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Medical Clinic Business Plan Sample

OCT.12, 2016

Medical Clinic Business Plan Sample


The demand for health care is constant in spite of changes in the economy across the globe. Starting a professional clinic will help promote the health and wellness of the community that you live. You also get the opportunity to make money doing what you love, providing quality health care services

To ensure that your plan succeeds, you need to hire a professional to write your business plan for a medical clinic . OGS Capital is a reputed company that specializes in providing medical clinic business plan writing services. Our professionals have vast hands-on experience and are members of professional bodies, so you can be sure that you will get value for the money and time that you invest in this project.

Plan Summary

The plan summary is also referred to as an abstract. It should be placed at the start of the medical clinic business plan to give readers an idea of the clinic that you intend to establish even before they start perusing through the other pages.

It Is imperative to make sure that all facts that you include in this section are factual to paint a positive image to the target audience. Some of the details of your clinic that you should include in this section are clinic’s name, mission statement, and objectives.

Our team will help you create this section to give your business plan for a medical clinic an upper hand when you present it to potential investors . We will also give you additional facts to enable you set up the clinic successfully.

This includes;

  • How to market your health care services
  • How to hire employees
  • How to build and retain your credibility and reputation

In certain businesses, the location is critical and to some extent this applies to a medical clinic. Easy access to the clinic is important, so being close to main highways is a consideration.

Car parking facilities for your clients and visitors will also need to be considered. This could be part of the business or a nearby private car park.

Another important consideration is visibility. Your medical center can act as a superb billboard in the right location.

Your business plan for a medical clinic should cover all these points and more.

Competitive Analysis

Health is a growing business and there are plenty of competitors. Your medical clinic business plan should describe your closet competitors and why they are successful.

The plan will also explain what your business will do differently to stand out from the competition. One easy way of doing this is by using a competitor matrix. Make a list of competitors and then columns for attributes. This is an easy way to compare your business to the competitors.

Business Structure

The business plan for a medical clinic needs to describe how your business is structured from the top down. If it’s an existing business, include a brief history of the company.

You should also describe the legal structure and ownership of your company, whether sole-trader, partnership or limited company.

You may also need to include information on the mission statement, intellectual property and the business location.

Marketing Strategy

Your marketing plan needs to consider several topics, including where your business is positioned in the market, your pricing structure and how you plan to promote the business.

Is the business focussed on offering value for money or is it aimed at the high-end of the market. There are many pricing strategies, and your medical clinic business plan pdf should identify which strategy you intend to implement and why.

Using our medical clinic business plan template , describe the products and services your business will offer.

How do your planned products and services meet the needs of your target market. Do your competitors offer similar products, and if so, why will your business stand out?

In the medical business there is constant change, so include how your medical clinic business plan will plan to find and offer new products and services.

The key members of the management team should be identified and their role described. This should also include details of why they are suitable for that particular role. Don’t forget to identify other important members of your team.

You can include brief bios with details of their experience and education.

Using our free sample business plan for a medical clinic to guide you.

Medical Clinic Business Plan Sample

Financial plan

The financial plan provides precise details on how you will get the capital to start the clinic. The financial plan also goes the extra mile to highlight how the money will be spent.

It is important to make sure that the plan is accurate as simple mistakes could cost your potential business investors. Our financial experts will work on this section to ensure that the medical clinic business plan  is foolproof and capable of starting and safeguarding it from financial challenges down the road.

Registration Process

There are regulations that govern establishing of health care clinics. You need to adhere and follow the stipulated processes to get all the necessary accreditation documents.

The investors need to know that you have what it takes to start a health clinic, and so it is imperative to provide details of how you intend to complete the registration process.

We have professional business plan writers in the health care sector that can help you understand the registration process to overcome the challenges along the way. Our medical practice business plan template will ensure you produce the perfect medical clinic business plan .

How to order writing business plan medical clinic

Get in touch with us today for more details on how we can write a medical clinic business plan example for you by filling the contact us form. We look forward to working on your medical clinic business plan .

Download Clinic Business Plan Sample in pdf

Professional OGS capital writers specialized also in themes such as dental practice business plan , wellness business plan , senior center business plan , reiki practice business plan , pharmacy business plans , occupational therapy business plan and many others.

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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How to write a business plan for your medical clinic practice.

business plan for a medical clinic practice

Starting a medical clinic practice is a great idea because it allows the practitioner to provide quality healthcare services to patients in a convenient and accessible location.

Additionally, a medical clinic practice allows for increased control over patient care, as the practitioner can customize their services to meet the specific needs of their patients.

However, prior to that, you must have a business plan.

Creating a comprehensive business plan is essential for any new project, especially medical clinic practices. It is important to consider all aspects of the project, such as the target market, operational costs, and marketing strategy, to ensure the project is successful.

In short, a thorough business plan will help ensure the profitability of your medical clinic practice .

What must be in the business plan for a medical clinic practice? What's the basic outline for the structure? Which key financial indicators should be incorporated? What's the fastest way to outline a comprehensive business plan?

Get ready to have all your questions answered in this article.

Additionally, it's worth noting that you have the option to avoid starting your business plan from scratch.

Feel free to download our comprehensive business plan for a medical clinic practice and tailor it to suit your project.

business plan health clinic

Building a business plan for a medical clinic practice

Is a business plan necessary for your medical clinic practice.

Yes, you need to create a business plan for your medical clinic practice.

Developing a robust business plan will enable you to:

  • learn about the medical clinic market
  • be aware of new trends and incorporate them into your project
  • establish profitability factors for a medical clinic practice
  • understand patients' medical needs and expectations to provide personalized healthcare services
  • come up with a winning value proposition for your healthcare facility
  • research competitor pricing strategies
  • find solid competitive advantages for your medical clinic practice
  • find a business model that will result in financial success
  • create and implement a winning strategy for both short and long-term success
  • assess potential risks involved in running a medical clinic, such as patient safety, medical errors, and regulatory compliance

Our team has created a business plan for a medical clinic practice that is designed to make it easier for you to achieve all the elements listed.

How to outline a business plan for a medical clinic practice?

Inside a business plan, you'll find many facts, numbers, and indicators. There should be a clear structure, so it does not look messy.

When we elaborated our business plan for a medical clinic practice , we structured it in a proper way.

You'll encounter 5 sections (Opportunity, Project, Market Research, Strategy and Finances) in total.

1. Market Opportunity

The initial section is named "Market Opportunity."

Our team has gathered essential information and metrics about the medical clinic practice, enabling you to make informed business decisions.

We continuously update all the data to keep it fresh.

2. Project Presentation

The second part is where you introduce the "Project" of your medical clinic practice. You can describe the medical services you offer, such as primary care, specialized treatments, preventive care, qualified healthcare providers, advanced diagnostics, and the unique value proposition that delivers comprehensive and patient-centered healthcare services for individuals and families.

Also, provide a self-introduction at the end of this section.

Discuss your commitment to healthcare, your range of medical services, and how you plan to provide comprehensive and patient-centered care to individuals and families. Highlight your qualified medical staff, your modern facilities, and your dedication to delivering personalized treatment plans and promoting wellness through your medical clinic practice.

We included pre-written content in our business plan. Adjust it to match your idea exactly.

3. Market Research

Following that, we have the "Market Research" section.

In this section, you will find a detailed market segmentation analysis for your medical clinic practice.

It includes a presentation of other medical clinics in the area that will be competing with you. Your clinic's competitive advantages are also highlighted. A customized SWOT analysis is included.

4. Strategy

Within the "Strategy" section, a 3-year development plan is outlined, specifying the necessary initiatives to make your medical clinic practice highly profitable.

Moreover, you'll find a comprehensive marketing plan, a strategy to handle risks, and a completed Business Model Canvas within this section.

5. Finances

In the end, the section labeled "Finances" allows you to showcase the financial details and numbers of your project.

business plan medical clinic practice

How to make an Executive Summary for a medical clinic practice?

The Executive Summary is a concise overview of the business plan of your medical clinic practice.

Make sure it's concise and doesn't go beyond 2 pages. Include only the key features.

This is the beginning of your business plan that the financial institution will see first. It should pique their interest and make them want to read the rest of the plan.

In the Executive Summary of your medical clinic practice, answer these questions: what's your project? what's your market? who are your competitors why are you better than them? who are you? how much money you need to start?

How to do the market analysis for a medical clinic practice?

Conducting a market study for your medical clinic practice enables you to grasp external factors like patient demands for healthcare services, competition within the healthcare industry, and emerging trends in medical technology and care delivery.

By conducting an extensive market study, a medical clinic practice can understand patient needs, offer comprehensive medical services, optimize pricing strategies, and execute targeted marketing campaigns, ultimately leading to a loyal patient base, increased appointments, and a prominent position in the local healthcare industry.

Here's what we've incorporated into the "Market Research" section of our business plan for a medical clinic practice :

  • market trends and data about medical clinics, including patient volumes, medical specialties, and the impact of telehealth services on medical practice
  • a compilation of potential market segments for a medical clinic practice
  • the competitive review
  • the competitive advantages to target for a medical clinic practice

business plan medical clinic practice

The key points of the business plan for a medical clinic practice

What's the business model of a medical clinic practice, business model of a medical clinic practice.

A medical clinic practice's business model revolves around providing comprehensive medical services, including consultations, diagnostics, treatments, and preventive care. Revenue is generated through patient fees, insurance reimbursements, or additional services such as medical procedures or laboratory tests.

The business model focuses on employing qualified healthcare professionals, maintaining state-of-the-art medical equipment, delivering high-quality patient care, building strong referral networks, and providing exceptional customer service.

Success depends on patient satisfaction, effective medical marketing, regulatory compliance, maintaining strong relationships with insurance providers, and delivering efficient and personalized healthcare services.

Business model vs Business plan

Make sure you don't mix up the terms "business plan" and "business model."

A business model is a framework that outlines how a company creates value, delivers products or services, and generates revenue.

In a business plan, you outline your business model using a tool called the Business Model Canvas.

And, of course, there is a Business Model Canvas (already completed) in our business plan for a medical clinic practice .

How do you identify the market segments of a medical clinic practice?

Market segmentation for your medical clinic practice involves dividing your potential patients into different groups based on their healthcare needs, demographics, and medical specialties.

These categories may include factors such as primary care, specialized medical services, pediatric care, or patients seeking specific medical treatments or procedures (e.g., dermatology, cardiology, women's health).

By segmenting your market, you can offer a range of medical services and solutions that cater to each segment's specific requirements. For example, you might provide comprehensive primary care services for patients seeking general healthcare and wellness management, offer specialized medical services and treatments for specific conditions or diseases, focus on pediatric care and provide healthcare services tailored to the needs of children and families, or specialize in a particular medical specialty such as dermatology, cardiology, or women's health.

Market segmentation allows you to effectively target your marketing efforts, communicate your expertise and services, and provide personalized and compassionate medical care that meets the unique needs of each patient segment.

In the business plan for a medical clinic practice , you will find a comprehensive market segmentation that will help you better understand your potential customers.

How to conduct a competitor analysis for a medical clinic practice?

It's clear that you won't be the only medical clinic practice in your city. There are other clinics providing comprehensive healthcare services and treatments to patients.

Incorporate a thorough examination of your competitors' strengths and weaknesses into your business plan to gain a competitive advantage.

Ensure to uncover their weaknesses (such as long waiting times, lack of specialized services, or poor patient communication).

Why should you focus on these elements? Well, these weaknesses can impact patient satisfaction at medical clinics. By addressing these aspects, you can provide comprehensive medical services, offer short waiting times and efficient appointment scheduling, and ensure a caring and compassionate approach to patient care, establishing your medical clinic practice as a trusted healthcare provider in the community.

It's what we call competitive advantages—work on developing them for a distinct business identity.

Here are some examples of competitive advantages for a medical clinic practice: experienced and qualified medical professionals, comprehensive healthcare services, state-of-the-art medical equipment, efficient appointment scheduling, personalized patient care, strong relationships with insurance providers.

How to draft a SWOT analysis for a health clinic?

A SWOT analysis can help identify potential risks and opportunities for a medical clinic practice, and inform strategic decision making.

As you can guess, there is indeed a completed and editable SWOT matrix in our business plan for a medical clinic practice

The strengths for a medical clinic practice

When we use the "S" in SWOT, we're referring to Strengths, which are the project's internal assets or areas of expertise.

For a medical clinic practice, possible strengths may include: convenient location, highly experienced medical staff, modern equipment, and excellent customer service.

The weaknesses for a medical clinic practice

The "W" stands for Weaknesses, referring to the project's areas or aspects that require enhancement.

In the case of a medical clinic practice, potential weaknesses could include long waiting times, inadequate electronic medical records system, and lack of specialized doctors.

The opportunities for a medical clinic practice

O represents Opportunities in SWOT, referring to the external factors or circumstances that can contribute to the project's growth.

In the case of a medical clinic practice, potential opportunities include offering telemedicine services, expanding into retail health services, partnering with a local hospital for referrals, and establishing a robust online presence.

The threats for a medical clinic practice

When we mention the "T" in SWOT, we mean Threats, which are the potential negative circumstances or factors originating from the external environment.

How to elaborate a marketing strategy for a health clinic?

A marketing strategy is vital in a business plan as it outlines how a business will draw in customers and generate revenue.

A medical clinic practice can gain patients by developing an effective marketing approach that emphasizes the clinic's experienced medical professionals, comprehensive range of healthcare services, and commitment to patient care and well-being.

Patients won't choose your health clinic without proper promotion; highlighting the expertise of your medical professionals, comprehensive services, and compassionate care is crucial.

Are you utilizing marketing tactics to promote your health clinic? Consider offering educational content about different health conditions or preventive care on your website or social media, collaborating with local healthcare providers for referrals, and running targeted advertising campaigns to reach potential patients.

Don't fret if you lack ideas for your project's marketing strategy.

How to build a 3-year financial plan for a health clinic?

A solid business plan must include detailed financial information such as projected income, expenses, cash flow, and balance sheets.

In your business plan, you will have to make revenue projections for your medical clinic practice.

Your business plan's readiness for banks or investors greatly relies on a revenue forecast that is both relevant and credible.

Our financial plan for a medical clinic practice is user-friendly, providing automated validations that allow you to rectify any assumptions swiftly. This guarantees the creation of credible projections with ease and assurance.

Without a doubt, you'll need to come up with a basic budget for starting your medical clinic practice. Don't forget any expense (we have listed them all in our financial plan !).

A key aspect of your financial plan is the break-even analysis, which helps determine whether your medical clinic practice will be profitable or not.

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How to Write a Business Plan for Medical Practice

How to Write a Business Plan for Medical Practice

Last updated: 04 / 08 / 22

You learn a lot in medical school, but business planning isn’t a focus. However, many health care practitioners go on to run their own businesses where developing a business plan becomes essential.

If you’re planning to start your own practice, or you’re taking over someone else’s medical business and want to run it effectively, it’s a good idea to spend some time working out the details and putting together a formalised plan first. You may also want to get professional advice on your business planning, and any other aspects of running your medical practice you’re not sure about. In the meantime here are a few business planning basics to get you started.

writing business plan

Why have a business plan for your medical practice?

While it can be tempting to just dive right in and start setting up your new medical practice, a business plan can help you get prepared and make sure you stay on the right track as your practice grows.

A solid business plan is the foundation of any successful medical practice. With a business plan you can identify potential issues upfront and devise a strategy to avoid them. You can also set realistic goals for your business to help you keep moving in the right direction. If you’re looking for funding at any stage, you’ll also need to have a business plan. Most medical practices will struggle to get a business loan without a solid business plan in place.


What to include in your medical practice business plan

Your business plan should include the following:

  • A summary of your business, including the medical services you provide, your location, and the history of the business.
  • Financial information including projected cash flow, outgoings like medical equipment, marketing and practice management software costs and projected turnover.
  • Operational factors like trading hours, fees, staffing and potential suppliers
  • Risk identification and management – details of how you will manage the biggest potential risks, e.g. malpractice insurance, other insurances, data security and your credentialing process.
  • Marketing – how you will get new patients and retain the existing ones.

As well as all the information about your medical practice and strategy, it’s also important to set goals and targets for your new venture. These should be in your business plan so you can keep track of them and make sure you’re working towards them consistently.

medical plan data

Making sure you have a solid business plan

So how do you make sure your medical practice business plan is solid? It’s very easy to have your plan in your head, but if you don’t get it out, it’s going to be hard for anyone else, especially the other providers and support staff in your practice to implement it. So the first step is to put it down on paper, or in a word document.

Once you’ve got a detailed plan on paper, don’t just put it in a drawer and leave it. Business planning should be a regular task for you and your business partners. Once you have your business plan in place, make sure you review it at least once a year, preferably more and update it as your business priorities change.

writing business plan

Writing a business plan for your medical practice might seem like a time consuming task, but it’s well worth the effort. With a strong business plan, you can grow your practice, achieve your goals and avoid many of the pitfalls that can trip up practice owners who haven’t taken the time to plan ahead.

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Healthcare Business Plan Template

Written by Dave Lavinsky

Healthcare Business Plan

There are several types of Healthcare businesses, from family medicine practices to urgent care centers to home health care agencies. Regardless of the type of healthcare business you have, a business plan will keep you on track and help you grow your healthcare business in an organized way. In addition, if you plan to seek funding, investors and lenders will use your business plan to determine the level of risk.

