Practice Manager

When and if you choose to go into private practice, there are some things you should be prepared to do. Below we gift to you a starter list. To purchase a business plan model or sample Policy manual, click the links below.

The most important thing during this part of your journey is to keep good files, stay organized and have the right tools and office products from computers to desks, good lighting, EHR Software, etc. All of it matters. We also have Life Coaches on Board, contact us for one on one support.

Mapping Your Business

Develop a budget
Choose a name and file it with the secretary of state
Apply for a Tax ID number (ein)
Set up phone/fax/domain name/email
Design a logo, branding colors, & website
File for non-profit status (if you are going into NP)
Create social media accounts
Start your credentialing process
- Set up CAQH, NPI's, Medicaid number
- Decide your fee's and post them on site
Identify a billing company
Identify an EHR
Draft your policy & Practice Forms
Start your state certification
Find a location to practice (telehealth and/or space rental)
Identify your target market
Create Sales lists
Order marketing
Set up Psych Today account
Move into your office space
Open a business bank account
Hire a CPA/ download quickbooks
Start Practicing