Essential Steps to Start a Successful Cash-Based Therapy Practice
LeBauer Consulting
The CashPT Checklist
2 www.CashPTblueprint.com
Business Set Up
State License to practice Physical Therapy
City and/or State Business License (healing art or art of healing license)
Business Entity Status: LLC, PLLC, S-Corp, etc
Business Name or DBA
Liability Insurance
o Individual & General Liability (slip & fall) for your physical location
Permits for signage
Building inspection
LeBauer Consulting
The CashPT Checklist
3 www.CashPTblueprint.com
Location & Operations
Payment Policy
Cancellation & No Show Policy
Rental or Sublease Agreement
If no physical location – Mailing Address
o P.O. Box vs. Your Home Address
Telephone Number & Service Installation
Internet Service Installation
Business Checking & Savings Account
o Order Checks
Computer, Tablet, and/or Smartphone
Credit Card Processing – I use GoCardConnect
Documentation System – I use The CashPT Toolkit and Google Suite for my EMR
o EMR or Handwritten SOAPS
o Informed Consent
▪ Treatment, Photographs, Communication
o Privacy Statement
o Medicare Beneficiary Consent
LeBauer Consulting
The CashPT Checklist
4 www.CashPTblueprint.com
Marketing
Business Logo
Website/Blog
Google Local Listing – for more info see Dominate Google eBook
Yahoo/Bing Local Listings
Local Non-Paid Phone Book Listing
Business Cards
Email Marketing & Auto-Responder Service – I use Active Campaign
List of contacts (including phone #’s & email addresses) in your community
o Fitness Pros, Yoga/Pilates Instructors, Personal Trainers, Faith
Community, Physicians, etc
LeBauer Consulting
The CashPT Checklist
5 www.CashPTblueprint.com
The CashPT Blueprint
If You Liked This Checklist, I’m Sure You’ll Love The CashPT Blueprint
The CashPT Checklist is just 1 of the many resources and “Done For Your”
documents included as part of your investment in The CashPT Blueprint
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Bonuses:
o The CashPT Toolkit
o “Do You Take My Insurance” Training & Script
o Google Apps/G Suite for Your EMR
o Medicare & Cash Pay Physical Therapy Training
o 3 Month Guest Pass: Aaron’s Mastermind & Coaching Group
▪ Live Monthly Master Classes
▪ Private Facebook Group
▪ Office Hours
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