Thursday, April 3, 2014

Protecting Your Clients and Yourself With Record Keeping

I was just reading an article on the regulation changes made in Texas for non-cosmetic procedures in med spas. What I found interesting was the major change in the law:

"medical spas will no longer be able to perform nonsurgical medical procedures without having a physician, a nurse practitioner or physician assistant on staff to complete a 10-step process before beginning the procedure.”  as quoted by Stuart Miller of Strasburger & Price, LLP, in the article 

Now, this law may only be in Texas and apply specifically to med spas, but it is something to think about in regards to pre-treatment procedures.

Every business in this diverse and amazing industry should already be keeping detailed notes for their clients. The most important form is the client intake form. This makes the technician/therapist aware of any contraindications or issues that will affect/alter the way they perform the service(s), be able to advise the client of alternatives if necessary, or avoid a painful and possibly legal situation from arising. Along with having the clients fill out intake forms completely, it's always great if for the first visit a few extra minutes are allotted for the therapist to discuss the health history with the client.

For an ongoing client, it is great to have a record of the services provided. This allows for progress tracking, feedback and it also gives an opportunity to cross market and recommend different/complimentary services. It is also good to check in periodically with the client regarding the health history to note any changes or new issues.

Not sure about what forms to get... we have you covered!

Client Profile Cards- different cards for different services
Soap Notes Client Visit Form- excellent for massage therapists and chiropractors!
General Client Information Profile Cards
Binders- organization makes everything better :)



Safe,happy clients and employees are crucial parts to any business. Stay ahead of the curve and keep everyone informed!

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