Protocol Packs per Service
One pack per service line: intake, dosing, contraindications, escalation path, consent language and the order list that supports it.
Protocol Management & Workflows
Protocols Your Staff Can Actually Run
Every treatment you offer, written up as a protocol your director signs and your front desk follows — with versions, consents, chart-review cadence and the order list attached to each one.
What It Is
A Protocol Is an Operating Document, Not a PDF
Most clinics have protocols somewhere: a folder from a training weekend, a document a previous director signed, a page in a shared drive nobody has opened in a year. That is the version a board will ask for, and it is usually neither current nor specific to the state you treat in.
We build each service line as a working protocol — intake questions, dosing, contraindications, escalation, consent language and the exact products to have on the shelf — then keep it versioned. When a rule or a formulation changes, the protocol changes and your team is told, rather than finding out from a complaint.
Service Details
What Protocol Management Covers
Version Control
Every protocol carries a version and a date. You can show which version was in force on the day a treatment happened.
Staff Sign-Off
Competency sign-off per provider and per device, kept on file and refreshed when your team or your equipment changes.
The WorkflowStep 01 Step 02 Step 03 Step 04
Four Steps From Menu to Working Protocol
Map the Menu
Every service you offer today, plus what you plan to add, mapped against your state delegation and supervision rules.
Draft and Sign
Protocols drafted for your state and signed by your medical director — not adapted from someone else’s clinic.
Load and Train
Loaded where staff work, with consents attached and the team trained by role, not by email.
Review and Revise
Chart review on a real cadence, and protocol revisions pushed to you when the rules or products move.
One Platform. Every Workflow.
Order List Attached
Each protocol carries the products it runs on, so reordering for the whole practice is one click at member pricing.
Reorder ReadyClearance Requirements Encoded
The protocol states who may perform the clearance screening and whether telehealth counts in your state.
Clearance Built InOne File to Produce
Protocols, consents, sign-offs and review records sit together, so an inquiry is a download rather than a scramble.
Audit ReadyFAQ
Frequently Asked Questions
Still not sure? Twenty minutes on the phone answers what a page can't.
Who Signs Our Protocols?
Your medical director — the physician we connected you with, or the one you already work with. We draft, they review and sign, and their name stays on the version in force.
Do Protocols Differ by State?
Yes, substantially. Delegation rules, supervision ratios and who may perform the initial exam all vary, so a protocol written for Texas is not a protocol for California.
What Happens When a Rule Changes?
We revise the affected protocols, version them, and tell you what changed and what your staff needs to do differently.
Can We Keep the Protocols We Already Have?
Where they hold up, yes — we review what exists, keep what is sound, and rewrite what is not rather than charging you to redo the whole set.
Telehealth Setup & ClearancePrescribing & ScriptingCompliance Frameworks & AssistanceLegitScript 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.