1 · Before the visit
Set up a smooth, compliant first appointment.
2 · Consultation
Understand goals and gather the history your provider needs.
3 · Provider clearance
Good Faith Exam reminder: in most states a qualified licensed provider must perform a Good Faith Exam and clear the client before treatment. This checklist is an organizational aid — it does not constitute the exam itself. Confirm your own state's requirements and your medical director's protocols.
4 · Consent
Separate consents, clearly explained.
5 · Plan & next steps
This checklist is a general organizational aid for your team — it is not medical, legal, or compliance advice, and it does not replace your provider's clinical judgment, your medical director's protocols, or your state's legal requirements (including Good Faith Exam and consent rules). Radiance does not store anything you type here; print or save a PDF if you want a copy. Confirm your obligations with your own licensed provider and compliance advisor.
Generated with Radiance · radiance.bizbottech.com — organizational aid only, not medical/legal advice.