Medical Courier Operations Pack: SOPs, Chain-of-Custody Forms, Rate Sheet & Outreach Scripts for Independent Couriers

Stop quoting routes that lose money.

Most new medical couriers underprice their runs, show up without the right paperwork, and learn compliance the hard way. This pack is the operations paperwork of a working medical courier business — fill-in templates you can use from day one.

WHAT'S INSIDE

1. Startup Checklist — Oregon business registration, EIN, insurance, HIPAA/OSHA training, full vehicle kit list

2. Chain-of-Custody Form — printable, with seal number, pickup/transfer/delivery signatures, and an exceptions box

3. HIPAA + Bloodborne Pathogens Compliance Checklist — PHI do's and don'ts, spill and exposure steps, training record

4. Specimen & Pharma Handling SOP — temperature zones (ambient, refrigerated, frozen), cooler prep, radiopharma rules, exception handling

5. Rate Sheet Template — base, per-mile, per-stop, wait, rush, STAT and after-hours fees, with a sample column

6. Service Agreement Template — Net 15 payment terms, confidentiality and HIPAA/BAA notes

7. Capability Statement Template — present your company to labs and clinics like a pro

8. Invoice Template — run-by-run lines, totals, payment instructions

9. Driver Onboarding Checklist — license, MVR, training, kit issue, shadow runs

10. Outreach Scripts — cold emails for labs, clinics and pharmacies, a phone opener, a follow-up, and replies to the two most common objections

BONUS — Route Profit Calculator (Excel): enter pay, miles and time for any run and get your true profit, your effective $/hr, and an Accept / Marginal / Skip verdict using the real IRS mileage rate. The pack also includes daily readiness checklists and a First Week Action Plan.

WHO IT'S FOR

Independent medical couriers and small courier companies who want professional paperwork and honest route pricing from day one.

WHO IT'S NOT FOR

Anyone looking for legal advice. These are business templates, not legal documents — have an attorney review contracts before use, and always follow your clients' facility policies.

FORMAT

Instant download: 20-page PDF (print-ready, fill-in fields) + Excel calculator.