In this video Kelly Alhooie walks clinicians through a comprehensive, step‑by‑step checklist for launching a cash‑based pelvic‑health/orthopedic practice. She begins with the minimum clinical training needed (Herman & Wallace Level 1 or APTA Level 1) and then moves into the legal and financial infrastructure: forming an LLC (via Prime Corporate Services), obtaining a business NPI (Type 2), EIN/TIN, business bank account, business license, and malpractice insurance. She stresses the importance of finding a competent CPA and shares a cautionary story about over‑paying taxes. Next, she covers essential supplies and documentation tools, recommending Amazon for basics and practice management software such as Jane (with a promo code), PT Everywhere, or WebPT. She advises on phone options (personal cell, Google Voice, landline) and setting up a Google Business listing for reviews. Marketing tactics include blocking four hours per week for outreach, using a “Big 45” list, contacting 15‑20 people daily, and defining personal financial and clinical goals. She emphasizes omnipresence across social platforms (Facebook, Instagram, YouTube, TikTok, Threads, Twitter) and outlines payment processing options (Venmo, Zelle, Stripe, Square, EMR‑integrated payments). Finally, she reminds viewers to master superbill creation. The overall tone is practical, conversational, and highly encouraging, aimed at clinicians transitioning to a cash‑based model.
Chapters
All right, guys. So today I'm going to go over the big checklist for business rather than the short one. This is the big one. So number one, I always have if you want to be a pelvic health provider, take Herman Wallace Level One or APTA. Um, level 1 that will help you just be able to do an internal exam. I truly believe that the orthopedic background that we've gained in school is significantly sufficient for pelvic health. You just need to know how to do an internal exam and combine them. That's it. We don't have to overcomplicate it. You don't need 20,000 con ed classes, but you at least need at least the basic. And so APTA has a course, or Herman and Wallace. Number 2, I would recommend going Uh, and getting your LLC. Now this is when you already completed the list, the short list. This is the longer version, so this is a couple months into your business, then you can start doing this list. But I do not recommend you starting with this list. Start with the short list that I provided in the videos previously so that you can just do the thing. If you start with this list, it becomes overwhelming and you will not progress in your business the way I need you to. If you just don't do— if you do this list and not the short list, okay? So start with short list, then come to this long list. Now, to create an LLC, you can go here at Prime Corporate Services. You can get signed up with an LLC literally within 2 days. It's $400, and they will get you your LLC and all the things you need. Number 2, you get an NPI number. This is an NPI Type 2 you're going to need, by the way, okay, for a business account. NPI Type 1 is you personally have. Typically it's linked if you work to someone, if you work with someone else. But an NPI Type 2 is what you need for your business. Now this, I'm going to go back here, this TIN number, this EIN number, that's your TIN number. You're going to need that as well for super bills. Okay, now this doesn't mean if you don't have this you can't send out a super bill. You can, but they may just deny it saying, hey, we need your TIN number on here. You're like, look, I'm working on it. You're going to get your TIN number from creating your LLC. You'll get it that day when you create it. Then you're gonna take that TIN number and bring it to the bank, and you're gonna get a business bank account. That's how you're also gonna get a business credit card. You're gonna also have to get a business license from your current local county. So you have to have a business license to operate. You're gonna get malpractice insurance. That was on the short list, so make sure you get that. Type 2 is the— that's how everything's gonna be billed under for the super bill. Mm-hmm. And then you wanna find a CPA. Ask around on Facebook groups. That's the best way to find a CPA because they are all different, and you may have to go through 4 before you find the right one. My first CPA overcharged in taxes by $89,000, guys. This is how much she didn't know about the law that I was losing. Crazy. So fire them fast, hire another one if you're like, wow, I'm just paying way too much in taxes. You gotta have people that know what the heck to do. Yeah, that's why I said not all are created equal because it's very true. Supplies, start basic. Find most of your stuff on Amazon. Table, slippery stuff, all the things. A band you can put in, wipes for the car. I just wore like an athletic shirt like this but it would say orthopelvic on it and that's how I went in people's homes so they knew that like, hey, you are a legit company and you can get these made easily online. With your, um, logo, and you don't have to buy too many in bulk. Uh, with you documenting, you could use the Jane app. There is 1 month free with Jane, uh, if you use PELVIBIZ1MO. That will give you a free month with Jane. If you're like, look, I don't want to do that, you can use your notes section of your phone. There's also PT Everywhere, WebPT. Start basic, just Start, start basic. So determining your business phone, you can use a landline, you can use Google Voice. Google Voice to me was a pain in the butt when I tried to use it. There was just glitches. I forgot to call out for that number and use the app. It was like a whole thing. So I just used my personal cell phone at first. I did put that on my website. I did put my home address on my website. And that's just kind of what I did until I actually got an established Like a landline and/or an established business phone. But I did just use my personal cell phone number and put it out to the world and would promote that to the doctors. And I found that to just be the most helpful and change your voicemail to like, hey, this is orthopedic physical therapy. Thank you for reaching out, blah, blah, leave a message. Um, so personally, I would recommend just using what you have. Don't overcomplicate it. You don't need something fancy. Just use your cell phone. Okay, then you need to create a Google listing on Google Maps that you need to put your company name. They'll send you a code in the mail. You're gonna verify that with the code, and then that's how you are able to get Google reviews. Sometimes this takes 2 to 3 months to show up, so don't get frustrated by it. It's just Google has to process and register you. As a legit business. And that just takes time because I'm sure there's thousands of businesses being created a day. Um, next, I want you to block your schedule for 4 hours a week to go and market and connect with the community. We just talked about the Big 45 list. So I really want you to do that and start going down the list and trying to connect with these people, whether or not it's through email, in person, lives, You know, through Facebook groups, through DMs. However you're going to connect with these people, I need you connecting with them. It's massively important. So that brings me to my next point. You've got to at least talk to 15 to 20 people a day. If you're not talking to 15 to 20 people a day, you're losing the game. You've got to connect with people and get them to understand, or you have got to understand what they want and how are you going to create the solution To help these people out, that's your job. You got to figure that out. Okay, set goals for yourself. What personally do I want out of this? How much time do I want to put into this? Financially, how much money do I want from this? You got to know your target. If you're not hitting the target, then that's where I come in. You got to ask me questions. Okay, so what is your personal goal? Financially, what do you want after taking this 90-day course? What clinically do you want? How many patients do you want to see? How much time do you want to have with you and your with you and your family? What do you want? Then you got to create a Facebook account, IG account. I would say YouTube account, TikTok account, Thread account, Twitter account. All the things, all the accounts because it's called omnipresence. The more that you are everywhere all across the internet, they start to recognize you as a real person, as a real life business. Okay, payments. Take Venmo. If you don't want to take Venmo, then you got to get an EMR system like Jane, and Jane or PT Everywhere can process payments through there. They will take a fee. They take about six dollars a swipe. So Venmo is free. So I would use that. There's also Zelle, Stripe, Square, all the things. You can also use that too. Make sure you know your niche. We talked about that. Superbill. Make sure you know how to do a super bill. There are also examples in here for that, but that is key. That is the longer list of truly having your business completely set up where you're not missing anything. So hopefully that helps.
