ADVANCED (See BASIC portion below)

Quality Assurance Program

  • Do I need to have one?
  • If an insurance company asks for one, what should I do?
  • How can IndeFree give me one in 20 minutes?
Medical records

  • Is there an easy way to manage medical record requests?  Is it important?
  • How much should I charge for a request?

  • Is there really a WRONG way to format my scheduling of patients?
  • How many patients should I be SCHEDULING a day?
  • How many patients should I be TREATING a day?
  • How do I TRACK this on a weekly basis? daily?
Human Resource

  • How do I find a good receptionist? PT? Technician?
  • How much should I pay employees?
  • Should I give benefits?
  • Why should I use a “Performance-Based Compensation Program”?

  • Are there tools to make my practice easier to run?
  • Is there really such a thing as an “automated” practice?

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BASIC Administrative Secrets

Banking & Accounting

  • What type and how many bank accounts should I have?
  • Who should have check writing privileges?
  • Do I need a CPA (certified public accountant)?  What services do I need?
  • Do I need a merchant account?
  • How should I collect payments at my front desk?
  • Who should make deposits?



  • How should I track my expenses and revenue?  Are there tools to make it easier?
  • Should I use software, and if so which one?
  • Who should reconcile my bank accounts?
  • What’s the best way to know how much I’m profiting?
  • What’s the best way to organize my receipts?

  • What’s the easiest way to stay compliant?
  • Should I use a sign-in sheet?
  • Do I need private treatment rooms that are walled?
  • What forms and documents are required?

  • Who should handle my payroll?
  • How much are employer taxes?
  • Is there a way to lower my taxes?
  • If I use an outside service to process payroll, what’s a reasonable fee?



  • How should I order supplies?
  • Should I use a “purchase order” system?
  • How should I track “ordered” and “received” items?
  • What’s a good office supply store?
  • What’s a good clinical supply company?


Permits & Insurances

  • What type of PERMITS do I require for my practice?
  • What type of INSURANCES do I require?
  • Who should maintain them?


Insurance Credentialing

  • How do I get on insurance plans?
  • What’s required to get on the major plans like Blue Cross, Aetna, etc.?
  • Who should organize and maintain these contracts?


Human Resource

  • What’s required of me to start using employees?
  • Do I have to pay the government to use employees?
  • Is there a right way to RECRUIT & HIRE an employee?
  • Is there a right way to FIRE an employee?