Opening a med spa or wellness clinic

Before the first patient, the paperwork has to say who is accountable, what each person may do, how each visit is recorded and what happens in an emergency. This is the order it usually gets built in.

What has to exist

• A written medical director arrangement: scope, delegation, coverage and what happens if it ends.
• Intake and screening for each service on the menu.
• A treatment record for each service, with lot, photo and follow-up logging.
• Staff role frameworks, license tracking and competency sign-off.
• An emergency kit checklist, escalation tree and a first logged drill.
• A verification trail: what you asked your regulators, when, and what they said.

Read first

• How to open a med spa: the document sequence
• Opening an IV hydration clinic: the checklist before the lease
• What is an opening document inventory?
• What is an opening day go or no-go record?

Free tool

Clinic Opening File: a workstream index, an open items register, a document inventory and an opening day go or no-go record, sent by email.

Practice Documentation Readiness Starter: a four-page print-and-fill file with a document register and a seven-day sequence for closing one gap. No sign-up.

The frameworks

• Complete Practice File, $397. Every framework in the shop in one order, with a completion guide and a license for up to 3 locations.
• Clinic Opening Kit, $149. Six frameworks in the order they get completed: medical director oversight, intake and screening, twelve charting records, patient communication, staffing and competency, emergency preparedness. Includes a kit guide with the order of completion.

More than one location under the same ownership group? Add the up to 3 locations or up to 10 locations license to the same order and it covers everything in that order.

All situations · Full catalog