Skip to content
My launch plan/Startup checklist

An independent practice starts here

Build your
startup checklist.

Your next chapter, one clear step at a time. Tell us your provider type, specialty, ZIP and launch stage, and the plan changes with you: tasks, order, dates and state steps.

Free to useNo account neededYours to edit

02 / Put your plan in motion

Your launch plan

Claim your free LaborGenie license

Keep updating tasks, owners, dates, and progress in the Excel spreadsheet (.xlsx). Use the PDF to print or share a snapshot of your plan. You can also keep editing your checklist here.

Your next three actions

Suggested by date and related work. Adjust the order with your advisers.

    A starting point for your launch, with editable planning dates. Requirements and lead times vary. Review the plan with your licensing board, legal adviser, and accountant. PPS services, LaborGenie, and UnfairCPA appear beside relevant steps and in your downloads. These are optional ways to get help.

    Add my own task

    Add something specific to your practice

    Next up: Build your startup pro forma, see free research on your ZIP and specialty, or claim your free LaborGenie license.

    A head start for your team

    Claim your free LaborGenie license.

    Give your team a head start on staff training, compliance preparation, and onboarding. Claim a free LaborGenie license for up to 10 users with your email and practice name.

    For up to 10 users. Regular price: $9.99 per user/month.

    You can also choose PPS startup resources and product news, including updates about our upcoming EHR and UnfairCPA. Product emails are optional.

    Claim your free license

    PPS emails you with access details. No account needed to use or download these planning tools.