Group practice: partner decision worksheet
Moxcares | New Practice Series | September 2026
Use this to surface decisions before opening and prepare questions for your advisers. It is a working discussion document, not an ownership agreement. Copy any block when a decision needs its own owner.
1. Agree the practice scope
Partners / participants: __________________________________
Patients, services, locations and opening scope: __________________________________
What we will defer until later: __________________________________
Decision / owner / review date: __________________________________
2. Prepare ownership and financing questions
Entity and ownership questions for legal and tax advisers: __________________________________
Initial contributions and additional funding needs: __________________________________
Compensation, management work and expense-allocation questions: __________________________________
Adviser / next action / required decision date: __________________________________
3. Decide how decisions get made
Decision to make: __________________________________
Who recommends / who approves / who must be consulted: __________________________________
What happens if the partners disagree? __________________________________
Where the final decision is recorded / review date: __________________________________
4. Set shared operating standards
Schedules, leave and coverage: __________________________________
Booking, intake and outside-record responsibilities: __________________________________
Result, message and follow-up ownership: __________________________________
Documentation and billing handoff: __________________________________
Named owner / backup / evidence the workflow was tested: __________________________________
5. Plan for changes and absences
Temporary absence: what changes, who covers and who informs patients? __________________________________
Joining, leaving, extended leave or closure questions for advisers: __________________________________
Financial and operational decisions still unresolved: __________________________________
Owner / next action / review date: __________________________________
Read the article
https://moxcares.com/blog/starting-group-medical-practice