Learn

  • DPC Frontier
  • DPC Conferences
  • DPC Nation
  • Facebook Groups
  • DPC Alliance
  • Regional DPC alliances
  • Docs 4 Patient Care Foundation
  • Doug Farrago's Guide
  • Julie Gunther's DPC business plan guide

Viability

  • Make sure your DPC practice is feasible
  • Consider working as an employed DPC physician
  • Check if there are any legal hurdles to DPC practices in your state
  • Do you have a means of acquiring patients initially?
  • Are you likeable?

Initial Decisions

  • Pick a business name for your practice
  • Pick a marketing name for your practice
  • Decide on your business hours
  • Decide whether to give your practice a specialist "flavor"
  • Decide whether to run a "pure" or "hybrid" practice

Pricing

  • Choose membership prices
  • Decide on a re-enrollment policy
  • Rx markups
  • Lab markups
  • Per-visit fee
  • Consider one-time cash-pay visits for non-members
  • Consider one-year contracts
  • Billing cycles

Scope of practice

  • Expand your mind
  • In-office dispensing
  • Joint injections
  • Minor procedures
  • Casting
  • Cosmetic procedures
  • OMT
  • Vaccines
  • Immigration/DOT physicals
  • Stress/VO max testing
  • Migraine treatments
  • Bone density testing
  • Body composition analysis
  • Travel medicine
  • plebotomy
  • CPAP/sleep testing
  • Coordination of hospital care
  • obstetrics

Incorporation

  • Determine what business structure is best for your needs
  • Draft Articles of Organization/Incorporation
  • Draft an operating agreement/bylaws for the company
  • Find a registered agent
  • Incorporate the business through your state
  • File a DBA with your state
  • Apply for your Employer Identification Number (EIN)

Forms

  • Patient Agreement
  • Release of Records form
  • Billing Authorization form
  • Patient History form
  • If hiring: Employee Contract
  • Optionally, run everything by a lawyer

Business

  • Draft a business plan
  • If you need a loan: do your research
  • Consider completing a small business workshop
  • Administration and Logistics
  • Set up accounting workflow
  • Hiring
  • If you have employees: set up payroll
  • Open a checking account for your business
  • Apply for a business credit card
  • Update your contact info with everyone!

Office

  • Think about your ideal space
  • Decide whether to buy, rent, or lease
  • Find a location
  • Arrange the front office space
  • Figure out the front-office check-in process
  • If you have employees: set up HR/payroll software

Insurance Opt-out

  • Decide when to opt out of Medicare
  • Complete an opt-out affidavit
  • Mail affidavit at the appropriate time
  • Find an Advance Beneficiary Notice of Noncoverage (ABN) form online
  • Notify the state Medicaid program that you would like to privately contract with patients
  • Private insurance

Vendors

  • Join one or more group purchasing organization (GPO)
  • If you're doing in-office dispensing: sign up with a wholesale medication distributor
  • If you're NOT doing in-office dispensing: help your patients save money at the
  • pharmacy
  • Establish a relationship with a lab
  • Establish a relationship with an imaging center
  • Establish relationships with other providers
  • eBay and Amazon

Website

  • Select a domain name for your website
  • Make a website for your practice
  • Set up email hosting

Software

  • Electronic health record
  • Membership management
  • Patient communication
  • Inventory management service
  • E-prescribing
  • E-faxing
  • Dictation software
  • Text expander/macros
  • Virtual assistant
  • Check out these other useful services: Dropbox, Rubicon, IntakeQ, FollowUpThen.

Insurance

  • Malpractice insurance
  • Worker's compensation
  • Disability insurance
  • Business interruption insurance
  • Commercial property insurance (if applicable)
  • Commercial auto insurance (if applicable)

CLIA

  • AKA how to avoid the need for CLIA compliance
  • Decide whether to do any in-office testing
  • To do CLIA-waived tests: file for a waiver
  • Consider offering physician-performed microscopy (PPM) services
  • Maintain best practices
  • Set up a reminder to renew your waiver every two years

HIPAA

  • Determine if you are a covered entity under HIPAA
  • Check for state laws regarding patient privacy
  • Complete a Security Risk Assessment
  • Draft a Notice of Privacy Policies (NPP)
  • Draft a Release of Records Authorization Form
  • Draft a Patient Consent Form
  • Gather and maintain proof of HIPAA compliance
  • Gather Business Associate Agreements

OSHA

  • If you have zero employees, you're done already!
  • Find a biohazard/waste disposal service near you
  • Follow best practices when dealing with hazardous chemicals/waste
  • Maintain a list of hazardous chemicals in your office
  • Buy a fire extinguisher and mount it on the wall
  • Put your employees through annual OSHA training
  • Know how to report incidents to OSHA
  • With more than 10 employees: draft an emergency action plan
  • With more than 10 employees do incident reporting and logging

Marketing

  • Practice teaching people about DPC
  • Create two Google My Business (GMB) profiles
  • Make a Facebook Page for your practice
  • Claim your profiles on online review sites
  • Get professional photos taken
  • Brainstorm ways to get free exposure
  • Get a logo
  • Custom printed stationery and marketing materials
  • Disseminate your marketing materials
  • Ask for referrals
  • Check for retiring physicians nearby
  • Network with other small business owners
  • Reach out to nearby self-insurance TPAs/brokers
  • Add your practice to the DPC Frontier mapper
  •  
  • Talk to the specialists you refer to
  • Consider paying for advertising
  • Make advertising partnerships
  • Set up a referral program