Opening a second practice location: Checklist

Opening a second therapy location checklist (PT, OT, SLP)

A step-by-step expansion guide for PT, OT, and SLP practice owners.

Expanding to a second location means dozens of operational decisions that can delay your timeline — EHR setup, credentialing, billing configuration, and more. This checklist walks PT, OT, and SLP practice owners through every step, organized by category and timeline, so nothing falls through the cracks before opening day.

Use this checklist to:

Delegate confidently with a clear pre-opening task list
Set up your EHR for multi-location billing and documentation
Build your credentialing timeline so revenue isn’t delayed at launch
Configure location-specific scheduling and client routing
Standardize documentation templates across both sites
Manage multiple Tax IDs and payer contracts without duplicate systems