How to Start a Concierge Medicine Practice: A Step-by-Step Guide for Physicians

Thinking of breaking free from the traditional model of care? Concierge medicine might be your path to professional fulfillment and patient-centered care.

Physicians across the country are leaving high-volume, insurance-driven environments to start their own concierge medicine practices. And for good reason. Concierge medicine allows for deeper patient relationships, more autonomy, and the opportunity to build a business that aligns with your values.

In this guide, we’ll walk you through how to start a concierge medicine practice—from clarifying your vision to launching your new service.


Step 1: Clarify Your Vision and Values

Before any legal paperwork or business planning, take time to define what kind of practice you want to create. Ask yourself:

  • What kind of care do I want to deliver?
  • Who are my ideal patients?
  • What does work-life balance look like for me?
  • What values will shape my patient experience and internal culture?

Clarity at this stage makes every other step easier.


Step 2: Choose Your Business Model and Legal Structure

Concierge medicine isn’t one-size-fits-all. Decide on:

  • Membership model: Will you charge monthly, annually, or per-visit?
  • Fee structure: Flat fee? Tiered memberships?
  • Insurance: Will you opt out or combine with insurance?

Then, work with a healthcare attorney or consultant to:

  • Form your legal entity (e.g., PLLC or S-Corp)
  • Obtain NPI and tax ID numbers
  • Review compliance considerations like HIPAA and state laws

Step 3: Design the Patient Experience

How you serve your patients is your competitive edge. Design systems that support:

  • Prompt communication (e.g., text access or same-day appointments)
  • Extended visit times
  • Wellness-focused services or preventive care planning
  • A streamlined intaknd onboarding experience

Use digital tools or concierge-specific EHRs that simplify the experience for you and your patients.


Step 4: Build a Strong Team

A great concierge practice isn’t built alone. Even a small practice benefits from:

  • A knowledgeable medical assistant or nurse
  • An operations manager or virtual assistant
  • Marketing or patient outreach support

Hire for values, not just experience. Look for team members who believe in personalized care and are willing to grow with your practice.


Step 5: Market Authentically

You don’t need to “sell” yourself to fill your panel—you need to communicate clearly.

Effective concierge medicine marketing includes:

  • Crafting a compelling origin story
  • Sharing patient testimonials
  • Educating prospective patients on what concierge care is and isn’t
  • Hosting webinars or in-person talks
  • Optimizing your website for local SEO and physician-related keywords

Step 6: Set Up Financial Systems

A concierge practice must be sustainable. Work with a healthcare CPA to:

  • Forecast revenue based on patient panel size
  • Set membership pricing that aligns with your financial goals
  • Track recurring revenue and expenses
  • Plan for taxes and retirement

Step 7: Launch and Onboard with Intention

Once your systems are ready:

  • Personally invite your top 50–100 current patients to join
  • Host a Q&A to address concerns
  • Offer a seamless onboarding process (contract, payment setup, welcome kit)
  • Monitor feedback and adjust early

You Don’t Have to Build It Alone

Starting a concierge medicine practice can be liberating—but also overwhelming. That’s why we created the Concierge Medicine Accelerator, a 10-week live training program that gives you the systems, support, and mentorship you need to launch and grow successfully.

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