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Professionals Banking - Resources for Professionals

Starting a Practice

 

Countdown to Opening

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So you're ready to open your practice? Here's a list of the most important items you should have in place before you open your doors. Check them off to see how ready you really are.

Contract Agreement signed if you are joining a group
Lease Agreement signed
Practice Licence obtained
Malpractice Insurance, Office Insurance
All equipment bought and tested, warrantees returned
Staff hired and training complete
Phone and Fax connected
Utilities connected
Stationery and office supplies delivered
Prescription Pads delivered (for medical practitioners only)
Appointment Cards delivered
Appointment scheduling procedures established and staff trained
Billing Procedures in place including software and staff trained
Accounting system in place
All necessary computer software installed, tested, and staff trained
Filing systems established physically and procedurally, staff trained
Communication processes between you and your staff established
All office forms printed
Processes for taking in, storing, and directing information (eg. regular mail, lab results, testimonials, client records)
Client education forms developed and printed
Client information booklet outlining practice policies, your qualifications, etc. printed
Office policy notices for clients established and printed and/or posted
Procedures for dealing with schedule delays established and staff trained
Re-Order quantities established for office and professional supplies
Announcements of Practice Opening organized with media outlets
Announcement to Other Professionals where appropriate
Open House
'Thank you' notes written to those who help you start up your practice
Jump to
Make Your Goals Clear and Quantifiable
Business Plans
Financing
Finding a Practice
Equipment & Furnishings
Hiring Staff
Hiring Professionals
Countdown to Opening

 
10/15/2007 13:06:06