The first useful action
Map a patient visit from first inquiry through follow-up, then use that workflow to evaluate systems and staffing.
All seven launch stages
Stage 05 · Build
Infrastructure & Technology
Bring people, space, and systems together around the way your practice will work.
Stage 05 in practice
A clear place to start.
Give the work an owner, track what it depends on, and update your plan as you go.
Build a realistic schedule
Coordinate vendor lead times, setup, and team training.
Confirm outside requirements and lead times before committing to dates.
Work that can move together
- Review EHR and billing workflows
- Set up scheduling, phone routing, and communications
- Plan onboarding and staff training
- Coordinate space, equipment, and technology setup
Common planning gaps
- Buying systems before agreeing on the workflow
- Leaving data migration or integrations unassigned
- Skipping team training and end-to-end testing
When you want a hand
Before selecting systems or setting a go-live date, review how the pieces will work together.
Talk with PPSA closer look
Make the decisions with context.
Choose technology around the work your people need to do, then test the full workflow.
Start with a patient journey.
Walk through an inquiry, appointment, visit, payment, and follow-up. Identify where information moves and who takes the next action. Use that workflow in vendor demonstrations so your team sees the tasks it will actually perform.
Give implementation an owner.
List setup, data migration, integration, access, training, and support responsibilities. Ask what the vendor includes, what your team must supply, and how issues are escalated. Test handoffs between systems using appropriate test data before opening.
Use AI with a defined job and human review.
AI can assist with organizing tasks and preparing drafts. Decide what information a tool may use, who reviews the output, and which actions need approval. Evaluate privacy and security requirements before introducing practice or patient data. Your relationship with PPS is with people who remain responsible for helping you move the work forward.
Questions for this stage
Should I select an EHR before mapping the workflow?
Write down the core workflow and requirements first. That gives you a consistent way to assess demonstrations, implementation needs, and ongoing support.
Where does staff onboarding fit?
Plan onboarding alongside system setup. Include role-specific access, training, policies, and practice workflows, then verify that people can perform the tasks they will own.
People who can help
PPS support for this stage.
Explore the services that fit the work in front of you.
Practice Startup Consulting
Plan your independent practice with PPS. Connect your budget, payer enrollment, people, and systems in a launch plan built around you.
Explore this serviceRevenue Cycle Management
Full-service billing from charge entry through collections. Built for new practices that need the operational lift and the strategic view.
Explore this serviceTechnology + AI for Medical Practices
EHR, billing, telephony, patient experience, and AI productivity tools, selected, contracted, and implemented for your specialty. Decades of vendor relationships, focus on value not lock-in.
Explore this servicePractice Infrastructure Support
The unglamorous pieces that determine whether your practice runs. We help you pick the right systems, configure them, and train your team.
Explore this serviceYour plan. Experienced people beside you.
Bring your questions, timeline, and working plan to PPS. Our specialists can help with startup planning, credentialing, operations, and the next decisions for your practice.