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Opening Your Dental Practice

Timeline of Tasks

Opening a new dental practice is both exciting and overwhelming! It can be easy to miss an important step potentially resulting in a delayed opening. Use these tasks to keep track of essential steps along your journey to practice ownership and a successful grand opening.

6-12 Months Before Opening
  • Secure your location
  • Develop your business plan
  • Prepare a budget
  • Select an attorney, a CPA that specializes in dental, and a financial planner
  • Review your lease (or purchase agreement) with an attorney
  • Develop your office design
  • Determine equipment needs with your Burkhart Equipment Specialist
  • Secure financing
  • Determine the office phone system and obtain a phone number
  • Write your vision statement
  • Establish a business checking account and activate a business credit card
  • Determine a bookkeeping method and establish your chart of accounts

Download the checklist.

 

3-6 Months Before Opening
  • Notify your state dental board of your address and phone number
  • Notify the Drug Enforcement Agency (DEA) of the new address and phone number
  • Register for your business license with the City Clerk’s office in the city of your practice location
  • Request a Tax Payer Identification Number (TIN)/Employer Identification Number (EIN)
  • Request an inspection and one-time Pressure Vessel Permit for your Air Compressor (See your dental equipment representative first, as this isn’t necessary with some smaller compressors)
  • Get started on your office policy manual
  • Select your practice management software and take the initial training
  • Determine which insurance plans you will contract with directly
  • Complete the insurance credentialing process
  • Obtain professional liability, life, and overhead protection policies
  • Secure general liability and renters or comprehensive building policies
  • Obtain workman’s compensation policy
  • Obtain health and disability policies
  • Develop a marketing plan
  • Burkhart clients – set up a complimentary coaching call with the Practice Support Team to discuss dental insurance plans, office policy manual, practice vision, or your marketing plan

Download the checklist.

 

5 Months Before Opening

Download the checklist.

 

4 Months Before Opening
  • Order small dental equipment
  • Download practice act for your state with allowable procedures for dental assistants and dental hygienists
  • Establish an account with a medical gas supplier, if needed
  • Select compliance partners for OSHA/HIPAA/CPR and first aid training
  • Establish a waste management account

Download the checklist.

 

3 Months Before Opening

Download the checklist.

 

2 Months Before Opening
  • Order office supplies
  • Launch website and establish a social media presence
  • Order patient informational handouts and post-op instructions
  • Meet with local specialists to develop referral partners
  • Determine lab partners you will use
  • Determine janitorial and uniform services
  • Establish the credit card processing system
  • Determine signage
  • Register your x-ray machine(s)/laser(s) and obtain a Radiation Machine Registration within 30 days of installation
  • Establish fire extinguisher testing and certification service

Download the checklist.

 

1 Month Before Opening

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Grand Opening Announcement complete with colorful confetti.

3 Months After Opening

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6 Months After Opening

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9 Months After Opening

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12 Months After Opening

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