Resources
Learn the numbers behind your practice.
Guides, glossaries, and plain-language explanations for practice owners and independent providers who want to understand COGS, inventory control, and true margin — not just revenue.
Guides
Practical guides by vertical.
Written for practice owners and operators, not accountants. Each guide covers a specific concept — what it is, why it matters for your practice type, and how to measure it.
Calculator
PublishedCOGS & Margin Per Treatment Calculator
Estimate product COGS, waste, gross profit, and treatment margin for injectables, GLP-1, IV therapy, peptides, retail, and other product-heavy cash-pay services.
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Inventory software
PublishedCash-Pay Practice Inventory Software
A dedicated guide to inventory, ordering, batching, COGS, and profit visibility for product-heavy cash-pay practices.
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Cash-pay software
PublishedCash-Pay Practice Software
Inventory, COGS, ordering, batching, and profit intelligence for product-heavy practices that get paid directly by patients.
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Direct-pay medicine
PublishedNon-Insurance Medical Practice Software
A clear alternative to claims-first systems for practices that need direct-pay inventory, COGS, provider usage, and margin visibility.
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Medspas
PublishedMedspa Inventory Software
Injectable inventory, lot tracking, expiration control, fractional usage, COGS, and provider margin visibility for medspas.
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Medspas
PublishedMedspa Profit Tracking Software
How to track true medspa profit by connecting revenue, product usage, COGS, waste, and provider activity.
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Provider margin
PublishedAesthetic Provider Profitability Software
Provider and injector profitability reporting based on real product usage, service revenue, COGS, and margin.
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Provider margin
PublishedInjector Commission & Profit Tracking
Commission-ready margin reporting for medspas that need product cost, provider usage, and profit context before payout decisions.
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Comparison
PublishedOtzaro vs Spreadsheets for Medspa Inventory and Profit Tracking
Why spreadsheets are useful for modeling but weak as the operating system for inventory, COGS, provider usage, and margin.
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Comparison
PublishedOtzaro vs Medspa Schedulers: Revenue Software vs Profit Software
Schedulers manage appointments and revenue. Otzaro manages the inventory and profit layer those tools usually do not solve.
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Comparison
PublishedOtzaro vs Generic EMR for Cash-Pay Aesthetic Practices
Generic EMRs document care. Otzaro helps product-heavy cash-pay practices understand inventory, COGS, ordering, and profit.
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Operator proof
PublishedHow a Medspa Finds Product Leakage Before It Hits Profit
A realistic medspa operating example showing how untracked product usage becomes shrinkage, waste, and margin loss.
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Provider margin
PublishedHow to Calculate Injector Profitability in a Medspa
A practical guide to provider profitability using revenue, injectable usage, COGS, discounts, waste, and gross margin.
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Medspas
PublishedWhat Is COGS in a Medspa — and Why It Changes Everything
Cost-of-goods-sold is the number most medspa owners don't track. Here's what it is, how it's calculated in an injectable-heavy practice, and why it's the only path to real margin visibility.
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Medspa finance
PublishedHow to Calculate COGS in a Medspa
A practical medspa COGS calculation guide for Botox, filler, biostimulators, waste, partial vials, discounts, and treatment margin.
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GLP-1 Clinics
PublishedHow to Calculate True Profit Per GLP-1 Dose Tier
Semaglutide and tirzepatide margins vary dramatically by dose, compounding source, and visit structure. This guide walks through what dose-tier profitability means and how to measure it.
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GLP-1 Clinics
PublishedGLP-1 Clinic Inventory Tracking: What Operators Need to Measure
How GLP-1 clinics should track medication lots, expiration dates, dose usage, COGS, waste, and reorder timing.
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Medspas · Injectables
PublishedBatch Tracking for Injectables: Lot Numbers, FEFO, and Fractional Dosing
What lot tracking means for Botox, filler, and biostimulators — and why fractional dosing accuracy is the difference between knowing your margins and guessing them.
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Medspas · Injectables
PublishedMedical Spa Lot Number Tracking: What to Record and Why It Matters
A practical guide to injectable lot numbers, expiration control, FEFO rotation, traceability, and accurate product COGS.
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IV Therapy
PublishedWhy Your Most Popular IV Protocol Might Be Your Least Profitable
Ingredient-level COGS varies widely across drip protocols. This guide explains how to evaluate IV therapy profitability and what to do when the numbers surprise you.
