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New Joint Advisory Opinion Re: IV Therapy

JOINT ADVISORY OPINION REGARDING RETAIL IV THERAPY 

ISSUED BY:

 WEST VIRGINIA BOARD OF OSTEOPATHIC MEDICINE

WEST VIRGINIA BOARD OF MEDICINE

WEST VIRGINIA BOARD OF PHARMACY

The retail IV therapy business model is growing in West Virginia and across the country.  Currently, there are no federal, state or industry regulatory standards which provide specific guidance tailored to ensure that businesses offering retail IV therapy, including hydration therapy, are doing so with reasonable skill and safety for patients, and pursuant to the rules and regulations governing the practice of medicine, nursing, and pharmacy. 

The West Virginia Board of Medicine, the West Virginia Board of Osteopathic Medicine, and the West Virginia Board of Pharmacy (hereinafter collectively referred to as “the Boards”) have issued the following Joint Advisory Opinion to ensure that all purveyors of retail IV therapy in West Virginia have notice of and appreciate the requirements for safe and legal operation in this state.  This guidance identifies best practices and minimum safety requirements for all enterprises in West Virginia offering retail IV therapy, including hydration therapy. This Joint Advisory Opinion is not intended to modify, supplement, or overrule existing protocols and practices which are in place in licensed West Virginia healthcare facilities.

This guidance is based upon the existing laws and regulations of West Virginia and sets forth the relevant scopes of practice and standards of care implicated by retail IV therapy businesses.[1]  The Boards expressly offer no opinion or evaluation concerning the efficacy of IV therapy offered by retail IV therapy businesses. As with all matters concerning the regulation of medical, nursing and/or pharmacy practice, the Boards encourage and expect every licensee to practice within the applicable standard of care, scope of practice, and with reasonable skill and safety for patients.

 

What is retail IV (hydration) therapy?

Retail IV therapy is an “on demand” consumer-driven business model where a bricks-and-mortar or mobile IV therapy clinic offers consumers a "menu" of pre-selected mixtures (“cocktails”) of additives to a basic IV saline drip or any other base solution.[2]  Often, such clinics accept walk-ins, but may also operate by appointment. They may also offer group experiences, or IV “party packages,” where several people receive IV therapy together in a group setting.

IV therapy cocktails may include adding any of the following as an additive to an IV saline drip, either individually or in combination:

  • Amino acids
  • Vitamins
  • Minerals
  • Prescription drugs such as Pepcid, Toradol and Zofran.[3]

These cocktails are sometimes marketed with catchy names, and are offered to patients for the purported treatment of conditions[4] such as:

  • Acute asthma
  • Dehydration
  • Migraine
  • Fibromyalgia
  • Sinusitis
  • Cardiovascular disease
  • Chronic pain
  • PMS
  • Brain fog
  • Hangovers
  • Nausea
  • Athletic recovery
  • Appetite regulation
  • Inflammation support. 

Some level of basic health screening generally occurs prior to the selection and administration of an IV therapy cocktail. 

Generally, “wellness” IV therapy is self-paid by the person seeking treatment.

While some IV therapy clinics are provider-owned medical corporations, there is a national trend of business ownership by individuals who are not clinicians, or whose scope of practice does not include the authorization to establish a provider-patient relationship, evaluate a patient for IV therapy, and order the IV cocktail for the patient.   

 

Best Practices for the Provision of IV (Hydration) Therapy in West Virginia

The Boards encourage all providers of retail IV therapy to conform with the following best practices when offering IV therapy to persons in West Virginia. 

1.  IV therapy, including IV hydration therapy, is the practice of medicine.

2.  The administration of IV therapy pursuant to an appropriate, legal order, is a common intervention in nursing practice.

3.  IV therapy requires the insertion of a needle into a patient’s vein for the intravenous administration of fluid into a patient’s bloodstream, monitoring the patient during and at the conclusion of treatment, and removal of the IV catheter thereafter. This is a medical procedure which requires supervision by licensed health professionals.  

4.  A person who receives IV hydration therapy is a patient, and an appropriate medical record for the patient must be created and maintained. The record should be available to the patient and other treating providers and should be maintained in a manner that is HIPAA compliant and comports with the medical record retention and confidentiality requirements of West Virginia law.

5.  To provide IV therapy, a provider must first establish a provider-patient relationship with the patient.  A provider-patient relationship is formed when a provider serves a patient’s medical needs, examines, diagnoses, or treats a patient, or agrees to examine, diagnose, or treat a patient.[5] 

6.  Physicians may assess patients for IV therapy.  Physician assistants (“PAs”) and advance practice registered nurses (“APRNs”) who are practicing within their education, training, and experience (and within the scope of their respective professions) may also assess patients for IV therapy.  The provider assessment requires the provider to personally evaluate the patient, diagnose the patient, and make treatment recommendations. 

7.  A provider should obtain and document informed consent in the medical record prior to the delivery of care. 

8.  IV saline, and any after-market additives are drugs which require a prescription (or order) to administer.  IV therapy cannot be administered without a valid prescription (or order).

9.  Physicians, PAs and APRNs should only order IV therapy if they, as the assessing provider, determine it would be beneficial to the patient. The prescription or order must be part of a medically prescribed plan of care that includes a personal examination and a bona fide patient relationship.

10.  Physicians, PAs and APRNs should not issue “standing orders” for a retail IV therapy business, or its employees, to provide IV therapy to patients.  A standing order does not create an independent provider-patient relationship between individual persons and the provider or the IV therapy business.   IV therapy should not be administered based upon a standing order.    

