Medspa Business, Compliance, & Operations Suite

A complete launch library for opening or formalizing a medical aesthetics practice. This comprehensive, state-specific package includes 150+ white-label templates plus two 30-minute 1-on-1 calls (kickoff + 30-day check-in) to guide you through implementation.

What’s Included:

• Compliance & Governance — formation documents, PC/PLLC vs. MSO & CPOM structure, Medical Director agreement, APRN/PA/RN supervision agreements, MSO management services agreement, HIPAA BAA, employment & contractor agreements, LLC setup & banking checklists

• Clinical Protocols — 16 procedure protocols (toxin, filler, biostimulator, Kybella, peels, microneedling, PRP/PRF, laser & light, sclerotherapy, body contouring, GLP-1, IV, hair, hormone therapy) + Good Faith Exam + Emergency Protocols Manual

• Informed Consents — 21 consents covering every procedure plus photo consent, telehealth, arbitration, off-label, and minor consents

• Policies & Procedures — 19-policy operations manual + HIPAA marketing policy

• Forms — 14 clinical & operational forms (intake, treatment record, logs, incident reports, chart audit)

• Checklists — 9 launch & operations checklists (regulatory, licensing, insurance, build-out, crash cart, onboarding, opening day)

• HR & Staffing — scope-of-practice matrix, 9 job descriptions, 9 competency assessments, performance review template, compensation models

• Marketing & Compliance — FTC compliance, before/after guidelines, state advertising requirements, HIPAA marketing policy, website disclaimers, social media SOP

• Financial Operations — chart of accounts, pricing framework, membership agreement, payment/refund policy, revenue recognition, startup & break-even pro-forma, KPI dashboard and strategies

• State-specific updates reviewed monthly to ensure the most up-to-date information

*Not financial, legal, medical, or tax advice