Planning

• Provision of vendor listing for practice establishment services (real estate brokerage, medical design, relocation, financial planning, tax & accounting, equipment leasing, etc.)
• Market Analysis for planned location of practice
• Payor Analysis for planned location of practice
• Preparation of a Statement of Needs and Projections of Revenue and Expenses for a 36 month period

Personnel

• Determine number and type of employees needed 
• Identify sources of qualified applicants
• Recruit employees, perform initial screening and reference checks
• Develop personnel policies and procedures
• Recommend personnel compensation  
• Provide on-site training
• Develop OSHA Exposure Control Plan; Provide initial OSHA training
• Develop Privacy Policies; Provide initial privacy training

Financial Systems and Controls

• Develop financial projections to facilitate bank financing
  
• Recommend bookkeeping and billing systems
  
• Establish insurance claims filing system
  
• Define accounting/tax requirements
  
• Establish financial controls
  
• Establish collection policies including collection system, letters and follow-up
  
• Establish billing and collections compliance plan and provide training
  
• Simplify insurance billing

Managed Care Participation

• Apply for insurance provider numbers
• Assess viability of participation in managed care organizations
• Review of managed care contracts
• Negotiations with managed care organizations
• Assessment of financial risk (capitation) reimbursement plans
• Review of utilization management, utilization review and quality assurance guidelines
• Review of provider manuals
• Development of practice guidelines and procedures for participation in specific managed care programs

Medical Records

• Recommend filing systems, equipment, supplies, forms and filing policies
• Assessment of electronic records systems
• Provide HIPAA Privacy  and Security Rule training and supporting policies/forms

Patient Scheduling

• Develop appointment schedule
• Recommend appointment policies and procedures

Patient Scheduling

• Develop appointment schedule
• Recommend appointment policies and procedures

Practice Marketing

• Develop recommendations for a two to three year business plan
• Recommend marketing techniques

Facilities and Equipment

• Review floor plan
• Recommend equipment needs
• Establishment and linking of multi-site locations