Checklists and Guides

Grow your medical practice, attract more patients, and enhance operational efficiency with our free, accessible guides. Get checklists for streamlined operations, discover strategies for a robust online presence, explore tips on practice automation, and more.
Cybersecurity in healthcare
Cybersecurity in healthcare
Cybersecurity in healthcare guide: Stop, respond, recover

This guide equips providers with the best knowledge and tools to navigate the complex world of cybersecurity in healthcare.

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Latest in Checklists and Guides

The ultimate guide for medical practice growth in 2024

Use these practice growth digital strategies to increase patient volume and enrich every patient’s overall experience.

A female doctor wearing a white coat and glasses sits at a desk using a laptop while writing notes on a clipboard in a bright medical office.
A female doctor wearing a white coat and glasses sits at a desk using a laptop while writing notes on a clipboard in a bright medical office.
RCM software selection guide

Not all RCM software is right for your practice. We break down what to look for in this RCM software guide.

starting a medical practice
starting a medical practice
How to start a new medical practice: The definitive guide

If you’re considering opening a practice and want step-by-step instructions to guide you through the process, you’ve found the right resource.

medical clinic office equipment
medical clinic office equipment
Medical clinic office equipment: A checklist for your practice

The right medical office equipment can help you enhance efficiency, reduce waste, and optimize resources. Use this checklist to get started.

physician smiling and speaking to practice staff member
physician smiling and speaking to practice staff member
How to optimize margins and increase revenue at your medical practice

Learn how to optimize your practice’s operations — which can help you improve your financial performance, provide exceptional patient experiences, and make your business more profitable.

Get expert tips, guides, and valuable insights for your medical practice
a provider who uses medical billing automation for clean claims
a provider who uses medical billing automation for clean claims
A guide to medical billing automation and revenue cycle management for your independent practice

Streamline your billing process and claims management to reduce claim denials, minimize reimbursement delays, and shorten payment cycles.

Medical practice manager looks at a medical practice growth checklist online
Medical practice manager looks at a medical practice growth checklist online
Medical practice growth checklist for 2026: Proven ways to grow your private practice

Discover practical, step-by-step ways to grow your private medical practice in 2026.

Physician looking at tablet learning about Google My Business for doctors
Physician looking at tablet learning about Google My Business for doctors
Google Business Profile step-by-step basics for healthcare practices

Here’s how to create your Google Business Profile to interest patients in your practice.

helping retirees navigate the medical system
helping retirees navigate the medical system
A guide for helping retirees navigate the healthcare system

The US Healthcare system can be challenging for many patients, especially retirees. Learn how to assist older patients with medicare and other medical challenges.

Medical practice manager works on healthcare conversion rate optimization on laptop computer
Medical practice manager works on healthcare conversion rate optimization on laptop computer
A guide to conversion marketing for healthcare practices

Learn how you can get potential patients to take the next steps on your practice website.

graphic for seo for medical practices
graphic for seo for medical practices
Free SEO for medical practices checklist

Review the tasks that can help you reach patients and prospects with this SEO for medical practices checklist.

How to start a mental health private practice
How to start a mental health private practice
How to start a mental health private practice: A step-by-step guide

As a mental health professional, you’ve probably asked yourself, “How do I start a private practice?” Access key considerations and tips around establishing your own business.

patient recall meaning
patient recall meaning
From checkup to follow up: A guide to effective patient recall with free templates

Follow-up appointments are an important part of patient retention and quality care. Here’s why they matter — and 4 templates to use when you reach out to patients.

Graphic depicting therapist moving and counseling practice relocation checklist
Graphic depicting therapist moving and counseling practice relocation checklist
Relocation checklist for your counseling practice

The groundwork you lay before leaving your home state is critical.

Mandated reporting for therapists is a challenging part of ethics as a private practitioner.
Mandated reporting for therapists is a challenging part of ethics as a private practitioner.
The ethical private practitioner, part 1: Navigating high-stakes decisions

All healthcare professionals experience doubts about the “right” course of action.

national women physicians day
national women physicians day
National Women Physicians Day: Celebrating contributions and achievements

Celebrate National Women Physicians Day by honoring the groundbreaking contributions of women in medicine, recognizing their challenges, and taking action to create a more equitable future in healthcare

Master private practice management ethics to build patient trust and practice success.
Master private practice management ethics to build patient trust and practice success.
The ethical private practitioner, part 2: Building ethical systems that last

In a solo practice, you often have to make high-stakes decisions in real time.

medical billing process
medical billing process
How to get paid more and faster by improving your medical billing process

By following best practices for medical billing, you can reach your profit potential.

nurse practitioner with patient
nurse practitioner with patient
A state-by-state breakdown of nurse practitioner practice authority laws

What you need to know about how your state defines and regulates nurse practitioners.

Physician smiles in office while reading holiday season checklist for independent practices
Physician smiles in office while reading holiday season checklist for independent practices
The holiday season checklist for independent practices: Essential steps for ending the year strong

Streamline your independent practice’s year-end tasks with this checklist that covers everything from patient records to marketing strategy.

A male doctor in a white coat discusses paperwork with a male patient at a desk, both appearing engaged and focused. Natural light streams through the window behind them, creating a bright and calm setting.
A male doctor in a white coat discusses paperwork with a male patient at a desk, both appearing engaged and focused. Natural light streams through the window behind them, creating a bright and calm setting.
Sliding fee scale: Ensuring affordable healthcare access

A sliding free scale is a pricing system where the cost of a product or service is adjusted based on a customer’s ability to pay, typically determined by their income.

Smiling male doctor with a beard and glasses, wearing a white coat and stethoscope, sits at a desk typing on a computer in a well-lit office.
Smiling male doctor with a beard and glasses, wearing a white coat and stethoscope, sits at a desk typing on a computer in a well-lit office.
2025 MIPS and MACRA updates: A guide for clinicians and medical billers

Discover critical 2025 MIPS and MACRA updates affecting your practice’s reimbursement, performance thresholds, and scoring changes you need to know now.

patient no-show policy
patient no-show policy
Write the best no-show policy for your practice (and patients)

A strong no-show policy not only reduces late and no-show appointments but protects your practice revenue and patient relationships. Here’s how.

Retiree on Medicare asks healthcare provider what is an accountable care organization
Retiree on Medicare asks healthcare provider what is an accountable care organization
What is an Accountable Care Organization? A provider’s guide

Accountable Care Organizations (ACOs) are groups of healthcare providers and hospitals that come together to coordinate care for Medicare patients.

a Black doctor using a tablet to take steps to protect patient privacy
a Black doctor using a tablet to take steps to protect patient privacy
4 steps to protect patient privacy you can implement right now

Regulatory compliance, internal audits, secure software, and patient education are all foundational to protect patient privacy.

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