Group Practice

8 common mistakes to avoid when starting a group practice

Starting a group practice? Avoid these 8 common mistakes with actionable tips on hiring, systems, finances, and marketing—so you can scale sustainably and support better client care.

Maya Sherne
Maya Sherne
Content Marketing Manager
Published on Jun 03, 2025
Updated on Jun 09, 2025

Starting a group practice is a major step in your career as a healthcare provider—and one that comes with exciting possibilities. It’s a chance to expand your impact, reduce your personal caseload, and build a business that supports both clients and clinicians. But growth also introduces complexity—and without the right preparation, it's easy to run into roadblocks that slow your momentum or lead to burnout.

In this guide, we’ll walk through the top 8 mistakes new group practice owners make—and share practical, real-world strategies to avoid them. Whether you’re in the planning phase or already expanding, these insights will help you build a stronger, more sustainable group practice.

1. Expanding Without a Clear Clinical and Operational Vision

Many practice owners begin hiring additional clinicians or launching new services before identifying a clear direction for their practice. Without a defined mission or long-term plan, it becomes difficult to create consistency in care or support aligned team growth.

What to do instead:

  • Clarify your practice’s core mission, values, and clinical focus areas
  • Define your ideal client population and the outcomes you want to support
  • Outline your short- and long-term growth goals to guide future decisions

Remember: A shared vision helps your team stay aligned, reinforces your brand identity, and ensures that every new hire contributes meaningfully to your goals.

2. Hiring Without the Right Systems in Place

Hiring your first (or fifth) clinician is a big milestone—but if you don’t have foundational systems to support them, it can lead to onboarding issues, inconsistent workflows, or poor retention.

How to prepare before hiring:

  • Develop onboarding checklists and training materials
  • Set clear expectations around caseloads, supervision, and communication
  • Ensure your EHR, scheduling, billing, and documentation workflows are streamlined

Pro tip: Use systems that allow your team to collaborate, document, and deliver care efficiently from day one.

3. Relying on Manual or Fragmented Tools

As your team grows, so do your administrative needs. Managing your practice through spreadsheets, paper files, or disconnected tools may work temporarily—but it won’t scale.

Invest in systems that support growth:

  • Use a centralized, HIPAA-compliant EHR that includes scheduling, billing, telehealth, and client intake
  • Automate repeatable processes, like appointment reminders or billing reconciliation
  • Choose tools that are easy for your team to learn and adopt

Pro Tip: Scalable infrastructure helps reduce burnout, improve the client experience, and free up time for strategy and supervision.

4. Skipping Financial Planning and Forecasting

Many group practice owners underestimate the financial complexity of expansion. From payroll to insurance to operating costs, scaling requires a clear financial foundation.

Build financial sustainability with:

  • A 6–12 month operating budget that includes fixed and variable costs
  • Service pricing that reflects your team’s compensation and your business overhead
  • Regular financial reviews to monitor profitability and adjust as needed

Pro Tip: Consider working with an accountant or bookkeeper experienced in private practice growth.

5. Trying to Do Everything Yourself

In the early stages, it can be tempting to manage every task yourself—clinical care, billing, hiring, marketing, and operations. But overextending can lead to poor decision-making, stress, and stagnation.

Start by delegating:

  • Administrative tasks like scheduling, phone triage, or insurance verification
  • Marketing and outreach efforts
  • Bookkeeping and compliance management

Remember: Your time is better spent leading, supporting your team, and planning for long-term growth.

6. Not Clearly Defining Team Roles and Expectations

Without well-defined roles, your team may experience confusion, missed responsibilities, or inconsistent care delivery.

Ensure team alignment by:

  • Writing role-specific job descriptions that include clinical and non-clinical expectations
  • Outlining documentation timelines, availability requirements, and supervision models
  • Creating a clinician handbook or intranet with key processes and policies

Remember: Clear roles foster accountability, job satisfaction, and a smoother client experience.

7. Overlooking Team Culture and Clinician Retention

The success of your group practice depends on more than just client outcomes—it also hinges on how supported your clinicians feel. Burnout, turnover, and low morale often stem from a lack of attention to team dynamics.

Prioritize culture with:

  • Regular team meetings and clinical case consultations
  • Professional development opportunities and CEU stipends
  • Policies that promote flexibility, inclusion, and clinician well-being

Remember: A positive workplace culture supports retention, collaboration, and better care delivery.

8. Lacking a Marketing Strategy to Fill Clinician Caseloads

One of the biggest mistakes new group practice owners make is assuming that once new providers are hired, clients will automatically follow. In reality, consistent marketing is essential to keeping schedules full and driving revenue.

Create a marketing engine that grows with you:

  • Develop a website with provider bios, availability, and searchable specialties
  • Use local SEO and content marketing to reach prospective clients
  • Build referral relationships with physicians, schools, and community partners

Remember: Marketing isn’t about selling—it’s about helping more clients find the care they need.

Final Thoughts: Build a Practice That’s Ready to Grow

Starting a group practice is both rewarding and complex. While no two practices are the same, avoiding these eight common mistakes can set you up for long-term success—so you can focus on what matters most: delivering high-quality, client-centered care.

