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First-time peptide office checklist

A practical launch checklist for clinics that have never offered peptides before—covering readiness, roles, documentation, and what PeptIQ does and does not replace.

Start here9 min read

Decide what “offering peptides” means for your clinic

Before inviting patients or stocking inventory, align the care team on clinical scope. Peptides may appear as compounded preparations, research-oriented compounds, or other formulations depending on jurisdiction and sourcing. This Education portal is operational and educational: it does not authorize prescribing, does not replace state medical boards or pharmacy law, and does not certify that a given compound is appropriate for a patient.

  • Define which clinicians may evaluate candidates, write plans, and counsel patients.
  • Document which compounds you will and will not discuss in-clinic, and why.
  • Separate educational counseling from any prescribing or dispensing decision that lives outside PeptIQ.
  • Confirm how medical-record documentation, informed consent, and adverse-event escalation will work.

Operational readiness checklist

  1. 1Assign an operational owner (admin) and a clinical owner (licensed clinician) for the peptide program.
  2. 2Confirm cold-chain and ambient storage capacity, labeling supplies, and a written chain-of-custody habit.
  3. 3Draft patient-facing instruction templates for handling, logging, missed doses, and when to contact the clinic.
  4. 4Create consent and education materials that your compliance process has reviewed.
  5. 5Stand up PeptIQ Provider Console memberships with least-privilege roles (see Documentation → Team roles).
  6. 6Invite one internal test patient, walk the consent flow, assign a template, and verify adherence visibility.
  7. 7Decide how commerce and fulfillment happen—typically via a companion system such as Forge—not inside the console.
  8. 8Schedule a staff dry-run of front desk → clinician → patient handoff before the first live patient.

First-week operating rhythm

Treat the first week as a controlled launch. Prefer a small cohort, short feedback loops, and explicit documentation of what worked. Avoid scaling inventory or staffing until the consent, messaging, and adherence review loops feel reliable.

  • Daily: triage Alerts and any patient messages that need clinician attention.
  • Mid-week: review Adherence for logging gaps versus true missed doses.
  • End of week: capture SOP edits (labeling, storage exceptions, instruction language).
  • Escalate unexpected reactions through your clinical pathway—not through chat improvisation.

Gaps first-time offices often miss

  • No single person owns fridge temperature logs or excursion response.
  • Patient instructions exist verbally but never land in a durable, shareable form.
  • Staff assume PeptIQ “sells” peptides; commerce actually lives elsewhere (e.g. Forge).
  • Templates are copied from marketing language instead of clinic-approved education.
  • Research questions are answered from memory without checking citations in Education → Research.