Free OpenClaw Skill for IV Therapy Clinics: Booking and Membership Agent (Download)

What this skill does for your IV therapy clinics

• Schedules the NAD+ loading series (4-6 sessions over 1-2 weeks) with maintenance cadence and books the mobile concierge route if home dispatch is on the menu.
• Runs the Myers Cocktail and B12 injection monthly maintenance cadence with the medical director's delegation chain explicit in every message.
• Tracks the NP/RN good-faith exam window, the medical director sign-off log, and the per-state corporate practice of medicine constraints in the config block.
• Drafts membership program messaging (most clinics use a 1, 2, or 4-drip-per-month membership) with use-it-or-lose-it nudges and rollover policy made explicit.
• Surfaces USP 797 and USP 800 compounding compliance touchpoints (single-dose vial use, sterile field protocol, controlled substance tracking for ketamine clinics with adjacent IV programs).

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: iv-therapy-booking-and-membership
description: Booking, membership, NAD+ series, and maintenance cadence agent for IV therapy clinics. Handles storefront and mobile concierge dispatch, NP/RN delegation chain, USP 797/800 compliance touchpoints. Integrates with Aesthetic Record, Mindbody, Vagaro, DrChrono.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/iv-therapy-clinics
---

# OpenClaw Skill: IV Therapy Clinic Booking and Membership Agent

## Overview

This skill turns the OpenClaw agent into a booking-and-membership
operations layer for your IV therapy clinic. It does not replace the
NP, RN, or medical director: it amplifies them. Every clinical decision
stays with the licensed clinician; the skill drafts the scheduling and
membership cadence work that surrounds the clinical decision.

Designed for storefront IV therapy clinics, mobile concierge IV operators,
medspa/IV combo clinics, and multi-location IV brands, on Aesthetic
Record, Mindbody, Vagaro, DrChrono, or SimplePractice.

## What this skill does

1. Schedules NAD+ loading series (4-6 sessions over 1-2 weeks) plus maintenance
2. Runs Myers Cocktail and B12 monthly maintenance cadence
3. Coordinates mobile concierge dispatch around RN availability and route
4. Owns membership balance audits with use-it-or-lose-it nudges
5. Tracks NP/RN delegation log and medical director sign-offs
6. Surfaces USP 797/800 compliance touchpoints to the clinic manager

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 8 * * 1"            # Mondays 8am
    action: weekly_nad_and_myers_queue

  - type: heartbeat
    schedule: "0 10 * * *"           # Daily 10am
    action: review_maintenance_rebooks

  - type: heartbeat
    schedule: "0 7 * * *"            # Daily 7am
    action: mobile_dispatch_review

  - type: heartbeat
    schedule: "0 7 1 * *"            # 1st of month 7am
    action: usp_797_800_touchpoint_check

  - type: on_event
    event: scheduler.first_drip_completed
    action: enter_membership_or_series_cadence

  - type: on_event
    event: scheduler.nad_session_completed
    action: log_to_series_progress

