New Clinic Setup Checklist
Open your clinic with confidence — nothing forgotten, nothing assumed.
The most complete private clinic setup checklist available — 108 items across 8 operational phases, from first legal registration to your 90-day operational review.
What's inside:
- ⚖️ Phase 1 — Legal & Regulatory (14 items): Business registration, healthcare licensing, GDPR/privacy
- 🏗️ Phase 2 — Physical Space (12 items): Lease, fit-out, fire safety, signage, clinical areas
- 💻 Phase 3 — Technology & Systems (14 items): EMR setup, scheduling, billing, IT infrastructure
- 🩺 Phase 4 — Clinical Setup (13 items): Equipment, infection control, emergency protocols
- 👥 Phase 5 — Staffing & HR (14 items): Contracts, onboarding, payroll, credentials
- 📝 Phase 6 — Processes & SOPs (13 items): Core SOPs, operational tools, quality framework
- 📣 Phase 7 — Marketing (11 items): Website, Google Business Profile, referral network
- 📅 Phase 8 — First 90 Days (17 items): Soft opening, monthly reviews, performance milestones
Includes Opening Readiness Score — assess each area before accepting your first patient.
✔ Delivered as a branded PDF — ready to print and use immediately
✔ Notion template link included inside the PDF — duplicate to your workspace for the interactive digital version
✔ English version included · Spanish version available on request