Free Resource
The launch checklist.
Every line item we run through before we hand an agency the keys. Use it to audit your own launch — or hand the whole thing to us.
— i.
Website & Online Presence
- —Professional, mobile-responsive website
- —Clear service descriptions for each offering
- —Prominent contact information and CTAs
- —HIPAA-compliant contact and intake forms
- —Google Business Profile claimed and optimized
- —Consistent NAP (Name, Address, Phone) across directories
— ii.
Referral Marketing
- —Identify top 50 potential referral sources in your area
- —Create referral source one-sheets for each service line
- —Develop a visit schedule for community liaisons
- —Build a referral tracking system
- —Create ‘We Care’ leave-behind materials
- —Follow-up process for new referral relationships
— iii.
Compliance & Documentation
- —HIPAA policies and procedures in place
- —Employee training documentation
- —Patient consent forms updated
- —Incident reporting procedures established
- —Quality assurance program documented
- —Emergency preparedness plan created
— iv.
Business Operations
- —LLC or corporate entity properly formed
- —State licensing obtained and current
- —NPI number registered
- —Medicaid / Medicare enrollment completed
- —Professional liability insurance secured
- —Accreditation timeline established
— v.
Branding & Materials
- —Professional logo and brand guidelines
- —Business cards for all team members
- —Branded email signatures
- —Service brochures and flyers
- —Social media profiles created
- —Patient-facing educational materials
— vi.
Policies & Procedures
- —State-specific operational policies
- —Clinical policies and procedures
- —HR and employee handbook
- —Infection control procedures
- —Patient rights and responsibilities
- —Grievance and complaint procedures