Medical Business Startup Checklist - From Idea to First Patient

$49

This concise, step-by-step checklist walks you through everything needed to launch a medical or therapy practice, from idea to seeing your first patient. It’s designed for solo and small outpatient practices (PT, OT, mental health, MD/DO, NP, dentist, chiropractor, and more) that want a clear roadmap without digging through regulations and random blog posts.

This document covers:

Legal formation and setup checklist (LLC, EIN, banking, licenses, insurance).
Licensure, credentialing, and compliance steps (NPI, CAQH, HIPAA, OSHA, telehealth).
Admin and clinical systems setup (EMR, scheduling, billing workflows, forms, communication).
Marketing and referral basics (Google Business Profile, simple website, outreach plan).
Growth planning snapshot (hiring, contracts, revenue diversification, cost ranges).

I want this!

You’ll get… A one-page-at-a-glance roadmap that walks you from idea to first patient for your solo or small outpatient practice.

Format: PDF checklist you can print or use digitally

Who It's For: Solo and small outpatient practices (PT, OT, mental health, MD/DO, NP, dentist, chiropractor, and more)

Use it for: Launching a new practice or onboarding admin staff so everyone follows the same setup steps.

Size

151 KB

Length

3 pages