  - type: on_event
    event: scheduler.membership_purchased
    action: register_to_balance_tracking
```

## Workflow: NAD+ series scheduling

When a patient starts a NAD+ series (typical loading is 4-6 sessions over 1-2 weeks), the agent:

1. Logs the series start date and the medical director's prescribed session count
2. Schedules the next session within the protocol window
3. Drafts pre-session prep messages (hydration, food intake, anticipated discomfort)
4. If the patient misses a session and slips outside the protocol window, flags to the NP before any reply goes out
5. At series completion, transitions the patient to the maintenance cadence (typical monthly NAD+ booster)

NAD+ protocols vary widely. The skill keys to the medical director's actual protocol logged in the patient record, not a default.

## Workflow: Myers Cocktail and B12 maintenance

Default cadence (editable):

- Myers Cocktail: monthly maintenance
- B12 injection: weekly during loading (4 weeks), bi-weekly mid-load (4 weeks), then monthly maintenance
- Glutathione push: monthly maintenance
- Vitamin C high-dose: per medical director protocol, often weekly during loading

For each patient on maintenance, the agent:

1. Tracks the last completed session
2. At cadence_date - 14, drafts a "your next maintenance session window is opening" message
3. At cadence_date - 7, drafts the booking offer with three open slots
4. At cadence_date + 7 with no rebook, drafts the cadence-slipping check-in
5. Past cadence_date + 30, flags to the NP for a personal call

## Workflow: mobile concierge dispatch (optional)

For clinics running a mobile arm, the agent:

1. Reads the day's mobile bookings and the RN roster
2. Computes a basic dispatch route around drive time and service area
3. Drafts the day-of confirmation message to each patient with the RN arrival window
4. Routes same-day add-on requests through a slot-availability check before confirming
5. After each visit, drafts the post-visit care message and the next-cadence rebook offer

The skill does not optimize routes the way a dedicated dispatch system does. For high-volume mobile operators, a dedicated route optimizer (Onfleet, Tookan, Bringg) is the right primary system, with the OpenClaw skill as the patient-communication layer on top.

## Workflow: membership management

Most IV clinics run 1, 2, or 4-drip-per-month memberships. The agent:

1. Tracks each member's drips accrued and remaining
2. Flags balances expiring at end of month per the rollover policy
3. Drafts use-it-or-lose-it nudges with the member's actual balance
4. Drafts cancellation-risk check-ins for members with no visit in 45 days
5. Logs membership churn signals to the clinic manager's weekly digest

## Workflow: NP and RN delegation log

The skill maintains a log of:

- Each patient's most recent good-faith exam date with the NP or medical director
- The standing order or protocol the patient is currently under
- The expiration date of the standing order per state regulation
- Any controlled substance or scheduled medication adjacent to the IV program

Routes any patient whose good-faith exam is expiring (or expired) to the NP before any next-session booking is confirmed.

## Workflow: USP 797/800 compliance touchpoints

Once a month the agent surfaces to the clinic manager:

- Single-dose vial expiration check reminder
- Sterile field protocol documentation reminder
- Controlled substance log audit reminder (for clinics with adjacent ketamine programs)
- Medical waste pickup schedule
- Pharmacy compounding agreement renewal status

The skill is decision support. It does not replace the clinic's QA program or the USP 797/800 written policies. The clinic manager and medical director own compliance.

## Message templates

```yaml
templates:
  nad_session_2_of_6_booking:
    body: |
      Hi {patient_first_name},

      Following up after your first NAD+ session. The loading protocol
      Dr. {medical_director_last_name} put you on is {sessions_in_series}
      sessions over the next {loading_window}. Session 2 needs to land
      by {next_session_window}.

      Open slots:
      {open_slots}

      Pick one and I will hold it.

      {front_desk_first_name}

  myers_cocktail_monthly_rebook:
    body: |
      Hi {patient_first_name},

      It has been about a month since your Myers Cocktail with
      {rn_first_name}. Most members are on a monthly maintenance cadence
      to stay ahead of the dip.

      Open slots in the next 2 weeks:
      {open_slots}

      {front_desk_first_name}

  membership_unused_drip:
    body: |
      Hi {patient_first_name},

      Quick reminder: you have {unused_drips} unused drip(s) on your
      {membership_tier} membership. Per the membership terms, drips roll
      over for {rollover_months} month(s) before they expire.

      Open slots:
      {open_slots}

      Want me to hold one for you?

      {front_desk_first_name}

  mobile_dispatch_day_of:
    body: |
      Hi {patient_first_name},

      {rn_first_name} from {clinic_name} confirming today's mobile visit.
      Estimated arrival window: {arrival_window}. They will text 15
      minutes out.

      Pre-visit:
      1. Have a glass of water 30 min before
      2. Light snack is fine
      3. Comfortable spot to sit or lie down for 45-60 min
      4. Card on file will be charged after the visit

      Reply if anything changes.

      {clinic_name}

  good_faith_exam_expiring_to_np:
    channel: np_console
    body: |
      GOOD-FAITH EXAM EXPIRING
      Patient: {patient_first_name} {patient_last_name}
      Last exam: {last_exam_date}
      Expires: {exam_expiration_date}
      Pending: {pending_appointment_date} {pending_drip_type}
      Action: re-exam or telehealth check required before next session

  cadence_slipping_check_in:
    body: |
      Hi {patient_first_name},

      Noticed it has been about 6 weeks since your last
      {maintenance_drip_type}. The monthly cadence is what keeps the
      benefit consistent, especially if you have been training hard or
      traveling.

      Open slots:
      {open_slots}

      Reach back if there is a reason the schedule slipped and we can
      figure it out.

