The Intake

Insights for those starting, managing, and growing independent healthcare practices

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.

Latest in Checklists and Guides

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.

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.

a parent with a child who illustrates starting a medical practice checklist
a parent with a child who illustrates starting a medical practice checklist
New medical practice checklist: Here’s how to get started

Make starting a medical practice easier with this checklist.

Physician using stethoscope and using clinic equipment on patient
Physician using stethoscope and using clinic equipment on patient
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
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
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.

Sliding scale fee therapy
Sliding scale fee therapy
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.

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.

Doctor and daughter looking at how to start a medical practice website checklist
Doctor and daughter looking at how to start a medical practice website 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.

Female practice owner looking at computer for their practice growth checklist.
Female practice owner looking at computer for their practice growth checklist.
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.

patient feedback
patient feedback
The ultimate guide for medical practice growth in 2023

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

Get expert tips, guides, and valuable insights for your healthcare practice