For new practices
Open your medical practice with everything in one system
A plain checklist of what opening a practice takes, and the all-in-one AI EHR that runs intake, charting, scheduling and billing from your first patient.
The setup checklist
What opening a practice takes, in order
- 01
Choose your business structure
Decide how the practice is organized and register it. Rules for medical professional entities differ by state, so talk to an attorney and an accountant before you file.
- 02
Get your NPIs
You need an individual NPI, and the practice itself may need an organizational one. Both are free through the federal NPPES registry.
- 03
Confirm licenses, registrations and insurance
Check your state license and, if you will prescribe controlled substances, your DEA registration. Arrange malpractice coverage and any local business licenses.
- 04
Credential and contract with payers
Enrolling with insurance companies often takes weeks to months and varies by payer, so start before you open. Most payers ask for the same core information, usually through a CAQH profile.
- 05
Put HIPAA in place
Complete a security risk analysis, write your policies, train anyone who will touch patient data, and sign a business associate agreement with every vendor that handles it.
Serelora's business associate agreement is signed online at signup, before any patient record is read.
- 06
Choose your EHR and practice software
Pick the system you will chart, schedule and bill in. One system means one login and one record, instead of tools you have to keep in sync.
Serelora is an all-in-one AI EHR: intake, charting, scheduling and billing in one place.
- 07
Set up scheduling and patient intake
Decide your visit types, your hours and the forms patients complete before they arrive, so the first day is not spent on paperwork.
Serelora collects intake and pre-visit check-in, so the chart is ready before the patient arrives.
- 08
Set up billing and getting paid
Set your fees, decide how you will bill, and make sure each note supports the charges you send.
Serelora keeps charting and billing in one system, and flags where a note says less than you did.
- 09
See your first patients
Start with a short schedule, review how the day went, and adjust before you fill the calendar.
This is general information, not legal, tax or financial advice. Requirements vary by state.
Why start in one system
One record from day one
Intake, notes, scheduling and billing share one chart, so nothing is typed twice.
Nothing to migrate later
You start in the system you will keep, so there is no move once the practice is busy.
AI that does the paperwork
The note is drafted from the visit, the chart is read before it, and gaps are flagged before you bill.
Questions new practices ask
- What do I need to open a medical practice?
- In general: a business structure, an NPI, your state license and any DEA registration, malpractice insurance, payer enrollment, HIPAA policies and agreements, and an EHR to chart, schedule and bill. Requirements vary by state, so confirm each with the relevant agency or an adviser.
- How long does insurance credentialing take?
- It varies by payer and state and often takes weeks to months, so start before you plan to see patients. Keep your license, malpractice and NPI details ready, since most payers ask for the same core information.
- Do I need an EHR to open a practice?
- Most practices use one to document care, schedule visits and bill. Serelora is an all-in-one AI EHR, so you can chart, schedule and bill in one system from your first patient.
- Can I try Serelora before I open?
- Yes. You can start free for 7 days, with no sales call.
- Is Serelora HIPAA-compliant?
- Serelora is HIPAA-compliant. You sign a business associate agreement online as part of signup, before any patient record is read. Its SOC 2 Type II audit is in progress.
