Practice Readiness
Medical Aesthetics Practice Readiness Assessment
A self-guided educational assessment to help licensed medical providers evaluate their readiness across the major areas of aesthetic practice. This assessment is educational — it does not label a practice as compliant, legally approved, certified, safe, or ready to treat. Results are not stored or transmitted.
Last reviewed: 2026-08-04
License and Scope
- I have confirmed my professional license is active and in good standing.
- I have reviewed my state's scope-of-practice rules for the treatments I plan to offer.
- I have verified whether delegation, supervision, or collaboration is required for my license type.
- I have confirmed prescriptive authority rules if I plan to prescribe or order products.
State Research
- I have researched my state's medical board and nursing board guidance.
- I have confirmed whether a Good Faith Exam is required in my state.
- I have reviewed my state's ownership rules, including corporate-practice-of-medicine restrictions.
- I have confirmed my state's telehealth rules if applicable.
Ownership
- I have consulted an attorney about practice ownership rules in my state.
- I have chosen a business structure and registered the entity if permitted.
- I have verified whether a medical entity or MSO structure is needed for my ownership model.
Medical Oversight
- I have determined whether a medical director or supervising physician is required.
- I have identified the level of oversight required (delegation, supervision, collaboration, or independent).
- I have a medical director agreement in place or in progress.
- I have confirmed the medical director's availability for protocols, chart review, and emergencies.
Good Faith Exams
- I have determined whether a Good Faith Exam is required before treatment in my state.
- I have defined who may perform the Good Faith Exam and in what setting.
- I have established documentation requirements for the exam.
- I have created a workflow for repeat treatments and follow-up exams.
Policies and Protocols
- I have drafted treatment protocols for each procedure I plan to offer.
- I have established written policies for patient screening and contraindications.
- I have created an emergency-response plan and anaphylaxis kit.
- I have documented infection-control procedures.
- I have established a chart-review schedule with my medical director if applicable.
Documentation
- I have chosen an EMR suited to aesthetic practice.
- I have set up treatment note templates (product, lot, dose, sites).
- I have established before-and-after photo consent and storage.
- I have set up consent form templates.
- I have defined record retention policies.
Technology
- I have an EMR or practice management system.
- I have a patient communication platform.
- I have a scheduling and booking system.
- I have payment processing.
- I have photo management.
- I have secure data backup.
Insurance
- I have professional liability (malpractice) insurance covering aesthetic procedures.
- I have general business liability insurance.
- I have reviewed workers' compensation coverage if I will have employees.
Emergency Planning
- I have an emergency response protocol.
- I have an anaphylaxis kit and emergency medications.
- I have staff training on emergency procedures.
- I have an escalation path to my medical director.
- I have a hospital transfer plan.
Facility or Mobile Operations
- I have confirmed zoning and local permits.
- I have ensured treatment rooms meet requirements.
- I have set up sanitation and infection control.
- I have confirmed accessibility compliance.
- If mobile, I have confirmed applicable rules for my state.
Patient Acquisition
- I have set up a Google Business Profile.
- I have ensured my practice name, address, and phone are consistent.
- I have a plan for collecting patient reviews.
- I have educational content planned or in progress.
- I have a follow-up communication protocol.
Financial Readiness
- I have estimated startup costs for my practice model.
- I have working capital to cover the period before sufficient revenue.
- I have set service pricing.
- I have defined package and membership options.
- I have established payment and cancellation policies.
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.