PHYSICIAN & TMS CLINIC New Clinic Start-Up Checklist
PHYSICIAN & TMS CLINIC
New Clinic Start-Up Checklist
There is a lot to think about when you choose to start your own medical practice. Use this checklist to help make sure you've covered all the right bases.
Office Selection & Setup ? Location Selection
? Consider space needed for TMS system and private consultations
? Sign Building Lease (review with attorney) ? Space/Build Out
? Obtain Permit if applicable
? Obtain Certificate of Occupancy
? Fire Inspection ? Safety Inspection ? City Inspections
? Purchase Furnishings/Supplies ? Set Office Hours ? Determine Name & Purchase Signage
? Private Practice Name, TMS Clinic Name
Office Selection & Setup ? Acquire Tax ID, NPI, DEA, & State
Controlled Substance (if applicable) Numbers ? Obtain Bank Account(s) ? Get Credentialed with Provider Networks ? Obtain Sales Tax Certificate
(depending on state requirements)
? Determine Office Overhead ? Accounting Firm/Software Selection ? Survey of Insurance Fees ? Develop Fee-for-Service Schedule ? Establish Patient Financial Policy
? Copyright 2019 Metro NeuroHealth, LLC All rights reserved.
Administrative Setup ? Determine Legal Structure
(discuss with attorney or accountant)
? Obtain Business License(s) ? Insurance:
? Office Liability ? Employee Fidelity Bond ? Umbrella Policy ? Workers Compensation ? Health/Disability/Life if applicable ? Malpractice (rates vary by location)
? Policies/Procedures/Protocols Manual(s) ? Develop Employee Orientation Manual ? Hospital Privileges if applicable ? Determine Covering Physician
Business Planning ? Formulate Business Plan ? Marketing Plan ? Financial Plan/Budget ? Strategic Plan/Goal Setting
TMS Clinic Planning ? Obtain TMS Certification ? Determine if Separate EIN ? Make TMS System Selection ? Consult with TMS Experts for Billing,
Prior Authorization, Fee Schedule, and Credentialing Services
Implementations/Inspections/Training ? OSHA Training ? Stark Law Training ? CLIA Training if applicable ? HIPAA Training ? Emergent Procedure Training ? Obtain & Post Required Posters
(i.e., OSHA, Equal Pay, etc.)
Equipment & Technology ? Determine Method of Bookkeeping ? Electronic Health Records (EHR) ? Phone System ? Hardware ? Internet
Notes
Physician & TMS Clinic Start-Up Checklist
Vendors
? Document Destruction ? Laboratory if applicable ? Credit Cards Processing ? Office Supplies ? TMS Consulting ? TMS Billing Services ? TMS Support Services (prior
authorizations, documentation, policies, procedures, training, job descriptions, etc. ? Payroll Service / Provider
Staffing ? Job Descriptions ? Hire/Train Staff ? Employee Handbook
(policies/requirements)
? Insurance Coverage
? Copyright 2019 Metro NeuroHealth, LLC All rights reserved.
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