Therapy Practice Launch Checklist
A step-by-step checklist for licensed therapists launching a private practice — from credentialing to scheduling to client acquisition.
Therapy Practice Launch Checklist This free checklist covers 18 items across 4 sections to help you complete every step without missing anything. Browse all scheduling checklists.
Your Checklist
18 items across 4 sections
1Licensing & Credentialing5 items
- State license current and verified
- NPI number obtained
- Insurance panel applications submitted
- Malpractice insurance policy active
- Business entity formed (LLC or PLLC)
2Clinical Setup4 items
- Office space secured (or telehealth platform configured)
- HIPAA-compliant scheduling and communication tools selected
- EHR or practice management system set up
- Informed consent and intake forms drafted
3Scheduling & Client Experience5 items
- Online booking page published with session types
- Intake forms linked to booking confirmations
- Automated session reminders configured
- Cancellation and no-show policy established
- Telehealth video link auto-generation enabled
4Marketing & Referral Building4 items
- Psychology Today profile created
- Google Business Profile claimed
- Website live with booking widget
- Referral relationships established with PCPs and other providers
Tips for Success
Apply to insurance panels 3-6 months before you want to see insurance clients — credentialing takes time.
Offer a free 15-minute consultation call bookable online to convert inquiries into clients.
Use recurring appointments for ongoing therapy clients to build schedule stability and reduce admin work.
Set up telehealth scheduling alongside in-person to offer flexibility that clients increasingly expect.
Frequently Asked Questions
How long does insurance credentialing take?
Typically 60-120 days depending on the insurer. Start applications as early as possible.
Should I offer telehealth?
Yes. Telehealth expands your reach and is now preferred by many clients for the convenience factor.
What is the most effective way to get my first clients?
Psychology Today, Google Business Profile, and referrals from other healthcare providers are the top three sources for new therapy clients.
Related Checklists
Continue with these related checklists
No-Show Prevention Checklist
A comprehensive checklist of every tactic that reduces no-shows — from reminders and deposits to policies and waitlists.
Client Onboarding Checklist
Create a smooth onboarding experience that impresses new clients and sets the foundation for a long-term relationship.
Appointment Reminder Setup Checklist
Set up a complete appointment reminder system that reduces no-shows across email, SMS, and push channels.
Ready to Get Started?
Sign up free and start checking things off — your scheduling system will be live in minutes.
Start Free TodayFree forever plan available · No credit card required