Are these ready to use as-is?

No, and that is intentional. Every document has blank fields where a clinical decision belongs: doses, drug selections, time thresholds, escalation contacts, and transport arrangements. Your medical director completes and signs them. That makes the finished document yours and specific to your practice, rather than a generic file with someone else's judgment baked in.

Who is the Medical Director Review line for?

Every buyer page has a Medical Director Review line in the footer. Once your medical director has reviewed the completed page, they sign and date it. That signature is what turns a downloaded template into an authorized practice protocol, and it is what an auditor or an insurer will look for.

What file formats are included?

Print-ready PDF for every document, sized for US Letter. Editable Canva versions are noted in each listing where they are included; the template link is inside the PDF. Wall posters are sized for printing at the dimensions stated in the listing.

Does this replace training?

No. These are documentation and workflow frameworks. They do not teach technique, they do not teach clinical decision-making, and they are not a training product. They assume a licensed professional operating within their scope under medical director oversight.

Are these specific to my state?

No, deliberately. The frameworks are state-neutral. Every clinical, scope, and record-keeping decision is a blank your accountable prescriber completes for your jurisdiction, and every product includes a Jurisdiction Verification page that tells you which authority to ask.

Practices with a medical director or other accountable prescriber in place. We ask for their name at checkout. If you don't have a medical director yet, that is the first step, and these documents will be ready when you do. The Medical Director Engagement File is sold to licensed physicians, NPs, and PAs for their own records.

Editable frameworks with blanks left on purpose for your prescriber to complete according to your state's laws. Scope & Standard does not provide medical direction, legal review, or state-specific compliance. Purchase does not create a clinical protocol, delegation, or supervision arrangement. Not legal or medical advice.

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Price:$29.00

Med Spa Intake & Screening Forms, IV Therapy, Injectables (Fillable PDF + Canva)

ScopeandStandardShop

Medical director and practice name

Medical director's full name and credentials (MD, DO, NP, PA) and practice name. Orders without it are refunded.

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Highlights

Designed by ScopeandStandardShop
Party decor for gatherings and celebrations
Digital download
Digital file type(s): 1 PDF

For practices with a medical director: every document here is a blank framework your medical director completes and signs.

Med spa intake form template set: one master intake and health history form plus seven service-specific screening addendums for IV hydration, vitamin and nutrient therapy, performance and energy services, aesthetic injectables, esthetics and peels, energy-based devices, and mobile or offsite visits. Fillable Canva plus print-ready PDF.

Every document is a framework. It is not usable until your medical director completes, reviews, and signs it. Purchase does not create a clinical protocol, delegation, or supervision arrangement, and does not satisfy your state's requirements on its own. Not legal or medical advice.

Every screening addendum lists the categories a screening covers and gives you the documentation fields. It never states a threshold, cutoff, contraindication, or disposition. Those are blanks your accountable prescriber completes.

IN THE DOWNLOAD
- Master intake and health history, 4 pages, 10 blocks including a prescriber evaluation field
- 7 service screening addendums, 2 pages each: screening categories, practice decision fields, documentation fields, signatures
- Jurisdiction Verification page, intended use statement, how-to-use page, license
- Editable Canva template link (free Canva account works)
- 23 pages, US Letter, PDF

This is Section 2 of the Core Operations Manual, sold on its own. The complete manual is listed separately.

For use by licensed medical professionals under medical director oversight. This is a framework document: clinical decisions, thresholds, and jurisdictional requirements are blank fields your accountable prescriber completes and signs. It does not reflect the laws of any particular state and includes a Jurisdiction Verification page for your own review. Single-clinic license, one physical location. Includes editable Canva template access; sign-off blocks and the license page are locked by design. Frameworks are reviewed on a published schedule and updates are included with your purchase.

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