Structure and Agreements
The professional entity in the form your state expects, the management services agreement, delegation documents and standing orders — executed, filed and revisited rather than signed once.
Compliance Frameworks & Assistance
The Compliance File a Board Would Ask For
Structure, documents and the discipline to keep them current — built for the state you treat in, maintained as the rules move, and kept where you can produce it on a day you were not expecting to.
What It Is
Compliance Is a Filing Cabinet, Until It Is Not
Nobody opens a clinic to manage documents. So compliance ends up as whatever was signed at launch: an entity in the wrong form, a director agreement nobody has reread, consents from a training weekend, protocols that predate two of your current services. None of it is wrong on purpose — it just stopped matching the business.
The moment it matters is never convenient: a complaint, a lapsed licence, a payer audit, an insurer asking to see the delegation you rely on, or a buyer’s diligence list. We build the file properly, keep it current as your state and your menu change, and make sure the version in force is the one you can actually hand over.
Service Details
What We Maintain
Documents and Consents
Consent language, intake, treatment records and policy documents written per service and per state, versioned so you know which one was in force when.
Credentials and Calendar
Licence and registration expiries, competency sign-offs, chart-review cadence and insurance renewals tracked — so nothing lapses because a reminder went to someone who left.
A PC, Never a PLLC
The clinical entity is set up as a physician-owned professional corporation (or the state's equivalent) in every state, and we never set up a PLLC. A PC has licensed shareholders, restricted share transfers and officers that mirror clinical control, which is the record a board, insurer or buyer expects.
A Management Agreement That Survives Review
A flat, fair-market management fee for services the MSO actually provides, never a percentage of medical revenue and never a payment per patient or referral, with clinical decisions reserved to the PC in writing.
The Clinical File
Physician-signed protocols per service, written delegation per provider, documented good-faith exams, consents, emergency and adverse-event procedures, and chart review on a calendar rather than backfilled.
Advertising and Platform Rules
Offers, claims and before-and-after photos reviewed against state advertising law and the healthcare policies Google, Meta and payment processors apply on top of it, including LegitScript certification where a menu needs it.
The WorkflowStep 01 Step 02 Step 03 Step 04
Four Steps From Audit to Maintained
Audit What Exists
We read what you actually have — entity, agreements, protocols, consents, insurance — and name the gaps in plain terms.
Fix the Structure
Entity form, ownership and the management agreement corrected first, because the documents below them depend on it.
Rebuild the Documents
Protocols, consents and policies rewritten for your state and your current service menu, signed by your director.
Keep It Current
Renewals and reviews on a calendar, revisions pushed when rules change, and one place the whole file lives.
One Platform. Every Workflow.
Exam Rules Encoded
Who may perform the clearance screening and whether telehealth counts is written into each protocol rather than decided at the front desk.
ClearanceMulti-State Handled
A clinic treating patients in several states carries several rulebooks. Each one gets its own documents rather than a shared approximation.
Per StateOne File to Hand Over
Agreements, protocols, sign-offs and review records sit together — so an audit, an insurer or a buyer is a download, not a scramble.
Diligence ReadyFAQ
Frequently Asked Questions
Still not sure? Twenty minutes on the phone answers what a page can't.
We Already Have Documents. Do You Replace Them?
Only what needs replacing. We review what exists, keep what holds up, and rewrite what does not — rather than charging you to redo a set that was mostly fine.
What Usually Turns Out to Be Wrong?
Most often the entity form in a CPOM state, a director relationship with no delegation on paper, a management fee structured as a revenue share, and protocols that never got updated when a service was added.
What Happens When a Rule Changes?
We revise the affected documents, version them, and tell you what changed and what your staff needs to do differently. You are not left to notice it in a newsletter.
Why Do You Set Up a PC and Never a PLLC?
As a rule we set up a PC, or the state's equivalent (a professional association or service corporation), in every state, including states that do not enforce corporate practice of medicine. A professional corporation is built for physician ownership: licensed shareholders, restricted transfers and officers that track clinical control. It is also the most durable structure, so one playbook works everywhere and nothing has to be re-papered when a state tightens.
Does Compliance Cover LegitScript and Ad Platform Rules?
Advertising and platform policy review is part of the file, and LegitScript certification is available where your service menu requires it. See the LegitScript page for what certification involves and how your structure feeds into it.
Can You Help If We Are Mid-Complaint?
We can put the structure right going forward and help you produce what exists, but we are not a law firm and we do not represent you. Your counsel handles the matter itself.
Telehealth Setup & ClearancePrescribing & ScriptingProtocol Management & WorkflowsLegitScript CertificationEMR / EHRMedical Director OversightCollaborating PhysicianBusiness & Marketing ConsultingAccounting & PayrollMarketing Services
General information about how these workflows are structured, not legal advice. Requirements vary by state; your medical director and counsel confirm the specifics for your clinic.