Healthcare USA Checklist

The Complete Checklist for Starting a Dental Practice in the USA

From state licensing to insurance credentialing, here's everything you need to launch a successful dental practice in America.

VisROI Team 16 min read

The U.S. dental industry is worth over $160 billion, with strong demand for quality dental care. Starting your own practice is a significant undertaking, but with proper planning, it can be incredibly rewarding. This comprehensive checklist ensures you don't miss critical steps.

Phase 1: Licensing & Credentialing

State Dental License

  • State dental board license - Each state has its own requirements
  • Specialty certification - If applicable (orthodontics, endodontics, etc.)
  • Continuing education compliance - Most states require ongoing CE credits
  • Sedation/anesthesia permits - Additional permits for conscious sedation

Federal Requirements

  • DEA registration - Required to prescribe controlled substances
  • NPI number - National Provider Identifier for insurance billing
  • CLIA waiver - If performing any lab tests in-office

Insurance Credentialing

  • Delta Dental - Largest dental insurance network
  • Cigna Dental - Major PPO network
  • MetLife Dental - Extensive employer plans
  • Aetna Dental - Wide network coverage
  • United Healthcare Dental - Growing market share

Credentialing Timeline

Insurance credentialing takes 90-180 days. Start this process 6 months before your planned opening. You cannot bill insurance until credentialing is complete.

Phase 2: Business Formation

  • Entity selection - LLC, S-Corp, or PC (varies by state)
  • EIN (Tax ID) - Apply through IRS.gov
  • State business registration - Secretary of State filing
  • Local business license - City/county requirements
  • Business bank accounts - Separate operating and payroll accounts
  • Accounting system - QuickBooks, Xero with dental-specific tracking

Phase 3: Location & Build-out

Site Selection

  • Demographics analysis - Population, income, insurance coverage
  • Competition mapping - Dentist-to-population ratio
  • Visibility and access - Signage, parking, ADA compliance
  • Lease negotiation - TI allowance, rent abatement, terms

Build-out Requirements

  • State dental board compliance - Operatory requirements
  • X-ray shielding - State radiation control requirements
  • OSHA compliance - Hazard communication, bloodborne pathogens
  • ADA accessibility - Americans with Disabilities Act compliance
  • Plumbing specifications - Dental-specific requirements

Phase 4: Equipment & Technology

  • Dental chairs and delivery systems - Budget $25,000-$75,000+ per operatory
  • Digital X-ray systems - Sensors, panoramic, CBCT if needed
  • Sterilization equipment - Autoclaves, ultrasonic cleaners
  • Compressors and vacuum - Dental-grade, oil-free systems
  • Practice management software - Dentrix, Eaglesoft, Open Dental
  • Digital imaging software - Integration with PMS

Phase 5: Insurance & Compliance

  • Malpractice insurance - Occurrence vs claims-made policies
  • General liability - Premises coverage
  • Property insurance - Equipment, build-out, contents
  • Workers compensation - Required in most states
  • Cyber liability - HIPAA breach coverage
  • Employment practices liability - Recommended

HIPAA Compliance

  • Privacy policies - Notice of Privacy Practices
  • Security risk assessment - Annual requirement
  • Business Associate Agreements - All vendors handling PHI
  • Staff training - Document all HIPAA training
  • Breach notification procedures - Written policies

Phase 6: Staffing

  • Dental hygienists - State-licensed, verify credentials
  • Dental assistants - Certification requirements vary by state
  • Front office staff - Insurance verification, scheduling expertise
  • Office manager - Practice management experience
  • Employee handbook - Policies, benefits, procedures
  • Payroll system - Gusto, ADP, or Paychex

Phase 7: Marketing & Patient Acquisition

The #1 Challenge

Most new dentists focus on clinical excellence but underinvest in marketing. Empty chairs don't pay bills. Your online presence determines how many new patients find you.

Essential Digital Presence

  • Google Business Profile - Critical for "dentist near me" searches
  • Professional website - Mobile-optimized, fast-loading (see our hosting solutions)
  • Online appointment booking - Patients expect 24/7 booking (see our booking solution)
  • Review generation - Actively request and manage reviews (see our review management)
  • Social media presence - Facebook, Instagram for community engagement

Traditional Marketing

  • New mover programs - Target people new to your area
  • Insurance welcome letters - To patients in your network
  • Community involvement - Sponsor local events, schools
  • Physician referral relationships - Network with local MDs

Ready to Launch Your Practice?

We help dental practices across America build their online presence. From lightning-fast websites to Google optimization and review management - we handle the digital side so you can focus on patients.

Get a Free Visibility Audit

Estimated Startup Costs

Category Cost Range (USD)
Lease deposit & legal$20,000 - $50,000
Build-out (4 operatory)$150,000 - $350,000
Equipment$150,000 - $300,000
Technology & software$20,000 - $50,000
Initial supplies$15,000 - $30,000
Marketing launch$15,000 - $40,000
Working capital (6 months)$75,000 - $150,000
Total Estimated$445,000 - $970,000
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VisROI Team

Helping healthcare practices thrive in the digital age.