Everything You Didn’t Learn in School—But Need to Know

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(Getting set up legally, financially, and administratively)
🕒 ~5 hours

1. Legal & Administrative Setup

• EIN, NPI numbers 
• Business structures (sole prop vs. S-Corp) 
• Licensing (NCCAOM, state-specific) 
• Biohazard waste management basics 
• Biohazard key-holder notification laws
   

2. Essential Business Accounts

• Business bank account and credit card setup 
• Using 0% interest cards wisely 
• Autopay & cashback strategies 
• Basic bookkeeping overview 
• Login/password and listing directories tracking
   

3. Insurance & Compliance

• Malpractice, liability, renter’s insurance 
• Insurance brokers: what to look for 
• LegalShield intro (your affiliate link) 
• HIPAA compliance reminders
   

4. Employee Benefits & Retirement

• 401k setup for yourself/employees 
• Importance of making yourself an employee (if S-Corp)
   

(Getting physically and digitally ready to open your doors)
🕒 ~5 hours

1. Physical Practice Setup

• Choosing a location (ADA compliance, lease review tips) 
• Supplies ordering (sales strategy, free shipping hacks) 
• Vendors for online supply ordering 
• Setting up biohazard waste disposal
   

2. Website & Branding Essentials

• Getting your website up: essentials checklist 
• What to include on your website 
• Where to get quality paid images 
• Landing pages and SEO basics 
• FAQs to include on your site
   

3. Scheduling & Payment Systems

• Choosing scheduling software (overview of popular ones) 
• Merchant accounts & credit card processing 
• Setting up service fees (cash vs. insurance transparency) 
• Copy of informed consent + health form templates 
• Legal questions for health forms + extra specialty Qs 
• Posting licenses legally in your office
   

(How to hire, onboard, and manage staff legally and efficiently)
🕒 ~5 hours

1. Hiring Admin/Front Desk

• Sample job posting & interview forms 
• Phone screening + in-person interview guides 
• Employee manual & operations manual 
• Required documentation (I-9, DL renewals, etc.) 
• Unemployment forms & timeliness
   

2. HR Compliance & Management

• Required employment law posters (include service links) 
• Sexual harassment policy requirements (state-specific) 
• Hep B titer law (must offer + pay) 
• Infractions documentation, employee file management 
• Firing employees legally: state-specific best practices 
• Gusto walkthrough + referral link
   

3. Hiring Other Acupuncturists

• Tracking licensure, CPR, CEUs, TB tests 
• Legal requirements for acupuncturist employees 
• What you cover as an employer 
• Employee status vs. contractor differences 
• Gusto usage again here for onboarding and payroll
   

(How to fill your schedule and build your brand)
🕒 ~5 hours

1. Foundational Marketing

• Choosing a niche and becoming the local expert 
• Google, Yelp, Bing listings 
• Landing pages and SEO tips 
• FAQs, content for client education
   

2. In-Person & Relationship Marketing

• Networking with chiropractors, doctors 
• Sample intro letters 
• Doctor meeting scripts and referral request strategy 
• Booth events (where and how to set up)
   

3. Social Media & Online Growth

• Social content calendar and packages (include editable content) 
• Hashtag use and platform tips 
• FAQs for online content 
• Email list building basics
   

4. Product & Service Upsells

• How to introduce and upsell herbs 
• Using Fullscript (with your referral link) 
• Creating passive income with online product platforms