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IV Therapy
PublishedIV Therapy Inventory Management: Supplies, Protocols, and Margin
How IV therapy practices should track ingredients, supplies, lot numbers, expiration dates, protocol COGS, and drip profitability.
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Medspas
PublishedMedspa Inventory Shrinkage: Where It Comes From and How to Stop It
Partial vials, expired lots, unrecorded usage, and provider overuse — this is where injectable shrinkage comes from, and what operational controls prevent it.
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All verticals
PublishedThe KPIs Every Cash-Based Wellness Practice Should Track
Revenue tells you what you billed. These metrics tell you whether the business is actually healthy. A practical guide to the numbers that matter for independent and cash-based practices.
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Glossary
Key terms for running a product-based wellness practice.
The vocabulary of profit intelligence — defined in plain language for practice owners, not finance teams.
COGS (Cost of Goods Sold)
The direct cost of the products used to deliver a service. In a medspa, this is the cost of Botox, filler, or biostimulators used in a specific visit. True COGS is recorded at the point of service, not estimated at month-end.
Batch / Lot Tracking
Tracking inventory by the specific lot number assigned by the manufacturer. Enables FEFO rotation, expiration alerts, and traceability of exactly which batch was used in which visit.
FEFO (First-Expired, First-Out)
A stock rotation method where the batch closest to expiration is used first. The standard for injectables, GLP-1 medications, IV compounds, and other perishable clinical supplies.
Fractional Dosing
Recording product usage in precise fractions — e.g. 0.35mL of filler from a 1mL vial. Critical for accurate COGS tracking in injectable practices where partial vials are the norm.
Dose-Tier Profitability
The margin analysis for each dose level within a GLP-1 or weight loss protocol. A 0.25mg and 1.0mg semaglutide dose have different costs, durations, and revenue per visit — all of which must be tracked separately to understand true profitability.
Margin Per Visit
Revenue from a visit minus the direct cost of goods used to deliver it. The most granular unit of profit visibility in a product-based wellness practice.
Inventory Shrinkage
The gap between what was purchased and what was actually recorded as used in services. Causes include partial vials, expired product, untracked provider usage, and data entry errors. In an injectable practice, uncontrolled shrinkage is a direct margin drain.
Point-of-Service COGS
Recording cost-of-goods at the moment a product is used during a visit — not estimated after the fact from purchase orders. The foundation of accurate margin visibility in Otzaro.
FAQ
Common questions about Otzaro.
What is profit intelligence software?
Profit intelligence software records the true cost of every service you deliver, connects that cost to inventory usage and provider activity, and surfaces your actual margin — per visit, per service, and per provider. It's the financial visibility layer that scheduling and EMR tools don't provide.
What's the difference between revenue and profit in a medspa?
Revenue is what you charged. Profit is what's left after product costs, waste, and shrinkage. In an injectable-heavy medspa, the gap between revenue and profit is almost entirely driven by product cost — which most practices don't track at the visit level.
Does Otzaro replace my scheduling software?
No. Otzaro works alongside your existing scheduling platform — Pabau, Zenoti, Moxie, Jane, or any other — as the profit and inventory intelligence layer those platforms don't provide. You keep your scheduling workflow; Otzaro adds margin visibility.
Is Otzaro built for solo providers or only multi-provider practices?
Both. Otzaro is the first platform built equally for independent NPs and PAs running their own practice and for multi-provider clinics. The same profit intelligence and inventory control scales from a solo injector to a growing medspa group.
How does Otzaro handle GLP-1 medication inventory?
Otzaro tracks semaglutide, tirzepatide, and other GLP-1 medications by lot number, expiration date, and dose-level usage. Every dose administered in a visit is recorded from a specific lot, with FEFO batch selection and expiration alerts to minimize waste.
What types of practices use Otzaro?
GLP-1 and medical weight loss clinics, medspas and aesthetic practices, IV therapy and hydration practices, hormone and peptide clinics, injectable specialists, and independent NPs and PAs. Any practice where what you use is a significant cost driver and margins aren't automatically visible.
See it in your practice
The demo is more useful than any guide.
We walk through margin visibility, batch inventory, and AI insights specifically for your practice type and service mix. 30 minutes. No generic demo.