BH Practice Startup Checklist — Complete 2026 Guide

Phase 1: Legal + Business Setup (Weeks 1-4)

1. Business entity formation (LLC or PC recommended for solo, PLLC for multi-provider)
2. EIN from IRS
3. State business license + registration
4. Professional license verification (clinician + business)
5. Malpractice insurance ($1M/$3M standard)
6. General liability insurance
7. NPI (National Provider Identifier) — Type 1 individual + Type 2 organization

Phase 2: Credentialing (Weeks 4-24)

1. CAQH ProView profile complete
2. Panel applications submitted (10-15 top panels)
3. State Medicaid enrollment
4. Medicare enrollment (if serving 65+)
5. Insurance panel contracts negotiated + signed

Phase 3: Technology (Weeks 4-8)

1. EHR selection (TherapyNotes, SimplePractice, CentralReach, AdvancedMD)
2. Practice management software
3. Billing service selected (in-house vs outsource)
4. Payment processor (Stripe, Square)
5. Telehealth platform (compliant, HIPAA-BAA)
6. Phone system (HIPAA-compliant like RingCentral, OpenPhone)
7. Fax service (SRFax, Doximity)

Phase 4: Compliance (Weeks 4-8)

1. HIPAA policies + procedures document
2. BAAs with all vendors (EHR, phone, fax, billing)
3. Consent forms (initial, telehealth, minor treatment)
4. ROI (Release of Information) forms
5. Privacy policy + Notice of Privacy Practices
6. Security risk assessment

Phase 5: Marketing (Weeks 8-12)

1. Website launch
2. Google Business Profile
3. Psychology Today profile
4. TherapyDen profile
5. Insurance panel directory listings
6. Referral relationships with PCPs
7. Social media presence (LinkedIn + IG)

Phase 6: Operations (Weeks 8-12)

1. Office space or telehealth-only decision
2. Furniture + supplies (if physical space)
3. Front desk / admin coverage
4. Billing service onboarding
5. Financial systems (accounting, tax)

Phase 7: First Patients (Weeks 12+)

1. Insurance verification workflow
2. Intake process + forms
3. Session documentation templates
4. Progress note review process
5. Denial recovery process

Revenant Care can handle Phases 2 + 3 (billing) + 5 (SEO) · Pricing

– KD, Revenant Care