Interactive Tool

Medical Practice Startup Checklist

Track your progress from business plan to opening day. Your checklist saves automatically.

1 Pre-Launch Planning

0 of 9 complete

Develop comprehensive business plan Choose practice specialty and service lines Conduct market/feasibility analysis Determine legal entity structure (PA, PLLC, LLC) File Articles of Incorporation with FL Division of Corporations Obtain EIN from IRS Open business bank account Register for NPI (Type 1 and Type 2) Secure startup funding/financing

2 Licensing & Credentials

0 of 7 complete

Obtain/verify active Florida medical license Apply for DEA registration Obtain CLIA waiver/certificate (if applicable) Register with Florida Medicaid (if accepting) Apply for local business tax receipt Obtain zoning approval/business permits Register with FL Dept of Revenue (sales tax if applicable)

3 Location & Facility

0 of 8 complete

Identify target neighborhoods and demographics Negotiate and sign commercial lease Hire architect/contractor for buildout Ensure ADA compliance in design Complete facility construction/renovation Install medical equipment Set up IT infrastructure (internet, network, phones) Install security system and HIPAA-compliant safeguards

4 Technology & Systems

0 of 6 complete

Select and implement EHR/EMR system Set up practice management software Configure billing/claims system Set up patient scheduling system Implement HIPAA-compliant email and communications Create patient intake forms and consent documents

5 Staffing

0 of 9 complete

Define organizational chart and roles Hire office manager Hire front desk / receptionist Hire medical assistant(s) Hire billing specialist or outsource Complete background screenings Develop employee handbook and policies Conduct HIPAA and compliance training Conduct OSHA workplace safety training

6 Insurance & Compliance

0 of 8 complete

Obtain malpractice insurance Obtain general liability insurance Obtain workers' compensation insurance Obtain property/equipment insurance Develop HIPAA compliance program Create policies and procedures manual Register with CAQH ProView Begin insurance panel credentialing (allow 90-180 days!)

7 Revenue & Launch

0 of 9 complete

Complete credentialing with major payers Set up merchant services for patient payments Develop fee schedule Create marketing website Set up Google Business Profile Develop patient referral strategy Plan soft opening Conduct dress rehearsal with staff Grand opening!

Need Expert Guidance?

Launching a medical practice is complex. DDI Resources has helped dozens of physicians navigate every step — from entity formation to opening day. Let us guide you.

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