Checklists and Guides
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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Top Articles and Resources
Latest in Checklists and Guides
Top challenges mental health practitioners face — and how to overcome them
Mental health is complex and its treatment requires the well-being of the providers involved.
Collaborative agreements for nurse practitioners: What you need to know
In the first edition of our compliance column “The Regulatory Review,” discover how practice agreements could impact the scope of medical care nurse practitioners provide.
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.
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.
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.
No-show policy for your practice: A complete guide
A strong no-show policy not only reduces late and no-show appointments but protects your practice revenue and patient relationships. Here’s how.
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.
A guide to conversion marketing for healthcare practices
Learn how you can get potential patients to take the next steps on your practice website.
The ethical private practitioner, part 1: Navigating high-stakes decisions
All healthcare professionals experience doubts about the “right” course of action.
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.
Automation readiness checklist for independent medical practices
Not all automation saves time. Use this checklist to assess your practice’s readiness, reduce administrative burden, and improve efficiency with the right systems.
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.
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.
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.
Free SEO for medical practices checklist
Review the tasks that can help you reach patients and prospects with this SEO for medical practices checklist.
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.
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.
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.
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.
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.
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.
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.
Relocation checklist for your counseling practice
The groundwork you lay before leaving your home state is critical.
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
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.

















































