Checklists and Guides
Latest in Checklists and Guides
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.
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.
New medical practice checklist: Here’s how to get started
Make starting a medical practice easier with this checklist.
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.
The ultimate how-to guide to optimize and increase margins 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
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.
Guide to creating a sliding fee scale (with free worksheets)
Step-by-step instructions on how to create a sliding fee scale so you can provide affordable services to patients in need.
Free SEO for medical practices checklist
Review the tasks that can help you reach patients and prospects with this SEO for medical practices checklist.
11 medical practice website must-haves (+ free checklist)
What’s your medical practice website missing? Here are 11 must-haves — plus a free checklist to track your progress.
Grow your independent practice in 2023: The practice growth checklist for medical providers
Use this helpful checklist to review your current growth actions and develop a comprehensive, proactive growth strategy for 2023 and beyond.