Interactive checklist
Private Practice Setup Checklist for Therapists
Track the concrete setup work across license readiness, business setup, financial setup, insurance, NPI, CAQH, credentialing, forms, HIPAA-adjacent workflows, EHR setup, marketing, first clients, and ongoing operations.
Setup progress
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License readiness
Confirm independent practice eligibility
Check whether your current license allows independent private practice or requires supervision.
Business setup
Choose solo, group, cash-pay, insurance, or hybrid
Your model determines the formation, payer, billing, and setup timeline.
Register your business entity if needed
Save formation documents and keep names consistent across records.
Financial setup
Get an EIN and open business banking
Separate business finances before payer EFT and bookkeeping workflows start.
Insurance and malpractice
Buy malpractice coverage
Credentialing packets commonly need current malpractice policy details.
NPI and CAQH
Review Type 1 NPI and decide whether Type 2 is needed
Make sure NPPES data, taxonomy, addresses, and contact information are clean.
Create or update CAQH
Complete profile sections, upload documents, authorize payers, and attest on schedule.
Credentialing
Choose target payers
Build a payer list based on client demand, reimbursement, network status, and setup timeline.
Prepare credentialing packet
Collect license, NPI, CAQH, W-9, malpractice, practice location, EFT, and disclosure details.
Forms and policies
Prepare intake and billing policies
Include consent, privacy, fee, cancellation, insurance, balances, and payment policies.
EHR and billing
Configure EHR, telehealth, scheduling, and payments
Make sure clinical, scheduling, payment, claims, and reporting workflows all connect.
First-client workflow
Set an eligibility and benefits workflow
Confirm coverage, copay, deductible, coinsurance, authorization needs, and client responsibility.
Ongoing operations
Track claims, denials, balances, and credits
Billing needs monitoring after submission so revenue does not leak through stale claims or denials.
Want Bomi to handle this?
Bomi can help with credentialing and the billing handoff.
Use Bomi when you want help with CAQH, payer applications, attestations, effective dates, roster updates, credential management, and insurance billing.