Download our Ultimate Business Plan Template here >

Below is the business plan outline you should use to create a business plan for your healthcare company. Also, here are links to several healthcare business plan templates:

  • Assisted Living Business Plan
  • Counseling Private Practice Business Plan Template
  • Dental Business Plan
  • Home Health Care Business Plan
  • Medical Practice Business Plan Template
  • Medical Spa Business Plan Template
  • Non Medical Home Care Business Plan Template
  • Nursing Home Business Plan Template
  • Pharmacy Business Plan
  • Urgent Care Business Plan

Finish Your Business Plan Today!

Healthcare business plan example outline, executive summary.

Although it serves as the introduction to your business plan, your executive summary should be written last. The first page helps financiers decide whether to read the full plan, so provide the most important information. Give a clear and concise description of your healthcare company. Provide a summary of your market analysis that proves the need for another healthcare business, and explain your company’s unique qualifications to meet that need.  

Company Analysis

Your company analysis explains your healthcare business as it exists right now. Describe the company’s founding, current stage of business, and legal structure. Highlight any past milestones, such as lining up clients or hiring healthcare providers with a proven track record. Elaborate on your unique qualifications, such as expertise in a currently underserved niche market.

Industry Analysis

The healthcare industry is incredibly large and diverse, but your analysis should focus on your specific segment of the market. Do you specialize in pediatric healthcare? senior healthcare? emergency medicine? family medicine? Figure out where your healthcare company fits in, and then research the current trends and market projections that affect your niche. Create a detailed strategy for overcoming any obstacles that you uncover.  

Customer Analysis

Who will your healthcare company serve? Are they families? The elderly? What is important to them in a healthcare business? How do they select a healthcare provider? Narrow down their demographics as closely as you can, and then figure out what their unique needs are and how you can fulfill them.

Finish Your Healthcare Business Plan in 1 Day!

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With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Competitive Analysis

Your direct competitors are those healthcare companies that fulfill the same needs for the same target market as yours. Your indirect competitors are healthcare businesses that target a different market, or other companies that fulfill a different need for your target market. Describe each of your direct competitors individually, and talk about the things that set your healthcare company apart. Categorize your indirect competitors as a group and talk about them as a whole.  

Marketing Plan

A solid marketing plan is based on the four P’s: Product, Price, Promotion, and Place. The Product section describes the healthcare you sell along with any other services you provide. Price will change according to the specifics of the property, but you can delineate your fees here. Promotion is your means of getting new business. Place is your physical office location, along with your web presence and the areas where you sell. Another category, Customer retention, refers to the ways you will build loyalty.

Operations Plan

Your operations plan explains your methods for meeting the goals you set forth. Everyday short-term processes include all of the daily tasks involved in servicing clients. Long-term processes are the ways you will meet your defined business goals, such as expanding into new markets or new types of service.  

Management Team

The management team section highlights the backgrounds of the key members of your team. Focus on those aspects that prove your team’s ability to build and run a successful company. A business mentor or advisor can help fill in any gaps, provided you can identify the specific ways that your advisor will influence your company’s growth.  

Financial Plan

Investors and lenders heavily scrutinize the financial plan, but it is often the most challenging part of the business plan to write. Healthcare is a strong market, it usually not subject to economic turns. The financial plan requires you to detail your individual revenue streams by implementation timeline and relative importance, and disclose any sources of outside funding. You also need to summarize your past and future Income Statements, Cash Flow Statements, and Balance Sheets, based on key assumptions that must be both reasonable and verifiable based on an analysis of similar companies. You should also provide a solid exit strategy that shows your understanding of the market and your desire to capitalize on profitability.  

Your full financial projections should be attached in the appendix along with any other documents that support your claims, such as letters from key partners.

Healthcare Business Plan FAQs

What is the easiest way to complete my healthcare business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Healthcare Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of healthcare business you are operating and the status; for example, are you a startup, do you have a healthcare business that you would like to grow, or are you operating a chain of healthcare businesses?

Don’t you wish there was a faster, easier way to finish your Healthcare business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to see how our professional business plan writers can create your business plan for you.

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Medical Practice Business Plan

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Considering starting a new medical clinic? Great. Medical practice is one of the most rewarding and profitable entrepreneurial ventures for any medical professional.

You can easily start a medical clinic, but you need a detailed business plan when it comes to staying competitive in the market, raising funds, applying for loans, and scaling it like a pro.

Need help writing a business plan for your medical practice business? You’re at the right place. Our medical practice business plan template will help you get started.

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Free Business Plan Template

Download our Free Business Plan Template now and pave the way to success. Let’s turn your vision into an actionable strategy!

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How to Write a Medical Practice Business Plan?

Writing a medical practice business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

Introduce your business:

  • This section may include the name of your medical clinic, its location when it was founded, the type of medical practice (E.g., solo practice, group practice, multi-specialty practice.), etc.

Market opportunity:

Mention your services:, medical services:, marketing & sales strategies:, financial highlights:, call to action:.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

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business plan for clinic

2. Business Overview

The business overview section of your business plan offers detailed information about your clinic. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Business description:

  • Primary care practice
  • Specialty practice
  • Surgical practice
  • Pediatrics practice
  • Geriatrics practice, And more.
  • Describe the legal structure of your medical practice, whether it is a sole proprietorship, LLC, partnership, or others.
  • Explain where your business is located and why you selected the place.

Mission statement:

Business history:.

  • Additionally, If you have received any awards or recognition for excellent work, describe them.

Future goals:

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

Target market:

  • For instance, a primary healthcare clinic may target individuals and families seeking routine health check-ups.

Market size and growth potential:

Competitive analysis:, market trends:.

  • For instance, Artificial Intelligence (AI) and machine learning technologies are transforming the medical industry; explain how you plan on implementing these technologies in your business operations.

Regulatory environment:

Here are a few tips for writing the market analysis section of your medical clinic business plan:

  • Conduct market research, industry reports, and surveys to gather data.
  • Provide specific and detailed information whenever possible.
  • Illustrate your points with charts and graphs.
  • Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

Medical treatment:

services: Mention the medical services your business will offer. This list may include services like,

  • General medical care
  • Specialty care
  • Chronic disease management
  • Wellness and preventive care
  • Treatment and diagnosis of illness and injuries, And more.

Describe each service:

  • For instance, the process of chronic disease management may include treatment planning, patient education, medication management, patient engagement, care coordination, regular monitoring, and follow-up appointments.

Insurance & payment options:

  • In addition to these payment options, describe if your medical practice offers regular patients discounts or any membership plans.

Additional services:

In short, this section of your medical practice plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Unique selling proposition (USP):

  • For example, advanced technology, specialized services, and emergency medical care could be some of the great USPs for a general medical clinic.

Pricing strategy:

Marketing strategies:, sales strategies:, patient retention:.

Overall, this section of your medical practice business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your medical clinic, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

Staffing & Training:

Operational process:, safety and infection control:.

  • These protocols may include waste management, disinfection, sterilization, infection surveillance, etc.

Equipment & Technology:

  • In addition, provide details on the sourcing and maintenance of these instruments and equipment. Explain how these technologies benefit your patients and help you stand out as a medical service provider.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your medical practice’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.


Key managers:.

  • It should include, Medical director, department/division heads, committees, and other doctors involved in the medical operations, including their education, specialization, professional background, and years of experience in the medical industry.

Organizational structure:

Compensation plan:, advisors/consultants:.

  • So, if you have any advisors or consultants, include them with their names and brief information about roles and years of experience.

This section should describe the key personnel for your medical practice services, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:.

  • This exercise will help you understand how much revenue you need to generate to sustain or be profitable.

Financing needs:

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

  • Add a table of contents for the appendix section to help readers easily find specific information or sections.
  • In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more.These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
  • Provide data derived from market research, including stats about the medical practice industry, user demographics, and industry trends.
  • Include any legal documents such as permits, licenses, and contracts.
  • Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your medical practice business plan should only include relevant and important information supporting your plan’s main content.

The Quickest Way to turn a Business Idea into a Business Plan

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This sample medical practice business plan will provide an idea for writing a successful medical practice plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our medical practice business plan pdf .

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Frequently asked questions, why do you need a medical practice business plan.

A business plan is an essential tool for anyone looking to start or run a successful medical practice. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your medical practice.

How to get funding for your medical practice business?

There are several ways to get funding for your medical office, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

Small Business Administration (SBA) loan

Crowdfunding, angel investors.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

Where to find business plan writers for your medical practice business?

There are many business plan writers available, but no one knows your business and ideas better than you, so we recommend you write your general practice business plan and outline your vision as you have in your mind.

What is the easiest way to write your medical practice business plan?

A lot of research is necessary for writing a business plan, but you can write your plan most efficiently with the help of any medical practice business plan example and edit it as per your need. You can also quickly finish your plan in just a few hours or less with the help of our business plan software.

About the Author

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Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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How to write a business plan for a private clinic?

private clinic business plan

Writing a business plan for a private clinic can be an intimidating task, especially for those just starting.

This in-depth guide is designed to help entrepreneurs like you understand how to create a comprehensive business plan so that you can approach the exercise with method and confidence.

We'll cover: why writing a private clinic business plan is so important - both when starting up, and when running and growing the business - what information you need to include in your plan, how it should be structured, and what tools you can use to get the job done efficiently.

Let's get started!

In this guide:

Why write a business plan for a private clinic?

  • What information is needed to create a business plan for a private clinic?
  • What goes in the financial forecast for a private clinic?
  • What goes in the written part of a private clinic business plan?
  • What tool can I use to write my private clinic business plan?

Being clear on the scope and goals of the document will make it easier to understand its structure and content. So before diving into the actual content of the plan, let's have a quick look at the main reasons why you would want to write a private clinic business plan in the first place.

To have a clear roadmap to grow the business

Running a small business is tough! Economic cycles bring growth and recessions, while the business landscape is ever-changing with new technologies, regulations, competitors, and consumer behaviours emerging constantly.

In such a dynamic context, operating a business without a clear roadmap is akin to driving blindfolded: it's risky, to say the least. That's why crafting a business plan for your private clinic is vital to establish a successful and sustainable venture.

To create an effective business plan, you'll need to assess your current position (if you're already in business) and define where you want the business to be in the next three to five years.

Once you have a clear destination for your private clinic, you'll have to:

  • Identify the necessary resources (human, equipment, and capital) needed to reach your goals,
  • Determine the pace at which the business needs to progress to meet its objectives as scheduled,
  • Recognize and address the potential risks you may encounter along the way.

Engaging in this process regularly proves advantageous for both startups and established companies. It empowers you to make informed decisions about resource allocation, ensuring the long-term success of your business.

To maintain visibility on future cash flows

Businesses can go for years without making a profit, but they go bust as soon as they run out of cash. That's why "cash is king", and maintaining visibility on your private clinic's future cash flows is critical.

How do I do that? That's simple: you need an up-to-date financial forecast.

The good news is that your private clinic business plan already contains a financial forecast (more on that later in this guide), so all you have to do is to keep it up-to-date.

To do this, you need to regularly compare the actual financial performance of your business to what was planned in your financial forecast, and adjust the forecast based on the current trajectory of your business.

Monitoring your private clinic's financial health will enable you to identify potential financial problems (such as an unexpected cash shortfall) early and to put in place corrective measures. It will also allow you to detect and capitalize on potential growth opportunities (higher demand from a given segment of customers for example).

To secure financing

Whether you are a startup or an existing business, writing a detailed private clinic business plan is essential when seeking financing from banks or investors.

This makes sense given what we've just seen: financiers want to ensure you have a clear roadmap and visibility on your future cash flows.

Banks will use the information included in the plan to assess your borrowing capacity (how much debt your business can support) and your ability to repay the loan before deciding whether they will extend credit to your business and on what terms.

Similarly, investors will review your plan carefully to assess if their investment can generate an attractive return on investment.

To do so, they will be looking for evidence that your private clinic has the potential for healthy growth, profitability, and cash flow generation over time.

Now that you understand why it is important to create a business plan for a private clinic, let's take a look at what information is needed to create one.

Information needed to create a business plan for a private clinic

You need the right data in order to project sales, investments and costs accurately in the financial forecast of your private clinic business plan.

Below, we'll cover three key pieces of information you should gather before drafting your business plan.

Carrying out market research for a private clinic

Before you begin writing your business plan for a private clinic, conducting market research is a critical step in ensuring precise and realistic financial projections.

Market research grants you valuable insights into your target customer base, competitors, pricing strategies, and other crucial factors that can impact the success of your business.

In the course of this research, you may stumble upon trends that could impact your private clinic.

1. Your private clinic may see an increase in demand for preventative care services as more people become focused on prevention and health maintenance. 2. Your private clinic could see a shift in the types of services offered as more people seek out personalized and holistic approaches to health care.

Such market trends play a pivotal role in revenue forecasting, as they provide essential data regarding potential customers' spending habits and preferences.

By integrating these findings into your financial projections, you can provide investors with more accurate information, enabling them to make well-informed decisions about investing in your private clinic.

Developing the marketing plan for a private clinic

Before delving into your private clinic business plan, it's imperative to budget for sales and marketing expenses.

To achieve this, a comprehensive sales and marketing plan is essential. This plan should provide an accurate projection of the necessary actions to acquire and retain customers.

Additionally, it will outline the required workforce to carry out these initiatives and the corresponding budget for promotions, advertising, and other marketing endeavours.

By budgeting accordingly, you can ensure that the right resources are allocated to these vital activities, aligning them with the sales and growth objectives outlined in your business plan.

The staffing and equipment needs of a private clinic

As you embark on starting or expanding your private clinic, having a clear plan for recruitment and capital expenditures (investment in equipment and real estate) is essential for ensuring your business's success.

Both the recruitment and investment plans must align with the timing and level of growth projected in your forecast, and they require appropriate funding.

Staffing costs for a private clinic might include wages for doctors, nurses, administrative personnel, and other support personnel. Equipment costs might include medical instruments, medical equipment, furniture, computers, and other supplies necessary to run the clinic.

To create a realistic financial forecast, you also need to consider other operating expenses associated with the day-to-day running of your business, such as insurance and bookkeeping.

With all the necessary information at hand, you are ready to begin crafting your business plan and developing your financial forecast.

What goes into your private clinic's financial forecast?

The financial forecast of your private clinic will enable you to assess the profitability potential of your business in the coming years and how much capital is required to fund the actions planned in the business plan.

The four key outputs of a financial forecast for a private clinic are:

  • The profit and loss (P&L) statement ,
  • The projected balance sheet ,
  • The cash flow forecast ,
  • And the sources and uses table .

Let's take a closer look at each of these.

The projected P&L statement

Your private clinic forecasted P&L statement enables the reader of your business plan to get an idea of how much revenue and profits your business is expected to make in the near future.

forecasted profit and loss statement in a private clinic business plan

Ideally, your reader will want to see:

  • Growth above the inflation level
  • Expanding profit margins
  • Positive net profit throughout the plan

Expectations for an established private clinic will of course be different than for a startup. Existing businesses which have reached their cruising altitude might have slower growth and higher margins than ventures just being started.

The projected balance sheet of your private clinic

Your private clinic's forecasted balance sheet enables the reader of your plan to assess your financial structure, working capital, and investment policy.

It is composed of three types of elements: assets, liabilities and equity:

  • Assets: represent what the business owns and uses to produce cash flows. It includes resources such as cash, equipment, and accounts receivable (money owed by clients).
  • Liabilities: represent funds advanced to the business by lenders and other creditors. It includes items such as accounts payable (money owed to suppliers), taxes due and loans.
  • Equity: is the combination of what has been invested by the business owners and the cumulative profits and losses generated by the business to date (which are called retained earnings). Equity is a proxy for the value of the owner's stake in the business.

example of forecasted balance sheet in a private clinic business plan

Your private clinic's balance sheet will usually be analyzed in conjunction with the other financial statements included in your forecast.

Two key points of focus will be:

  • Your private clinic's liquidity: does your business have sufficient cash and short-term assets to pay what it owes over the next 12 months?
  • And its solvency: does your business have the capacity to repay its debt over the medium-term?

The projected cash flow statement

A cash flow forecast for a private clinic shows how much cash the business is projected to generate or consume.

example of cash flow forecast in a private clinic business plan

The cash flow statement is divided into 3 main areas:

  • The operating cash flow shows how much cash is generated or consumed by the operations (running the business)
  • The investing cash flow shows how much cash is being invested in capital expenditure (equipment, real estate, etc.)
  • The financing cash flow shows how much cash is raised or distributed to investors and lenders

Looking at the cash flow forecast helps you to ensure that your business has enough cash to keep running, and can help you anticipate potential cash shortfalls.

It is also a best practice to include a monthly cash flow statement in the appendices of your private clinic business plan so that the readers can view the impact of seasonality on your business cash position and generation.

The initial financing plan

The sources and uses table or initial financing plan is a key component of your business plan when starting a private clinic.

It shows where the capital needed to set up the business will come from (sources) and how it will be spent (uses).

sources and uses table in a private clinic business plan

This table helps size the investment required to set up the private clinic, and understand how risks will be distributed between the business owners, and the financiers.

