Sample Non-Medicare Office Timeline

  • Complete market research (start up) or census research (split)

    Complete market research (start up) or census research (split)
    Working with the Marketing office or Visit Sales and Marketing offices, offices intended to open a new location need to research their market. In a splitting office, examination of the current census and decisions about which clients and employees will be splitting to a new office must be made. Splitting offices should carry $30,000-$40,000 in revenue to the new office.
  • Period: to

    Initiate a new office

    This process encompasses all of the activities in researching and seeking approval for opening a new office. This includes getting an office name and number.
  • Identify leadership

    Identify leadership
    Identification of strong leadership is crucial in the success of opeining a new office. For a director new to BAYADA, ample time (6-8 months) must be allotted to develop the director prior to survey and full open of the office.
  • Create projected budget

    Create projected budget
    Using worksheets from Accounting, start ups and splits must produce two-year projected budgets prior to approval to open the office. Support Office Contacts
  • Approve office opening

    Approve office opening
    Senior management assesses office readiness by considering research, leadership, and projected revenue.
  • Period: to

    Hire new staff

    This process encompasses all activites in hiring new office and field staff. The process varies slightly depending on whether the office is on BEARS or HCHB, but the timeframes are the same.
  • Period: to

    Communicate a new office

    The process encompasses all activities in communicating the office internally and externally.
  • Hire director

    Hire director
    The regional/division/area director formally hires the new director under the new office name and number. The new director will most often work within an exisiting office prior to the selection of new office space.
  • Period: to

    Establish licensure, CHAP accreditation, and credentials

  • Period: to

    Establish a new location

    This process encompasses all activities related to the physcial office space - from signing a lease, to purchasing equipment, furniture, and supples, to move in.
  • Search for office space

    Search for office space
    Searching for office space can take more time than you think to find either a low-cost per square footage option for start-ups or a sufficient space for a split office to quickly grow into. Support Office Contacts
  • Hire Clinical Manager(s)

    Hire Clinical Manager(s)
    Searching for your Clinical Manager 6-8 months in advance if you do not have one already is a good timeframe to develop and train the new employee. Having a clinician on staff is also necessary to begin taking intermittant clients in preparing for the survey.
  • Sign lease

    Sign lease
    Signing a lease and getting an address is an important step in the process. However, it is costly to sign a lease too far in advance. Support Office Contacts
  • Establish phone and fax number(s)

    Establish phone and fax number(s)
    A phone number and address are requirements for credentialing paperwork to begin. This is a crucial step in setting up the office as well as in beginning the certification process. Support Office Contacts
  • Apply for NPI, state license(s) if needed for Home Care.

    Apply for NPI, state license(s) if needed for Home Care.
    After an address and phone number for the new office are obtained, work can begin on the various state and federal applications to become licensed and certified. Support Office Contacts
  • Plan for marketing and communications

    Plan for marketing and communications
    With knowledge of your new location, work wtih COM to establish a communication outlets for external communications and provide information for bulletin article. Also, use IS to make announcements about changes to location and phone. Support Office Contacts
  • Set up furniture

    Set up furniture
    Purchasing and setting up furniture can be a 1-2 month process between product selection, ordering, delivery, and set up. Plan to have furniture in place for your current office staff prior to having any computer equipment set up. Support Office Contacts
  • Set up computer equipment

    Set up computer equipment
    Work with IS to purchase your equipment 2 months in advance to your anticpated move-in. You will need to include them at the time you sign a lease as well so they can assist in any wiring that needs to be done. Support Office Contacts
  • Move in day

    Move in day
    Moving in to your new location may only be with a few office staff if you are a splitting office. Support Office Contacts
  • Host open house

    Host open house
    Advertise the opening of you office by hosting an open house once you pass your survey. Support Office Contacts
  • Third-party credentialing complete

    Third-party credentialing complete
    Third-party payors requiring credentialing applications may take up to six months to award credentials after application is submitted. Support Office Contacts