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Templates & Checklists

Printable templates, built by us — clearly marked.

Original checklists, editable Excel workbooks, and sample forms — print, save as PDF, or download the spreadsheet. Each is educational and wrapped in a plain disclaimer. The legal, medical, and consent-form templates are sample starting points for your own attorney and medical director to review and adapt — never finished documents to use as-is.

Compliance

Med Spa Compliance Self-Audit Checklist

A walkthrough of the HIPAA, OSHA, and advertising areas a practice should periodically check itself against.

Educational sample — not legal advice
Clinical

Vascular Occlusion Emergency Readiness Checklist

An educational readiness checklist for the foreseeable emergency of a filler practice — to discuss with your medical director, not a clinical protocol.

Educational sample — not medical advice
Finance

Med Spa P&L Benchmark Template

A by-service-line P&L structure with illustrative target ranges — so you can read your numbers like an aesthetic CFO.

Excel .xlsx Educational template — not financial advice
Startup

Med Spa Launch Checklist (First 90 Days)

The build-and-launch sequence that keeps the regulatory foundation from collapsing the rest — and fills the schedule.

Educational template
Compliance

Informed-Consent Framework (Elements Overview)

The elements an informed-consent document generally addresses — a framework to take to your attorney, NOT a usable consent form.

Framework only — NOT a usable consent form
Finance

Device ROI Worksheet

A break-even and payback worksheet that treats consumables, service, and downtime as real costs — the math the rep’s sheet skips.

Excel .xlsx Educational template — not financial advice
Finance

Membership Program Design Workbook

A worksheet for designing membership tiers, pricing, and modeling the breakage and recurring-revenue math.

Excel .xlsx Educational template — not financial advice
Compliance

General Aesthetic Treatment — Sample Consent Template

A general informed-consent structure for aesthetic treatment — a starting point to take to your attorney and medical director, not a finished form.

SAMPLE TEMPLATE ONLY — your attorney must review before any use
Compliance

Neurotoxin Treatment — Sample Consent Template

A sample informed-consent structure for neurotoxin treatment — a starting point for your attorney and medical director to complete and approve.

SAMPLE TEMPLATE ONLY — your attorney must review before any use
Compliance

Dermal Filler Treatment — Sample Consent Template

A sample informed-consent structure for dermal filler treatment — a starting point for your attorney and medical director to complete and approve.

SAMPLE TEMPLATE ONLY — your attorney must review before any use
Compliance

Photography & Media Release — Sample Template

A sample release for using patient photos in marketing — separate from treatment consent, and a starting point for your attorney to adapt.

SAMPLE TEMPLATE ONLY — your attorney must review before any use
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