Medical practice business plan
Moxcares planning template | September 24, 2026
Practice name: [Enter name]    Prepared by: [Name]    Updated: [Date]
Replace the bracketed prompts with your answers. Keep evidence and unresolved assumptions visible. Use this with the budget workbook and your professional advisers. Do not include patient information.
1. Practice summary
Specialty, patients and location: [Describe the practice and who it will serve.]
Opening services: [List what will be available from day one.]
Later services: [List services deferred and what must happen first.]
Payment model and rationale: [Insurance, cash-pay or other adviser-reviewed model.]
Target opening date and dependencies: [List the conditions behind the date.]
2. Patients and evidence of demand
Patient population and access needs: [Who, where, hours, services.]
Nearby alternatives and unmet needs: [Findings, sources and dates.]
Referral and discovery routes: [People or channels; verified relationships versus assumptions.]
What still needs verification: [Question, owner and next action.]
3. Owners and decision-making
Owners, roles and intended contributions: [Names, responsibilities, amounts and timing.]
Ownership and entity review: [Legal adviser, proposed arrangement and outstanding decisions.]
Decision authority: [Who approves hiring, purchases, contracts and launch.]
Partner changes and disputes: [Items for the ownership agreement and adviser review.]
4. Services and payment workflow
Visit types and planned capacity: [Services, appointment lengths and clinicians.]
Payer / enrollment status: [Required arrangements, current status and confirmed effective dates.]
Patient fees and financial policies: [Proposals and adviser-reviewed requirements.]
Payment and billing responsibilities: [Owners of eligibility, documentation, claims, exceptions and questions.]
5. People, premises and technology
Roles, hours and backups: [Patient access, clinical support, clinical review, billing and administration.]
Permitted duties and qualifications: [Requirements to verify and responsible adviser.]
Premises and equipment: [Needs, quotes, suitability and readiness requirements.]
Software and outside connections: [Required workflows, configuration, costs, owners and tests.]
Privacy, security and downtime: [Responsible people, applicable obligations and planned procedures.]
6. Patient acquisition and experience
First-patient plan: [Appropriate referral work, website, local discovery and enquiries.]
Booking to follow-up: [Patient steps and the owner of each handoff.]
Measures to review: [Enquiries, appointments, completed visits and unfinished work.]
7. Funding and cash plan
Setup payments: [Total from the Startup sheet; attach supporting quotes.]
Opening funding and timing: [Owner contributions, financing and confirmed availability.]
Monthly collections assumptions: [Basis, payer timing and uncertainty.]
Monthly cash outflows: [People, premises, systems, supplies, financing, taxes and owner draws.]
Lowest projected cash and reserve: [Workbook result; explain chosen reserve and intramonth risks.]
Slower-start review: [Assumptions changed, cash effect and response.]
Accountant / lender review: [Additional statements, projections and documentation required.]
8. Risks, milestones and opening decision
Risk / assumption: [Item]    Evidence needed: [Evidence]    Owner: [Name]    Due: [Date]
Milestone: [Item]    Depends on: [Prerequisite]    Owner: [Name]    Evidence of completion: [Record]
Opening requirements still unresolved: [List each item and the next action.]
Final rehearsal and launch review: [Date, participants, findings and decisions.]
References and supporting files
Moxcares launch guide: https://moxcares.com/resources/how-to-start-a-medical-practice
Moxcares budget workbook: https://moxcares.com/downloads/medical-practice-startup-budget.xlsx
SBA business-plan guidance: https://www.sba.gov/counseling/plan-your-business/
Your evidence: [List quote, source, date, relevance and remaining questions.]