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The Essential List for a Successful Business

Posted 2 years ago      Author: Stephen

Running a successful business means keeping a lot of balls in the air at any given time. Before you even sit down with a client, you have to get all of the proper policies, procedures, and tools in place to ensure that things run smoothly.

When you make a mistake in the health care industry, the results can spell disaster. HIPAA fines are bad enough, but even worse is the possibility of accidentally hurting someone you’re trying to help when policies aren’t in place.

We don't want you to chance living the worst case scenario! So, this week, we’re bringing you a checklist of everything you should think about from the moment you decide to start a therapy business.

Not everything on this list will apply to you. Some of it you’ve probably already done, but some of those things might need updating. Either way, it’s always good to double check and make sure you haven't overlooked anything!

We have created a book on this very list! You can get a physical copy here or purchase in Apple iBooks

1. Come up with a name (ensuring uniqueness and domain availability) 24. CAQH (Council for Affordable Quality Healthcare)
2. Create electronic intake forms for clients 25. Get a professional email, the more personal, the better (e.g.
3. Find an accountant 26. Apply for in network status for insurances
4. Hire an employment attorney 27. Purchase (secure) online storage for your electronic documents
5. Get a Tax ID 28. Write your policies (employee, company, and client)
6. Find a Human Resources consultant 29. Order business cards
7. Form an LLC 30. Get mandated reporter training
8. Find a HIPAA consultant 31. Get an official business number (cell phone, office phone, or both)
9. Register your business with your county/state 32. Provide CPR/First Aid training
10. Find a Marketing consultant 33. Create brochures
11. Sign up for professional liability insurance 34. Provide Crisis Management Training
12. Open a separate business bank account 35. Order signs for lobby and doors
13. Sign up for general liability insurance 36. Create your website
14. Open a business PayPal account 37. Set up an Indeed account to help find new hires
15. Sign up for workers compensation insurance 38. Create a Facebook, Twitter, and LinkedIn account (and any other social media account where your potential clients are)
16. Create a logo 39. Order any office supplies you need - on a business account (computers, printers, phone system, paper, folders, dividers, pens, filing cabinets, etc).
17. Get a background check account 40. Purchase needed assessment supplies (vbmapp, ablls-r, aflls, vineland, ssis, etc)
18. Decide on consistent visual branding for everything you create (e.g. logo, signage, website, etc.) 41. Search for local events where you can promote your business
19. Get a fingerprints account with your local police 42. Sign up for clearing houses
20. Legally trademark your logo 43. Create a clinical database
21. Find appropriate office space 44. Get a Dun & Bradstreet D-U-N-S® Number
22. Create group NPI (National Provider Identifier) and individual NPIs for clinical staff 45. As you grow, purchase scheduling and payroll software
23. Get a labor law poster membership 46. Get cultural competency training
    47. Get a P.O. Box