The sources and uses table also highlights what the starting cash position will be. This is key for startups as the business needs to have sufficient funding to sustain operations until the break-even point is reached.

Now that you have a clear understanding of what will go into the financial forecast of your private clinic business plan, let's have a look at the written part of the plan.

The written part of a private clinic business plan

The written part of a private clinic business plan is composed of 7 main sections:

  • The executive summary
  • The presentation of the company
  • The products and services
  • The market analysis
  • The strategy
  • The operations
  • The financial plan

Throughout these sections, you will seek to provide the reader with the details and context needed for them to form a view on whether or not your business plan is achievable and your forecast a realistic possibility.

Let's go through the content of each section in more detail!

1. The executive summary

The executive summary, the first section of your private clinic's business plan, serves as an inviting snapshot of your entire plan, leaving readers eager to know more about your business.

To compose an effective executive summary, start with a concise introduction of your business, covering its name, concept, location, history, and unique aspects. Share insights about the services or products you intend to offer and your target customer base.

Subsequently, provide an overview of your private clinic's addressable market, highlighting current trends and potential growth opportunities.

Then, present a summary of critical financial figures, such as projected revenues, profits, and cash flows.

You should then include a summary of your key financial figures such as projected revenues, profits, and cash flows.

Lastly, address any funding needs in the "ask" section of your executive summary.

2. The presentation of the company

In your private clinic business plan, the second section should focus on the structure and ownership, location, and management team of your company.

In the structure and ownership part, you'll provide an overview of the business's legal structure, details about the owners, and their respective investments and ownership shares. This clarity is crucial, especially if you're seeking financing, as it helps the reader understand which legal entity will receive the funds and who controls the business.

Moving on to the location part, you'll offer an overview of the company's premises and their surroundings. Explain why this particular location is of interest, highlighting factors like catchment area, accessibility, and nearby amenities.

When describing the location of your private clinic, it may be beneficial to emphasize its potential to draw in customers from a variety of areas. For instance, you could discuss the possibility of attracting customers from the surrounding neighborhoods, as well as from nearby cities or towns. Additionally, you could explain the potential for customers to come from other states or countries, should your clinic offer unique services or amenities. By highlighting the potential to draw customers from a variety of areas, it may be easier to convince a third party financier that your clinic's location is advantageous.

Finally, you should introduce your management team. Describe each member's role, background, and experience.

Don't forget to emphasize any past successes achieved by the management team and how long they've been working together. Demonstrating their track record and teamwork will help potential lenders or investors gain confidence in their leadership and ability to execute the business plan.

3. The products and services section

The products and services section of your business plan should include a detailed description of what your company offers, who are the target customers, and what distribution channels are part of your go-to-market. 

For example, your private clinic could offer general check-ups, such as physicals and blood tests, to ensure the health of its customers. It could also offer specialist treatments for specific conditions, such as diabetes or heart disease, to help customers manage their conditions better. Finally, it could provide access to mental health services, such as counseling and stress management, to help customers cope with the pressures of modern life. All of these services could be offered in a safe, confidential, and professional environment, tailored to the individual needs of the customer.

4. The market analysis

When presenting your market analysis in your private clinic business plan, you should detail the customers' demographics and segmentation, target market, competition, barriers to entry, and any regulations that may apply.

The goal of this section is to help the reader understand how big and attractive your market is, and demonstrate that you have a solid understanding of the industry.

You should start with the demographics and segmentation subsection, which gives an overview of the addressable market for your private clinic, the main trends in the marketplace, and introduces the different customer segments and their preferences in terms of purchasing habits and budgets.

The target market section should follow and zoom on the customer segments your private clinic is targeting, and explain how your products and services meet the specific needs of these customers.

For example, your target market might include families in the middle-income bracket. They are likely to be looking for quality healthcare services that are affordable and accessible. These customers will prefer a clinic that is local to them and that offers a wide range of services.

Then comes the competition subsection, where you should introduce your main competitors and explain what differentiates you from them.

Finally, you should finish your market analysis by giving an overview of the main regulations applicable to your private clinic.

5. The strategy section

When you write the strategy section of your private clinic business plan, remember to cover key elements such as your competitive edge, pricing strategy, sales & marketing plan, milestones, and risks and mitigants.

In the competitive edge subsection, elaborate on what makes your company stand out from competitors. This becomes especially important if you're a startup, aiming to carve a place for yourself amidst established players in the marketplace.

The pricing strategy subsection should demonstrate how you plan to maintain profitability while offering competitive prices to attract customers.

Outline your sales & marketing plan, detailing how you'll reach out to new customers and retain existing ones through loyalty programs or special offers.

For the milestones subsection, outline your company's achievements to date and your main objectives for the future, complete with specific dates to set clear expectations for progress.

Lastly, the risks and mitigants subsection should address the main risks that could affect your plan's execution. Explain the measures you've put in place to minimize these risks, assuring potential investors or lenders.

Your private clinic faces a variety of risks, both internal and external. For example, your clinic may face the risk of a cyber attack. Hackers could gain access to confidential patient information, leading to significant liability issues. Additionally, your clinic may face the risk of a data breach. If patient data is not properly secured, it could be exposed to unauthorized individuals, resulting in a serious violation of patient privacy.

6. The operations section

In your business plan, it's also essential to provide a detailed overview of the operations of your private clinic.

Start by covering your team, highlighting key roles and your recruitment plan to support the expected growth. Outline the qualifications and experience required for each role and your intended recruitment methods, whether through job boards, referrals, or headhunters.

Next, clearly state your private clinic's operating hours, allowing the reader to assess staffing levels adequately. Additionally, mention any plans for varying opening times during peak seasons and how you'll handle customer queries outside normal operating hours.

Then, shift your focus to the key assets and intellectual property (IP) necessary for your business. If you rely on licenses, trademarks, physical structures like equipment or property, or lease agreements, make sure to include them in this section.

You may have key assets such as patient records and medical equipment, as well as intellectual property such as a distinctive logo or brand. The clinic could also have trade secrets such as innovative treatments or processes, or proprietary software or technology which might give them an edge in comparison to their competitors.

Lastly, include a list of suppliers you plan to work with, detailing their services and main commercial terms, such as price, payment terms, and contract duration. Investors are interested in understanding why you've chosen specific suppliers, which may be due to higher-quality products or established relationships from previous ventures.

7. The presentation of the financial plan

The financial plan section is where we will include the financial forecast we discussed earlier in this guide.

Now that you have a clear idea of what goes into a private clinic business plan, let's look at some of the tools you can use to create yours efficiently.

What tool should I use to write my private clinic's business plan?

In this section, we will be reviewing the two main options for writing a private clinic business plan efficiently:

  • Using specialized software,
  • Outsourcing the drafting to the business plan writer.

Using an online business plan software for your private clinic's business plan

Using online business planning software is the most efficient and modern way to create a private clinic business plan.

There are several advantages to using specialized software:

  • You can easily create your financial forecast by letting the software take care of the financial calculations for you without errors
  • You are guided through the writing process by detailed instructions and examples for each part of the plan
  • You can access a library of dozens of complete business plan samples and templates for inspiration
  • You get a professional business plan, formatted and ready to be sent to your bank or investors
  • You can easily track your actual financial performance against your financial forecast
  • You can create scenarios to stress test your forecast's main assumptions
  • You can easily update your forecast as time goes by to maintain visibility on future cash flows
  • You have a friendly support team on standby to assist you when you are stuck

If you're interested in using this type of solution, you can try The Business Plan Shop for free by signing up here .

Hiring a business plan writer to write your private clinic's business plan

Outsourcing your private clinic business plan to a business plan writer can also be a viable option.

Business plan writers are skilled in creating error-free business plans and accurate financial forecasts. Moreover, hiring a consultant can save you valuable time, allowing you to focus on day-to-day business operations.

However, it's essential to be aware that hiring business plan writers will be expensive, as you're not only paying for their time but also the software they use and their profit margin.

Based on experience, you should budget at least £1.5k ($2.0k) excluding tax for a comprehensive business plan, and more if you require changes after initial discussions with lenders or investors.

Also, exercise caution when seeking investment. Investors prefer their funds to be directed towards business growth rather than spent on consulting fees. Therefore, the amount you spend on business plan writing services and other consulting services should be insignificant compared to the amount raised.

Keep in mind that one drawback is that you usually don't own the business plan itself; you only receive the output, while the actual document is saved in the consultant's business planning software. This can make it challenging to update the document without retaining the consultant's services.

For these reasons, carefully consider outsourcing your private clinic business plan to a business plan writer, weighing the advantages and disadvantages of seeking outside assistance.

Why not create your private clinic's business plan using Word or Excel?

Using Microsoft Excel and Word (or their Google, Apple, or open-source equivalents) to write a private clinic business plan is a terrible idea.

For starters, creating an accurate and error-free financial forecast on Excel (or any spreadsheet) is very technical and requires both a strong grasp of accounting principles and solid skills in financial modelling.

As a result, it is unlikely anyone will trust your numbers unless - like us at The Business Plan Shop - you hold a degree in finance and accounting and have significant financial modelling experience in your past.

The second reason is that it is inefficient. Building forecasts on spreadsheets was the only option in the 1990s and early 2000s, nowadays technology has advanced and software can do it much faster and much more accurately.

And with the rise of AI, software is also becoming smarter at helping us detect mistakes in our forecasts and helping us analyse the numbers to make better decisions.

Also, using software makes it easy to compare actuals vs. forecasts and maintain our forecasts up to date to maintain visibility on future cash flows - as we discussed earlier in this guide - whereas this is a pain to do with a spreadsheet.

That's for the forecast, but what about the written part of my private clinic business plan?

This part is less error-prone, but here also software brings tremendous gains in productivity:

  • Word processors don't include instructions and examples for each part of your business plan
  • Word processors don't update your numbers automatically when they change in your forecast
  • Word processors don't handle the formatting for you

Overall, while Word or Excel may be viable options for creating a private clinic business plan for some entrepreneurs, it is by far not the best or most efficient solution.

  • Using business plan software is a modern and cost-effective way of writing and maintaining business plans.
  • A business plan is not a one-shot exercise as maintaining it current is the only way to keep visibility on your future cash flows.
  • A business plan has 2 main parts: a financial forecast outlining the funding requirements of your private clinic and the expected growth, profits and cash flows for the next 3 to 5 years; and a written part which gives the reader the information needed to decide if they believe the forecast is achievable.

We hope that this in-depth guide met your expectations and that you now have a clear understanding of how to write your private clinic business plan. Do not hesitate to contact our friendly team if you have questions additional questions we haven't addressed here.

Also on The Business Plan Shop

  • How to write a business plan to secure a bank loan?
  • Key steps to write a business plan?
  • Top mistakes to avoid in your business plan

Do you know entrepreneurs interested in starting or growing a private clinic? Share this article with them!

Guillaume Le Brouster

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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6 Advanced Techniques for Running a Successful Family Care Clinic

R unning a family care clinic may seem daunting, but with the right approach, it’s a noble endeavor that can bring professional accomplishments and personal fulfillment. But what’s the secret to running a successful practice? Well, you have to harness the power of professional foresight and strategic thinking.

If you’re not sure how to do that, this article can help. Read on to discover resourceful ways to redefine the medical landscape with a top-tier clinic.

The Significance of an Efficient Billing Process

One of the main factors of running a successful family care clinic is having an efficient billing process. A streamlined billing process ensures that your clinic receives timely payments for the services provided.

To achieve this, consider implementing electronic health records (EHR) and management software. These tools can automate billing, reducing errors and improving efficiency.

Also, make sure your billing staff is well-trained and up-to-date with the latest coding and billing guidelines. Regularly audit your processes to identify any issues that may be affecting your clinic’s revenue.

1. Strategies for Managing a Private Practice

As a healthcare professional, managing a private practice is a bit complex. However, with the proper strategies in place, you can ensure the success and growth of your facility. Here’s what you should do:

Create a Mission Statement

Start by defining your clinic’s mission and vision . This will help guide your decisions and ensure that all staff members are aligned with your goals.

Develop a Business Plan

Develop a comprehensive business plan that outlines your clinic’s services, target market, marketing strategies, and financial projections. Routinely review and update this plan to adapt to changing market conditions.

Implement Marketing Strategies

Invest in effective marketing strategies to attract new patients to your clinic. Utilize both traditional and digital marketing channels to reach a wider audience. Consider offering special promotions or discounts to incentivize new patients to choose your family care clinic.

2. Enhance the Patient Experience

Providing an exceptional patient experience is essential. Patients who feel valued and cared for are more likely to return and recommend your practice to others. Start by creating a welcoming environment in your medical office. Ensure that the waiting area is comfortable and well-maintained.

Train your staff to provide excellent customer service and emphasize the importance of empathy when interacting with patients. Encourage open communication and actively listen to patient concerns. Use satisfaction surveys to gather feedback and make improvements.

Offer convenient appointment scheduling options, such as online booking or extended hours. Minimize wait times and strive to see patients promptly. By focusing on enhancing the patient experience, you can build trust and loyalty. This will lead to continued success.

3. Streamline Daily Operations

Efficient daily operations are vital for the smooth-functioning clinic. It’s a good idea to implement standardized processes and protocols for routine tasks. Doing so will ensure consistency and minimize errors. Be sure to routinely check these processes to improve efficiency.

Invest in technology solutions that can automate repetitive duties. This will free up valuable time for your staff to focus on patient care. Using a program, like Charge Capture by MDTech , is a great way to simplify routine tasks.

Regularly examine your clinic’s workflow and allow your staff members to provide input. Since they perform the tasks every day, they’ll be able to provide valuable feedback.

4. Use Advanced Techniques for Marketing

Marketing plays a huge role in attracting new patients to your family care clinic. Therefore, you should use digital marketing strategies to reach a wider audience.

Create a professional website that showcases your clinic’s services, staff, and patient testimonials. Optimize your website for search engines to improve its visibility in online searches . Use social media to engage with your audience and share educational content.

Also, consider partnering with local businesses to host events. This will not only raise awareness about your clinic but also establish your presence within the community.

Lastly, utilize online review platforms to gather positive patient reviews. Encourage satisfied patients to share their experiences and provide feedback. Positive reviews can significantly impact a potential patient’s decision to choose your family care clinic.

5. Hire and Train the Right Staff

The longevity of a family care clinic depends heavily on the skills of its staff. When hiring, look for individuals who not only possess the necessary qualifications, but also the right values that align with your clinic’s mission.

Develop a comprehensive onboarding program to ensure that new staff members are well-equipped to perform their roles. Provide ongoing training and development opportunities to keep your team updated on the latest advancements in healthcare.

Foster a positive, inclusive work environment that encourages collaboration and teamwork. Recognize and reward staff members who consistently exceed expectations and demonstrate a commitment to providing exceptional care.

Regularly assess staff performance and provide constructive feedback and coaching. Allow open communication and address all concerns or conflicts. By hiring and training the right staff, you can create a cohesive team that will contribute to the success of your private practice.

6. Have Continual Improvement

The healthcare industry is constantly evolving. Therefore, it is essential to stay aware of the latest trends and advancements. Continual improvement should be a core value of your medical facility.

Join professional organizations and attend conferences to network with other healthcare professionals. Engage in continuing education and require your staff to do the same. Use data analytics to measure key performance indicators and make data-driven decisions.

Stay informed about changes in healthcare regulations and compliance requirements. Make sure that your clinic is adhering to all guidelines to avoid legal or ethical issues.

By prioritizing continual improvement, you can position your private practice as a leader in the healthcare industry.

Grow Your Family Care Clinic

Growing and maintaining a family care clinic is no easy task. But with these strategies, you can position yourself for success. The most important thing is to remember why you got into the healthcare field. As long as you put your patients’ well-being first, everything else will fall into place.

If you enjoyed reading this article, continue browsing our website. Have a lovely day!

This article is published by NYTech in collaboration with Syndication Cloud.

6 Advanced Techniques for Running a Successful Family Care Clinic


Medical Clinic and Practice Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Healthcare and Medical » Hospital and Clinic

Are you about starting a medical clinic and practice? If YES, here is a complete sample medical clinic and practice business plan template & feasibility report you can use for FREE .

Okay, so we have considered all the requirements for starting a medical clinic and practice company . We also took it further by analyzing and drafting a sample medical clinic and practice marketing plan template backed up by actionable guerrilla marketing ideas for medical clinic and practice companies. So let’s proceed to the business planning section .

All over the world, the medical industry is one of the most revered industries. As a medical doctor or a player in the healthcare industry, if you are interested in starting a business in this industry and you don’t have the financial requirements to start a standard hospital, then you should opt for a medical clinic and practice business.

It is imperative to note that any healthcare related business requires that you should first look at the existing laws in the country or the state you reside before starting the business.

This is so because there is hardly any country that does not pay serious attention on their healthcare sector. Healthcare related businesses are usually highly regulated to guard against the infiltration of quacks or substandard medical clinics, hospitals or health facilities.

In essence, if you want to start your own medical clinic and practice business, then you would need to pay a visit to the health and medical regulatory body in your country to get all the required information before you can legally start your own medical practice .

So, if you are enthusiastic about starting your own medical clinic, then you should ensure that you carry out thorough feasibility studies and market survey. Business plan is yet another very important business document that you should not take for granted when launching your own medical clinic and practice business.

