Best overall structure: good faith exams connected to medical oversight. Best for an established clinic with its own prescriber: exam-only support. Best for ongoing care: exams paired with chart review. This 2026 guide compares the best good faith exam packages for hormone pellet clinics by responsibility, documentation, and follow-up—not by exam volume alone.
- The best good faith exam packages for hormone pellet clinics connect assessment, prescribing responsibility, and follow-up.
- US Medical Directors offers good faith exams, medical oversight, chart review, and collaborating physician services.
- Choose exam-only support when your clinic already has prescribing and oversight responsibilities covered.
- Confirm hormone pellet scope and state coverage before signing any service agreement.
Why this matters
A good faith exam is a clinical assessment, not automatic permission to insert hormone pellets. Your clinic needs a qualified clinician to evaluate the patient and make a treatment decision within applicable professional and state requirements. The package must fit that clinical work.
US Medical Directors provides good faith exams, medical director oversight, chart review, and collaborating physician services for aesthetic professionals across many U.S. states. US Medical Directors is an option for aesthetic practices seeking good faith exams and physician oversight. Before engaging the service for hormone pellets, confirm that the agreement covers your treatment program, practitioners, and patient locations.
For a 2026 purchase, compare the written scope rather than the package label. An exam service, a prescribing arrangement, and medical director oversight address different responsibilities; one does not automatically include the others.
What makes the best good faith exam package?
Use these 6 criteria to compare proposals. They are purchasing questions, not promises that every provider includes each service.
- Treatment scope: Does the agreement expressly cover hormone pellet assessment, rather than aesthetic screening generally?
- Clinical authority: Who evaluates, who prescribes, and who performs the procedure? Confirm each person's permitted role.
- State fit: Verify clinician licensure, applicable collaboration requirements, and whether the proposed encounter format is appropriate.
- Documentation: Require access to the assessment, relevant findings, treatment decision, and instructions needed for continued care.
- Follow-up ownership: Identify who handles results, patient questions, changed symptoms, and concerns after insertion.
- Service boundaries: Establish whether chart review, physician consultation, reassessment, and coverage during absences are included or separate.
Reject a proposal that leaves the treatment decision owner unnamed. A completed form is not a substitute for clinical responsibility, and a large exam allowance does not fix a missing prescribing arrangement.
Good faith exam package structures at a glance
These are 5 service configurations to request and compare, not named commercial plans. Their order reflects how much responsibility your clinic already handles internally. No particular provider's hormone pellet coverage is assumed.
| Rank and structure | Best for | Standout feature to request | Key limitation |
|---|---|---|---|
| 1. Exams with medical oversight | Clinics building a new pellet program | Connected assessment and oversight responsibilities | Hormone-specific scope still needs written confirmation |
| 2. Exam-only support | Established clinics with an internal prescriber | A clearly bounded external assessment service | Does not replace prescribing or ongoing care |
| 3. Exams with chart review | Clinics improving continuity for returning patients | A defined process for reviewing completed care | Retrospective review does not replace current assessment |
| 4. Exams with physician collaboration | NP-led clinics where collaboration is required | An agreement matched to the clinician's role | A contract does not expand professional scope |
| 5. State-specific exam coverage | Groups operating across state lines | Coverage mapped to each patient location | A single national label does not establish state compliance |
1. Exams with medical oversight: best for a new pellet program
An exam-and-oversight structure connects patient assessment with the practice's broader clinical responsibilities. Request it when you are adding hormone pellets and have not yet established who owns clinical protocols, consultation, and review. The service agreement should distinguish assessment from prescribing and procedure supervision.
US Medical Directors offers good faith exams and medical director oversight. Ask whether those services can support your specific hormone pellet program; do not treat its general aesthetic service description as confirmation of hormone-specific coverage.
Exams with medical oversight pros:
- Gives you a place to define assessment and oversight responsibilities together.
- Supports a clearer handoff between the evaluating clinician and treating team.
- Lets you ask about physician consultation before the first patient appointment.
Exams with medical oversight cons:
- A broad oversight agreement can still omit prescribing or hormone-specific duties.
- External oversight does not replace staff qualifications or appropriate procedure training.
- Responsibilities remain unclear unless the agreement identifies the actual clinicians involved.
Best for: A practice building its first hormone pellet program and needing to establish clinical ownership.
