Practice Setup Checklist for Nutrition Professionals

☐ Choose your business structure (LLC or Sole Proprietor)

☐ Register your business name with your state

☐ Obtain any required state licenses (e.g., some are certifications and others are LDNs in some states)

☐ Purchase liability insurance (e.g., ProLiability, Acord, CM&F, HPSO)

☐ Set up HIPAA-compliant communication tools (email, fax, EMR)

Email - use Google Workspace
Fax - use Faxage
EMR - use Kalix or Practice Better, there are other EMRs as well, like Simple Practice, and Therapy Notes

Note: You will know your system is HIPAA-compliant if they offer you a Business Associate Agreement to sign, otherwise, they are not HIPAA compliant!

☐ Open a business bank account (Remember, it has to be under your Business Name)

☐ Track expenses using bookkeeping software or Google Sheets

☐ Set up estimated quarterly taxes if applicable

☐ Choose an EMR platform (e.g., Kalix, Practice Better)

☐ Create or customize your intake forms and charting templates

☐ Set up professional email (e.g., hello@yourpractice.com)

Book a free discovery call with Holistika Consulting to get personalized guidance on launching your insurance-based practice.