Independent practice guides

Requirements and operating procedures for independent medical offices

These guides cover office controls, implementation work, post-residency practice requirements, and the 2026 rules for qualifying direct primary care fees under an HSA.

Guide 01

Operating framework

Set decision rights for service lines, payer contracts, billing, compliance records, and financial reporting.

Review the operating framework

Guide 02

Implementation manual

Review partners, contracts, credentialing, billing controls, practice policies, and launch tasks in a defined order.

Review the implementation manual

Guide 03

Resident to independent practice

Separate the ACGME training-appointment rule from the legal, licensing, payer, and practice requirements that apply after residency.

Review the resident guide

Guide 04

HSA and FSA use

Review the 2026 federal requirements for qualifying DPC arrangements and confirm how an employer health FSA handles the fee.

Review HSA and FSA rules

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