Case study · UK aesthetics
She trusted paper notes. Digitising the clinic still had to feel safe.
Dr Terry Loong had run her practice the careful way for years: hard copies, paper notes, everything where she could see it. Going digital felt like a risk. She needed software that would meet her where she was, not expect her to become someone else overnight.
She moved onto Clinic Membership and Documenti in 2026. The diary, the patients, the notes and the forms came online. The clinic now sits in the same place she treats from, including on the app.

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clinic brought from paper notes to a full digital suite
Hard copies replaced by Clinic Membership and Documenti
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place for notes, photos and forms on every treatment
Including on the app in clinic
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system for diary, patients, notes, forms and memberships together
Same patient record across Clinic Membership and Documenti
Paper felt safer. The clinic still needed to come online.
Dr Terry Loong is an integrative aesthetic and hormone doctor with almost twenty years in practice. Her clinics are based on Harley Street in London and in the Highlands. She comes from a surgical training background and is a masterclass trainer at Derma Medical. She writes, teaches and treats, and the paperwork used to follow her from room to room.
Paper notes worked. Hard copies felt reliable. She is the first to say she is not a natural technology person. Digitising a clinic that had always lived on paper is not a light decision when patients, photos and consents sit in your hands every day.
She did not have to become a different kind of clinician
She booked a demo with her secretary so the front of house could learn the patient side while she learned the clinical side. That pairing mattered. Digitising is not only a doctor problem. It is a whole-clinic change.
Clinic Membership took the diary, the patients and the booking. Documenti took the notes, the photos and the forms. The same record sits under both, so she is not maintaining two truths for one patient.
“I ran my clinic on paper for years. Digitising felt daunting. Clinic Membership and Documenti took me through it step by step, and now my notes, photos and forms are where I need them, including on the app. I can run the clinic without the paper.”
Notes and photos belong on the treatment, not in a drawer
On paper, a photo lived in a file and a note lived somewhere else. Online, each image attaches to the treatment it belongs to. Open the patient. Open the consultation. The before and after sit where the clinical story is.
That is the quiet win of leaving paper behind. You are not hunting through paper between patients. You are not hoping the right hard copy made it into the right pack. The record is on the treatment, on the phone, on the iPad.
“Once the notes and photos sat on the treatment, everything made sense. I could open a patient and see the record without hunting through a drawer.”
Forms consolidate into one place
Paper clinics accumulate questionnaires. Different providers. Different versions. When her previous forms provider changed how they worked, she chose to pull a large questionnaire onto Documenti instead of keeping yet another system alive. About thirty pages. One platform. One place for the team to find it.
“If I can consolidate all my forms onto Documenti, that will be helpful. Everything belongs in one place.”
The software keeps up. The support makes digitising possible.
Moving off paper is not a single afternoon. There are camera permissions, magic links, form defaults and the odd moment where technology feels personal. What made the move stick was not only the product. It was having someone on the other end when she got stuck.
“Whenever I got stuck, support was there. That is what made digitising feel possible.”
“I still like the feel of paper. I just do not need the clinic to live on paper any more.”
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