Private Practice Startup Checklist

Private Practice Startup Checklist

Everything that goes into launching a private practice, broken into a logical sequence so nothing gets missed — and nothing gets tackled out of order.

What's included:

• Phase 1: Foundation & Legal (business structure, EIN, NPI, insurance)
• Phase 2: Systems & Compliance (EHR, HIPAA-compliant telehealth, privacy policy, BAAs)
• Phase 3: Space & Setup
• Phase 4: Credentialing (CAQH, insurer applications, tracking approvals)
• Phase 5: Brand & Marketing (niche, website, Psychology Today, referral sources)
• Phase 6: Financial Setup (rates, sliding scale, tax savings)
• Phase 7: Launch (opening date, systems check, 90-day review)

Who it's for: Clinicians planning to open a private practice — solo or group — who want a step-by-step roadmap instead of piecing it together from a dozen different sources.

How to use it: Work through the phases in order — most items build on the ones before them — and check items off as you complete them.