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Module 08 — Launch Checklist

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08

Launch Checklist

Your 90-day countdown — 47 tasks, nothing left behind
OVERALL PROGRESS0%
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🎉 Launch ready!

You have completed all 47 tasks. You are ready to see your first patient.

Months 4–6 Before Launch0 / 11
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Obtain your state RN + NP/APRN license ↗
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Sit for and pass national NP certification — AANP or ANCC ↗
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Get Type 1 NPI at nppes.cms.hhs.gov — free, 20 minutes ↗
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Form your LLC or PLLC with your state Secretary of State ↗
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Get your EIN from irs.gov — free and instant ↗
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Get Type 2 (organization) NPI using your EIN ↗
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Open a dedicated business bank account + business credit card ↗
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Get malpractice insurance — minimum $1M/$3M coverage ↗
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Apply for DEA registration at deadiversion.usdoj.gov — $888 fee ↗
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Register with your state PDMP within 30 days of DEA issuance ↗
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Set up QuickBooks Solopreneur and connect your business bank account ↗
Month 3 Before Launch0 / 14
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Complete your CAQH ProView profile — all 18 sections ↗
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Upload all required documents to CAQH (license, DEA, malpractice, CV) ↗
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Authorize all target payers in CAQH — authorize all at once ↗
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Attest your CAQH profile and set a 120-day re-attestation calendar reminder ↗
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Enroll in Medicare via PECOS — CMS-855I application, $688 fee ↗
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Enroll in your state Medicaid fee-for-service program ↗
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Apply to all Medicaid MCOs in your state ↗
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Apply to Aetna provider network ↗
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Apply to Blue Cross Blue Shield (your state plan) ↗
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Apply to UnitedHealthcare provider network ↗
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Apply to Cigna provider network ↗
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Apply to Humana provider network ↗
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Apply to Headway or Grow Therapy for income during the credentialing gap ↗
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Establish collaborating/supervision agreement if your state requires it ↗
Month 2 Before Launch0 / 9
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Follow up with every payer every 14 days by phone — log each call ↗
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Set up your EHR — SimplePractice, Jane App, or TherapyNotes
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Set up your telehealth platform (usually built into your EHR)
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Build your practice website with your accepted insurance list
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Draft patient intake forms, consent forms, and office policies
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Set up HIPAA-compliant secure messaging — OhMD, Spruce, or similar
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Enable e-prescribing through your EHR
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Establish preferred pharmacy relationships in your service area
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Verify your NPI record is correct in the public NPI Registry ↗
Launch Week0 / 5
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Confirm effective dates in writing from every active payer before billing ↗
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Test a complete patient encounter end-to-end in your EHR before going live
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Verify your malpractice certificate lists your correct practice address ↗
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See your first patients under all approved insurance plans
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Submit your first claims and verify they process correctly
Ongoing — After Launch0 / 8
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Track every dollar in QuickBooks — review your P&L weekly ↗
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Pay quarterly estimated taxes on time (Apr 15, Jun 16, Sep 15, Jan 15) ↗
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Re-attest CAQH every 120 days — set a recurring calendar reminder ↗
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Review your state NP license expiration and CE requirements annually ↗
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Renew your DEA registration 90 days before expiration (every 3 years) ↗
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Re-credential with additional payers as your patient volume grows ↗
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Join your state NP association for legislative updates and CE ↗
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Review your Profit & Loss on the first Monday of every month ↗