Knowing and overseeing the thousands of details required for a successful medical practice is not the only key to success. The key is to achieve the tasks in the proper sequence and to know which tasks are prerequisites for others. This helps keep your startup workflow on schedule, avoids costly delays, and prevents you from postponing important decisions that impact profits.

It is very easy to become tempted by the idea of saving a few dollars with a “do-it-yourself” practice. It can be done, however, this often costs physicians tens of thousands of dollars in missed revenue over the first few years of their practice.

For example:

If you do not get credentialed with the right carriers, it can cause you to miss two additional new patients per day for the first three months, which translates to $300 per day, or up to $6,000 per month of missed revenue.

With the right marketing plan, you might bring in three more patients per day for the first two or three years. Without it, you could cost yourself tens or even hundreds of thousands of dollars.

These examples are the price of relying on a standard practice startup checklist. Even the most comprehensive list can’t convey the timing and order in which certain tasks must occur, nor can it convey the value that comes with the experience of having set up medical practices for physicians in just about every healthcare specialty.

Whether you are fresh out of medical school residency, starting up a new medical practice, collaborating on a new group medical practice, or transitioning from an employed physician in a large health system to your own private practice, register for our workshop and we will guide you along the way through the complicated stages of medical practice launch and operations.


Pay Now or Apply For Financing. Average monthly payments are $99. *Payments may be more or less depending on personal credit. Credit scores of 515+ have high approval chances. 

7-Day Workshop Activities

Day 1: Getting Started

• Is Being An Entrepreneur For You?
• Why Small Businesses Fail
• What Are The Similarities of Successful Entrepreneurs?
• Accessing Your Skills, Education, and Experience
• Finding a Niche
• Buying a Business
• Buying a Franchise
• Types of Business Organizations
• Regulations To Check Out
• Protecting Your Ideas

Day 2 & 3: Start My Business

• How To Start & Run Your Business
• Business Setup (DONE FOR YOU)

Day 4: Run My Business

• Product/Service Basics
• Trademark & Copyrighting
• Business Plan Outline
• Your Office Space: To Lease or Not?
• Tax Information
• Business Insurance
• Employer Considerations
• Finding Employees

Day 5: Fund My Business

• Finding The Money You Need
• How to Write a Loan Proposal
• How Will Your Loan Request Be Reviewed?
• SBA Loan Programs
• Government Contracting Assistance
• The Surety Bond Guarantee Program
• The Small Business Innovation
• Research Program (SBIR)
• Disaster Assistance
• Local Sources Of Assistance
• Funding Account Setup (DONE FOR YOU)

Day 6: Market My Business

• Marketing Basics
• Marketing Research
• Competitive Analysis
• Marketing Plan
• Advertising and PR
• The Advertising Campaign
• Fifteen Ideas For Promoting Your Company
• Twelve High-Impact Marketing Programs
• Target Market
• Marketing Account Setup (DONE FOR YOU)

Day 7: Software & Vendors

• Agilis Business Management & CRM
• Software Training
• Chat
• Calendar
• Database
• Pipelines
• Phones
• Payments
• Flows
• Tracks
• Vendor Lists Provided

***Day 1 starts on a Monday.

***Workshop times available 8am, 10am, 12pm, 2pm, 4pm, 6pm, & 8pm EST.