My DPC Story Physician Owner's Planner

Details of The Physician Owner's Planner

For the physician who owns the room they practice in. A guided planner created by Maryal Concepcion, MD, Host of My DPC Story and Founder and Owner, Big Trees MD

Why this planner

• Built for every stage. Pre-launch, year one, or five years deep. You use only the section that fits the season you are in right now.
• 140 pages, thirteen sections, three modes. The full arc of practice ownership in one place, from the twelve steps to opening day to the quarterly rhythm that carries you for years.
• Designed for the version of you who comes back. Set it down for two weeks or two months and you have not fallen behind. A 10-minute page and a Return Walk point you straight to what matters today.
• Holds the business side so your brain does not have to. Legal, money, operations, hiring, marketing, and renewals, all organized so nothing lives in your head or gets lost in your inbox.
• Includes the pages other planners skip. Clinical care kept sacred, the owner kept human, burnout caught early, and the patient you think about at night.
• ADHD-friendly by design. Decision logs that remember for you, skip cues on every page, and a "where are you right now" check so you never have to guess which page is the right one.
• No app, no spreadsheet, no keeping up. A witness, not a warden. You were trained for medicine, not for owning the building it happens in. This closes that gap one page at a time.
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Most business planners are written for the version of you who bought them and then make you feel like a failure the week you set them down. This one is built for the coming back. 140 pages, three modes, thirteen sections, and you only use the part that fits the season you are in right now. Whether you are still employed and running the math, opened your doors last Tuesday, or you are five years in and wondering what the practice has become, there is a page in here for today. No spreadsheet to build. No app to learn. Just the planner that holds the business side so your brain does not have to.

We were trained for medicine, not for owning the building it happens in. That gap is where the overwhelm lives, and it is not a sign you are failing. The Physician Owner's Planner closes that gap one page at a time, in plain language, with room for the parts of practice ownership that other planners pretend do not exist: the fear, the money dread, the patient you think about at night, the slow drift back into an employee mindset.

It is built to be used by the version of you who has been away from it. There is a 10-minute page for the week this feels like one more thing on the list, a Return Walk for when it has been closed too long, and a "Where are you right now" self-check that points you to the exact pages that matter today. You cannot fall behind in this planner. It was designed for being set down and picked back up.

How it works is simple. Three modes. Thirteen sections. Use only what fits the season you are in.

Pre-Launch is for the physician still employed or who has just given notice. Year One is for the physician whose doors are open and whose head is spinning. Ongoing is for the physician with a practice and a pulse who needs the planner to carry them forward. A legend of symbols marks every page as a quick win, deep work, a decision that has to be made, a page to revisit later, or a page that touches money or patient care, so you always know what you are walking into before you start writing.

Here is what is inside!

Section 0, How to Open, is twelve steps from intent to opening day, for the brand-new DPC physician. Model and patient promise, legal structure, name and domain, licensing and your Medicare posture, federal and state registrations, banking and books, malpractice and insurance, location and build-out, EHR and tech stack, the membership agreement, pricing and panel size, and the soft launch and ribbon cutting.

Section 1, Why and Who, is the foundation. The pages that do not expire. Your real reasons for leaving the system, the patient you want to take care of, a letter to the physician you want to be in five years, your non-negotiables, your one-page mission, your money story, and an energy audit that becomes the blueprint for how you design your week.

Section 2, The Pre-Launch Runway, is the heavy-use checklist season. Employment exit timeline, contract review, entity formation, credentialing, malpractice decisions, where to practice, build-out tracking, tech stack, opening day readiness, and an "I am scared" page that treats fear as data instead of weakness.

Section 3, The First 90 Days Open, is a gentle weekly rhythm for the most disorienting stretch. Three prompts a week, five minutes most weeks, plus a daily anchor of one clinical win, one business task, one human thing. The planner is a witness, not a warden.

Section 4, The Practice Itself, is your operations brain. Practice identity, panel philosophy, services and pricing, hours and on-call, communication SOP, vendor list, software inventory, and a single calendar for every license, DEA, and CME renewal that earns a penalty when missed.

Section 5, The People, covers your team and the humans who help. Org chart even if it is a chart of one, hiring readiness, first hire decisions, onboarding, your vendor and consultant directory, a mentor and peer support map, and a "who do I call when" page for the 6 a.m. when something has gone sideways.

Section 6, Money Without Dread, is short, repeatable, and shame-free. Personal monthly minimum, practice break-even, pricing math you can do in pencil, a weekly five-minute cash check, a tax calendar, savings buckets, a monthly profit pulse, and an "I am avoiding the numbers" recovery page for the months the bank app stayed closed.

Section 7, Marketing That Doesn't Feel Gross, is physician voice, human voice. Who you serve and who you don't, your voice and your non-negotiables, the five stories only you can tell, a content rhythm you can actually keep, referral relationships, community presence, and permission to be quiet this month.

Section 8, Clinical Care Stays Sacred, is the section most business planners forget. Scope of practice, a protocol library starter, continuing education, a lightweight monthly quality and safety reflection, a private hard-cases page, a when-to-refer rule of thumb, and a page for the patient you think about at night.

Section 9, The Owner as a Human, treats burnout prevention as a business asset. Personal week structure, recovery rhythms, family and partnership check-ins, friendships outside medicine, body and sleep, an "I am the bottleneck" mirror, and the early-warning signs you are drifting back into an employee mindset.

Section 10, Quarterly and Annual Rhythm, is the growth-with-time engine. The same review and preview pages, used again and again, plus a subtraction page, an annual vision-casting page, and a "what I am proud of" log that becomes a love letter from past you after three years.

Section 11, Decision Logs, is the memory the planner gives you. Big decisions, vendors and contracts, pricing changes, hiring and firing, lessons learned, and the things you tried that did not work. The most ADHD-friendly section in the book. The planner remembers so your brain does not have to.

Section 12, Resources and Reference, is the back of the book. A plain-language glossary for the alphabet soup, a reading and listening list, a templates index, and blank pages for whatever the planner did not anticipate.

It closes with a letter to the next physician who picks it up, because someday this planner may pass to someone else thinking about leaving employment, and that page is the gift!

You did not pick up this planner by accident. The next physician who owns the room they practice in is the one who decided not to wait for permission.

~Maryal