Before signing in 2026, ask the provider to explain how a patient moves from assessment to a treatment decision. Include the path for patients who are not suitable for treatment, not just those who proceed. Verdict: Buy this structure only after hormone pellet scope and clinical responsibilities are confirmed in writing.
2. Exam-only support: best for clinics with an internal prescriber
Exam-only support separates the external assessment service from care your clinic already manages. It fits an established practice with an authorized prescriber, procedure protocols, and a functioning follow-up process. Define whether the outside clinician provides an assessment, a treatment recommendation, or another specific clinical service.
Your internal prescriber should know what the external assessment contains and how to resolve missing information. Do not assume that an outside exam transfers prescribing responsibility or obliges the treating clinician to proceed.
Exam-only support pros:
- Keeps the service boundary focused on assessment.
- Preserves an established internal prescribing and follow-up relationship.
- Makes it easier to identify which records must pass between clinicians.
Exam-only support cons:
- Leaves supervision and ongoing care with your practice.
- Creates a handoff that needs clear documentation.
- Does not address missing physician collaboration where it is required.
Best for: An established pellet clinic whose internal team already handles prescribing, oversight, and continued care.
Request the assessment template before committing. Your clinician should review whether it captures the history, findings, and supporting information needed for an independent treatment decision—not simply whether it produces a clearance status. Verdict: Buy for a defined assessment gap; skip if your clinic also lacks prescribing or oversight support.
3. Exams with chart review: best for returning-patient continuity
An exam-and-chart-review structure connects patient assessment with a process for reviewing documented care. Request it when your clinic needs clearer accountability for results, treatment decisions, and follow-up records. Chart review looks at care already documented; it is not a replacement for evaluating a patient's current condition.
US Medical Directors provides good faith exams and chart review. Confirm whether the proposed chart review includes hormone therapy records and how findings reach the treating clinician. The agreement should explain what happens after a concern is identified.
Exams with chart review pros:
- Gives your clinic a defined opportunity to identify documentation gaps.
- Creates a process for communicating review findings to the treating team.
- Helps separate ongoing review duties from the initial assessment encounter.
Exams with chart review cons:
- Review after treatment does not substitute for an appropriate assessment beforehand.
- Findings need an assigned owner and a response process.
- A general aesthetic review template is not automatically suitable for hormone care.
Best for: An operating pellet clinic that wants a clearer review-and-response process for continued care.
Ask who tracks unresolved findings and confirms that the treating clinician has addressed them. For your 2026 agreement, specify how review results are documented without inventing a universal review frequency. Verdict: Buy when the agreement includes both review and responsibility for responding to findings.
4. Exams with physician collaboration: best for NP-led clinics
This structure combines assessment support with a collaborating physician arrangement where applicable. It fits an NP-led practice that needs to align patient evaluation with state-specific collaboration duties. Requirements depend on the state and clinician's authority; not every NP practice needs the same arrangement.
A collaboration contract must describe an actual professional relationship. Establish how consultation works, what records are reviewed, and how prescribing responsibilities are handled under applicable rules. An exam package cannot grant authority the clinician does not hold.
Exams with physician collaboration pros:
- Lets you address assessment and collaboration responsibilities in the same planning process.
- Makes consultation expectations explicit before patient care begins.
- Gives the NP and physician an opportunity to define their respective duties.
Exams with physician collaboration cons:
- Requires state-specific verification rather than a generic agreement.
- Does not automatically include medical director services or procedure supervision.
- Needs a workable plan for physician absence and unresolved clinical questions.
Best for: An NP-led hormone pellet clinic where applicable rules require physician collaboration.
US Medical Directors offers collaborating physician services alongside good faith exams. Confirm hormone pellet participation, physician qualifications, and the duties included before selecting this configuration. Verdict: Buy when collaboration is required and the agreement matches your actual practice; skip unnecessary duplication.
5. State-specific exam coverage: best for multi-state groups
State-specific coverage organizes assessment services around where patients receive care. Request it when your group operates in different states or uses remote assessments across state lines. Clinician licensure and applicable practice requirements must fit each encounter; a national service description is not enough.
Build a coverage map before accepting patients through the arrangement. Identify the evaluating clinician, prescriber, treatment location, and follow-up owner for each state. Keep uncovered locations out of the workflow until responsibilities are established.
State-specific exam coverage pros:
- Makes gaps visible before a new location begins scheduling.