Below is a sample medical clinic and practice business plan template that can help you to successfully write your own with little or no difficulty.

A Sample Medical Clinic Business Plan Template

1. industry overview.

The hospital and healthcare industry that medical clinic and practice business is a subset of, is perhaps one of the fastest growing and largest industries in the world because the wealth of any nation depends on the health of the nation.

There is hardly any country where the healthcare and medical industry is not handled with all seriousness. As a matter of fact, the healthcare industry is known to gulp over 10 percent of gross domestic product (GDP) of most developed countries.

A healthcare provider is a health professional such as nurse or doctor et al or an establishment such as a hospital or a medical clinic or a healthcare center/facility that provides preventive, curative, promotional, rehabilitative or palliative healthcare/medical services in a systematic way to individuals, families or communities.

The hospital and healthcare industry comprise of operators who are licensed as general medical and surgical hospitals that provide surgical, nonsurgical diagnostic and medical treatment to inpatients with medical conditions. In general, medic clinics maintain inpatient beds and usually provide other services such as outpatient services, operating room services and pharmacy services.

There is indeed a very large market for healthcare service providers in the united states and of course in most parts of the world.

For instance, the World Health Organization (W.H.O) estimated that there are about 9.2 million physicians, 19.4 million nurses and midwives, 1.9 million dentists and other dentistry personnel, 2.6 million pharmacists and other pharmaceutical personnel, and over 1.3 million community health workers worldwide. This goes to show that the healthcare industry is indeed one of the largest segments of the workforce of any nation.

It is on record that in 2011, healthcare costs paid to hospitals, physicians, nursing homes , diagnostic laboratories, pharmacies, medical device manufacturers and other players in the healthcare system business value chain, consumed an estimated value of 17.9 percent of the Gross Domestic Product (GDP) of the United States.

This indeed is the largest of any country in the world. As a matter of fact, experts project that the healthcare share of the GDP of the United States will continue to grow, reaching 19.6 percent of GDP by 2016. The hospital and healthcare industry is indeed a very massive industry in the U.S. Statistics has it that in the United States of America, the industry is worth $986bn, with an estimated growth rate of 3.4 percent.

There are about 3,184 registered and licensed hospital and medical clinic businesses in the United States and they are responsible for employing about 5,513,669 people that comprise of doctors, nurses, pharmacists, dentists, opticians, surgeons and other health and non-health workers.

It is important to state that there is no medical clinic with a lion share of the available market in the United States. If you are considering starting your own medical clinic and practice business in the United States, then you should try and work around the industry barriers.

The truth is that the barriers to entry in the hospital and healthcare industry are high because of the significant regulatory requirements and the experience and strength of incumbents.

It is absolutely compulsory for any investor who is looking towards starting a medical business to meet extensive federal, state and local laws and regulations. These regulations relate to the adequacy of medical care, equipment, personnel, operating policies and procedures.

Regulations also involve maintaining adequate records, preventing fires, setting rates and complying with building codes and environmental protection laws. These regulations make it difficult and costly for aspiring entrepreneurs to enter the industry.

Some of the factors that encourage entrepreneurs to start their own medical clinic and practice is that the business can easily get support from government at all level and the business is indeed a profitable venture despite the legislature governing the industry.

If you are determined and you are ready to go all the way, you will surely succeed in establishing your medical practice in the United States of America and you will be glad you did because it is indeed a profitable line of business.

2. Executive Summary

Borger Jasper Memorial® Medical Clinic, LLC is a standard, licensed and government approved healthcare services provider that will be located in the heart of Miami Beach, Florida – United States of America. We have been able to acquire a standard corner piece facility that is highly suitable for the kind of medical clinic we want to operate.

Borger Jasper Memorial® Medical Clinic, LLC is in the hospital and healthcare industry to provide healthcare services like inpatient care, outpatient care, anatomical pathology services, diagnostic X-ray services, clinical laboratory services, operating room services and other medical services and practice.

We are well trained and equipped to service the market segments that require the healthcare services we will be offering. We are in the medical clinic and practice business to deliver excellent healthcare services to all those who will patronize our medical clinic.

We will also ensure that we will comply with the laws and health regulations in Florida and the United States of America. Our employees are well trained and qualified to handle the wide range of healthcare services.

Borger Jasper Memorial® Medical Clinic, LLC will operate a 24 hours, 7 days a week medical clinic and practice service; our medical clinic will be opened round the clock to attend to patients. We have a standard call center that is manned by trained health workers.

Our employees are going to be well trained to operate within the framework of our organization’s corporate culture and also to meet the needs of all our patients.

Borger Jasper Memorial® Medical Clinic, LLC will ensure that all our patients are given first class treatment whenever they visit our clinic. We have a CRM software that will enable us manage a one on one relationship with our customers no matter how large the number of our customer base grows.

Borger Jasper Memorial® Medical Clinic, LLC is a family business that is owned and managed by Dr. Borger Jasper and his immediate family members.

Dr. Borger Jasper is going to be the Medical Director (Chief Executive Officer) of the medical clinic. He is a qualified and well trained Medical Doctor who has over 15 years’ experience working as a medical doctor and medical researcher with the United States’ government.

3. Our Products and Services

Borger Jasper Memorial® Medical Clinic, LLC is in the medical clinic and practice business of ensuring that our patients are well taken care of and our services will be carried out by highly trained professional doctors, dentists, surgeons, opticians, nurses, nurse’s aides, mental health counselors, chiropractors, medication management counselors, physical therapists and other health and non – health workers, who know what it takes to give our patients value for their money.

These are the healthcare services that Borger Jasper Memorial® Medical Clinic, LLC will be offering;

  • Inpatient care
  • Outpatient care
  • Anatomical pathology services
  • Diagnostic X-ray services
  • Clinical laboratory services
  • Operating room services
  • Occupational, Physical, and Speech Therapy
  • Personal Injury Case Management

4. Our Mission and Vision Statement

  • Our vision is to become the number one choice when it comes to healthcare service delivery in the whole of Florida and also to be amongst the top 10 medical clinics in the United States of America within the next 10 years.
  • Borger Jasper Memorial® Medical Clinic, LLC is in business is to establish a first class medical clinic that will take care of both highly placed clients and lowly placed clients as long as they can afford our services. We want to become one of the leaders in the hospital cum healthcare services industry in Florida, and in the United States of America.

Our Business Structure

Borger Jasper Memorial® Medical Clinic, LLC is a business that will be built on a solid foundation. From the outset, we have decided to recruit only qualified professionals (doctors, dentists, surgeons, opticians, nurses, nurse’s aides, chiropractors, medication management counselors, physical therapists and other health and non – health workers) to man various job positions in our organization.

We are quite aware of the rules and regulations governing the hospital cum healthcare industry which is why we have decided to recruit only experienced and qualified employees as staff of the organization. We hope to leverage on their expertise to build our medical clinic and practice business to be well accepted in Florida and the whole of the United States.

When hiring, we will look out for applicants that are not just qualified and experienced, but honest, customer centric and are ready to work to help us build a prosperous business that will benefit all our stakeholders. As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of five years or more.

These are the positions that will be available at Borger Jasper Memorial® Medical Clinic, LLC;

  • Chief Medical Director/Chief Executive Officer

Nurses/Nurse’s Aides

  • Information Technologist (Contract)
  • Admin and Human Resources Manager
  • Sales and Marketing Executive


  • Customer Care Executive

5. Job Roles and Responsibilities

Chief Medical Director/Chief Executive Officer:

  • Responsible for providing direction for the business
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy
  • Attends to high profile clients and severe medical cases
  • Accountable for fixing prices and signing business deals
  • Responsible for payment of salaries
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization
  • Responsible for providing professional medical services to our patients
  • Responsible for offering occupational, physical, and speech therapy
  • Responsible for handling medical emergencies
  • Responsible for managing the daily activities in the dispensary store
  • Provide advice about medications in response to customer inquiries
  • In control of processing prescriptions and dispensing medication
  • Responsible for ordering, selling and controlling medicines and other stock
  • Handles any other duty as assigned by the Medical Director
  • Responsible for managing our patients
  • Handles personal injury case management
  • Responsible for offering medication management services
  • Assist the doctors in treating patients

Sales and Marketing Manager

  • Manage external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
  • Model demographic information and analyze the volumes of transactional data generated by customer
  • Writing winning proposal documents, negotiate fees and rates in line with organizations’ policy
  • Responsible for handling business research, market surveys and feasibility studies for clients
  • Develops, executes and evaluates new plans for expanding sales
  • Creates new markets cum businesses for the organization
  • Empowers and motivates the sales team to meet and surpass agreed targets
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
  • Responsible for financial forecasting and risks analysis
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensuring compliance with taxation legislation
  • Handles all financial transactions for Borger Jasper Memorial® Medical Clinic, LLC
  • Serves as internal auditor for Borger Jasper Memorial® Medical Clinic, LLC.

Client Service Executive

  • Welcomes clients and potential clients by greeting them in person or on the telephone; answering or directing inquiries.
  • Ensures that all contacts with clients provide the client with a personalized customer service experience of the highest level
  • Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Manages administrative duties assigned by the creative director in an effective and timely manner
  • Consistently stays abreast of any new information on the organizations’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries
  • Responsible for cleaning the medical clinic facility at all times
  • Ensure that toiletries and supplies don’t run out of stock
  • Handle any other duty as assigned by the admin and HR manager

6. SWOT Analysis

Borger Jasper Memorial® Medical Clinic, LLC is set to become one of the leading medical cum healthcare service providers in Florida which is why we are willing to take our time to cross every ‘Ts’ and dot every ‘Is’ as it relates to our business.

We want our medical clinic to be the number one choice of all residents of Miami and other cities in Florida. We know that if we are going to achieve the goals that we have set for our business, then we must ensure that we build our business on a solid foundation. We must ensure that we follow due process in setting up the business.

Even though our Chief Medical Director has robust experience in health management services, public health and medical research, we still went ahead to hire the services of business consultants that are specialized in setting up new businesses to help our organization conduct detailed SWOT analysis and to also provide professional support to structure our business to become a leader in the hospital and healthcare industry.

This is the summary of the SWOT analysis that was conducted for Borger Jasper Memorial® Medical Clinic, LLC;

Our strength lies in the fact that we have a team of well qualified healthcare professionals manning various job positions in our medical clinic.

As a matter of fact, they are some of the best hands in the whole of Miami Florida. Our location, the Business model we will be operating on, opening 24 hours daily and 7 days in a week, multiple payment options, well equipped medical call center and our excellent customer service culture will definitely count as a strong strength for us.

Our perceived weakness lies in the fact that we are just starting out and we may not have the required finance to sustain the kind of publicity that we intend giving the business and also to acquire some of the latest medical and surgical equipment.

  • Opportunities:

The opportunities that are available to medical clinics cum healthcare service providers are unlimited considering the fact that medical clinics are not only meant for those who are sick and need treatment; people who are not sick may be required to conduct routine medical checkups from time to time and we are going to position our medical clinic to make the best out of the opportunities that will be available to us in Florida.

Just like any other business, one of the major threats that we are likely going to face is economic downturn and unfavorable government policies . Another threat that may likely confront us is the arrival of a bigger medical clinic or hospital or healthcare brand in the same location where our medical clinic is located.


  • Market Trends

The hospital cum healthcare industry is indeed a thriving and dynamic industry; with the aid of technology, it is becoming easier to treat, manage and cure some ailments that before now are not easy to handle. No doubt there are many ways of providing healthcare services in this changing era since the place of delivery may be in the patient’s home, the community, the workplace, or in health facilities.

The hospital cum healthcare industry has recently begun consolidating, largely due to the pressures of healthcare reform. The truth is that the demand for hospital cum healthcare services has steadily grown over the last five years, as healthcare reform legislation broadened insurance coverage.

As an investor in the hospital cum healthcare industry, in order to maintain an advantaged position in this competitive industry, you should source for the most skilled and specialized healthcare professionals.

One thing about this industry is that labor costs are on the high side. However, medical clinics have also faced nurse and physician shortages and have struggled to recruit qualified personnel. Industry profitability has generally risen over the past five years due to increases in service prices.

No doubt the home healthcare industry will continue to grow and become more profitable because the aging baby-boomer generation in the United States are expected to drive demand for healthcare services.

8. Our Target Market

Borger Jasper Memorial® Medical Clinic, LLC is in business to service a wide range of customers in Miami Beach, Florida – United States of America and other cities such as Green – acres City, Miami, Jacksonville, Clearwater, Tampa, Fort Lauderdale, North Miami, West Palm Beach, Palm Harbor, Deltona, Orlando, Palm Bay and Panama City et al.

We will ensure that we target both customers who do not have health insurance cover, and those who have health insurance cover. The fact that we are going to open our doors to a wide range of customers does not in any way stop us from abiding by the rules and regulations governing the hospital and healthcare industry in the United States.

Our staff are well – trained to effectively service our customers and give them value for their monies. Our customers can be categorized into the following;

  • The whole residents within the area where our medical clinic is located
  • Expectant Mothers
  • Injured Sports Men and Women
  • Corporate organizations such as banks, insurance companies, manufacturing companies, oil and gas companies et al
  • Health Management Organizations (HMOs)

Our Competitive Advantage

Aside from the competitions that exist amongst various medical clinics, they also compete against other healthcare services providers such as home healthcare services providers, health centers and standard hospitals et al.

To be highly competitive in the hospital cum healthcare industry means that you should be able to deliver quality patient service and should be able to meet the expectations of your patients at all times; they should experience improvement in their health when they patronize your medical clinic.

Borger Jasper Memorial® Medical Clinic, LLC is coming into the market well prepared to compete in the industry. Our medical clinic facility is well positioned and visible, we have enough parking space with good security. Our staff are well groomed in all aspects of healthcare service delivery.

Our services will be carried out by highly trained professionals (doctors, dentists, surgeons, opticians, nurses, nurse’s aides, chiropractors, medication management counselors, physical therapists and other health and non – health workers) who know what it takes to give our patients value for their money.

Lastly, all our employees will be well taken care of, and their welfare package will be among the best within our category in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.


  • Sources of Income

Borger Jasper Memorial® Medical Clinic, LLC will ensure that we do all we can to maximize the business by generating income from every legal means within the scope of our industry. Below are the sources we intend exploring to generate income for Borger Jasper Memorial® Medical Clinic, LLC;

10. Sales Forecast

It is important to state that our sales forecast is based on the data gathered during our feasibility studies, market survey and also some of the assumptions readily available on the field.

We have been able to critically examine the healthcare market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to similar startups in Miami – Florida.

  • First Year: $100,000 (From Self-Pay Clients/Patients) and $250,000 (From Health Insurance Companies)
  • Second Year: $250,000 (From Self-Pay Clients/Patients) and $500,000 (From Health Insurance Companies)
  • Third Year: $500,000 (From Self-Pay Clients/Patients) and $1,500,000 (From Health Insurance Companies)

N.B : This projection was done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. Please note that the above projection might be lower and at the same time it might be higher.

  • Marketing Strategy and Sales Strategy

The marketing and sales strategy of Borger Jasper Memorial® Medical Clinic, LLC will be based on generating long-term personalized relationships with our customers. In order to achieve that, we will ensure that we offer all – round healthcare services at affordable prices compared to what is obtainable in Florida.

We know that if we are consistent in offering high quality healthcare service delivery and excellent customer service, we will increase the number of our customers by more than 25 percent for the first year and then more than 40 percent subsequently.

Before choosing a location for our medical clinic and medical practice, we conducted a thorough market survey and feasibility studies in order for us to penetrate the available market and become the preferred choice for residents of Miami Beach, Florida and other cities in the United States where our services will be available.

We have detailed information and data that we were able to utilize to structure our business to attract the number of customers we want to attract per time.

We hired experts who have good understanding of the hospital cum healthcare industry to help us develop marketing strategies that will help us achieve our business goal of winning a larger percentage of the available market in Florida. In summary, Borger Jasper Memorial® Medical Clinic, LLC Services will adopt the following sales and marketing approach to win customers over;

  • Introduce our medical clinic by sending introductory letters to residents, business owners and corporate organizations
  • Advertise our medical clinic and practice in community based newspapers, local TV and radio stations
  • List our medical clinic and practice on yellow pages ads (local directories)
  • Leverage on the internet to promote our medical clinic and practice
  • Engage in direct marketing
  • Leverage on word of mouth marketing (referrals)
  • Enter into business partnership with health management organizations, government agencies and health insurance companies

11. Publicity and Advertising Strategy

We are in the medical clinic and practice business to become one of the market leaders and also to maximize profits hence we are going to explore all available means to promote our medical clinic. Borger Jasper Memorial® Medical Clinic, LLC has a long – term plan of opening medical clinics in key cities around Florida which is why we will deliberately build our brand to be well accepted in Miami Beach before venturing out.

As a matter of fact, our publicity and advertising strategy is not solely for winning customers over but to effectively communicate our brand to the general public. Here are the platforms we intend leveraging on to promote and advertise Borger Jasper Memorial® Medical Clinic, LLC;

  • Place adverts on both print and electronic media platforms
  • Sponsor relevant community health programs
  • Leverage on the internet and social media platforms like Instagram, Facebook, twitter, YouTube, Google + et al to promote our brand
  • Install our billboards in strategic locations all around Miami Beach Florida
  • Engage in roadshows from time to time
  • Distribute our fliers and handbills in target areas
  • Ensure that all our workers wear our branded shirts and all our vehicles and ambulances are well branded with our company’s logo et al.

