Business & contracts 2 signers 3 pages 22 blanks to fill in

Medical Director Agreement Template

Engage a physician to oversee your med spa, IV or wellness clinic, with the protocols, chart reviews, cover and fee written down.

Use this template — free See the agreement Signers don’t need an account
Medical director agreement
The blanks in brackets are what you fill in. FileIt adds each signer’s signature and date boxes.
Medical director agreement — page 1 of 3
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Medical director agreement — page 2 of 3
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Medical director agreement — page 3 of 3
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Use this template Fill in the blanks, name who signs, and send — from FileIt eSignature.

What is a medical director agreement?

Med spas, IV hydration bars and wellness clinics often offer treatments that the law treats as medical: injectables, infusions, lasers, prescription skincare. Depending on where you operate, those may need a physician's order, examination, delegation or supervision, and a named medical director who is responsible for the clinical side. The rules differ a great deal from place to place, so this agreement is built around them: where local law asks for more, the law wins.

The template lists the services and locations the medical director oversees, and what they do: write or approve protocols and standing orders, sign off staff competency, handle required examinations, review charts at the rate you set, spend agreed time on site and answer urgent calls within a set time, with a covering physician when they're away. The practice commits to licensed staff, consent and records, proper sourcing of products and prompt reporting of adverse events. It covers independent medical judgement, a fixed monthly fee that doesn't depend on referrals or revenue, professional liability insurance, licence notices, patient privacy, and what happens when the role ends.

Best for
Med spas, IV hydration and wellness clinics, aesthetics and weight-management clinics
Signed by
The practice and the physician acting as medical director
Key terms
Services covered, chart review, on-site time, response time, monthly fee, insurance, notice
Length
3 pages, initialled by both on every page

When to use a medical director agreement

  • A new med spa appointing its first medical director before opening
  • An IV hydration clinic replacing a medical director who is leaving
  • A mobile IV service putting physician oversight on a written footing
  • A wellness clinic adding laser treatments and updating the director's scope
  • A physician taking on director roles at more than one clinic and keeping each role clear

What you fill in

22 blanks, then the name and email of each person who signs: practice, medical director.

1 The parties

  • Agreement date*
  • Practice (legal name)*
  • Practice address
  • Type of practice* medical spa · IV hydration clinic · wellness clinic · aesthetics clinic · weight-management clinic · mobile IV and wellness service
  • Medical director's full name*
  • Medical director's address
  • Medical licence number and issuing board*
  • Specialty or board certification

2 The role

  • Start date*
  • Locations covered*
  • Medical services overseen*
  • Chart review*
  • On-site time*
  • Availability for staff* by phone or video during all clinic opening hours · by phone or video during all clinic opening hours, and able to come on site promptly for urgent matters
  • Response time for urgent calls*

3 Fee and insurance

  • Currency*
  • Monthly fee*
  • Hourly rate for extra time
  • Fee paid within (days of month end)*
  • Professional liability insurance* The Medical Director keeps their own professional liability insurance that covers this role. · The Practice provides professional liability insurance that names and covers the Medical Director in this role.

4 Term

  • Notice to end the agreement (days)*
  • Governing law*

5 Who signs

  • Practice signature and date, job title, initials on every page · An owner or manager authorised to sign for the clinic.
  • Medical director signature and date, initials on every page · The licensed physician taking on the medical director role.

What the medical director agreement covers

  1. Appointment and the law that applies
  2. What the Medical Director does
  3. Cover when unavailable
  4. What the Practice does
  5. Independent medical judgement
  6. Fee
  7. Insurance
  8. Licences and notices
  9. Records and patient privacy
  10. Term and ending
  11. General

Using the medical director agreement, step by step

1 List the services and locations

Name every treatment that needs physician oversight and every site, including mobile visits. Anything not listed is outside the role.

2 Set the oversight level

Enter the chart review rate, the on-site time and how fast urgent calls are answered. Check whether local rules set minimums.

3 Agree the fee and insurance

Enter a fixed monthly fee, an optional hourly rate for extra work, and choose who provides professional liability cover for the role.

4 Send it for signature

Sign for the practice and send it to the physician. The signed agreement is filed in your FileIt vault, alongside the licences you track for expiry.

Tips before you send it

  • Have a local healthcare lawyer check who may own the practice and who may perform each treatment before you sign — this varies more than almost anything else in this field.
  • Keep the fee fixed. Tying it to patient numbers or revenue can raise problems under referral and fee-splitting rules in many places.
  • Track the medical director's licence expiry in FileIt and diary the annual protocol review.
  • Keep written sign-offs of each staff member's competency — they are often the first thing an inspector asks for.

Sign it online in minutes

  1. Fill in the blanks. Names, dates and amounts go straight into the agreement — the preview shows exactly where.
  2. Name who signs. Tick “This is me” for your own part. FileIt builds the PDF with every signature, date and initials box on the right line, and you can check or move anything before sending.
  3. Send it. Each signer gets a secure link and signs from any device — no account needed. The signed PDF, with an audit trail and a Certificate of Completion, is filed in your vault and emailed to everyone.
Use the medical director agreement template — it’s free

Medical director agreement: frequently asked questions

Does every med spa need a medical director?

Not everywhere, and the answer depends on the treatments offered and local law. Many places require physician oversight for injectables, IV therapy, prescription products and some lasers. This template doesn't decide that for you; it says that local rules apply and adds to them.

Can the medical director stop a treatment?

Yes. Section 5 lets the medical director suspend a service, or stop a staff member performing it, where they reasonably believe patient safety requires it, with written reasons.

What happens when the agreement ends?

The practice must stop services that need a medical director's oversight until a new one is in place, and update any registrations naming the outgoing physician, who hands over protocols and records of staff sign-offs.

Can it be signed electronically?

In most countries, including the US (ESIGN Act and UETA), the UK, the EU (eIDAS) and Canada, an electronic signature is generally valid for an agreement like this one. FileIt keeps an audit trail and a Certificate of Completion with the signed PDF as evidence of who signed and when.

Is this template free?

Yes. The template is free to use with the eSignature app in FileIt, and the people you send it to don't need a FileIt account to sign.

Use this template — free