Checklists
Readiness checklists you can work through today.
Each checklist below is written out in full on this page — there is nothing to download and nothing gated. Work through a checklist before you submit for review, or use it to spot-check a workflow that has changed since your last assessment.
- Format
- Reference material
- Updated
- Reviewed quarterly
- Purpose
- Practical operator guidance
- Written by
- The ScriptClear standards team
- Not legal advice
- Informational only
- Updated
- Reviewed quarterly
Checklist 1
Website and marketing readiness.
Covers the public-facing surfaces a reviewer examines first: home page, service pages, pricing, and any advertising creative that leads a visitor into your funnel.
- Operating entity name, physical business address and a working contact method are visible before checkout
- Service pages state who is eligible for the service and who is not, in plain language
- Outcome and result claims are qualified ('may help', 'is designed to') rather than absolute or guaranteed
- Before-and-after or testimonial content, if used, discloses that individual results vary and is not misrepresented as guaranteed outcomes
- Pricing is stated clearly, including any recurring or subscription terms, before a visitor is asked to enter payment information
- Cancellation and refund terms are linked from the same page where a purchase is made, not buried in a separate unlinked document
- Any comparison to competitors or regulatory bodies is accurate and does not imply endorsement that does not exist
- Claims of licensure, accreditation or certification status are current and link to verifiable detail
Checklist 2
Patient intake and consent readiness.
Covers the questionnaire, routing logic and consent capture a patient experiences between clicking 'start' and being approved, declined or escalated.
- Intake questions are clinically appropriate to the specific treatment being requested, not a generic template reused across services
- A disqualifying or borderline answer routes to a defined outcome — decline, escalate to a provider, or request more information — rather than silently proceeding to checkout
- Identity verification is appropriate to the risk of the treatment (higher for controlled substances, lower for general wellness products)
- Consent language is presented before treatment is finalized, not retroactively after payment
- Consent language states what the patient is agreeing to in language matched to the actual service, not a generic template
- A record is kept of which version of the intake flow and consent language a given patient actually completed
- Provider review of the intake, where required, is documented with a timestamp and identifiable reviewer
- Patients can reach a human being to ask questions about their intake or consent before proceeding
How to use these
Treat each item as a yes/no, not a spectrum.
- 1
Work the list literally
Each bullet should be answerable yes or no against your live workflow, not your intended design.
- 2
Flag every no
A 'no' does not mean you fail review; it means you know exactly what a reviewer is likely to raise first.
- 3
Fix or document
Either close the gap or document why the item does not apply to your specific scope.
- 4
Re-check after changes
Re-run the relevant checklist after any material change to your site, funnel or intake flow.
FAQ
Questions we hear often
- Are these checklists downloadable files?
- No. They are written directly on this page so they stay current without a separate file to version or lose.
- Will passing this checklist guarantee certification?
- No. Certification decisions are scope-specific and made against the full published standards; this checklist reflects the most common gaps we see, not an exhaustive scope.
- Are there more checklists planned?
- Additional workflow checklists are planned as the guide library expands; this page will state clearly when a new one is added.
Not sure where your organization stands? Start with a preliminary eligibility check.
Compliance should be clear, not complicated
Ready to be reviewed against these items?
Apply for certification once you have worked through both checklists against your live workflow.
Know where you stand. Fix what matters. Stay ready.