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Launch, grow & scale your business today.

Group Practice

8 common mistakes to avoid when starting a group practice

Starting a group practice? Avoid these 8 common mistakes with actionable tips on hiring, systems, finances, and marketing—so you can scale sustainably and support better client care.

Starting a group practice is a major step in your career as a healthcare provider—and one that comes with exciting possibilities. It’s a chance to expand your impact, reduce your personal caseload, and build a business that supports both clients and clinicians. But growth also introduces complexity—and without the right preparation, it's easy to run into roadblocks that slow your momentum or lead to burnout.

In this guide, we’ll walk through the top 8 mistakes new group practice owners make—and share practical, real-world strategies to avoid them. Whether you’re in the planning phase or already expanding, these insights will help you build a stronger, more sustainable group practice.

1. Expanding Without a Clear Clinical and Operational Vision

Many practice owners begin hiring additional clinicians or launching new services before identifying a clear direction for their practice. Without a defined mission or long-term plan, it becomes difficult to create consistency in care or support aligned team growth.

What to do instead:

  • Clarify your practice’s core mission, values, and clinical focus areas
  • Define your ideal client population and the outcomes you want to support
  • Outline your short- and long-term growth goals to guide future decisions

Remember: A shared vision helps your team stay aligned, reinforces your brand identity, and ensures that every new hire contributes meaningfully to your goals.

2. Hiring Without the Right Systems in Place

Hiring your first (or fifth) clinician is a big milestone—but if you don’t have foundational systems to support them, it can lead to onboarding issues, inconsistent workflows, or poor retention.

How to prepare before hiring:

  • Develop onboarding checklists and training materials
  • Set clear expectations around caseloads, supervision, and communication
  • Ensure your EHR, scheduling, billing, and documentation workflows are streamlined

Pro tip: Use systems that allow your team to collaborate, document, and deliver care efficiently from day one.

3. Relying on Manual or Fragmented Tools

As your team grows, so do your administrative needs. Managing your practice through spreadsheets, paper files, or disconnected tools may work temporarily—but it won’t scale.

Invest in systems that support growth:

  • Use a centralized, HIPAA-compliant EHR that includes scheduling, billing, telehealth, and client intake
  • Automate repeatable processes, like appointment reminders or billing reconciliation
  • Choose tools that are easy for your team to learn and adopt

Pro Tip: Scalable infrastructure helps reduce burnout, improve the client experience, and free up time for strategy and supervision.

4. Skipping Financial Planning and Forecasting

Many group practice owners underestimate the financial complexity of expansion. From payroll to insurance to operating costs, scaling requires a clear financial foundation.

Build financial sustainability with:

  • A 6–12 month operating budget that includes fixed and variable costs
  • Service pricing that reflects your team’s compensation and your business overhead
  • Regular financial reviews to monitor profitability and adjust as needed

Pro Tip: Consider working with an accountant or bookkeeper experienced in private practice growth.

5. Trying to Do Everything Yourself

In the early stages, it can be tempting to manage every task yourself—clinical care, billing, hiring, marketing, and operations. But overextending can lead to poor decision-making, stress, and stagnation.

Start by delegating:

  • Administrative tasks like scheduling, phone triage, or insurance verification
  • Marketing and outreach efforts
  • Bookkeeping and compliance management

Remember: Your time is better spent leading, supporting your team, and planning for long-term growth.

6. Not Clearly Defining Team Roles and Expectations

Without well-defined roles, your team may experience confusion, missed responsibilities, or inconsistent care delivery.

Ensure team alignment by:

  • Writing role-specific job descriptions that include clinical and non-clinical expectations
  • Outlining documentation timelines, availability requirements, and supervision models
  • Creating a clinician handbook or intranet with key processes and policies

Remember: Clear roles foster accountability, job satisfaction, and a smoother client experience.

7. Overlooking Team Culture and Clinician Retention

The success of your group practice depends on more than just client outcomes—it also hinges on how supported your clinicians feel. Burnout, turnover, and low morale often stem from a lack of attention to team dynamics.

Prioritize culture with:

  • Regular team meetings and clinical case consultations
  • Professional development opportunities and CEU stipends
  • Policies that promote flexibility, inclusion, and clinician well-being

Remember: A positive workplace culture supports retention, collaboration, and better care delivery.

8. Lacking a Marketing Strategy to Fill Clinician Caseloads

One of the biggest mistakes new group practice owners make is assuming that once new providers are hired, clients will automatically follow. In reality, consistent marketing is essential to keeping schedules full and driving revenue.

Create a marketing engine that grows with you:

  • Develop a website with provider bios, availability, and searchable specialties
  • Use local SEO and content marketing to reach prospective clients
  • Build referral relationships with physicians, schools, and community partners

Remember: Marketing isn’t about selling—it’s about helping more clients find the care they need.

Final Thoughts: Build a Practice That’s Ready to Grow

Starting a group practice is both rewarding and complex. While no two practices are the same, avoiding these eight common mistakes can set you up for long-term success—so you can focus on what matters most: delivering high-quality, client-centered care.

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All the tools you need to run your practice & work with patients.
All the tools you need to run your practice & work with patients.