Starting a mobile direct access PT practice in California

Name: Starting a mobile direct access PT practice in California
Rating: 4.8 (24 reviews)

A step by step guide to getting your mobile PT practice in the books in California

Highest Rated

Created byDaniel Tiano

Last updated 9/2021

English

What you'll learn

Understanding compliance and your legal obligations as a mobile direct access physical therapist
Where and how to file the appropriate paperwork to California agencies
Where and how to file the appropriate paperwork to the IRS
Which extra steps to take in order to further solidify your practice's formation

Course content

3 sections • 12 lectures • 31m total length

Introduction0:54
DISCLAIMER: The information provided in this course does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.
Timeline Run Through2:06
Resources:
Timeline to start your CA PT practice

CA Practice Act Compliance5:12
Resources:
CA PT law reference guide (see section 2620.1 for direct access specifics)
Direct access FAQs put out by the CPTA
My direct access notice that I have each patient sign
CA Practice Formation Rules2:06
Refer to article 10 of the law reference guide provided in the previous lecture.
Resources
A list of acceptable abbreviations denoting corporation status found in section 21001
CA ARTS-PC (Articles of Incorporation)4:12
Resources:
A copy of my own filed ARTS-PC, which is publicly available at https://businesssearch.sos.ca.gov/
Where to access ARTS-PC PDF
CA SI-550 (Statement of Information)2:29
Resources:
My original SI-550
My updated SI-550 after I moved, both of which are publicly available at https://businesssearch.sos.ca.gov/
Where to file SI-550
CA County/City Business License2:05
Remember, it is up to you to research your city and county requirements for a business license. If you need help figuring this out, reach out to me or local resources such as your local SBDC or chamber of commerce.
Resources:
Various county and city requirements for a business license
IRS EIN (Employment Identification Number)3:21
Resources:
Where to apply for an EIN
My actual EIN assignment letter
My IRS form 8822b, declaring an address change for my business
Read through your letter carefully and take note of any additional documents it requires you to submit. For example, I will need to submit IRS form 1120-S (tax return for an S-corp) by April 15, 2022. Also keep in mind that if you change your address, you must notify the IRS and California separately.

IRS 2553 (S Corp Election)3:21
Resources:
IRS website to download/print form 2553. Remember to sign it!
My actual form 2553, edited to omit my social security number and personal phone number
NPPES Type 2 NPI (National Provider Identifier)2:38
NOTE: You may already have an NPPES account if you had to create one for a previous employer. If so, go into your email and search "nppes" to try and find your old login information. You will probably need to change your password when you log in again.
Resources:
NPPES website login
Email confirmation of new NPI 2
PECOS Medicare Enrollment1:57
Resources:
Personal PECOS application NOT included, as it had many errors when I submitted and it would be a poor reference
Link to Anthony Maritato's course on how to properly do this (which I personally utilized)
Conclusion0:49

Requirements

You must be a licensed physical therapist in the state of California
You must have the desire to create your own mobile direct access physical therapy practice

Description

***The information provided in this course does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.***

Most states have a simple process to starting a mobile PT practice. You register an LLC, and that's pretty much it! However, in California, things aren't this straightforward. It took me several hours and a few headaches to figure out everything that needs to be done legally when I started my practice. There wasn't a comprehensive resource that walked me through the process, and a lawyer would have been expensive. To save you time and frustration, I made this brief course walking you through the process. My course will walk you through the intimidating, but doable process of forming your mobile PT practice in California. By purchasing this course, in addition to the content hosted here on Udemy, you will also gain access to a private Facebook group where you can bounce questions off of me and other California physical therapists. Please note that I will not teach you how to run your business. There are plenty of other helpful resources that focus on this, some of which I have used myself.

Who this course is for:

Physical therapists in the state of California who want to start their own mobile practice, but worry about experiencing a bureaucratic nightmare in the process
This IS NOT a course on how to build a thriving practice; this IS a course on how to officially get your business in the books

Starting a mobile direct access PT practice in California

What you'll learn

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Course content

Introduction2 lectures • 3min

The Essentials6 lectures • 19min

The Non-Essentials (but highly recommended!!)4 lectures • 9min

Requirements

Description

Who this course is for: