New Practice Checklist

Institutional Checklist

• Contract
• Privileges
• Medical School Appointment

Private Practice

• Office location
• Staff
• Surgery Block time
• FGP/Insurances
• Office Function

• OR Booking/Admissions
• OR locker/Scrubs
• iChart/Medical Records
• Stationary/Cards
• Computers/Fax/Copier/Scanner
• Phones/Phone lines
• Credit card machine
• Postage/Postage Machine
• Receipt books
• Phone message books
• Phone service
• Transcription service/EMR (SRS)
• Xray
• Institutional Referral Network
• Web presence
• Announcements (patients/MDs)
• Address changes/New Addresses

• State Licensing
• DEA
• ABOS
• AAOS
• All insurance companies

• New prescriptions
• For HR, acquire all medical records before hand (immunizations)
• Branding