Medical Start-up Process

We are committed to a successful start-up of your medical practice. We support various specialties including family practice, urgent care, cardiology, neurology, dermatology, OB/GYN, general surgery, pediatrics, internal medicine, pain management, diagnostic imaging, and ophthalmology. We will manage your start-up project for the duration of the long but rewarding process. We know what needs to be done, by who, and when. We connect you with other practitioners in your specialty for added support.

  • Don't go into any negotiations alone. That can get very expensive, very fast.
  • Don't hope that your contractor will keep track of all vendors and get everyone to be on schedule and on budget. That is far from realistic.
  • Do you need eyes and ears on a new construction or remodeling site? You can have ours!

We are as vested in the means as we are in the end. We want you to succeed, and we meet regularly to review the process and ensure that you are succeeding in the many steps that lead to Day 1 of your practice.

Fee: Our fees for start-up services vary depending on where you are in the process. Schedule a call, and we will give you a quote for which services/units you want us to take care of. Any third-party costs are the responsibility of the client and are not included in our fees.

If you are just starting out, we would start with a financial feasibility study. We will let you know which markets show increasing demand for your services and assess your competitive advantage in the market you choose. Next, we will introduce you to a financial adviser and one of our preferred demographic study firms. We will review your financial and demographic study data with you, as well as your pro forma business plan. If you require financing, we will connect you with industry specific lenders and assist you with preparing your borrower package.

We develop a timeline for your project and help you secure the relevant vendors, contractors, and real estate professionals. We will manage the vendors you contract with and have regular meetings with them. We will have scheduled weekly meetings with you to discuss the progress of your project and maintain open communication with you throughout the process. This phase has several components including:

Real Estate
In partnership with your realtor, we will prepare a letter of intent for a new or assumed lease. We can help review your documents for closing on a purchased property.

Floor plan, Office design, MEP design and permits
If you are building out a space or doing a major renovation, we will work with your architects to design the layout of your practice, and get construction permits.

RFPs and Contractor selection
We will help you prepare RFPs, and select the contractor for your building, build-out, and renovations as applicable.

Credentialing, Licensure, Accreditation
This is an important step that is tedious and time-consuming, but must be done right and as soon as possible. We will introduce you to the right national credentialing partner. We will monitor your credentialing application status weekly. A lot of data will be needed from you, and we will ensure that this process is timely and efficient. We will also provide you information to help you with obtaining your state license and relevant accreditation.

Local Hospital Privileges
We will assist you with obtaining practice privileges in hospitals near your practice.

Federal & State registration, 
We help you register your practice with the IRS and in your state.

We will help you determine the right IT solutions for your practice. We will connect you with EMR/HER vendors and schedule live demonstrations of their offerings. As part of your IT solution, we will discuss pre-scheduling apps that patients can use to schedule appointments and complete insurance verification before you open your doors. Multiple vendors will be required for IT, cabling, communication, and EMR/EHR.

We will introduce you to billing companies, educate you on fee schedules, revenue cycle management, and collections.

Policies, Procedures, & Compliance Manuals and Handbooks.
We provide you with a customized Policies & Procedures manuals and employee handbooks for your practice.

Equipment & Supplies
We will introduce you to vendors, obtain quotes, plan large equipment placement, review the vendor’s lists of supplies and equipment for the practice needs, and negotiate all contracts.

CLIA Lab Certification
We will help you identify the appropriate CLIA Lab certification level for your office. We will discuss the common tests you will be performing, and complete the application for certification that best meets your needs. We will also help with establishing accounts for outside testing labs such as LabCorp or Quest.

Interior Décor
Our interior decorators will help bring your vision to life in your practice space.

Accounting / Tax Services / Payroll
We will introduce you to industry-specific financial advisers, Quick Books professional, and accountants so that you can maximize revenue, manage your transactions, and reduce your tax burden.

Human Resources
We will create your job opening Ads, pre-screen and interview candidates with you. We will work with your accountant to set up your payroll, benefits, and total compensation packages.  We will assist in obtaining quotes for your staff’s insurance, retirement, and savings plans.

Our insurance partners can get you quotes for malpractice, business, general liability, and workers compensation, life insurance, death and disability policies which are financing requirements.

Merchant Services
We will help you set up secure payment equipment and services.

Practice Logo Design / Stationery / Print material
We will connect you with trusted vendors for your logo, digital branding, and print material.

Office Services
We will connect you with vendors, review quotes, and negotiate terms for:

  • Signage.
  • Answering service.
  • Reference lab accounts.
  • Waste management.
  • Scrubs/lab-coat supply.
  • Laundry service.

RCF (Remote Call Forwarding)
We can help you secure a phone number for your practice, well before opening because it would be required for your credentialing, marketing and contracts. Your IT vendor will port it to your communications infrastructure right before you open your doors.

Website, Search Engine Optimization, Social Media Promotion
We will connect you with website developers, marketing design, online advertising, and social media marketing vendors. You'll enjoy exclusive discounts with our recommended website developers. Additional processes include website hosting, print and postage and are paid directly to the vendors.

Opening Day Even Planning
We assist you with planning for your big day.