Teaching · Speech & Language

Open the practice with the paperwork done.

Work through credentials, privacy, insurers and money in one list. The checklist skips what your model does not need, totals the budget and tells you how long the cash lasts.

Start the checklist What you get

$5one-time · every device you sign in on

Buy · $5

Included with Caveat Classroom and Whole-school licenses. Or get it in the Speech & Language toolkit, $79 for 72 items.

The startup checklist

One plan per practice. The example is made up.

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What you get

Teaching · Speech & Language$5 · included with Classroom and Whole-school licenses

What you finish with: A startup list with what is done and what is open, a budget with one-time and monthly totals, months of cash covered and notes on the federal rules that apply to your model.
Who it is for: Speech-language pathologists opening or formalizing a private practice.
Format: Browser checklist. Saved plans; printed with the summary or as a blank form; CSV; export and import a file.
Access: $5 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Speech & Language toolkit ($79) and the Teaching Suite pass ($199), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives: The Speech & Language space in Caveat Teaching.
Support: Questions about an order, access or a correction: team@caveatacademic.com.

Drawn for this page. A new practice opens in two places at once, and each needs its own paperwork.

How to use it

Start a plan with a practice code and the date.
Choose the structure, where sessions happen and who pays.
Mark each credential and paperwork step done, not yet or not needed.
Add startup costs and the cash set aside.
Print the plan and work down the open steps.

Start the checklist

What the checklist covers

Federal pieces most practices meet

An NPI for anyone who bills health insurance. HIPAA rules for a provider who sends health information electronically for billing and similar transactions, and many private-pay practices follow them anyway. Under the No Surprises Act, uninsured and self-pay clients are owed a good faith estimate of expected charges.

What varies by state

Licensure and renewal, telepractice across state lines, business entity rules for licensed professionals, local licenses and records retention periods. Check with your state board and secretary of state.

What this is not

Legal or tax advice. It keeps the steps in one place so nothing is missed.

Sources

Centers for Medicare & Medicaid Services, National Plan and Provider Enumeration System (NPPES): applying for an NPI.
U.S. Department of Health and Human Services, Office for Civil Rights: HIPAA covered entities, business associates and the Security Rule risk analysis.
Centers for Medicare & Medicaid Services, No Surprises Act: good faith estimates for uninsured and self-pay individuals (45 CFR 149.610).
American Speech-Language-Hearing Association, Private practice and telepractice resources (asha.org).
Internal Revenue Service, Apply for an Employer Identification Number.

The example practice is made up. This page is not legal or tax advice. Support: team@caveatacademic.com.