Administrative Checklist for Starting a DPC Practice

Set up accounting workflow

Quickbooks, Freshbooks, and Zoho are a few good options. Keeping track of all business expenses from the get-go will make life easier down the road. Make an effort to only buy things with your business credit/debit card, not a personal card.

Hiring

It easier than ever to post a job online and start hearing from candidates. Indeed and ZipRecruiter are easy to use and have a high success rate.

If you have employees: set up payroll

Gusto is excellent for this. A couple other options are Zenefits and Quickbooks. Any of these will make it easy to add new employees, set compensation schedules, and generate required tax documents when the time comes.

Open a checking account for your business

You'll likely need your business's EIN and Articles of Incorporation/Organization. For an LLC, some banks may also require a copy of your Operating Agreement.

Apply for a business credit card

It's sometimes useful to have a line of credit available early on when your cash flow is minimal. It's also may be beneficial to building your business credit score if you expect to need loans at some point.

Update your contact info with everyone!

Once you've found a physicial location (see "Location") and set up your email hosting (see "Website"), tell people your new information! Update nearby hospitals and private practices, the DEA, state pharmacy board, state licensing office, city business licensing office, local labs and radiology centers, and anyone else in the medical community who knows you. You don't want referred patients or requisitioned lab results ending up at your old employer's office instead of your own.

This is also a great way to start a conversation with other doctors about DPC.

Administrative Checklist for Starting a DPC Practice

Administration and Logistics