Language Is Your Compliance Shield.

The Dr. Z: But also language is your compliance shield. So the words you choose matter and you wanna make sure it's a match. There's a difference between saying you have inflammation or this supports healthy inflammation response. You are anemic versus there's some flags here. Take these labs to your primary care physician to check for anemia or any other medical flags. I can diagnose what's causing this versus in my experience, these patterns often improve with. So just remember if you're working in health and wellness, stay in that lane. Don't try to moonlight in medical. some business setup. Corporate versus LLC versus sole proprietor. I talk about this stuff all the time and the five structural layers of setting up a practice. so if there's some questions later, I can answer that. client agreements, making sure we have the proper scope, if it's in health and wellness and disclaimers and all that. intakes, I like putting things on the website too, proper liability insurance. If you are in health and wellness, it costs a lot less. If you're choosing not to practice under your medical license, you'll be shocked at the difference in malpractice. So a lot of them are just $250 a year. FTC and FDA marketing, it doesn't matter whether you have a medical license or not. You don't want to make unsubstantiated claims. so it has to be, this is one of my tricks, is use supplement public facing catalogs as a guide. So if you're working in health and wellness and you use whatever your favorite supplement line is. I recommend certain ones that I know they have a bank of attorneys, you know. So by the time they put something on their website or brochure that the public has seen, that's already gone through a number of attorneys. So you can feel more comfortable using that kind of language and making sure you're not making claims that would be inappropriate. social media rules, yes, you have some more freedom, but claims still apply. Make sure you stay in your lane. You don't want to be seen as trying to give people medical advice online. Okay, let me show you this right now. This is just I'm going to show you an output. So the legal tools in the same place, I just showed you this other one. but this is a great starting point. So here was an example. I picked three examples that are a little bit different. This is an example of an RN and an NP, their husband and wife, and they're in Pennsylvania. So two different licenses, one state. They're partners in life, they want to be partners in business. And let me move this down so you can see better. So, how are they going to do it? Because they have different rules. So, here's all the things they wanted to do. They put they feed it into our legal tool. You can see what the RN can do in Pennsylvania, and we've got some yeses and some no's. what the NP can do in Pennsylvania, some no's and then some yeses, and also they cannot fully practice independently. They need a collaborating supervising position. How it impacts their business structure, it gives them two models for how to do it. Literally, the two I was telling you about on the slide, a few back. Okay. So the option they chose was this because the NP wanted to diagnose, treat, and prescribe. So after that MSO model got set up for them, then you determine tax status. so you want to be able to choose that. I can answer more questions about that. Here's some questions or some answers for questions about labs, supplements, gray zones, money, revenue, and partnership, titles, naming and marketing, telehealth and cross-state issues, what to ask your attorney, and what to ask your CPA. So that's an example of the output. Here's an MD in Texas. So each person would just want to put whether they have a medical license or they don't, what state they're in, what they want to do. And this is like your first research starting place. it gives you answers for each section. And then again, what to ask your attorney, what to ask your CPA. So you have to go in informed, otherwise, you're just gonna sort of get jerked around. Here's a physician assistant in New York. I picked that as an example because there's so many physician assistants who are just told, hey, you can't have an independent medical practice in New York. That's true, that's a law. So, my dreams are dashed. Nope, that's not true. There's three ways you can legally. have a practice in New York as a physician assistant. So anyway, answers all the questions and then tells them what to ask their attorney, what to ask their CPA. this is called the legal tool. It is inside the Dr. Z way. Some people, you know, you can buy it independently if you want, but most people get it through our program because you get it for free. So there's just tons of tools in here. And that one was right here under legal. So yeah, tons of different things I could show you marketing, sales, backend, clinical leadership, just one of the cool things we make for our clients. okay. So again, you can reverse engineer whatever it is you're dreaming of. we just want to make sure whatever you do, you set it up, it's compliant, right? That's important. There's no reason to break the rules, so don't. you can pretty much always build the practice you want legally. You just have to make sure you do it well.