Private Practice Startup

Private Practice Startup Checklist

A step-by-step roadmap to launching your therapy practice — without overwhelm.

Starting private practice shouldn’t require piecing together 37 Facebook opinions and hoping you didn’t miss something critical. This downloadable checklist walks you through every essential setup task — legally, ethically, financially, and clinically — so you can open your doors with confidence (not chaos).

Inside, you’ll get a clear, organized startup flow covering:

✔ Business registration & NPI/EIN setup

✔ Banking, bookkeeping & budget structure recommendations

✔ HIPAA compliance, forms, and digital security requirements

✔ EHR, scheduling, documentation, and communication systems

✔ Credentialing & payment setup — private pay or insurance

This isn’t theory — it’s the exact structure an actual therapist (me) uses to launch compliant, sustainable practices. No fluff. No guessing. Just clarity.

Perfect for: new solo private practice therapists, cash-pay only or insurance-based clinicians, and established therapists relaunching or cleaning up their foundation.

*All sales are final.