Cuebranch launch guide

A practical path to opening your practice.

Work through the business steps of starting a U.S. therapy private practice, one clear phase at a time. Use the checklist as a working plan, and verify regulated decisions with the appropriate authority or professional.

Overall progress

Keep moving at your pace.

0 of 15 complete

Loading your saved progress…

Five phases

From first decisions to your first review.

Check off each step as it becomes real. Nothing here is a substitute for legal, tax, insurance, or HIPAA guidance tailored to your practice.

Phase 1

Clarify your practice model

0/3

Put the shape of the practice and its opening conditions into focus.

Define the populations, services, format, service area, and launch date for the practice.Write down the choices that will guide your offer and your opening plan.
Confirm licensure, state, and telehealth requirements that apply to the way the practice will operate.Verify requirements with the applicable state board or other professional authority; rules vary by location and service model.
Review the existing practice assessment to reflect on the business starting point.Use the saved reflection as a starting point for deciding what deserves attention first.
Review practice assessment

Phase 2

Set up business foundations

0/3

Give the practice a business structure and a simple financial baseline.

Choose an entity and tax structure with appropriate legal and tax guidance.Confirm the choice with a qualified attorney or tax professional who understands your situation and state.
Set up an EIN if applicable, separate business banking, bookkeeping, and a simple cash-flow routine.Verify the applicable tax and registration requirements with the relevant government or professional authority.
Choose professional liability coverage and decide how self-pay, superbills, or payer participation will work.Compare coverage and payment choices with the appropriate insurance, billing, or professional advisors.

Phase 3

Build client-ready operations

0/3

Prepare the tools, policies, and workflows that support a consistent client experience.

Select scheduling, EHR, billing, and communication tools and review privacy/BAA requirements.Confirm privacy, security, and business associate obligations with the applicable vendors and professional advisors.
Prepare intake, informed-consent, privacy, cancellation, payment, and communication policies.Have the policies reviewed for fit with your services, state requirements, and professional obligations.
Document records, emergency/crisis, referral, and follow-up workflows appropriate to the practice.Verify that these workflows reflect your scope, local requirements, and the guidance of the appropriate professional authority.

Phase 4

Get ready to be found

0/3

Make it easy for the right prospective clients and referral partners to understand your practice.

Create a website and directory profiles that state scope, location, availability, and telehealth coverage clearly.Keep the details consistent wherever a prospective client may look for you.
Build a short list of referral relationships and a repeatable outreach introduction.Choose a small, sustainable outreach rhythm and keep your introduction easy to reuse.
Use the existing voicemail greeting workspace to draft and review a professional greeting.Prepare a clear way for prospective clients to leave the information you need to follow up.
Open voicemail workspace

Phase 5

Open and refine

0/3

Test the real experience, then use an intentional review rhythm to improve it.

Test the contact, booking, intake, payment, and first-visit flow as a prospective client.Check the experience from the outside, including the messages and handoffs a client will see.
Set a weekly review for leads, cash flow, documentation, and administrative follow-ups.Use a recurring review to spot small gaps before they become a larger operational burden.
Review the first weeks of operation and update the checklist as the practice changes.Treat the checklist as a working plan that can change with your practice.