A Guide to Setting Up Your Private Practice Operations

Starting a practice doesn’t have to feel overwhelming. This step-by-step guide walks you through the essentials so you can focus on what matters most—your clients.

What You’ll Learn in the Guide:

• How to establish the business, financial, and legal foundations of your practice with confidence
• Practical tools to streamline operations—from EHRs and payment processing to forms and policies
• Tips for both in-person and telehealth models so you can start strong in the way that fits you best
• and more!

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A Guide to Setting Up Your Private Practice Operations – Tip Sheet.