New Practice Start-Up Checklist - Kareo
CHECKLIST
New Practice Start-Up Checklist
There is a lot to think about when you choose to start your own medical practice. Use this checklist,
developed by practice management expert Audrey McLaughlin, to help you make sure you¡¯ve
covered your bases.
Office Selection & Setup
Administrative Setup
?? Site Selection
?? Determine Legal Structure
?? Sign lease (review with real-estate attorney)
(discuss with attorney or accountant)
?? Building Finish Out
?? Business License
?? Certifcate of Occupancy
?? Insurance:
? Fire Inspection
? Office Liability
? Safety Inspection
? Business Interruption
? City Inspections
? Employee Fidelity Bond
?? Furnishings/Supplies
? Of ce Contents
?? Set Office Hours
? Umbrella Policy
?? Signage
? Workers Compensation
Office Selection & Setup
? Malpractice (rates vary by location)
?? Acquire Tax ID , NPI, DEA, & State Controlled
Substance (if applicable) Numbers
?? Bank Accounts
? Health/Disability/Life
?? Policies/Procedures/Protocols Manual
?? Join Chamber, IPA, Local Business
Organizations
?? Credentialing
?? Hospital Priviledges
?? Sales Tax Certificate
Business Planning
(depending on state requirements)
?? Office Overhead
?? Accounting Firm/Software Selection
?? Survey of Insurance Fees
?? Marketing Plan
?? Financial Plan/Budget
?? Strategic Plan/Goal Setting
?? Develop Fee schedule
?? Order CPT, HCPCS, & ICD Code Books
?? Establish Patient Financial Policy
? Copyright 2015 Kareo, Inc. All rights reserved. Rev 12/15
New Practice Start-Up Checklist
Implementations/Inspections/Training
Vendors
?? OSHA
?? Document Destruction
?? Stark
?? Medical Waste
?? CLIA
?? Laboratory
?? HIPAA
?? Credit Cards
?? Universal Protocol Training
?? Janitorial Needs
?? Obtain & Post Required Posters
?? Office Supplies
(i.e., OSHA, Equal Pay, etc.)
?? Maintenance
Equipment & Technology
Staffing
?? Practice Management & Billing Software
?? Job Descriptions
?? Electronic Health Records
?? Hire/Train Staff
?? Phone System
?? Employee Handbook
?? Hardware
?? Internet
(policies/requirements)
?? Insurance Coverage
?? Payroll Service
Notes
? Copyright 2015 Kareo, Inc. All rights reserved. Rev 12/15
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