Plan a service line before you promise one.

Explore the service-line planning guides · Compare course options

Five short business lessons, practice-level worksheets and a draft roadmap. This is a prototype for review, not clinical training or permission to treat patients.

No patient information. Do not enter patient names, records, diagnoses or treatment details. Worksheet answers remain in this browser tab until you leave or refresh. They are not saved or sent to a reviewer, CRM or payment service.

MODULE 1 / 10-15 MINUTES

Is this a fit for your clinic?

Start with the practice you already run. Write down the operational goal and capacity you have today. A course purchase cannot create clinical eligibility. Keep patient descriptions at aggregate level.

List the existing clinic location and services.
Who can own operations, clinical review and financial review?
What would make you pause rather than launch?

Practice-level goalBiggest staffing or operational constraint

Decision: investigate further, pause for a named gap, or not a fit. A decision to investigate is not a treatment green light.

MODULE 2 / 10-15 MINUTES

Know the roles and product categories

Separate the clinic's business plan from decisions reserved to licensed clinicians. Approved prescription drugs, lawful compounded medications where applicable, and research-use materials are different categories. Research-use materials must not be pitched or routed for patient treatment.

Clinic: staffing, workflow, contracting and truthful advertising.
Licensed clinician: independent clinical decisions within scope.
Qualified pharmacy or supplier: credentials and lawful route verified for a specific product and state.

Roles, product descriptions or claims that need professional review

Do not infer that a supplier account, product, or patient-care route is available from a disclaimer or a generic website claim.

MODULE 3 / 10-15 MINUTES

Build a verification list

Before any clinical offering, qualified people need to check the state-specific license and scope, supervision, product route and credentials. The clinic also owns its privacy, consent, storage, inventory and adverse-event workflows where relevant.

Clinic state or territoryOpen questions and the qualified owner for each

No state is automatically cleared by this module. Pause until the necessary reviewers sign off.

MODULE 4 / 10-15 MINUTES

Test your own economics

Enter practice-supplied estimates in dollars. The calculation is a worksheet, not a prediction of patients, income or margins. Leave fields blank when unknown.

Proposed clinic price per visit ($)Variable cost per visit, including supplies and staff time ($)Fixed setup cost ($)

Nothing calculated yet.

Contribution per visit = clinic-set price minus clinic-supplied variable cost. Break-even visits = fixed cost divided by positive contribution, rounded up. This leaves demand and feasibility unproven.

MODULE 5 / 10-15 MINUTES

Build a conditional roadmap

These are planning stages, not a promised four-week launch. Your reviewed roadmap would name the clinic's goal, unverified assumptions, owners, blockers and a go/no-go decision.

Fit and credential inventory
Qualified clinical and legal checks, plus supplier terms if relevant
Internal workflow and materials only after clearance
Decide whether to proceed, pause or abandon

Who owns the next decision?What would stop this plan?At the end, I would want an optional supplier assessment

A supplier recommendation is conditional on clinic fit, current law, credentials and availability. It could be Everest, another entity, or no suitable route. Financial ties need disclosure. This preview does not make a recommendation.