9 Step Roadmap To Practice Success


Every practice and practitioner is different but there are business basics you need to follow to keep your practice afloat, and frankly make your life easier. These 9 steps provide the beginning framework to further you down the road of practice success!.

Step 1: Your first decision is to determine if you want to work as an solo practitioner or as part of a multi-disciplinary practice. There are benefits to both but ultimately, it’s your personal choice.

Step 2: Get business cards, a website and other marketing materials. It’s important to establish a professional identity and marketing materials play a huge role in accomplishing this.

Step 3: Gather your patient and clinic forms, and make sure that they are HIPAA compliant. You will need a new patient health history form, HIPAA consent form, report of findings and care plan form, your daily chart notes and a re-evaluation form.

Step 4: Determine the type of billing and/or practice management system you want to use. You can look into software programs such as: Trigram, Gingko or Acubase. These are excellent tools and each one has different bells and whistles.

Step 5: Determine what you would like to do for initial outreach. Doing screenings at health fairs, offering health care classes at community centers and holding open houses with other local health practitioners are some strategies that work.

Step 6: Referrals can be the best form of advertising. Reach out to local health care practitioners and let them know about your presence and practice focus. Setting up a network appreciation event and inviting these practitioners can be an effective networking strategy.

Step 7: Decide how you want to structure patient visits. It’s easy to just say, “Come back next week…” But it’s better for business to get your patients pre-scheduled for a series of visits. Let them know that you will work with them initially for about 6-8 visits and then re-evaluate their progress and make suggestions regarding their ongoing care plan. It is very important to have a patient visit protocol system in place.

Step 8: Track your financing. You can do your own bookkeeping and accounting, outsource it or use a billing software.

Step 9: Develop internal and external marketing systems that you can consistently implement throughout the year. There is a 60-25-15 rule in business. The rule says: 60% of your marketing efforts should go towards retaining and marketing to your existing patients (through patient appreciation days, health classes, sending out newsletters, referral generator cards, etc), 25% should go towards getting new patients and 15% should be invested in getting back inactive patients.