11.  The administering of IV therapy requires a professional license. A licensed person other than the physician, PA or APRN may administer IV therapy only if the administration of IVs is within that licensee’s scope of practice. 

12.  Registered nurses (“RNs”) may participate as part of the care team at an IV hydration clinic.

13.  RNs may insert and remove IV catheters and monitor patients before, during and after IV therapy is administered.  The on-site presence of a physician, PA, or APRN is not required for an RN to administer the prescribed/ordered IV hydration; however, the RN must have the knowledge, skill, and competency necessary to carry out the administration procedures and monitor the client in a safe manner. The RN should perform a nursing evaluation and  monitor the patient for such things as side effects, toxic effects, allergic reactions, unusual and unexpected effects, changes in a patient’s condition that contraindicate continued administration of the pharmaceutical or treatment regimen, and effects that may rapidly endanger a client’s life or well-being. An RN should be prepared to make judgments and decisions concerning actions to take in the event such effects occur and should document all nursing acts performed by the RN in carrying out the IV administration and noted during the monitoring of the patient during administration.

14.  In the practice of IV therapy, physicians and advanced practice providers may not delegate or authorize RNs to:

a.  Prescribe or order IV therapy.

b.  Independently recommend or approve the patient’s “selection” of a specific IV hydration cocktail.

c.  Administer IV therapy without a valid prescription order from the prescribing provider who has an established a provider-patient relationship with the patient and has determined that a specific IV therapy would be beneficial to the patient.

d.  Compound IV therapy cocktails.   

15.  The term “compounding” means the preparation, mixing, assembling, packaging, or labeling of a drug or device. The FDA has cautioned that patients can be significantly harmed when drugs are compounded in a way that does not assure sterility and quality.

16.  IV therapy cocktails are compounded drugs.  Adding vitamins, minerals, or prescription drugs to a bag of saline solution is compounding. 

17.  Drug compounding must follow specific safety, stability, and sterility guidelines (as defined by USP 797, 2023 revised standard for immediate use only compounds), and may only be undertaken by licensed pharmacists and, in certain circumstances, legally qualified practitioners of medicine.  

18.  Providers who order IV therapy and who do not receive compounded end-use cocktails from a licensed pharmacy should only compound IV therapy cocktails if they have the education, training, and experience to ensure the safety, stability, and sterility of the final product.

19.  Legally qualified providers of medicine who elect to engage in the compounding of IV therapy cocktails should personally compound the cocktails they order for their patients. Providers should only delegate the compounding of IV therapy cocktails to other legally qualified members of the treatment team. 

20.  Treatment provided to a patient pursuant to a provider’s order for IV therapy falls within the supervision and professional responsibility of the ordering provider. 

21.  Retail IV hydration clinics which are not owned by providers with prescriptive authority shall not exercise influence or control over the provider’s independent exercise of medical judgment in the treatment of any patient. 

If a licensed provider has questions concerning any of the guidelines set forth herein, the licensee should contact their licensing board for additional information. If a non-licensed retail IV therapy business owner has questions about these guidelines, the owner should contact any of the Boards responsible for this Joint Advisory Opinion.

 

[1] West Virginia is not the first state to offer guidance on this topic to licensed providers.  Concern over IV hydration clinics is widespread and has resulted in national conversations and state-level guidance. In 2021, the Food and Drug Administration (“FDA”) highlighted concerns with insanitary compounding of drugs in medical offices and clinics, including for retail IV therapy use.  The topic of IV hydration clinics has been part of the FDA’s intergovernmental working meetings for several years.  In July 2023, the National Association of Boards of Pharmacy, the Federation of State Medical Boards, the National Council of State Boards of Nursing, the FDA, and the Federal Trade Commission held an online webinar for state and federal regulators to discuss risks associated with some retail IV hydration services being offered to the public.

This Joint Advisory Opinion was developed in the context of the national discussions and heavily relies on the foundational work found in guidance promulgated in Alabama and South Carolina.  The Boards acknowledge and appreciate the excellent guidance on this topic set forth in the Declaratory Ruling of the Alabama Board of Medical Examiners (July 21, 2022), and the Joint Advisory Opinion issued by the South Carolina Boards of Medical Examiners, Pharmacy and Nursing Regarding Retail IV Therapy Business (August 2023). The Boards also acknowledge the work of the Mississippi Board of State Medical Licensure, which focuses specifically on the provider-patient relationship in the context of IV hydration therapy.  

[2] Sometimes, for hydration, an IV saline drip may be offered without additives.

[3] This list is not exhaustive, only illustrative.  

[4] Each condition listed herein was identified on one or more websites for businesses offering IV therapy in West Virginia.

[5] The provider-patient relationship may be established through an in-person encounter or via telehealth technologies which incorporate interactive audio using store and forward technology, real-time videoconferencing, or similar secure video services during the initial provider-patient encounter. While real-time audio-only communications may be utilized to  establish the provider-patient relationship, patient communication though audio-visual communication is preferable, if available or possible. Real-time audio-only communications may not be utilized when its use does not conform to the standard of care. A provider-patient relationship may not be established through text-based communications such as email, internet questionnaires, text-based messaging, or other written forms of communication. Providers utilizing telemedicine technology are cautioned to ensure that their practice falls within the telemedicine rules established by the licensee’s regulatory board.

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