Clinical Training
Advanced Treatment Launch Checklist
An actionable checklist for aesthetic practices preparing to launch an advanced treatment. This checklist supports advanced services and advanced training without promoting any specific course. Confirm scope, oversight, and requirements with your state board and qualified counsel.
Last reviewed: 2026-09-17
Scope and Eligibility
- Confirm the advanced treatment is within your scope of practice in your state.
- Verify whether delegation, supervision, or collaboration is required.
- Confirm all providers who will perform the treatment hold the appropriate license.
- Research any state-specific restrictions on the advanced treatment.
- Document the scope determination with your medical director or counsel.
Advanced Training
- Confirm appropriate advanced training has been completed.
- Verify the training included hands-on practice with live models.
- Confirm the training covered complication management for the advanced treatment.
- Document all training certificates and competency assessments.
- Consider mentorship or preceptorship before independent practice.
Medical Oversight
- Confirm the medical director approves the advanced treatment.
- Update treatment protocols with your medical director for the advanced service.
- Confirm the medical director's experience with the advanced treatment.
- Establish chart review frequency for the advanced treatment.
- Document oversight arrangements.
Product Sourcing
- Confirm product sourcing from licensed pharmacies or authorized suppliers.
- Verify whether prescriptions are required for the advanced products.
- Research any state-specific product sourcing or compounding rules.
- Confirm device purchasing, maintenance, and training requirements.
- Establish inventory and lot-tracking procedures for advanced products.
Treatment Protocols
- Draft detailed treatment protocols for the advanced service.
- Establish patient screening and contraindication criteria.
- Create an emergency response protocol specific to the advanced treatment.
- Document injection or treatment techniques.
- Set a protocol review schedule with your medical director.
Patient Selection
- Define appropriate patient candidates for the advanced treatment.
- Establish contraindication and exclusion criteria.
- Create a pre-treatment assessment workflow.
- Confirm whether a Good Faith Exam is required for the advanced treatment.
- Document patient selection criteria and assessment.
Consent
- Create treatment-specific informed consent forms for the advanced service.
- Ensure consent forms include advanced-treatment-specific risks and benefits.
- Confirm consent for before-and-after photography.
- Verify consent forms meet state requirements.
- Establish a consent documentation workflow.
Documentation
- Update EMR templates for the advanced treatment.
- Confirm treatment note fields (product, lot, dose, sites, technique, depth).
- Establish before-and-after photo protocols with standardized angles.
- Confirm follow-up documentation requirements.
- Establish adverse-event documentation procedures specific to the advanced treatment.
Emergency Readiness
- Update the emergency kit for the advanced treatment.
- Confirm availability of emergency medications specific to the treatment.
- Train staff on emergency procedures for the advanced treatment.
- Update the hospital transfer protocol if needed.
- Conduct an emergency drill for the advanced treatment before launch.
Insurance
- Confirm your malpractice insurance covers the advanced treatment.
- Verify whether additional coverage or an endorsement is needed.
- Confirm general liability and product liability coverage.
- Review any exclusions for advanced or off-label treatments.
- Document insurance confirmation.
Pricing
- Research market pricing for the advanced treatment.
- Calculate the cost of advanced products, devices, and provider time.
- Set a price that covers costs and provides a sustainable margin.
- Establish package or treatment-series pricing if applicable.
- Review pricing periodically against costs and market conditions.
Scheduling
- Determine appointment length for the advanced treatment.
- Update the scheduling system for the new service.
- Confirm provider availability and booking rules.
- Establish pre-treatment and post-treatment appointment workflows.
- Confirm follow-up scheduling procedures.
Staff Workflow
- Train all staff on the advanced treatment workflow.
- Confirm front desk staff understand the service and can answer questions.
- Train clinical staff on assisting with the advanced treatment.
- Document all training and competency assessments.
- Establish ongoing training requirements.
Photography
- Establish standardized before-and-after photo protocols.
- Confirm consistent lighting, angles, and positioning.
- Verify photo consent is documented.
- Confirm photos are stored securely and linked to the patient record.
- Review photos for quality and consistency periodically.
Follow-Up
- Establish a follow-up schedule for the advanced treatment.
- Document follow-up contact method and timing.
- Create a patient communication plan for post-treatment questions.
- Establish adverse-event follow-up procedures.
- Track patient satisfaction and outcomes.
Marketing
- Verify marketing claims comply with state board advertising rules.
- Avoid implying guaranteed results for the advanced treatment.
- Confirm before-and-after photo consent and HIPAA compliance.
- Review social media content for the advanced service.
- Confirm provider credentials and training are accurately represented.
Launch Review
- Conduct a final review of all protocols, consent forms, and documentation with your attorney.
- Confirm all licenses, insurance, and agreements are in place.
- Verify staff training is complete.
- Test the documentation and emergency workflows end-to-end.
- Schedule a post-launch review within the first 30 days.
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.