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Private Practice Checklist

Begin your private practice with our Private Practice Checklist Template. Access it for free and simplify the process! 

Olivia Sayson avatar

By Olivia Sayson on Aug 2, 2025.

Fact Checked by Nate Lacson.

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Private Practice Checklist Template

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Commonly asked questions

To ensure legal compliance, consult a local attorney to navigate healthcare regulations, obtain the appropriate business license, and draft contracts. Securing professional liability insurance is essential, as it protects against legal claims.

Financial management is crucial for sustaining your private practice. It includes setting up a dedicated business bank account to track business expenses, planning for taxes, and securing professional liability insurance. Contracting with insurance panels, including health insurance providers, simplifies payment processes and supports billing efficiency.

Using a practice management software streamlines administrative tasks like scheduling, billing, and patient tracking. This checklist suggests integrating software solutions to handle administrative tasks efficiently.

EHR and practice management software

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Automated billing and online payments