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.
Subscribe to get more updates, news, and tips straight to your inbox
Subscribe to get more updates, news, and tips straight to your inbox
Top Articles and Resources
Latest in Checklists and Guides
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.
Patient follow up template: A practical guide for practices
Build a stronger patient follow-up process with proven strategies, best practices, and 4 free templates for letters, calls, forms, and email.
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.
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.
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.
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 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.
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 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.
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.
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.
A guide to conversion marketing for healthcare practices
Learn how you can get potential patients to take the next steps on your practice website.
Navigating GLP-1 drug coverage: How physicians can support patients as requirements evolve
GLP-1 drug coverage is highly variable, which makes it difficult to track what payers do — and do not — cover.
Cost-effective HIPAA cybersecurity training for medical practices
Discover free and low-cost HIPAA cybersecurity resources to protect your practice from costly data breaches and compliance penalties.
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.
Relocation checklist for your counseling practice
The groundwork you lay before leaving your home state is critical.
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.
The ethical private practitioner, part 1: Navigating high-stakes decisions
All healthcare professionals experience doubts about the “right” course of action.
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.
Balancing a solo mental health practice and parenthood
The excitement and strain of running a private practice serve as a double-edged sword for parents.
HIPAA’s surprise exemptions: What you need to know
Common misconceptions about HIPAA’s scope can lead to issues and non-compliance.
Networking tips for medical billing companies
Discover proven networking strategies to grow your medical billing company’s client base, build industry connections, and generate valuable referrals.
HIPAA and PHI: A practical guide for healthcare providers
Learn how your practice can protect patient data, maintain HIPAA compliance, and avoid costly penalties with this step-by-step guide.
What are the 3 rules of HIPAA?
Together, these rules create a comprehensive framework for safeguarding protected health information and ensuring compliance.
The HIPAA Privacy Rule: Protecting patient information in the digital age
Adhering to the HIPAA Privacy Rule is both a legal obligation and an ethical imperative.



















































