Plan your practice with a free checklist
Opening a medical practice involves decisions about your business, people, space, systems, and payer participation. Use the free PPS practice start-up checklist and guide to organize the work and build a plan for your practice.
Complete the form below to request the resources by email. There is no charge and no obligation to purchase PPS services. Adapt the checklist to your specialty, state, practice model, and opening plans.
Request the checklist and guide
Tell us a little about your practice and the email address where you would like to receive the resources.
If the form does not load or you need help with your request, contact PPS. You can also read the practice start-up guide online.
More free planning resources
- A customizable practice pro forma template in Excel.
- An example practice location analysis.
- A credentialing checklist for new and established groups.
What the checklist helps you plan
Use the checklist to track tasks, identify dependencies, and organize questions for your advisers and vendors.
- Tasks and sequencing: Identify what needs to happen, who owns each task, and what must be in place before the next step.
- Customizable planning tools: Add notes and target dates to the Excel checklist as your plan develops.
- Vendor and contract preparation: Organize questions and compare proposals against your practice’s needs.
- Payer participation: Plan for enrollment steps and potential panel restrictions. A checklist cannot guarantee access to a closed panel.
- Practice-specific requirements: Confirm the licensing, payer, operational, and other requirements that apply to your services and location.
- Progress checks: Revisit assumptions, dependencies, and costs before making commitments.
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