      {front_desk_first_name}
```

## Memory keys

```yaml
memory:
  - key: patient.series_state[{patient_id}][{series_type}]
    description: NAD+ or other series progress
    schema: { sessions_completed: int, sessions_in_series: int, last_session: date, protocol_window_end: date }

  - key: patient.maintenance_state[{patient_id}][{drip_type}]
    description: Maintenance cadence state per drip type
    schema: { last_session: date, next_window_open: date, cadence_interval_days: int }

  - key: patient.member_state[{patient_id}]
    description: Membership tier, balance, rollover state
    schema: { tier: string, drips_remaining: int, rollover_expires: date, last_visit: date }

  - key: patient.good_faith_exam[{patient_id}]
    description: Good-faith exam log per state regulation
    schema: { last_exam: date, expires: date, exam_clinician: string, standing_order: string }

  - key: clinic.usp_797_800_touchpoints
    description: Monthly compliance touchpoint state
    schema: { last_audit: date, next_audit_due: date, open_items: list }
```

## Required integrations

| Integration         | Purpose                                            | Read | Write |
|---------------------|----------------------------------------------------|------|-------|
| Aesthetic Record    | Patient record, drip menu, consent forms           | yes  | optional |
| Mindbody            | Schedule and membership                            | yes  | optional |
| Vagaro              | Schedule and membership                            | yes  | optional |
| DrChrono            | EHR and patient record                             | yes  | optional |
| SimplePractice      | EHR (for behavioral-health adjacent practices)     | yes  | optional |
| Twilio (or similar) | Outbound SMS                                       | no   | yes   |
| Email provider      | Outbound email                                     | no   | yes   |
| OpenClaw Memory     | Cross-run state                                    | yes  | yes   |
| OpenClaw Heartbeat  | Scheduled cadence triggers                         | yes  | yes   |

## Compliance notes

This skill operates in a regulated medical context. Every patient-facing
message that touches dosing, indication, contraindication, or scheduling
inside a protocol window routes to a licensed clinician (NP, RN, or
medical director) before send. Once standard maintenance cadence templates
are validated, those can flip to autonomous; clinical decisions never do.

Confirm your BAA covers the cloud AI provider you point OpenClaw at. The
skill itself is local; the model inference is not.

Corporate practice of medicine, NP scope of practice, and good-faith exam
requirements vary by state. The skill surfaces the good-faith exam window
but does not substitute for the clinic's compliance posture. The medical
director owns the standing order chain.

## Configuration

```yaml
config:
  clinic_name: "Your Clinic Name"
  model: "storefront"                  # or "mobile_concierge", "hybrid"
  medical_director:
    name: "Dr. Smith"
    npi: "..."
  np_or_rn_team:
    - first_name: "Jamie"
      role: NP
      states_licensed: [CA]
  approval_mode: np_approves_all       # or "autonomous_after_2_weeks"
  drip_menu:
    - name: "Myers Cocktail"
      maintenance_cadence_days: 30
    - name: "NAD+ Loading"
      sessions_in_series: 6
      series_window_days: 14
    - name: "B12 Injection"
      loading_cadence_days: 7
      maintenance_cadence_days: 30
    - name: "Glutathione Push"
      maintenance_cadence_days: 30
  membership_tiers:
    - name: "Monthly Solo"
      drips_per_month: 1
      rollover_months: 1
    - name: "Monthly Plus"
      drips_per_month: 2
      rollover_months: 2
    - name: "VIP"
      drips_per_month: 4
      rollover_months: 3
  good_faith_exam_expiration_days: 365
  mobile_service_area_zip_codes: [90210, 90211]
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv iv-therapy-clinics.md ~/.claude/skills/iv-therapy-booking-and-membership.md
# Edit the config block to match your clinic
```

Launch OpenClaw and the skill is live. Run `run weekly nad queue` or
`audit memberships` to invoke it on demand, or wait for Heartbeat to
fire it on the configured schedule.

## Want it wired to your stack?

This SKILL.md is the starting point. If you want it plugged into your specific
EHR, drip menu, NP delegation chain, and mobile dispatch logic on a fixed-price
two-week clock, with the founder writing every line of the build, the door
is at https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded iv-therapy-clinics.md as ~/.claude/skills/iv-therapy-booking-and-membership.md (or your project-level .claude/skills/ if you scope it per location). OpenClaw picks up new skill files on next agent launch, no restart command required.

2. 2

   Connect your EHR and scheduling system

   Edit the integrations block to point at your Aesthetic Record, Mindbody, Vagaro, or DrChrono export. Read-only is enough to start. The skill ships the prompts that translate your daily schedule, drip menu, and membership ledger into the agent's working memory.

3. 3

   Start in NP or medical director approval mode, validate, then move to autonomous

   Run for two weeks with the NP, RN, or medical director approving every outbound text. The skill defaults route any medical question, dosing adjustment, or new patient pre-screen to a licensed clinician. After two weeks, flip membership balance nudges and maintenance cadence reminders to autonomous and keep all clinical decisions human-only.

Example conversation

Common questions

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