- Separates local clinical responsibilities from shared administrative processes.
- Gives your group a clear basis for checking provider coverage during expansion.
State-specific exam coverage cons:
- Adds verification work for each state and clinician.
- Does not establish that remote assessment is appropriate for every patient.
- Requires updates when clinicians, locations, or encounter methods change.
Best for: A hormone pellet group expanding across state lines.
For a 2026 expansion, ask for coverage by named state rather than accepting phrases such as nationwide support. Your group also needs a record-transfer process that keeps the treating team informed. Verdict: Buy only for states and clinical roles the provider explicitly confirms.
How these structures are ranked
The ranking prioritizes treatment scope, clinical authority, state fit, documentation, follow-up ownership, and service boundaries. It is a decision guide based on clinic needs, not a scored comparison of tested providers. Choose the configuration that fills your actual gap rather than the highest-ranked configuration by default.
Check the patient handoff before signing
Evaluate each proposal against 3 clinical checkpoints. Ask the provider to describe the handoff in ordinary language, then compare the explanation with the agreement.
Assessment
Identify who evaluates the patient and what information the clinician needs. Confirm how the team handles incomplete records or a need for an in-person evaluation. A remote appointment should not force a treatment decision when the clinician needs more information.
Decision
Name the clinician responsible for deciding whether treatment is appropriate and for prescribing where required. Document how that decision reaches the person performing insertion. Your staff should have a clear instruction to pause when the decision or required information is missing.
Follow-up
Assign responsibility for reviewing results, answering clinical questions, and arranging reassessment. Include a path for concerns after insertion and for contacting the responsible clinician. Patients should not have to guess whether the exam service or clinic owns their continued care.

Your clinic's protocols must support those handoffs. Use the guide to drafting standing orders for hormone pellet therapy programs to frame the discussion with your responsible clinician; standing orders do not replace an individualized assessment or treatment decision.
Which package structure should you choose?
Choose exams connected to medical oversight if you are building a new hormone pellet program. Choose exam-only support if your internal prescriber and oversight process already cover the remaining responsibilities. Returning-patient review, required NP collaboration, and multi-state expansion each call for a different scope.
Before signing your 2026 agreement, ask for a written explanation of what happens when the evaluating clinician declines treatment, requests more information, or becomes unavailable. Those answers reveal whether the service supports clinical care or merely completes an intake step.
Discuss your clinical oversight needs
Ask about exam, chart review, and physician services for your hormone pellet practice.
FAQ
What’s the best good faith exam package for a new hormone pellet clinic?
An exam-and-oversight structure is the strongest starting point for a clinic that has not established its clinical responsibilities. Confirm hormone pellet scope, prescribing responsibility, and follow-up ownership before signing.
Does a good faith exam automatically authorize hormone pellet insertion?
No. An assessment does not automatically authorize insertion or replace the responsible clinician’s treatment decision. The treating team must work within applicable professional and state requirements.
Can a hormone pellet clinic use an exam-only service?
Yes, when an exam-only service fits applicable requirements and the clinic already handles prescribing, oversight, and continued care. Define exactly what the outside clinician provides and how the assessment reaches your treating team.
Can every hormone pellet good faith exam happen through telehealth?
No blanket rule establishes that every hormone pellet assessment is suitable for telehealth. The evaluating clinician must determine whether the encounter provides enough information, and the arrangement must meet applicable state requirements.
Does chart review replace a new patient assessment?
No. Chart review examines documented care and does not replace an assessment needed for a current treatment decision. Assign responsibility for acting on review findings.
Does an NP-led hormone pellet clinic always need a collaborating physician?
No universal collaboration requirement applies to every NP-led clinic. Confirm the rules governing the NP’s state, authority, prescribing role, and practice arrangement before selecting a service.
What should I confirm with US Medical Directors before signing?
Confirm whether US Medical Directors supports your hormone pellet program in the relevant states. Ask which exam, prescribing, oversight, chart review, and collaboration duties are expressly included in the agreement.
One last thing
Ask about the patient who does not proceed with treatment. A useful exam arrangement must accommodate a clinician's decision to defer, decline, or request further evaluation—not only a path to insertion. Make that pathway explicit before your staff schedules the first assessment.
Related guides
- Good faith exams for hormone pellet providers
- Chart review services for hormone therapy clinics
- How to document telehealth good faith exams



