What are the first steps you should take toward opening your own medical practice? This module will help you get the ball rolling and develop your timeline for the project.

• Timeline
• Entity formation
• Insurance
• Credentialing

Should you rent or buy? What’s important in negotiating a lease or purchase agreement? What are the steps to building out or fitting up a medical office? This module will give you the building blocks for your physical location.

• Lease/purchase negotiations
• Design and build out

• Lease/purchase negotiations
• Design and build out

Success in private practice depends upon efficiency. You need the right layout, technology and staffing model to optimize your ability to deliver high quality care while generating revenue.

• EHR/PM
• Billing/RCM

The marketing lift for a practice can vary depending on location, established patient base, specialty/services offered, and more. What are the best and most effective strategies to market your practice? What’s a reasonable budget?

• Branding
• Marketing
• Advertising

In this module you will get help with establishing the HR infrastructure for your practice as well as tips for recruiting and retaining qualified employees. Staffing is one of the biggest challenges associated with owning your own business, and setting the HR groundwork from Day 1 is essential.

• Defining staffing needs
• Job descriptions
• Employee Handbook
• Performance evaluations

• Defining staffing needs
• Job descriptions
• Employee Handbook
• Performance evaluations

This module provides an overview of compliance for medical practices. Specific requirements for your practice will depend on location and services offered, but we will cover the basics of:

• HIPAA
• OSHA
• CLIA

• 10 hours of 1:1 strategic consulting for your project.

Revenue calculator – Take the data you have on historical productivity and commonly billed CPT codes to make informed revenue projections for your startup.  This tool is designed to help you estimate revenue potential as you grow your patient base. 

Pro forma Workbook – This tool has helped thousands of Doc Modern clients secure financing for their practice startup projects.  It will help you develop realistic revenue projections and cost estimates to determine how much capital is required to get your business up and running.  The pro forma workbook includes a three-year cash flow analysis and a comprehensive estimate of pre-opening expenses. 

Square footage calculator – This tool will help you estimate your square footage needs based on the desired layout of your office.  It’s helpful to have a rough idea of your required square footage before engaging a broker.  

Payment policy (in-network, out-of-network) templates and patient consent templates – Save yourself the time and hassle of developing patient policies and consents.  These customizable templates will help jump start your forms library.  

Job posting template – This template is designed to make it easy to post your jobs on recruiting sites, like Indeed.  The template has been used to successfully hire thousands of top performing candidates and includes job posting templates for Medical Assistant, Medical Receptionist and Practice Manager, but can easily be modified for other positions.

Employee Handbook –  An employee handbook tailored to physician practices is a vital tool that provides clear guidelines and expectations for staff, ensuring consistency in workplace policies and procedures. It helps maintain regulatory compliance, promotes a safe and efficient working environment, and fosters employee understanding of their roles and responsibilities.

Offer letter template – Since most employees will be hired “at-will,” an offer letter is where you can spell out the terms and conditions of their employment: schedule, supervisor, benefits, etc.  This template can be modified for a range of positions and customized with the details of your practice’s benefits package. 

HIPAA manual template – A HIPAA compliance manual is crucial for a medical practice as it serves as a comprehensive guide to ensure the protection of patients' sensitive health information. It outlines the necessary policies and procedures to safeguard patient data, helping the practice avoid legal and financial penalties for non-compliance. This manual also educates staff on their roles and responsibilities in maintaining privacy and security, promoting a culture of compliance within the practice.