12. Our Pricing Strategy

Borger Jasper Memorial® Medical Clinic, LLC will work towards ensuring that all our services are offered at highly competitive prices compare to what is obtainable in The United States of America.

On the average, hospitals and healthcare service providers usually leverage on the fact that a good number of their clients do not pay the service charge from their pockets; private insurance companies, Medicare and Medicaid are responsible for the payment. In view of that, it is easier for hospitals and healthcare service providers to bill their clients based in their discretion.

In some cases, hospitals and healthcare service providers also adopt the hourly billing cum per visit billing method. It is easier and preferable for medical clinic and healthcare services providers to bill personal injury case management services by the hour as against a fixed price.

  • Payment Options

The payment policy adopted by Borger Jasper Memorial® Medical Clinic, LLC is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options that Borger Jasper Memorial® Medical Clinic, LLC will make available to her clients;

  • Payment via bank transfer
  • Payment via credit cards
  • Payment via check
  • Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for our services without any stress on their part. Our bank account numbers will be made available on our website and promotional materials.

13. Startup Expenditure (Budget)

If you are looking towards starting a medical clinic, then you should ensure that you raise enough capital to cover some of the basic expenditures that you are going to incur. The truth is that starting this type of business does not come cheap.

You would need money to secure a standard medical clinic facility, acquire medical equipment and supply , pay your workforce and pay bills for a while until the revenue you generate from the business becomes enough to pay them. Also it is expensive to acquire a standard and well – equipped ambulance.

The items listed below are the basics that we would need when starting our medical clinic in the United States, although costs might vary slightly.

  • The total fee for registering the Business in the United States – $750
  • Legal expenses for obtaining licenses and permits – $1,500
  • Marketing promotion expenses for the grand opening of Borger Jasper Memorial® Medical Clinic, LLC – $3,580
  • Cost for hiring Business Consultant – $2,500
  • Cost for computer software (Accounting Software, Payroll Software, CRM Software, Microsoft Office, QuickBooks Pro, drug interaction software, Physician Desk Reference software) – $7,000
  • Insurance (general liability, workers’ compensation and property casualty) coverage at a total premium – $3,400
  • Cost for payment of rent for 12 months at $1.76 per square feet in the total amount of – $105,600
  • Cost for clinic remodeling – $20,000
  • Other start-up expenses including phone and utility deposits – ( $2,500 )
  • Operational cost for the first 3 months (salaries of employees, payments of bills et al) – $500,000
  • The cost for startup inventory (stocking with a wide range of products) – $150,000
  • Storage hardware (bins, rack, shelves,) – $10,720
  • Cost for Drugs and Supplies (Injections, Bandages, Scissors, et al) – $3,000
  • Cost for medical equipment – $300,000
  • Cost of purchase of ambulance and other vehicles – $100,000
  • The cost for the purchase of furniture and gadgets (Computers, Printers, Telephone, TVs, tables and chairs et al) – $4,000
  • The cost of launching a website – $700
  • Miscellaneous – $10,000

We would need an estimate of $1.2 million to successfully set up our medical clinic and practice business in Miami Beach – Florida.

Generating Startup Capital for Borger Jasper Memorial® Medical Clinic, LLC

Borger Jasper Memorial® Medical Clinic, LLC is a private business that will be owned and managed by Dr. Borger Jasper Jnr. and his immediate family members.

They are the financier of the business, but may likely welcome partners later which is why they decided to restrict the sourcing of the startup capital for the business to just three major sources. These are the areas we intend generating our startup capital;

  • Generate part of the start – up capital from personal savings
  • Source for soft loans from family members and friends
  • Apply for loan from the bank

N.B: We have been able to generate about $500,000 (Personal savings $300,000 and soft loan from family members $200,000) and we are at the final stages of obtaining a loan facility of $700,000 from our bank. All the papers and documents have been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the number of loyal customers they have, the capacity and competence of their employees, their investment strategy and the business structure. If all of these factors are missing from a business, then it won’t be too long before the business closes shop.

One of our major goals of starting Borger Jasper Memorial® Medical Clinic, LLC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our healthcare services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Borger Jasper Memorial® Medical Clinic, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our organizations’ corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

  • Business Name Availability Check: Completed
  • Business Registration: Completed
  • Opening of Corporate Bank Accounts: Completed
  • Securing Point of Sales (POS) Machines: Completed
  • Opening Mobile Money Accounts: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Purchase of Insurance for the Business: Completed
  • Leasing of facility and remodeling the facility: In Progress
  • Conducting Feasibility Studies: Completed
  • Generating capital from family members: Completed
  • Applications for loan from the bank: In Progress
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents and other relevant Legal Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Graphic Designs and Printing of Promotional Materials: In Progress
  • Recruitment of employees: In Progress
  • Purchase of Medical Equipment and Ambulances et al: In Progress
  • Purchase of the needed furniture, racks, shelves, computers, electronic appliances, office appliances and CCTV: In progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business both online and around the community: In Progress
  • Health and Safety and Fire Safety Arrangement (License): Secured
  • Opening party/launching party planning: In Progress
  • Compilation of list of products that will be available in our pharmacy store: Completed
  • Establishing business relationship with Private medical insurance companies, Medicare and Medicaid, vendors (wholesale pharmaceutical companies): In Progress

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Mobile Health Clinic Business Plan Template

Written by Dave Lavinsky

Mobile Health Clinic Business Plan

You’ve come to the right place to create your Mobile Health Clinic business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Mobile Health Clinic businesses.

Below is a template to help you create each section of your Mobile Health Clinic business plan.

Executive Summary

Business overview.

MobiDoc is a startup Mobile Health Clinic based in Tupelo, MS. The company was founded by Nathan Quinn, a Nurse Practitioner with experience providing primary care to families in the area. Nathan has long recognized the disparity in access to medical care for people living in rural areas, and has decided to address this need by establishing a Mobile Health Clinic business. The combination of his skills and compassion positions him to succeed. What’s more, he is well-known locally as a highly respected medical provider.

Product Offering

MobiDoc has acquired a specially-equipped van, and has verbal agreements with five towns in the area to provide medical services from the town hall parking lot, on a rotating basis. As residents become aware of the clinic and demand grows, MobiDoc has plans to acquire additional mobile units to increase its service area.

Customer Focus

MobiDoc will serve residents of rural northern Mississippi, who might otherwise lack access to medical care.

Management Team

MobiDoc will be owned and operated by Nathan Quinn. Nathan graduated from University of Mississippi’s Family Nurse Practitioner program, and is nationally certified through the American Academy of Nurse Practitioners. He is also licensed as a Mississippi Nurse Practitioner, and has practiced primary care for five years.

Success Factors

MobiDoc will be able to achieve success by offering the following competitive advantages:

  • Friendly, knowledgeable, and highly qualified owner
  • Based in a central location for easy access to the surrounding rural areas
  • Has enthusiastic support from local officials, who are helping to spread the word about MobiDoc

Financial Highlights

MobiDoc is seeking $300,000 in debt financing to launch its Mobile Health Clinic operation. The funding will be dedicated towards procuring a medical van and necessary medical supplies, and payroll of the staff until the firm reaches break even. The breakout of the funding is below:

  • Used Medical Vehicle: $200,000
  • Clinic equipment, supplies, and materials: $50,000
  • Marketing costs: $10,000
  • Working capital: $40,000

The following graph below outlines the pro forma financial projections for MobiDoc.

MobiDoc Pro Forma Financial Projections

Company Overview

Who is mobidoc.

  MobiDoc aims to deliver quality healthcare. The team is highly qualified and experienced in the provision of primary care.

MobiDoc History

MobiDoc is owned and operated by Nathan Quinn. Nathan graduated from University of Mississippi’s Family Nurse Practitioner program, and is nationally certified through the American Academy of Nurse Practitioners. He is also licensed as a Mississippi Nurse Practitioner, and has practiced primary care for five years.

Nathan has spent his professional career working for the local hospital system. He has worked in both urgent care and primary care facilities during his tenure with the system. This experience has given him the skills and knowledge required to venture out and start his own practice. Nathan has approached five small towns within driving distance of Tupelo, where his proposed mobile clinic has been met with enthusiastic support.

Since incorporation, MobiDoc has achieved the following milestones:

  • Registered MobiDoc, LLC to transact business in the state of Mississippi.
  • Located a used mobile medical van and signed a letter of intent to purchase it.
  • Reached out to numerous city/town officials for license to operate a mobile clinic.
  • Began procuring the supplies necessary to operate a primary care clinic from the MobiDoc mobile unit.

MobiDoc Services

MobiDoc will provide a range of medical services for patients of all ages residing in the rural towns surrounding Tupelo. These services will include wellness checkups, vaccinations, diagnosis and treatment of various diseases, and urgent care treatment as needed.

Industry Analysis

The Mobile Health Clinic industry in the United States has witnessed significant growth and evolution in recent years. These clinics are operated from specially designed vehicles or trailers that provide medical services, including primary care, preventive care, urgent care, and more, to underserved and remote communities. This industry plays a crucial role in improving healthcare access and addressing healthcare disparities.

The Mobile Health Clinic industry has experienced steady revenue growth in the past decade. In 2022, the industry’s estimated revenue was approximately $1.7 billion, reflecting a growing demand for mobile healthcare services. This growth is expected to continue, with projections indicating a compound annual growth rate (CAGR) of around 11.2% through 2030.

The industry’s growth is driven by several factors:

  • Healthcare Access Disparities: The unequal distribution of healthcare services across various demographic groups and geographic regions has created a demand for mobile health clinics. These units can bridge the gap by delivering essential healthcare services to underserved populations.
  • Convenience and Accessibility: Mobile health clinics offer convenience and accessibility to patients who may face transportation barriers or have limited mobility.
  • Rural Healthcare: Rural areas in the United States often struggle with a shortage of healthcare facilities. Mobile clinics serve as a vital resource for delivering care to these remote regions.
  • Chronic Disease Management: The rising prevalence of chronic diseases necessitates regular medical check-ups and management. Mobile clinics can provide such services, reducing the burden on traditional healthcare facilities.

Trends within the industry include:

  • Telehealth Integration: Many mobile health clinics have integrated telehealth services into their offerings. This allows patients to connect with healthcare providers remotely, expanding the range of services they can access.
  • Preventive Care Focus: There is a growing emphasis on preventive care and wellness programs in mobile clinics. Services such as vaccinations, screenings, and health education are becoming more prevalent.
  • Customization and Specialization: Mobile clinics are increasingly tailored to specific needs. Some are specialized in dental care, mental health, or pediatric services, providing more targeted care to communities.
  • Collaboration with Nonprofits and Government Agencies: Mobile clinics often collaborate with nonprofit organizations and government agencies to extend their reach and funding. These partnerships contribute to the sustainability and growth of the industry.
  • Technological Advancements: Mobile health clinics are incorporating advanced technologies such as electronic health records (EHRs), telemedicine equipment, and diagnostic tools to enhance the quality of care provided.

Customer Analysis

Demographic profile of target market.

MobiDoc will target the underserved population of rural northern Mississippi.

Customer Segmentation

MobiDoc will primarily target the following customer profiles:

  • Individuals without reliable transportation
  • Low-income individuals
  • Elderly and homebound individuals
  • Children and schools
  • Individuals with urgent medical situations

Competitive Analysis

Direct and indirect competitors.

MobiDoc has no known local competition, but will model the practice on comparable companies such as:

Mobile Wellness Clinic

Established in 2010, Mobile Wellness Clinic provides comprehensive primary care services for patients in the Jackson metro area. It serves both urban and suburban patients, visiting various neighborhoods on a rotating schedule, and focuses on the underserved, including low-income individuals and immigrants. Services include primary care services, including general check-ups, chronic disease management, and immunizations, diabetes screenings, medication management, and health education. It provides these services in collaboration with local non-profits in order to provide free or low-cost care.

Health on Wheels

Established in 2015, Health on Wheels provides a range of health care services to low-income individuals in the Biloxi metro area. The clinic focuses on preventive care and health education, but also provides general checkups, vaccinations, and chronic disease management. Its health education includes topics like nutrition, exercise, and healthy living, with the goal of improving the overall health and well-being of patients.

Pediatric Express Mobile Clinic

Established in 2010, Pediatric Express Mobile Clinic specializes in pediatric care for children throughout the Gulfport area. The clinic works closely with local schools and community organizations to provide services such as vaccinations, well-child checkups, developmental screenings, and parent education on health matters.

Competitive Advantage

MobiDoc has first-mover advantage, in that no other mobile clinic currently operates within the area. Nonetheless, MobiDoc will attract patients with its attention to best practices:

  • Personalized and comprehensive medical care, for patients who are unaccustomed to having access to healthcare.
  • Private appointments at a local and accessible site.
  • Free and low-cost care supported by local government organizations and nonprofits.

Marketing Plan

Brand & value proposition.

MobiDoc will offer the unique value proposition to its patients:

  • Highly-qualified medical provider with experience treating a wide range of conditions for a varied patient population.
  • Accessibility – MobiDoc brings medical care to the patient, who might otherwise have been unable to access care.
  • Low- and no-cost care – MobiDoc does not mark up its services, and provides a sliding-scale fee structure for those in need.

Promotions Strategy

The promotions strategy for MobiDoc is as follows:

Online Presence and Digital Marketing

  • MobiDoc will maintain a professional, user-friendly website that provides information about services, scheduling, and contact details. The site will also be mobile-friendly as many people access websites from smartphones.
  • MobiDoc will utilize platforms like Facebook, Twitter, and Instagram to engage with the community, sharing health tips, success stories, and updates on the clinic’s location and services.

Community Engagement and Partnerships

  • Nathan plans to attend local events, fairs, and community gatherings to raise awareness about the mobile clinic, where he will distribute brochures and engage in face-to-face discussions.
  • MobiDoc will collaborate with government officials, local schools, businesses, nonprofits, and community organizations to raise awareness and build community buy-in.

Community Events and Workshops

  • MobiDoc will periodically host health workshops and educational sessions at local community centers, libraries, and schools.

Media Coverage

  • Nathan will reach out to local newspapers, TV stations, and online news outlets to request feature stories about the clinic’s impact on the community.

MobiDoc’s pricing will be moderate, but the clinic will not turn any patient away for financial reasons. The clinic receives grants and donations, which allows it to provide free and low-cost care to those in need.

Operations Plan

The following will be the operations plan for MobiDoc. Operation Functions:

  • Nathan Quinn will drive the mobile medical unit, and will provide medical services
  • Bookkeeping and administrative tasks such as appointment setting will be handled by Sheila Burke, who has been a medical receptionist for two years.


MobiDoc will have the following milestones complete in the next six months.

  • 5/1/202X – Finalize purchase of Mobile Medical Van
  • 6/1/202X – Finalize initial clinic locations and rotation
  • 615/202X – Finalize the outfitting of the mobile unit with all necessary supplies and equipment
  • 8/1/202X – Begin scheduling the first patients and/or walk-in hours
  • 8/15/202X – See the first patient

MobiDoc will be owned and operated by Nathan Quinn, who will drive the mobile medical unit, and provide patient care.

Nathan graduated from University of Mississippi’s Family Nurse Practitioner program, and is nationally certified through the American Academy of Nurse Practitioners. He is also licensed as a Mississippi Nurse Practitioner, and has practiced primary care for five years.

Nathan will be assisted by Office Manager, Sheila Burke, who will handle all administrative tasks. Sheila has a solid background in medical reception.

Financial Plan

Key revenue & costs.

The revenue drivers for MobiDoc will largely rely on insurance payments for appointments with insured patients, and grants and donations for the uninsured.

The cost drivers will be the overhead costs required to keep the mobile unit in top working order, and procure supplies. The major expense will be payroll.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required to achieve the revenue and cost numbers in the financials and to pay off the startup business loan.

  • Pricing Model: The revenue projections are based on the price per service or consultation.
  • Patient Volume: The estimated number of patients the clinic can serve each day, week, or month is based on factors like population density, the clinic’s schedule, and the level of demand in the service area.
  • Payor Mix: Revenue projections take into consideration the expected mix of payors, such as private insurance, Medicare, Medicaid, and self-pay patients.
  • Regulatory Compliance: MobiDoc has factored in costs related to meeting healthcare regulations and standards, including licensing, certification, and adherence to health and safety requirements.
  • Insurance and Liability: The cost of insurance coverage for the clinic, staff, and any potential liabilities or malpractice claims have been included.
  • Technology and Equipment: MobiDoc has estimated the costs associated with healthcare technology, equipment, and software necessary for patient care and record-keeping.

Financial Projections

Income statement, balance sheet, cash flow statement, mobile health clinic business plan faqs, what is a mobile health clinic business plan.

A mobile health clinic business plan is a plan to start and/or grow your mobile health clinic business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Mobile Health Clinic business plan using our Mobile Health Clinic Business Plan Template here .

What are the Main Types of Mobile Health Clinic Businesses? 

