Practice & Compliance
Adding a New Service to Your Practice Checklist
An actionable checklist for licensed medical providers adding a new service to an aesthetic practice. This checklist is educational and does not state that any provider may legally offer a service without state-specific verification. Confirm scope, oversight, and requirements with your state board and qualified counsel.
Last reviewed: 2026-09-17
Scope of Practice
- Confirm whether the new service is within your scope of practice in your state.
- Verify whether delegation, supervision, or collaboration is required.
- Research any state-specific restrictions on the service.
- Confirm whether the service is classified as medical or cosmetic in your state.
- Document the scope determination with your medical director or counsel.
Provider Eligibility
- Confirm all providers who will perform the service hold the appropriate license.
- Verify whether additional training or certification is required.
- Confirm whether prior experience is needed before offering the service.
- Document provider eligibility for each team member.
Training
- Identify appropriate training for the new service (foundational or advanced).
- Verify instructor credentials and course curriculum.
- Confirm the course includes hands-on practice with live models.
- Verify safety and complication management education.
- Document all training certificates.
Medical Oversight
- Confirm whether the new service requires medical director or supervising physician approval.
- Update treatment protocols with your medical director.
- Confirm the medical director's experience with the new service.
- Establish chart review frequency for the new service.
- Document oversight arrangements.
Product and Device Sourcing
- Confirm product sourcing from licensed pharmacies or authorized suppliers.
- Verify whether prescriptions are required for the products.
- Research any state-specific product sourcing rules.
- Confirm device purchasing, maintenance, and training requirements.
- Establish inventory and lot-tracking procedures.
Protocols
- Draft treatment protocols for the new service with your medical director.
- Establish patient screening and contraindication criteria.
- Create an emergency response protocol specific to the new service.
- Document infection-control procedures.
- Set a protocol review schedule.
Patient Selection
- Define appropriate patient candidates for the new service.
- Establish contraindication and exclusion criteria.
- Create a pre-treatment assessment workflow.
- Confirm whether a Good Faith Exam is required for the new service.
- Document patient selection criteria.
Consent
- Create treatment-specific informed consent forms.
- Ensure consent forms include risks, benefits, alternatives, and expected outcomes.
- Confirm consent for before-and-after photography if applicable.
- Verify consent forms meet state requirements.
- Establish a consent documentation workflow.
Documentation
- Update EMR templates for the new service.
- Confirm treatment note fields (product, lot, dose, sites, technique).
- Establish before-and-after photo protocols.
- Confirm follow-up documentation requirements.
- Establish adverse-event documentation procedures.
Emergency Readiness
- Update the emergency kit for the new service.
- Train staff on emergency procedures specific to the new service.
- Confirm availability of emergency medications (e.g., hyaluronidase for fillers).
- Update the hospital transfer protocol if needed.
- Conduct an emergency drill for the new service.
Insurance Coverage
- Confirm your malpractice insurance covers the new service.
- Verify whether additional coverage or an endorsement is needed.
- Confirm general liability coverage extends to the new service.
- Review any product liability implications.
- Document insurance confirmation.
Pricing Considerations
- Research market pricing for the new service.
- Calculate the cost of products, devices, and provider time.
- Set a price that covers costs and provides a sustainable margin.
- Establish package or bundle pricing if applicable.
- Review pricing periodically against costs and market conditions.
Staff Training
- Train all staff on the new service protocols.
- Confirm competency before providers perform the service on patients.
- Train front desk staff on patient questions and scheduling.
- Document all training and competency assessments.
- Establish ongoing training requirements.
Marketing Review
- Verify marketing claims comply with state board advertising rules.
- Avoid implying guaranteed results.
- Confirm before-and-after photo consent and HIPAA compliance.
- Review social media content for the new service.
- Confirm provider credentials are accurately represented.
State-Specific Requirements
- Confirm any state-specific requirements for the new service.
- Verify whether the service requires facility licensing or registration.
- Research any state-specific product or device restrictions.
- Confirm whether the service requires a separate registration or permit.
- Document all state-specific confirmations with your attorney.
Your Next Step
Ready to take the next step?
Use this checklist alongside the relevant NOVI support options. Requirements vary by state, license and practice structure — confirm specifics with qualified guidance.
NOVI resources are provided for general educational purposes and are not legal, medical, tax, financial, licensing, or regulatory advice. Requirements may vary by state, provider credentials, practice structure, and services offered. Current requirements should be confirmed with qualified professionals and official regulatory sources.