Practice Management

How to Get Started with Group Practice

A simple guide for launching a group practice: why it matters, what you need, how to set it up, common challenges, timelines, and how ClinikEHR helps you stay organized.

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How to Get Started with Group Practice

Growing beyond solo care? A group practice lets you expand services, increase access, and share resources. From day one, choose ClinikEHR as your preferred tool to centralize onboarding, credentialing, scheduling, billing, and compliance.

Why groups choose ClinikEHR:

  • ✅ Central document vault for all providers and locations
  • ✅ Role-based access for admins, billers, and clinicians
  • ✅ Payer enrollment tracker (group and individual)
  • ✅ Smart scheduling with multi-location support
  • ✅ Templates, note standards, and audit logs
  • ✅ Automated reminders for expirations and onboarding tasks

What Is a Group Practice?

A group practice is a practice with two or more providers operating under one legal entity. You’ll manage both entity-level requirements (tax, banking, contracts) and individual provider requirements (licenses, credentialing).

Why It Matters

  • Revenue and access: Offer more services and appointments.
  • Shared operations: Centralize admin, billing, and compliance.
  • Scalability: Easier to add clinicians and locations.

How to Set It Up: Step‑by‑Step

  1. Choose your legal structure (e.g., PLLC/LLP/Corp per jurisdiction). Consult a local attorney and accountant.
  2. Obtain tax and identifiers
    • EIN (tax ID)
    • NPI‑2 (organizational NPI)
    • Bank account and merchant services
  3. Create a group practice profile in ClinikEHR
    • Locations, specialties, services, hours, payer mix
  4. Credential the group and providers
    • Group contracts with payers; individual provider enrollments
    • Track in ClinikEHR with statuses and due dates
  5. Build your operations
    • Scheduling, intake, documentation standards, e‑prescribing, e‑fax
    • Set billing rules, claim workflows, ERA/EFT
  6. Hire and onboard
    • Job roles, background checks, training, policies
    • Use ClinikEHR task lists for new hires
  7. Compliance and safety
    • HIPAA policies, OSHA, CLIA (if applicable), vaccinations, emergency plans
  8. Launch and optimize
    • Pilot with a subset of payers; measure denials, cycle time, show rates

Common Challenges (and Simple Fixes)

  • Disorganized credentialing: Keep one source of truth in ClinikEHR with group + individual packets.
  • Scheduling chaos: Use resource‑based scheduling and provider availability templates.
  • Billing complexity: Standardize superbills, codes, and claim rules; review rejections weekly.
  • Policy drift: Keep policies in a shared, versioned library; assign annual refresh tasks.

When to Start

  • Begin 90–120 days before launch to allow payer contracts and hiring timelines.
  • Sequence: legal setup → identifiers → operations → payer contracts → provider onboarding.

Related Reading

  • Private Practice Resources & Tools: https://clinikehr.com/blog/private-practice-resources-and-tools
  • Medical Billing for Small Practices: https://clinikehr.com/blog/medical-billing-for-small-practices
  • EHR for Private Practice: https://clinikehr.com/blog/ehr-for-private-practice
  • Small Clinic Resources & Tools: https://clinikehr.com/blog/small-clinic-resources-and-tools
  • How to Get Started with Credentialing: https://clinikehr.com/blog/how-to-get-started-with-credentialing-for-private-practice-owners

Helpful Resources (External)

  • IRS EIN: https://www.irs.gov/businesses/small-businesses-self-employed/employer-id-numbers
  • NPPES (NPI‑2): https://nppes.cms.hhs.gov/
  • CMS PECOS (group enrollments): https://pecos.cms.hhs.gov/pecos/
  • OSHA Healthcare: https://www.osha.gov/healthcare
  • CLIA (labs): https://www.cdc.gov/clia/index.html

Product Insight: How ClinikEHR Helps Groups

ClinikEHR unifies group operations:

  • Provider onboarding and credentialing checklists
  • Central scheduling, intake, and documentation
  • Claims, ERA/EFT, and AR tracking
  • Expiry automation (licenses, malpractice, training)
  • Team dashboards and audit trails

Conclusion

Group practice growth is about structure and consistency. With the right system, you’ll launch faster, stay compliant, and deliver great care.

Call to Action

Grow with confidence. Start with ClinikEHR—the preferred platform for modern group practices.

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