There are a number of different kinds of mobile health clinic businesses , some examples include: Neighborhood mobile health clinic, Pregnancy and Motherhood Health Clinic, Corporate Mobile Health Clinic, and Blood Donation & Lab Tests Mobile Health Clinic.

How Do You Get Funding for Your Mobile Health Clinic Business Plan?

Mobile Health Clinic businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Mobile Health Clinic Business?

Starting a mobile health clinic business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Mobile Health Clinic Business Plan - The first step in starting a business is to create a detailed mobile health clinic business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your mobile health clinic business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your mobile health clinic business is in compliance with local laws.

3. Register Your Mobile Health Clinic Business - Once you have chosen a legal structure, the next step is to register your mobile health clinic business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your mobile health clinic business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Mobile Health Clinic Equipment & Supplies - In order to start your mobile health clinic business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your mobile health clinic business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

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Starting an ABA Therapy Clinic – Step by step how to, ABA Business Plan and Checklist

ABA Clinic

‍ Most Applied Behavior Analysis (ABA) clinic owners specialize in behavioral analysis, not business management. Explore this guide and get advice from real ABA owners on every step in setting up a new clinic. Learn how to register a business, attract clients, and grow your practice. ‍

Inside this article:

  • How to organize and plan your ABA clinical processes
  • Expert tips for starting an ABA practice
  • Answers to common FAQs
  • Why ABA practice management software is a must-have tool for new ABA clinic owners ‍

ABA Clinic

Steps to Start a New ABA Clinic

‍ To start an ABA clinic, you’ll need to incorporate your business. Then, you’ll create robust clinical procedures before accepting clients. The length of the entire process depends on your preparation level and whether you want to enroll with insurance providers.

Deciding to open a new Applied Behavior Analysis (ABA) clinic is the first step in an exciting phase of your career. But the process can feel overwhelming. Like any new business owner, you’ll need to create a robust business plan, save money, and go through the steps of registering your business. To top it off, you (or your staff) need to receive the licenses and credentials required of a Board-Certified Behavior Analyst (BCBA).

Most BCBAs start in the field because they want to make a social impact and help others. Many like the idea of opening a clinic because they want to expand their reach and be their own boss. However, some BCBAs make the mistake of underestimating how much business, marketing, and non-clinical work goes into starting an ABA practice.

Aaron Tucker, founder and CEO of Forward Family Services , three ABA and behavioral health clinics in central California, recounts his motivation to start an ABA clinic.

business plan for clinic

‍ “I wanted to do something socially impactful and rewarding, which also allowed me to make a living.”

But Tucker warns that BCBAs might be surprised at how much business management can be involved in starting an ABA clinic. “Many people are used to focusing on case management and interacting with kids. They may not realize that, as a business owner, you don’t get as much of that experience anymore.” ‍

Tucker sums it up nicely, saying, “if you want to be a business owner, are a confident leader, embrace teamwork, and want to help others, opening an ABA clinic will be right up your alley. To be successful, a new ABA owner must be resilient.”

With the proper support and preparation, the result will be worth it: your own clinic where you can use your unique skill set to improve your patients’ lives. ‍ ‍

Steps to Set Up a New Business

‍ Setting up a business is straightforward, but steps vary based on state and business type. Start by creating a business plan and securing funding. Then, think of a name that encapsulates the spirit of your business. Finally, register your business.

Before starting the journey, it’s worth noting that the entire process might require a mind shift. Dr. Brandon Herscovitch, clinical assistant professor of ABA at Truman State University and co-owner of Partners Behavioral Health , offers this advice:

business plan for clinic

‍ “Think like both a BCBA and a businessperson. For example, being an ethical and caring businessperson can help provide a platform for you and your clinicians to serve your clients inside a sustainable model.”

Whenever you decide that you are ready, here’s a step-by-step guide detailing how to set up your ABA business. Click here to download our checklist for starting an ABA clinic.

Map out the process Before jumping full steam ahead, research the process diligently. In many cases, you can work on two steps concurrently, saving time and money. Plus, you may identify weaknesses that you’ll need outside help to tackle. For example, most experts advise speaking to a lawyer and an accountant at the beginning of the process.

Consider your finances and make a budget An accountant or business coach can help you with the subtleties of strategic financial planning. Don’t underestimate this stage: Proper planning will help you identify how much upfront capital you’ll need to get your business going and how long you’ll run in the early stages when you only work with a few clients. In fact, according to the Small Business Administration (SBA), one of the top five reasons a business fails is because they lack the capital to operate in the early stages.

Starting a business has an upfront cost. Ask yourself if you have enough money to absorb these costs or if you will need to borrow money. Consider that you may be unable to keep your day job while simultaneously opening a business. Estimate your startup cost and how long you can run your business without turning a profit. The number will vary based on your goals and whether you want to run an in-house or virtual practice. Split up your expenses into fixed costs(e.g., rent, web hosting services) and variable costs (e.g., anticipated staff hiring, etc.).

This process will also help you determine a wage for yourself and your staff. This number will vary based on whether you will predominantly be paid through insurance carriers.

Herscovitch owned his own ABA clinic from 2006 to 2019. When asked about critical concepts he wished he knew more about before starting, Herscovitch stresses that “cash flow is an important concept to understand. People often focus on profitability, which is important too, but cash flow is also an essential concept to understand and plan for. Likewise, having a business plan and financial projections will help you succeed.”

Brainstorm your business name Your business name will follow you everywhere you go – from your registration forms to your website – so think carefully about your choice. Try encapsulating your business's spirit and speaking to your unique mission. Your business name should be easy to remember because it will be the centerpiece of your marketing campaign. Finally, check your state’s business registry website to ensure the name is available.

Write your business plan Your business plan will outline your goals and how you will achieve them. You’ll also outline business milestones you hope to reach, helping you identify and prepare for potential roadblocks. Finally, potential investors will expect a well-written business plan if you are seeking any outside funding. There are seven broad parts of a business plan. You should organize your business plan from general to specific. For example, start with an executive summary containing your business name, description, and team biographies. You then walk the reader through the specifics of your funding and marketing strategies. In the end, you will discuss the levels of growth you hope to achieve and how you will reach these milestones. For example, if you want to expand to many clinics, you should organize your plan around that goal. Download our ABA clinic business plan template to learn more.

Pick your business location Your state and region will determine specific regulations, license requirements, and expenses. For ABA providers, consider that different states offer different rates and have various rules and licensing requirements. Also, your location will affect fixed costs like rent and utilities.

Determine business structure (LLC vs. SCORP vs. CCORP) Your business structure affects how much you pay in taxes, your funding ability, the paperwork you need to file, and your liability. Before registering your business, you must choose a business structure. Many decide to discuss the relative pros and cons with their certified public accountant (CPA).

Sole proprietorship: You are immediately considered a sole proprietorship if you don’t register as any other business. In a sole proprietorship, your business assets and liabilities are not separate from your assets and liabilities. If you need a loan, consider that banks rarely lend to sole proprietorships. On the other hand, sole proprietorships can be a good idea if you just want to test your idea before forming a more formal business or branching out to include multiple clinics.

Limited liability company (LLC) LLCs separate your personal and business assets. If you operate an LLC, personal assets won’t be at risk if your business faces financial issues. You will need to pay self-employed text contributions toward Medicare and Social Security. ‍ ‍

Corporation – SCORP and CCORP

Corporations have shareholders, officers, and a board of directors. SCORPs and CCORPs are the two major types of corporations. They differ in terms of their federal tax structure. Both corporations provide excellent protection against personal liability, allow you to sell stock, and are more expensive to set up than an LLC.

CCORP:  Owners of CCORPs must pay corporate-level income taxes and can experience double taxation if they make a profit by selling shares.

SCORP: SCORPs have a special tax status. In SCORPs, losses and profits pass through to the individual shareholders, who are then taxed individually. SCORPS don’t pay federal income taxes. This option can be attractive to ABA owners, but be aware that you must meet some requirements to file as an SCORP.

business plan for clinic

- Register your business If you conduct business under your legal name ,you don’t need to register with the federal or state government. But, without registration, you won’t get personal liability protection and tax benefits.

Federal: Most businesses simply need to receive a federal tax ID to register with the federal government and become a legal entity. Small businesses sometimes register for trademark protection or tax-exempt status. If you want to trademark your business, brand, or product name, file with the U.S. Patent and Trademark Office. Register your business as a tax-exempt entity with the IRS if you want that status for a nonprofit corporation.

State: If you’re an LLC or corporation, you must register with any state where you conduct business. For an ABA clinic, this will typically be the state where you have a physical presence.  Some states allow you to register online, while others require paper documents in person or by mail. Usually, the cost to register your business is less than $300, but fees vary depending on your state and the business structure.

Registered agent: You need a registered agent for an LLC or corporation. All this means is you must name a registered agent when filing business formation paperwork with your state. You must have a registered agent in every state where you register your company. Some owners choose to assume this role if they work only in one state. The job is simple: Receive documents on behalf of the business and pass them on to the appropriate individual. This procedure exists for lawsuits, subpoenas, and notices that legal personnel must serve in person. You want someone you trust to pass the information along promptly.

- Receive federal and state tax IDs Your employer identification number (EIN) is your federal tax ID. Right after you register your business, apply for an EIN for free. Most, but not all, states require a state tax ID if your business involves hiring employees or selling goods and services. Check with your state to learn more about the requirements and procedures for receiving a state tax ID. State income taxes differ by state. Research your state’s income and employment tax laws or ask your accountant to ensure you comply with all tax regulations.

- Open a business bank account You can open a business bank account once you’ve received your federal EIN. You should not accept or spend money on your business with your personal account. Most banks offer additional perks to business bank account holders, like personal liability protection. Business accounts also convey a level of professionalism to paying customers. Finally, with a business credit line, you can amass a credit history that might be handy later when you want a loan to make a large purchase. Finally, you need a business bank account if you want to credential with any insurance carriers.

Get complete guidance on collecting, analyzing, and using ABA data for practice growth.

Setting up an aba practice.

‍ You will need to take additional steps to set up an ABA practice, like securing necessary licenses and insurance. If you want to enroll with insurance, you must undergo insurance credentialing.

Here’s a step-by-step list of what you need to do to set up your ABA practice.

- Decide whether you will offer in-home or clinical therapy Some ABA providers offer in-home services, where clinicians travel to the patient’s home. This option can provide several benefits. For example, the overhead cost is far less because you do not have to locate a center or pay rent. Some clinicians prefer to work in-home because it allows more opportunities to treat patients in their natural environments. However, expanding and growing your practice has obvious limitations if you offer only in-home services.

A clinic setting lets you and your staff treat more patients and offer options like group therapy and increased socialization.  Opening a clinic can be a smart way to increase your client load and grow your staff, but it comes with expenses like rent, utilities, and more.

- Create a CAQH profile CAQH stands for “Council for Affordable Quality Healthcare” and is an online data repository that insurance companies access to gain information about practitioners. The CAQH system allows insurance companies to use a uniform application for credentialing, expediting the process. You will need a CAQH profile to enroll with insurance companies. Many BCBAs already have a CAQH profile. If you sign up, be sure you don’t already have a profile because you cannot have duplicate accounts.

- Insurance credentialing Experts describe insurance credentialing as the proverbial black hole in starting an ABA Clinic. The process can take up to90 days, especially if you hope to go in-network with insurance companies in your area. Be aware that you will need to submit the policies and procedures for your organization with your paperwork. If you want to register as a group provider, you will need two to three other BCBAs, depending on the state.

Tucker, CEO of Family Forward Services, points out that in the insurance and billing world, “everything moves slower than you think it will. Credentialing will lag, and billing will take 30 to 40 days – and that’s if you’re fast. These delays represent significant challenges in the industry.” Strongly consider outsourcing the process to a professional, so you can focus on starting and promoting your new business while they manage insurance credentialing. If you decide against insurance credentialing, identify your funding source. Will you be a private pay-only clinic or contract with schools?

- Negotiate your rates Determining your wage and that of your staff can be difficult when contracting with insurance carriers. You do not have much negotiating power at the early stages.

Tucker recalls that “when you start out in the business, insurance companies set the rates. Later, as you demonstrate a track record of success and growth, you will have more control over your rates. Basically, if you demonstrate that you can take care of their paying customers and members, they will be more willing to negotiate.”

But, Tucker notes, there is some hope: “In the ABA and mental health space, there is increasing pressure on the insurance to increase their rates. The cost of giving care has exploded, and the carriers are not giving up. Millions of providers and practice owners have demanded that insurance carriers should be increasing their rates commensurate with inflation. Hopefully, that change will happen soon.”

- Get your National Provider Identification (NPI) Number: All BCBAs already have an NPI to bill insurance companies for services. If you are the sole provider in your ABA clinic, you won’t need more than your individual NPI (also called a “Type 1” NPI). Otherwise, you’ll need a group NPI (“type 2”NPI). You can get either NPI type at the National Plan and Provider Enumeration System.

- Get insurance Opening, managing, and working at an ABA clinic present various risks. Consider the following insurance policies to protect yourself and your employees:

  • Workers’ compensation If one of your employers experiences an accident on the job – from an aggressive patient to carpal tunnel from deskwork – workers’ compensation insurance will cover your employees' medical costs and lost wages. Paying for these costs yourself would be a financial disaster. Additionally, some states mandate that you provide workers’ compensation, even for part-time workers. ‍
  • Professional liability insurance (malpractice insurance) Professional liability insurance (malpractice insurance)Professional liability insurance protects you when a client claims you made a mistake while providing care. When setting up your insurance policy, try to define the type of care and services you provide. This strategy will increase the chances that the policy will cover you in the event of an issue.
  • General liability Insurance General liability insurance protects bodily or property damage because of your business operations. General liability insurance can also protect against miscommunication arising from false or unclear advertising.
  • Auto liability insurance If you use a car in your business, purchase a comprehensive auto insurance policy.

- Consider accreditation Behavioral Health Center of Excellence (BHCOE) accreditation is an earned certification and distinction among ABA Providers that demonstrates an organization’s commitment to quality and improvement in ABA. ‍

Steps for Setting Up an ABA Practice

‍ You’ll need to gather the necessary hiring documentation and create robust collection and treatment plans to set up your practice. Also, make sure you know how you plan to intake clients, hire staff, and market your business. Here's an overview of what you need to consider when setting up an ABA practice.

- Client intake Have a step-by-step process detailing your intake process and your methods for determining how you will assess new clients for eligibility.

- Recruiting, hiring, and training staff Provide policies that outline how you will ensure that all your staff has been trained. Understand how you will support employees to receive training as needed. Consider how you will train your staff in cultural sensitivity, safety techniques, HIPAA, agency records management, and ethics. Create training materials, job descriptions, and hiring forms. Decide what type of benefits package you will offer and whether you want a Registered Behavioral Technician (RBT) to assist your BCBAs. Consider whether you will provide training for RBTs or whether you will expect to hire someone with experience. Create a payroll system.

- Clinical procedures Treating patients is why most ABA owners get into the business. Have a collection of pre-planned treatment plans and create a robust data collection system, ideally one that is supported by powerful ABA practice management software. Have policies and procedures for clinical management and case supervision for home-based and clinic-based services, depending on your specialty.

- Billing and compliance Your billing processes will vary based on your major funding source. If you mostly rely on insurance carriers, you must navigate the complex world of insurance reimbursements and compliance.

Thomas John, Founder and CEO of Plutus Health, Inc. states, “A new ABA agency must ensure upstream activities like credentialing and contracting with major players as a first step in setting up a good billing process. You must check for patient eligibility and get prior authorization before scheduling a session. To get reimbursed promptly, make sure the claim has accurate modifiers, session times, and signatures.”

You will need to develop methods to understand and meet the terms of your contracts and stay up to date with any changes to provider requirements. Provider network requirements, compliance procedures, and contract changes vary based on the carrier and your status (in-network or not). The best way to deal with billing and compliance is to partner with a trusted billing solution service as part of your ABA practice management software solution. ‍

Expert Tips on Starting a New ABA Clinic

‍ Experienced ABA owners offer this essential tip for starting an ABA clinic: Choose the right people for your team. Make sure they are high-quality specialists who fit your business plan. Two other tips: Consider outsourcing administrative tasks and join professional associations to network.

Here's a detailed list of tips on starting an ABA clinic:

- Build a team of professionals with diverse strengths Every ABA expert stresses one key piece of advice: Pick the right team.

Herscovitch emphasizes that “effective and strategic business people often don't do everything themselves. They hire specialists in each of their areas or required expertise. The CEO is not also the CFO and the CCO in successful large corporations. They know the importance of building great teams around them. Consider those details in building your organization.” ‍

‍ Tucker, CEO and founder of Family Forward Services, also stresses the importance of teams. He emphasized that “you must recognize your limitations and strengths.” Before starting an ABA clinic, Tucker, an experienced MBA, felt comfortable with insurance companies and revenue cycling. But he notes, “I am not a clinician. I couldn’t have grown our practice into a 150-employeepractice without my COO, a BCBA with 30 years of experience in mental health and ABA. I lean on her for the clinical operations side. My CAO oversees the onboarding, training, people, and culture management. This dynamic allows everyone to support one another and helps the business flourish.”

