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.
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

provider taking advantage of AI healthcare trends
provider taking advantage of AI healthcare trends
From scribe to strategist: 5 AI trends reshaping private practices

Artificial intelligence in healthcare is evolving beyond simple task automation.

Top challenges mental health practitioners face — and how to overcome them
Top challenges mental health practitioners face — and how to overcome them
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.

navigating GLP-1 drug coverage
navigating GLP-1 drug coverage
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.

Physician smiles after reading about HIPAA cybersecurity resources
Physician smiles after reading about HIPAA cybersecurity resources
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.

solo private mental health practice as a parent
solo private mental health practice as a parent
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.

Get expert tips, guides, and valuable insights for your medical practice
HIPAA exceptions
HIPAA exceptions
HIPAA’s surprise exemptions: What you need to know

Common misconceptions about HIPAA’s scope can lead to issues and non-compliance.

Medical billers exchange a high-five while engaging in networking for medical billing companies
Medical billers exchange a high-five while engaging in networking for medical billing companies
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.

Independent physician protecting patient data
Independent physician protecting patient data
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.

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

what are the 3 rules of hipaa
what are the 3 rules of hipaa
What are the 3 rules of HIPAA?

Together, these rules create a comprehensive framework for safeguarding protected health information and ensuring compliance.

HIPAA privacy rule
HIPAA privacy rule
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.

HIPAA security rule
HIPAA security rule
HIPAA Security Rule checklist: Safeguarding patient data

The HIPAA Security Rule sets national standards for protecting electronic protected health information.

Physician reads on computer about HIPAA breach notification rule
Physician reads on computer about HIPAA breach notification rule
The HIPAA Breach Notification Rule: What to do when the unthinkable happens

Protect your practice and patients: Learn the critical steps for handling HIPAA breaches and maintaining trust.

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.

Counselor leads session in office after deciding between in-person vs virtual practice
Counselor leads session in office after deciding between in-person vs virtual practice
Owning an in-person vs. virtual practice

Discover the advantages and challenges of both in-person and virtual counseling practices to make an informed decision.

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.

How to buy medical supplies, medicines, and vaccines
How to buy medical supplies, medicines, and vaccines
Optimizing costs: How to buy medical supplies, medicines, and vaccines

There’s an expensive way to equip your office — and there’s a budget-friendly way to equip your office.

nurse practitioner collaborative agreement
nurse practitioner collaborative agreement
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.

mental health awareness month
mental health awareness month
Mental Health Awareness Month: How providers and other healthcare industry professionals can take care of their well-being

This Mental Health Awareness Month, learn practical tips on managing stress, preventing burnout, and ensuring top-notch patient care through personal well-being.

State-by-state NP laws
State-by-state NP laws
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.

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.

MACRA MIPS updates guide
MACRA MIPS updates guide
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.

Medical practice owner types policy guidelines for terminating a patient relationship
Medical practice owner types policy guidelines for terminating a patient relationship
Terminating a patient relationship: A guide for practices and providers (includes sample letters)

Terminating a patient relationship is never easy but sometimes necessary. Here are best practices you need to know, plus sample letter templates.

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.

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.

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