| Entity and tax setup | Choose the structure, authorize the work, and engage advisers as needed. | Coordinate entity, EIN, and NPI-2 administrative steps. | Attorney and CPA provide legal, tax, and accounting advice. |
| CAQH and payer panels | Provide accurate inputs, review or sign where required, and select the panels. | Build the CAQH profile, prepare and submit applications, and follow up weekly. | Payer controls panel status, acceptance, timing, contract terms, and effective date. |
| EHR and workflows | Choose the EHR and operating preferences; approve clinical and legal content. | Configure the EHR, telehealth, intake, consent, reminders, fees, and superbills. | Counsel advises on legal content; software platforms control their products and availability. |
| Public profiles | Approve the public business information and representation of the practice. | Set up Google Business Profile plus two directory profiles. | Listing platforms control verification, review, and publishing policies. |
| Go-live and claims | Decide when to open, provide care, and complete clinical documentation. | Run the go-live checklist and track the first claim per payer through payment. | Payer adjudicates the claim and controls reimbursement. |
| Ownership | Own the practice, payer contracts, client relationships, and practice data. | Provide administrative operations for flat fees; never take a percentage of collections. | The signed terms preserve the stated ownership boundary. |