- Join professional associations Consider joining the Association for Behavior Analysis International (AIBA) group and the Association of Professional Behavior Analysts (APBA). Joining these groups will affiliate you with an extensive network of other BCBAs and give you access to essential resources and conventions. Plus, membership will show your commitment to the profession. Finally, registering with these groups will help get your name out to potential customers.

- Take your website seriously Invest in a modern, sleek, and informative website. Use this space to talk about your mission and establish a brand identity. Consider hiring a graphic designer to create an original, creative, and recognizable logo.

- Outsource administrative tasks Most BCBAs study behavioral analysis, not accounting, business operations, and marketing. Don’t try to wear all the hats at once. Instead, hire a CFO, accounting firm, and bookkeeper. Also, consider aligning with the payroll company. Invest in a comprehensive ABA software solution covering your business operations from head to toe.

- Utilize marketing material and get social media Define your target market, including demographics and psychographics. Consider hiring a marketing expert to help you get the word out and convert interested clients into paying clients. These days, social media is a must-have for any business. Classic marketing material like flyers and posters in doctors’ offices and schools can still have a broad reach. You can also host an open house event so families can see your offer.

When marketing, Herscovitch says, “consider why a customer or employee should collaborate with you rather than one of the (possibly) many other options they have. To increase the likelihood of success in today's market, have a unique value proposition. Think about what makes you special. Be honest and creative. For example, are you filling a gap in the market? Maybe you have experience with or are an expert with certain behaviors, client personas, or specialty areas/services. Maybe you represent a specific group of people with whom prospective customers can associate or that they'd want to support.”

-  Attend local events and network in-person Don’t underestimate the power of organically meeting with colleagues and potential clients in your area. Because ABA relies on authentic connections, people may weigh your in-person presence more strongly than your social media campaign. Consider meeting with social workers who work in the school district near you.  You can also meet with local pediatricians to solicit referrals. Attend different events to spread the word. Also, tell your BCBA colleagues about your new business. Chances are, they will refer new clients to you if they don’t have the space or specialty to treat them.

-  Monthly payroll Most insurance companies take 30 to 90 days to pay you. Setting up monthly payroll guarantees payday will intersect with an influx of funds from insurance providers.

- Sign up with a clearing house Some ABA owners choose to hire a clearing house to review their health insurance claims before sending them to the clearinghouse.

- Learn how to be a good boss Cultivating an effective leadership style will help build a positive, respectful working culture. ‍

‍ Herscovitch has simple advice for leaders: “Treat your staff how you’d want to be treated. Furthermore, understand that advocacy is and will be an essential element of his field moving forward.”

Starting an ABA Clinic FAQs

We asked ABA experts to weigh in on some common ABA FAQs. Find answers to topics like the profitability of ABA clinics, how best to grow your business and more.

Are ABA Clinics Profitable?

‍ In general, ABA clinics that follow the best practices of starting a business will make a profit. However, those profits depend entirely on the market in your area and which type of clients you accept, such as insurance, private pay, and school contracts.

The demand for ABA clinics will only grow. According to the Bureau of LaborStatistics (BLS), ABA therapists will experience more than a 20% job growth by2029. In 2021, entry-level BCBA therapists made $60,000 annually, whereas more experienced therapists could earn over $70,000 annually. Though starting abusiness will eat up costs up front, with the proper marketing and budgeting for overhead, you should be able to reach these metricsand grow beyond them. Plus, salaries and clientele will grow along with demand. Within a few years, Tucker’s three ABA clinics, Family Forward Services, have provided him and his team with a “hard-fought 10-15% return on investment.” Tucker also commented that “in this industry, demand will only grow. We are only scratching the surface when it comes to accurately diagnosing mental or behavioral health disorders.” ‍

How Do I Grow my ABA Clinic?

‍ The best way to grow your clinic is to attract new clients. Strategies vary based on your location and regional demand. Consider expanding the services you provide along with your hours of operation. Another option is to contract with a marketing firm. Tucker has firsthand experience in growing ABA clinics: He expanded his single office into three regional offices, supporting 150 clients in central California during the coronavirus pandemic. Tucker notes that he couldn’t have been successful alone. “If you’re looking to grow a business to have a bigger impactor operate on a regional scale, you need to recognize your limitations and build a team whose strengths make up for your weaknesses. Then, you can be confident that you will get there together.” ‍

How Much Does It Cost to Set Up an ABA Clinic?

‍ It costs an average of $300,000 to $350,000 to set up an ABA clinic, according to one expert. However, Brandon Herscovitch, Ph.D., notes that “overhead costs depend on various considerations like your funders, staff salaries, additional expenses, business model, business structures, client number, and more.

He adds: “Your average number of clients and the anticipated time to payment from payers are also important considerations. On average, I would estimate an overhead cost of $300,000 to $350,000, but the number could be much more or much less. ‍

Should I Offer ABA Virtual Care?

‍ The growing wave of telehealth services won’t slow down anytime soon. Increased convenience and lower cost led many ABA clinics to offer telehealth. However, remote practice isn’t for every provider or every patient. Your best bet might be a hybrid of remote and in-person.

Tucker opened his first clinic in Fresno, CA, in 2020, at the beginning of the pandemic. Where other businesses closed or only offered telehealth, Tucker and his team continued to provide in-person services – a decision which he says may have helped his business grow. “We doubled in size in 2020-2021, when many clinics were shuttering. Meanwhile, we had tearful parents, thanking us for still providing the in-person care they needed.”

Still have questions in mind on how to start an ABA clinic?

How aba practice management and emr software simplifies opening a new clinic.

‍ ABA practice management software streamlines business operations so you can concentrate on providing care. You can focus on clients and business growth by handing off administrative tasks to the software.

James Vrtis, CEO of Artemis ABA Inc., a technology software company focused on ABA, points out that new ABA clinics have opportunities and challenges distinct from already established clinics. For Vrtis, software can help leverage these opportunities and close the gaps.

“New ABA clinic personnel tend to wear multiple hats as they try to get their business up and running. ABA software alleviates this strain and helps create operational workflows that ensure best practices. The software gives you a roadmap to intake a client, schedule them, provide therapy, and get paid for that session. These tools keep you focused on what matters. Think of ABA software as the guardrails that keep you centered on clinical care.” ABA therapy revolves around long, intense one-on-one sessions with clients. The best BCBAs take detailed notes, collect data to track their client’s progress, and tailor plans as needed. A BCBA that takes these notes manually will waste hours and make typical errors associated with manual entry and copying. In anew clinic’s early, vulnerable stages, this time lost can spell burnout and disaster.

On the other hand, new clinics that use practice management software from day one will also facilitate report gathering claims transmissions and have a clearer sense of their financial perspective. These processes will alleviate huge administrative burdens from the backs of budding ABA businesses, allowing them to flourish and focus more on customer care. By eliminating many small inefficiencies, ABA practice management and electronic medical record (EMR) software can spell the difference between success and failure for a small clinic. Tucker, CEO and founder of Family Forward Services, advises new owners to“ choose your software and billing partners carefully. These are critical choices if you want to be successful in ABA.” ‍

ABA software differs in functionality. Look for the following features:

- Client onboarding: Management software for intake forms, registration, and more makes HIPPA-compliant documentation easier. ‍

- Scheduling: The best software allows for automated scheduling, with the ability to edit appointments manually. Automated scheduling facilitates communication with patients and therapists and makes rescheduling or canceling appointments hassle-free.

- Insurance claims processing and payment Automated insurance workflows alert therapists to upcoming expiration dates for prior authorizations. This system helps reduce therapy interruptions due to a lack of payment. ABA systems provide detailed insight into the status of claims. Denial management solutions help you reduce your number of denied claims and get the revenue you earned. Evaluate denials for errors and makeappeals all through the software. Automating the claims transmission process through an integrated clearing house will make processing and up your percentage of clean claims faster.

- Payroll and human resources ABA software lets you easily manage timesheets and keep up with employee performance. A responsive customer support team distinguishes between mediocre and excellent software support.

- Clinical data collection and analysis Reputable ABA software provides on-demand reports for various key performance indicators (KPIs). It has a system for therapists to take notes once, eliminating the inefficiencies of manually transcribing notes. Support improved patient outcomes with trackable analytics that allow you to get a first-hand look at a client’s response to treatment ABA software with cloud support and mobile solution enables you to collect data from anywhere quickly–whether in the office, at a school or off-site.

- Reporting and analytics Comprehensive dashboards with reports and alerts drive our attention to critical indicators for all facets of your business, letting you better manage your business. ‍

Some of the critical benefits of ABA software include:

- Improved patient care: You won’t lose any important notes with secure data reporting. As a result, generated visuals, analytics, and reports will be more accurate and robust, improving patient outcomes. Improved patient outcomes and less stress associated with day-to-day operations create a positive environment and a more productive clinic.

- Increased revenue : Automating the processes allows you to save time and money, letting your BCBAs increase their caseload and optimize their sessions. Plus, with help understanding and processing insurance claims, you can quickly identify when an insurance company wrongly rejects your claims. Finally, productivity increases your bottom line by saving time on non-billable hours and reducing costs.

- Happier employees: No one likes to spend hours on tedious, non-billable tasks. When you give your employees more tools to help their patients – and don’t waste their time on administrative tasks – they will be less prone to burnout. ‍

How Artemis ABA Helps New Clinics Succeed

‍ New ABA owners need comprehensive support from an expert team. Artemis ABA software optimizes business operations so you can focus on patient care, not office work. The company’s customer-first approach sets the software apart from its competitors.

“Artemis approaches their customers looking for a true partnership,” says Tucker, an Artemis customer. “Not only do they provide dependable, top-notch, excellent support, but they value my feedback and set about instantly integrating my suggestions.”

Tucker relates this example: “Our clinic got hit with a prepayment audit review from Anthem, who asked that we make changes that put a new burden on our notetaking and data collection processes. We reached out to Plutus and Artemis, who immediately took our feedback into account and quickly collaborated to create an automated system with fields that we can auto-populate. This new system saves us up to 15 minutes per session and helped us successfully navigate the pre-payment review. Now, thanks to Artemis and Plutus, we go above and beyond in terms of compliance in a way that doesn’t place an additional burden on our team. I am certain that, without Artemis, the entire situation would have been much more stressful.

You are free to focus on clinical care because Artemis handles the burden of administrative tasks. Whether it’s keeping track of treatments or handling billing, Artemis has you covered. Plus, the software enforces a best-practices workflow that allows you to schedule clients, set up appointments, and conduct therapy.

Unlike other ABA software, Artemis directly aligns clinical operations to a software-controlled workflow, so practice operations align with best practices. Artemis provides a seamless workflow between software, billing, and revenue cycle management with a single cloud solution. These practices will reduce your risk and speed up payments. Set, track, and meet your revenue cycling management goals with automated monitoring and report generation. In contrast, other providers create a gap between clinical operations and billing. With Artemis, you don’t have to rely on multiple vendors and software, eliminating inefficiencies and streamlining operations. Along with its comprehensive software, Artemis provides its customers with complete support from a professional billing services group. These professionals demystify the complex process of medical billing services for ABA. These billing services create robust, HIPAA-compliant processes that exceed the most stringent industry standards. For Tucker, this level of support “helped us regain our footing when we made mistakes.” Finally, Artemis supports session management with comprehensive reporting and analytics, a 360-degree client care view, and a patient portal. With robust data collection and analytics, you can confidently track your patients’ progress, tweak their programs, and schedule new treatment plans. With an AI scheduler and predictive analysis, you’ll get the relevant feedback and reports you need to sharpen your business strategy. Artemis is reliable, easy to use, and secure. Join the 800+ providers supported by Artemis ABA and start your business off on the right foot with an invested, expert partner by your side.

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Autism innovation Advisory board

College of Nursing

A call for more nurse leaders in the c-suite.

View as pdf A later version of this article appeared in  Nurse Leader ,  Volume 21, Issue 6 , December 2023 .

As the interim CEO for the University of Iowa Hospitals and Clinics, I was recently asked to speak on a panel of nurse leaders addressing health system CEOs about ongoing disruptions in the nursing workforce. As I spoke, strong non-verbal communications for the audience heightened their intrigue with the panel’s discussion. Descriptions of the now decades-long challenges of the nursing shortage, constraints that prevent nursing schools from quickly escalating the number of nurse graduates to meet the surging demand, increased career opportunities for nurses outside of healthcare even after they are trained, the resulting strategies needed by hospitals to increase recruitment and retention of nurses, and changes in care models were all top-of-mind concerns shared by the CEOs. 

A Dearth of Nurse Leaders in C-Suite Roles 

Nurse leaders have a wealth of knowledge and experience that positions them well to lead healthcare organizations, both as Chief Nursing Officers (CNO) and Chief Executive Officers (CEOs). Although accurate estimates of the proportion of nurses serving in CEO roles are difficult to obtain, according to a study published in JAMA Network Open that reviewed 3911 healthcare executives, only 17.5% are female. 1 According to the US Bureau of Labor Statistics, 87% of the nursing workforce identifies as female. 2 These data show that nurses are underrepresented in the CEO role. As nurses are overwhelming female and have first-hand experience in patient care, nurse leaders represent a natural source to help address the gender inequities evident in the female healthcare CEO ranks. In a recent study of Fortune 500 companies, Srivastava, Kashmiri, and Mahajan concluded that “female influence in the top management team is positively associated with (1) customer orientation of the firm and (2) long-term financial performance.” 3 In healthcare, customer orientation refers to patient care. Given a keen interest in improving both patient care and financial performance, now is the time for healthcare organizations to recruit CEOs from the ranks of highly qualified nurse leaders. 

Nurses Learn from First-hand Patient Care 

Indeed, in healthcare, our core business is patient care, and nurses are essential in delivering that care. As nurses rise to leadership positions, those nurse leaders can leverage experience in caring for patients to improve their institution’s processes and resulting operational excellence and learn to apply holistic thinking (systems thinking) skills to better address challenges associated with healthcare today. 

Incorporating effective nursing processes into healthcare is fundamental to practice. With experience, nurses learn to develop and apply strong assessment skills across a range of challenging patient situations. Through those assessments, nurses analyze key issues important to the patient and collaborate with multidisciplinary team members to develop a plan of care to help the patient meet appropriate goals. Beyond collaborating to develop a plan, nurses work diligently with the patient and other team members to implement the plan. Throughout the process, nurses collect and document data and then analyze it to assess the effectiveness of the care plan. And finally, nurses adjust patient plans to better achieve established goals, for both the patient and the organization. 

Nurses also demonstrate remarkable listening skills with patients, families, and members of the healthcare team. Nurses look at situations holistically and seek to understand patients’ goals, motivations, and barriers to care. Through these experiences, nurses develop as effective communicators, infusing reason into highly emotional situations, and they do so with exceptional compassion. These strengths of nurse leaders are directly transferrable to C-Suite decision-making, where compassion for patients, an ability to place the goals of the organization above one’s self-interests, and an understanding of whether an idea can be implemented are paramount. 

Inside Modern C-Suites 

Too often, C-Suite leaders become too far removed from the work of front-line caregivers. They may not understand the challenges of delivering patient care, and that concern gets compounded when they don’t spend time with caregivers to hear and consider suggestions. Consequently, some C-Suite decision-making is not well informed about the realities of the workplace. The importance of workplace issues ranging from inefficiencies in documentation to poor communication between members of healthcare teams to staffing and workplace safety challenges influences long-term financial performance and thus warrants inclusion in strategic decisions. 

In a recent survey by the American College of Healthcare Executives, Chief Executive Officers ranked workforce challenges as their number one concern and financial challenges as number two. 4 Aiken et al. (2023) conducted a cross-sectional multicenter survey study with 21,050 physicians and nurses at 60 nationally distributed US Magnet hospitals. Survey participants reported “high burnout, job dissatisfaction, and intentions to leave their current job.” 5 They also reported a lack of confidence in leadership to take action to resolve issues identified by clinicians. Executive leaders with nursing experience can better understand the issues and subsequently work with clinicians to implement changes that will lessen employee dissatisfaction, which improves retention. Moreover, employee satisfaction impacts patient satisfaction—and that ultimately drives revenues. 

Nurse Leaders and the Business Side of Healthcare 

Healthcare centers on the lives and welfare of people, but it is also a business. While the strengths of nurse leaders are vitally important for leadership roles, nurses can acquire business skills through advanced degrees (e.g., MBA, DNP) or experience to understand the business dynamics of healthcare. Nurse leaders can learn how employee satisfaction, operational excellence, and remarkable patient experiences all contribute to the “bottom line.” Both revenues and costs must be balanced to deliver positive operating margins. 

To gain credibility with the more traditional business-focused leaders, nurse leaders need to understand the different perspectives of C-Suite members and communicate using a language understood by each member’s respective discipline. Just as nurses learn to communicate with patients, knowing such perspectives is vital to delivering a message that resonates. The following is a summary of common perceptions of C-Suite members adapted from the American Hospital Association’s C-Suite Cheat Sheet. 6  

  • Chief Executive Officers (CEOs) tend to focus on strategy for the organization and want to be certain that planned initiatives will create a return on investment. 
  • Chief Nursing Officers (CNOs) focus on patient care operations, workforce issues, and improving quality and safety. 
  • Chief Financial Officers (CFOs) speak in numbers and are focused on budgets, payer issues, and ensuring a positive bottom line. 
  • Chief Medical Officers (CMOs) value clinical data and are focused on improving clinical performance. 
  • Chief Operating Officers (COOs) focus on healthcare operations to meet financial targets and drive service line growth. 

