Startup Playbook: Best Practices Checklist The systems you build in your first 90 days shape how your practice runs for years. Build Your Practice Playbook Early Document scheduling preferences, appointment lengths, and block schedule rules before opening Create SOPs for: new patient intake, cancellations, insurance questions, and payment collection Record your fee schedule and any special pricing or membership plan rules Use the playbook as your onboarding foundation for every remote and in-office hire Set Up Access Correctly from Day One Grant remote professionals only the system access they need for their specific role Use role-based logins in your PMS — never share admin credentials Review and revoke access promptly when an engagement ends Use HIPAA-compliant communication tools — not personal email or cell phones Execute BAA agreements through the Swiss Monkey platform before work begins Define Success Before You Start Start every engagement with a clear brief: what does success look like in 30 days? Share daily priorities, production goals, and known challenges each morning Set up weekly check-ins to review KPIs and adjust tasks as the practice evolves Invite remote professionals to contribute ideas — they often see patterns you won't
Build right — not just fast.
Last Updated: March 2026 © Swiss Monkey. All Rights Reserved.
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