The Peptide Process: From Intake to Follow-Up
Adding peptides to your practice is more than stocking a new compound—it’s a shift in how your team prescribes, explains, stacks, and monitors advanced therapies.
With ShineRx, peptides don’t have to disrupt your workflow. Our model supports plug-and-play implementation with minimal overhead and maximum clarity for both staff and patients.
Step-by-Step Peptide Workflow (For Medspas & Telehealth Clinics)
1. Patient Intake & Goal Mapping
- Use digital forms or in-person consults to assess symptoms: energy, weight, mood, libido, recovery, etc.
- Map patient goals to pre-built ShineRX protocol categories (e.g., energy, menopause, sexual wellness)
- Capture any current medications, supplements, or contraindications
2. Provider Evaluation & Protocol Selection
- Medical director (or NP/PA) reviews labs, intake, and prescribes peptide protocol
- Use ShineRX’s Protocol Templates to quickly select appropriate stacks
- Customize dosing or sequence if needed
3. Patient Education & Consent
- Provide ShineRX’s branded or white-label education handouts (what to expect, dosing, side effects)
- Collect e-sign consent forms and document prescription details in EMR
- Discuss when to expect results (usually 2–6 weeks depending on peptide)
4. Order Placement & Shipping
- Order peptides directly through ShineRX ordering portal or partner rep
- Compounds ship quickly to patient or clinic depending on regulations
- ShineRX compounds are backed by 503B/503A sourcing and sterility reports
5. Onboarding & Follow-Up
- Staff or provider walks patient through:
- Dosing schedule (IM/SQ/oral)
- Storage and reconstitution (if applicable)
- Supportive therapies (e.g., PeptideVite, MIC/B12, NAD+)
- Set 30- to 60-day follow-up schedule for labs, symptom check, or protocol adjustment
Who Does What?
| Role | Responsibilities |
| Medical Director | Protocol approval, prescribing authority, oversight |
| NP / PA | Evaluate, prescribe, adjust protocols |
| RN / MA / Injector | Administer injections (if allowed by state), educate |
| Front Desk / Admin | Coordinate ordering, forms, and follow-ups |
| Health Coach (optional) | Support adherence, check-ins, lifestyle pairing |
Smart Tips for Smoother Integration
- Use templates in your EMR to document peptide protocols consistently
- Create a Quick Reference Protocol Sheet for team members (we can provide this)
- Keep refrigeration space available for injectables like Sermorelin or Tri-Mix
- Offer bundled programs (e.g., NAD+ + Tirzepatide + Sermorelin) to increase LTV
- Use a Patient Journey Tracker (ShineRX can help create) to guide check-ins
Real-World Protocol Flow (Example)
A new patient comes in complaining of fatigue, poor sleep, and low libido.
- Intake: The intake flags these issues.
- Provider Selection: The provider selects an Energy + Sexual Wellness Stack (NAD+ + Sermorelin + Gonadorelin).
- Patient Actions: Consents are signed, and the order is placed.
- Onboarding: Staff educates the patient on the injection schedule and shipping.
- Follow-up: A 30-day check-in is set for review and optimization.
Tools ShineRx Offers for Operations
- Preloaded protocol templates (customizable by role or goal)
- Patient handouts and injection guides
- Order tracking and dosage labeling for staff clarity
- Training webinars and team onboarding materials
- Concierge sourcing & pharmacy communication
Scaling with Confidence
As you grow, consider:
- Creating subscription models around peptides
- Building tiered programs for weight loss, sexual health, or anti-aging
- Training mid-levels to handle more of the intake and education load
- Pairing peptide programs with hormone therapy or aesthetics to increase AOV
Peptides become profitable and scalable when integrated with clear SOPs, team education, and automated follow-ups. ShineRX does the heavy lifting—so your team can focus on patients, not paperwork.