price, and it holds to 31 August 2026. Approving it starts onboarding; anything you want changed, tell Noah and it is reissued.

30-day rolling contract · Quote held to 31 August 2026 · Your data exportable at any time

Business case prepared for Élan Wellness & Aesthetics by Noah Dvir · 14 August 2026