Resource library
Playbooks and checklists for independent practices
Every resource here is a self-contained, actionable playbook — not a lead-capture form. Print, share, and use in vendor meetings.
Startup playbook
Independent practice startup checklist
Opening an independent practice typically takes 9–12 months from decision to first patient. This checklist sequences the ~120 tasks that matter, grouped into six phases — legal entity, credentialing, real estate, technology, staffing, and go-live.
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Compliance
HIPAA self-assessment for independent practices
This self-assessment covers the HIPAA Security Rule, Privacy Rule, and Breach Notification Rule requirements applicable to a typical independent practice. It is not a substitute for a formal risk assessment, which HHS requires annually and after any significant change.
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Risk management
Malpractice insurance comparison guide
Choose occurrence-based malpractice when you can — it eliminates the tail coverage problem. If you must accept claims-made (common for hospital employment or specialty markets), model tail cost as 150%–250% of the final year's premium. Never let coverage lapse; even a one-day gap can create uninsured exposure.
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Corporate & M&A
Independent practice valuation guide
Independent practices typically transact at 3x–7x normalized EBITDA depending on specialty, growth, and buyer type. MSO buyers pay higher multiples than internal buy-ins. Normalizing EBITDA means adding back owner comp above market, personal expenses, and one-time items — this is where most disputes happen.
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Financial operations
Practice financial health dashboard
Twelve metrics — reviewed monthly — tell you whether an independent practice is healthy. Anything else is decoration. This resource defines each metric, provides an MGMA/HFMA-anchored benchmark range, and gives a spreadsheet formula.
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Growth
Patient acquisition playbook for independent practices
For most independent practices, 60%+ of new patients come from four channels: Google Business Profile, in-network directory listings, physician referrals, and word-of-mouth. Master those before you touch paid ads. Reactivation of lapsed patients is the cheapest new-visit dollar available.
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People operations
Employee handbook template for independent practices
An employee handbook is not optional for medical practices. This template covers the 12 sections HR and healthcare attorneys expect: employment at-will, HIPAA, OSHA, time-off, discipline, harassment, social media, dress, benefits, safety, technology, and acknowledgment. Have a licensed employment attorney in your state review before use.
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Facilities & real estate
Office build-out and lease workbook
Medical build-outs typically run $150–$400 per usable square foot depending on plumbing, mechanical, and imaging needs. Always demand a healthcare-experienced GC. Negotiate at least $40/sf TI allowance on a 5-year lease and confirm permit timelines before signing — most delays are permitting, not construction.
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