Wellness Compliance Checklist

Here’s a quick checklist for you to use to evaluate your legal risk with regard to your wellness practice. Make a check mark next to each item on the list that applies to your wellness practice. Use this completed checklist to discuss your wellness practice plans with the App's legal help desk, your legal counsel or the Wellness Law community.

___ I do not have a state-issued license to practice a health profession.

___ I do have a state-issued license to practice a health care profession and want to continue using my license in some capacity.

___ I want to help treat or cure certain medical conditions.

___ I want to use certain healing methods or devices in my practice.

___ I want to market my wellness services to people suffering from a certain medical condition.

___ I want to order labs or other types of tests for my clients.

___I want to recommend supplements or medical devices for my clients.

___ I want to generate extra income from recommending certain products to my clients.

___ I want to practice nationally and/or internationally using telehealth.

___ I plan to collect sensitive data from my clients.

___ I do not have a state-issued license and want to work with a licensed health care professional to deliver medical services.

___ I have access to free legal documents for my practice and plan to use them.

___ My wellness practice will involve at least some conduct, such as healing practices, prescribing, analyzing data, diagnosing problems, as possible examples.

___ I am not sure if establishing a separate legal entity is right for me.

___ I want to bill health insurance for my services.

___ I am thinking of joining a religious or membership association so I can expand my scope of practice.

___ I do not have a state-issued license to practice medicine and I want to practice “functional medicine” or open a medical spa.

___ I believe that using the right disclaimers and waivers of liability are all I really need to protect my wellness business and myself.