As with any team, each member of the C-Suite team brings relevant strengths to the table. More successful leaders connect the strategic vision of the organization and leverage the team’s expertise to drive change and achieve goals. Nurse leaders can develop the requisite skills needed to bring C-Suite teams together in their efforts to improve outcomes. Focusing on the core business of patient care, achieving operational excellence, and supporting caregivers are all vital components to a health system’s success, and that success is a reward our patients deserve. 

Steps in Pivoting to the CEO Role 

The role of a CEO is broad as it includes all facets of the organization, of which nursing is only a part. CEOs are responsible for setting the strategic direction of the organization and working with leaders to develop and execute plans to meet strategic objectives. The CEO is often a champion of the organization’s culture and ensures financial and operational excellence, growth, and strong community relationships. 

A question asked by many nurse leaders today is how do I prepare myself to become a CEO? First, conduct an honest assessment of your skills and experience. Meet with your CEO and express your desire to move into a broader leadership role. Talk with them about their role and the skills most needed to be successful. Then seek learning opportunities to strengthen your knowledge of important areas such as finance, legislative issues in healthcare, and organizational development. 

Be open to accepting interim assignments that allow you to develop needed skills. Although new assignments may require you to work outside of your comfort zone, they are very valuable to your growth and demonstrate a willingness to take on new responsibilities. These assignments allow others to see your leadership capabilities through a different lens and may lead to other opportunities in the future. 

Consider serving in a COO role. Some organizations now combine CNO and COO roles into one. Many COOs demonstrate the ability to lead the operations of a hospital or health system and in doing so work closely with the CEO. This experience and exposure often lead to promotional opportunities to the CEO role. 

Above all, be confident in your ability to lead. As a nurse you possess a critically important skill of caring for and leading people. This skill is essential to lead healthcare today. 

1. Odei BC, Seldon C, Fernandez M, et al. Representation of Women in the Leadership Structure of the US Health Care System. JAMA Network Open . 2021;4(11): e2136358. 

2. US Bureau of Labor Statistics. Accessed July 30, 2023. https://www.bls.gov/cps/cpaat1.1.htm 

3. Srivastava C, Kashmiri S, Mahajan V. Customer orientation and financial performance: Women in top management teams matter! Journal of Marketing 2023;87(2):190-209. DOI:10.1177/00222429221120419 

4. Survey: Workforce Challenges Cited by CEOs a Top Issue Confronting Hospitals in 2022. Accessed July 30, 2023. https://www.ache.org/about-ache/news-and-awards/news-releases/survey-workforce-challenges-cited-by-ceos-as-top-issue-confronting-hospitals-in-2022 

5. Aiken LH, Lasater KB, Sloane DM, Pogue CA, Fitzpatrick KE, et al. Physician and nurse well-being and preferred interventions to address burnout in hospital practice. JAMA Health Forum . 2023;4(7): e231809.doi:10.1001/jamahealthforum.2023.1809 

6. C-Suite Cheat Sheet. Accessed July 30, 2023. https://sponsor.aha.org/resources/ceo-cheat-sheet 

Return to College of Nursing Winter 23/24 Newsletter


Sales & Marketing Plan for a Medical Clinic (Example)

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  • December 29, 2023
  • Business Plan , Sales & Marketing Strategy

business plan for clinic

Running a successful medical clinic involves more than medical expertise; it requires strategic marketing and sales approaches. This guide helps you create a professional sales and marketing plan for the business plan of your medical clinic .

We’ll outline the importance of conducting a thorough market analysis to understand competitors and patient needs. Next, we’ll focus on establishing a strong brand identity and positioning within the healthcare market.

Then, we’ll explore diverse marketing channels to connect with potential patients and examine effective sales strategies for revenue growth. Let’s dive in!

The business plan template for a medical clinic

Medical Clinic Business Plan

Download an expert-built 30+ slides Powerpoint business plan template

Market Analysis

Conducting a thorough analysis of the market landscape and understanding the needs of your patient demographic form the cornerstone of devising effective sales and marketing strategies.

Competitive Analysis

  • Identify Competitors: Delve into an in-depth analysis of other medical clinics within your vicinity. Scrutinize their array of services, specialization areas, patient feedback, pricing structures, and marketing strategies to discern competitive advantages and identify market gaps.
  • SWOT Analysis: Undertake a SWOT analysis to evaluate your clinic’s Strengths, Weaknesses, Opportunities, and Threats in comparison to your competitors. This assessment will assist in leveraging strengths and addressing weaknesses for a competitive edge.

Target Audience Profiling

  • Demographic and Psychographic Insights: Delve into the specifics of your ideal patient base, including age groups, gender distributions, income brackets, geographical locations, cultural backgrounds, and any other pertinent factors influencing healthcare preferences and needs. Explore the lifestyle choices, health concerns, attitudes towards healthcare, cultural influences, and behavioral patterns prevalent among your target patient population.
  • Customer Needs and Expectations: Ascertain the primary factors that drive your audience when seeking medical care. Whether it’s a focus on preventive wellness, specialized treatments, accessibility to advanced technology, or personalized care plans, understanding these preferences shapes the service offerings and communication strategies. Explore what your audience expects from a medical clinic, be it compassionate care, comprehensive and accurate diagnoses, transparent communication, collaborative treatment approaches, or convenient access to healthcare services. 

Branding and Positioning

Establishing a reputable brand and carving out a distinctive market position is imperative in the healthcare domain.

Brand Identity Development

  • Establish Core Values: Articulate the core values and mission of your clinic. Emphasize aspects such as compassionate care, cutting-edge technology integration, a patient-centric approach, or adherence to a particular medical philosophy.
  • Visual Identity: Develop and maintain a consistent visual identity encompassing a professional logo, a cohesive color scheme, and interior design elements that foster an atmosphere of professionalism, comfort, and trust for patients.

Market Positioning Strategy

  • Define the Unique Selling Proposition (USP): Highlight and accentuate the factors that set your clinic apart from the competition. Whether it’s specialized services, innovative treatment methodologies, personalized patient care, or state-of-the-art technology, showcase these elements to position your clinic uniquely in the market.
  • Positioning Statement: Craft a succinct positioning statement that encapsulates your clinic’s value proposition and resonates with your target audience. This statement should succinctly communicate your clinic’s essence and distinctiveness.

Marketing Channels

Deploy a diverse array of marketing channels to effectively reach potential patients and cultivate lasting relationships.

Digital Marketing

  • Website and SEO: Develop a comprehensive website housing detailed information about your services, healthcare professionals, patient testimonials, and educational resources. Optimize it for local SEO to enhance visibility and attract local patient traffic.
  • Social Media: Utilize various social media platforms – LinkedIn for professional networking and educational content, Facebook for community engagement and healthcare updates, and Instagram for visual storytelling and patient education.
  • Content Marketing: Regularly publish informative blog posts, articles, and videos addressing prevalent health concerns, treatment options, preventive care measures, and breakthroughs in the medical field. This content serves to establish your clinic’s expertise and attract patients seeking credible information.

Local Advertising

  • Community Engagement: Sponsor or participate in local health fairs, wellness events, or educational seminars aimed at fostering health awareness within the community. These events offer a platform to educate the public about prevalent health issues and position your clinic as a reliable source of healthcare information.
  • Collaborations: Forge partnerships with local gyms, wellness centers, corporate offices, or community organizations to offer healthcare screenings, educational workshops, or health campaigns. Collaborative efforts broaden your reach and establish your clinic as an integral part of the community’s well-being.

Promotional Activities

Engage potential patients through compelling offers and initiatives:

  • Free Consultations: Introduce a promotional campaign offering free initial consultations for new patients. This initiative provides an opportunity for patients to experience your clinic’s services and expertise firsthand.
  • Referral Programs: Create a structured referral program incentivizing existing patients to refer others to your clinic. Offer discounts, loyalty points, or small rewards for successful referrals, fostering a sense of community and trust.
  • Seasonal Health Campaigns: Launch health-related campaigns aligned with seasonal health concerns (e.g., flu vaccination drives and summer wellness check-ups) to draw attention to your clinic’s services and encourage visits during these periods.

Sales Channels

Efficient sales channels are vital for patient engagement and service delivery optimization.

Appointment Optimization

  • Online Booking: Implement a user-friendly online appointment scheduling system accessible through your website and social media channels. Simplifying the booking process enhances patient convenience and accessibility to your services.
  • Telemedicine Services: Introduce telemedicine services for non-emergency cases, providing patients with remote access to healthcare consultations and follow-ups. Telehealth services cater to the evolving needs of patients seeking convenient healthcare solutions.

Patient Retention Strategies

  • Patient Experience Enhancement: Focus on providing exceptional patient care, personalized attention, and consistent follow-up communication. Creating a positive patient experience fosters patient loyalty and encourages referrals, augmenting your clinic’s reputation.
  • Membership Programs: Develop membership plans offering regular check-ups, discounts on services, or additional perks for loyal patients. Membership programs instill a sense of exclusivity and reward patient loyalty, leading to increased patient retention rates.

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Follow these tips to quickly develop a working business plan from this sample.

1. Don't worry about finding an exact match

We have over 550 sample business plan templates . So, make sure the plan is a close match, but don't get hung up on the details.

Your business is unique and will differ from any example or template you come across. So, use this example as a starting point and customize it to your needs.

2. Remember it's just an example

Our sample business plans are examples of what one business owner did. That doesn't make them perfect or require you to cram your business idea to fit the plan structure.

Use the information, financials, and formatting for inspiration. It will speed up and guide the plan writing process.

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To create a plan that fits your needs , you need to know what you intend to do with it.

Are you planning to use your plan to apply for a loan or pitch to investors? Then it's worth following the format from your chosen sample plan to ensure you cover all necessary information.

But, if you don't plan to share your plan with anyone outside of your business—you likely don't need everything.

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  1. How to Write a Business Plan for a Private Clinic: Complete Guide

    Remi January 3, 2023 Healthcare Whether you're looking to raise funding from private investors or to get a loan from a bank (like a SBA loan) for your private clinic, you will need to prepare a solid business plan. In this article we go through, step-by-step, all the different sections you need in the business plan of your private clinic.

  2. Healthcare Business Plan Template (2024)

    Below is a template to help you create each section of your Healthcare business plan. Executive Summary Business Overview Riverside Medical is a family medical clinic located in San Francisco, California. Our goal is to provide easy access to quality healthcare, especially for members of the community who have low to moderate incomes.

  3. How to Write a Business Plan for a Medical Practice

    Updated February 7, 2024 Free Download: Sample Medical Practice Business Plan Template So you're thinking about starting your own outpatient medical practice. You probably have many good reasons to open a private practice.

  4. Executive Summary of a General Practice Clinic: Template & Example

    Concisely summarize your general practice clinic's financial goals, emphasizing revenue targets, growth strategies, and investment plans. Example: With a strategic financial plan, [Your General Practice's Name] aims to achieve $1.0 million in annual revenue and a 30% profit margin ( EBITDA margin) by 2028.

  5. Creating a Healthcare Business Plan

    In a nutshell, a detailed healthcare business plan acts as a blueprint to help a practice define its goals including securing capital, developing a strategic budget, marketing its services, building a patient base, recruiting employees, and planning for future growth.

  6. Medical Clinic Business Plan Sample [Update 2024]

    ( 6 votes, average: 4.67 out of 5) Article Business Plan Templates Health Business Plans Table of Content Introduction The demand for health care is constant in spite of changes in the economy across the globe. Starting a professional clinic will help promote the health and wellness of the community that you live.

  7. Medical Practice Business Plan Template (2024)

    Below is a template to help you create each section of your Medical Practice business plan. Executive Summary Business Overview Fresno Medical is a new medical practice located in Fresno, California. Our goal is to provide affordable healthcare to individuals and families living in the area and surrounding communities.

  8. Medical Practice Business Plan Template & Guide [Updated 2024]

    Medical Practice Business Plan. Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their medical practices. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a medical practice ...

  9. Medical Clinic: get a solid business plan (example)

    July 14, 2023 Starting a medical clinic practice is a great idea because it allows the practitioner to provide quality healthcare services to patients in a convenient and accessible location.

  10. How to Write a Business Plan for Medical Practice

    Your business plan should include the following: A summary of your business, including the medical services you provide, your location, and the history of the business. Financial information including projected cash flow, outgoings like medical equipment, marketing and practice management software costs and projected turnover.

  11. Medical Clinic Business Plan PDF Example

    For your medical clinic business plan, list the core team members, their specific responsibilities, and how their expertise supports the medical clinic's mission. Financial Plan The Financial Plan section is a comprehensive analysis of the medical clinic's financial strategy, including projections for revenue, expenses, and profitability.

  12. Healthcare Business Plan Template [Updated 2024]

    In addition, if you plan to seek funding, investors and lenders will use your business plan to determine the level of risk. Download our Ultimate Business Plan Template here >. Below is the business plan outline you should use to create a business plan for your healthcare company. Also, here are links to several healthcare business plan templates:

  13. Medical Practice Business Plan Template (2024)

    Here are a few tips for writing the market analysis section of your medical clinic business plan: Conduct market research, industry reports, and surveys to gather data. Provide specific and detailed information whenever possible. Illustrate your points with charts and graphs. Write your business plan keeping your target audience in mind. 4.

  14. How to write a business plan for a private clinic?

    Why write a business plan for a private clinic? What information is needed to create a business plan for a private clinic? What goes in the financial forecast for a private clinic? What goes in the written part of a private clinic business plan? What tool can I use to write my private clinic business plan?

  15. Family Medicine Clinic Business Plan Example

    Competition Park Square Family Medicine is part of the larger medical industry, in particular "Offices and Clinics of Medical Doctors." Private medical practices are numerous, generally small (1 - 4 physicians) and may provide either general or specialist services.

  16. Medical Practice Business Plan Examples

    Chiropractic Clinic Business Plan. Accurate Chiropractic is the second start-up by a business-savvy chiropractor in Florida. The owner will leverage his medical acumen and financial know-how to produce high profits. Chiropractic Services Business Plan.

  17. 6 Advanced Techniques for Running a Successful Family Care Clinic

    Develop a comprehensive business plan that outlines your clinic's services, target market, marketing strategies, and financial projections. Routinely review and update this plan to adapt to ...

  18. Medical Clinic and Practice Business Plan [Sample Template]

    Business plan is yet another very important business document that you should not take for granted when launching your own medical clinic and practice business. Below is a sample medical clinic and practice business plan template that can help you to successfully write your own with little or no difficulty.

  19. Mobile Health Clinic Business Plan Template (2024)

    The funding will be dedicated towards procuring a medical van and necessary medical supplies, and payroll of the staff until the firm reaches break even. The breakout of the funding is below: Used Medical Vehicle: $200,000. Clinic equipment, supplies, and materials: $50,000. Marketing costs: $10,000.

  20. Opening an ABA Clinic: Start to Finish

    July 19, 2022 Starting an ABA Therapy Clinic - Step by step how to, ABA Business Plan and Checklist Author: Balaji Ramani Most Applied Behavior Analysis (ABA) clinic owners specialize in behavioral analysis, not business management. Explore this guide and get advice from real ABA owners on every step in setting up a new clinic.

  21. Medical & Health Business Plan Examples

    Dental Laboratories Business Plan. Laboratory Business Plan. Medical Internet Marketing Business Plan. Medical Language Translation Business Plan. Medical Scanning Lab Business Plan. Medical Services Management Business Plan. Medical Software Business Plan. Medical Transcription Business Plan. Personnel Management Business Plan.

  22. Executive Summary of a Medical Clinic: Template & Example

    The executive summary in a medical clinic business plan is the first thing investors and partners read, setting the stage for what your clinic is about. It's a brief but impactful section that outlines your gym's unique selling points and its place in the market. This summary is where you convince readers why your medical clinic is an ...

  23. Health plan growth strategies to maximize your financials and improve

    Actual results may vary depending on benefit plan design, member demographics, programs implemented by the plan, clinical appropriateness as determined by treating physician, and other factors. 5 CVS Health Analytics, 2021. Data pull from full year 2020 and full year 2021. All data sharing complies with applicable law, our information firewall ...

  24. A call for more nurse leaders in the c-suite

    College of Nursing Building 50 Newton Road Iowa City, Iowa 52242-1121 319-335-7018 [email protected]

  25. Sales & Marketing Plan for a Medical Clinic (Example)

    This guide helps you create a professional sales and marketing plan for the business plan of your medical clinic. We'll outline the importance of conducting a thorough market analysis to understand competitors and patient needs. Next, we'll focus on establishing a strong brand identity and positioning within the healthcare market. Then, we ...

  26. Atlanta Medical Center: Councilmember proposes plan for future of

    The proposed John Lewis Center for Equity would include a health clinic, over 100 hotel-style, short-term emergency housing rooms, an innovative warrant clearing center, a mini-courtroom ...

  27. Free Family Medicine Clinic Business Plan Template + Example

    Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours. A professional business plan template. All 550 of our business plans are in the SBA-approved format that's proven to raise money ...