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Private Practice Startup Guide
You've done the clinical training. Now it's time to build the practice.
This guide walks you through every foundational step of opening a private practice — from licensing and business registration to banking, software, billing, and patient onboarding. It was built inside a real clinical setting, designed for how private practice actually works.
Use it as your master checklist. Work through it in order, or jump to the section you need most.
What's inside:
01 Licensing & Insurance College registration, malpractice insurance, business insurance, and professional association, confirmed and active before your first patient walks in. Includes a critical reminder on policy start dates.
02 Business Registration Business structure (sole proprietor vs. corporation), CRA business number, GST/HST and PST accounts, business name registration, and city business license with direct links to BC registration resources.
03 Banking Setup Business chequing and savings accounts, the 25–30% tax savings rule, and business credit card recommendations. The foundational step most practitioners skip until it's a problem.
04 Software & Technology EMR setup (JaneApp recommended includes the DREMMA1MO referral code for one month free), bookkeeping software options, Google Workspace, eFax, and Google Business Profile setup.
05 Payment, Billing & Taxes Payment method setup via Jane Payments, invoicing and receipt requirements, and tax obligations including GST/HST thresholds and BC PST remittance from day one.
06 Direct Billing Setup Why direct billing is worth the admin effort, and step-by-step registration instructions for all five major Canadian insurers: Telus eClaims, Medavie Blue Cross, Pacific Blue Cross, Provider Connect, and Sun Life.
07 Policies The five policies to establish before opening, plus ready-to-use sample language for your cancellation policy and lab requisition policy.
08 Intake Forms Required forms, consent to direct bill, AI scribe consent with sample PIPEDA-compliant language, and treatment-specific consent forms for IV, acupuncture, Botox, and microneedling.
09 Chart Templates Essential templates to build before opening (initial visit and follow-up), scope-dependent optional templates, and an AI scribe setup guide including prompt-building and test appointment protocols.
10 Office Setup Essentials Medical equipment, IV supplies, emergency kit requirements (with CCHPBC reference for BC NDs), emergency procedures, and office equipment, everything needed for a functional, compliant clinical space.
11 Google Business Profile Setup checklist, location verification, Reserve with Google integration with your Jane booking URL, photo requirements, and review strategy.
12 Advertising & Claims Compliance A website and social media compliance checklist covering title usage, scope-aligned language, disease-cure claims, testimonials, and AI-generated content plus a final "Am I Legally Ready to See Patients?" checklist with 15 non-negotiable items to check before booking your first patient.
This guide is for you if: You're opening a private practice and want to do it right the first time — with every legal, operational, and clinical system in place before your doors open.
Format: Instant digital download, PDF 17 pages
You've done the clinical training. Now it's time to build the practice.
This guide walks you through every foundational step of opening a private practice — from licensing and business registration to banking, software, billing, and patient onboarding. It was built inside a real clinical setting, designed for how private practice actually works.
Use it as your master checklist. Work through it in order, or jump to the section you need most.
What's inside:
01 Licensing & Insurance College registration, malpractice insurance, business insurance, and professional association, confirmed and active before your first patient walks in. Includes a critical reminder on policy start dates.
02 Business Registration Business structure (sole proprietor vs. corporation), CRA business number, GST/HST and PST accounts, business name registration, and city business license with direct links to BC registration resources.
03 Banking Setup Business chequing and savings accounts, the 25–30% tax savings rule, and business credit card recommendations. The foundational step most practitioners skip until it's a problem.
04 Software & Technology EMR setup (JaneApp recommended includes the DREMMA1MO referral code for one month free), bookkeeping software options, Google Workspace, eFax, and Google Business Profile setup.
05 Payment, Billing & Taxes Payment method setup via Jane Payments, invoicing and receipt requirements, and tax obligations including GST/HST thresholds and BC PST remittance from day one.
06 Direct Billing Setup Why direct billing is worth the admin effort, and step-by-step registration instructions for all five major Canadian insurers: Telus eClaims, Medavie Blue Cross, Pacific Blue Cross, Provider Connect, and Sun Life.
07 Policies The five policies to establish before opening, plus ready-to-use sample language for your cancellation policy and lab requisition policy.
08 Intake Forms Required forms, consent to direct bill, AI scribe consent with sample PIPEDA-compliant language, and treatment-specific consent forms for IV, acupuncture, Botox, and microneedling.
09 Chart Templates Essential templates to build before opening (initial visit and follow-up), scope-dependent optional templates, and an AI scribe setup guide including prompt-building and test appointment protocols.
10 Office Setup Essentials Medical equipment, IV supplies, emergency kit requirements (with CCHPBC reference for BC NDs), emergency procedures, and office equipment, everything needed for a functional, compliant clinical space.
11 Google Business Profile Setup checklist, location verification, Reserve with Google integration with your Jane booking URL, photo requirements, and review strategy.
12 Advertising & Claims Compliance A website and social media compliance checklist covering title usage, scope-aligned language, disease-cure claims, testimonials, and AI-generated content plus a final "Am I Legally Ready to See Patients?" checklist with 15 non-negotiable items to check before booking your first patient.
This guide is for you if: You're opening a private practice and want to do it right the first time — with every legal, operational, and clinical system in place before your doors open.
Format: Instant digital download, PDF 17 pages