--- title: "Your digital practice checklist: start here" description: A step-by-step checklist for setting up your digital private practice in Australia, from registrations to your first clients. image: https://help.healthbank.io/hubfs/Help%20article%20graphics/Home/help-centre-share.png --- [Skip to content](https://help.healthbank.io/digital-practice-checklist#main-content) Open main navigation Close main navigation Advice and answers from the HealthBank Team - There are no suggestions because the search field is empty. 1. [HealthBank Help Centre](https://help.healthbank.io/?hsLang=en) 2. [Building a Digital Practice](https://help.healthbank.io/building-a-digital-practice?hsLang=en) October 21, 2026 # Your digital practice checklist: start here ## A step-by-step checklist for setting up your digital private practice in Australia, from registrations to your first clients. Setting up a digital private practice usually takes a few weeks. Work through this checklist in order and tick off each step as you go. Each step links to a short article with the detail. ![Your Digital Practice Checklist](https://help.healthbank.io/hs-fs/hubfs/Your%20Digital%20Practice%20Checklist.png?width=9&height=5&name=Your%20Digital%20Practice%20Checklist.png)![Your Digital Practice Checklist](https://help.healthbank.io/hs-fs/hubfs/Your%20Digital%20Practice%20Checklist.png?width=670&height=377&name=Your%20Digital%20Practice%20Checklist.png) **Set up (weeks 1–4)** - Register your business and apply for your Medicare provider number (if eligible) ([Registrations, provider numbers and claiming](https://help.healthbank.io/registrations-provider-numbers-and-claiming?hsLang=en)) - Arrange professional indemnity and public liability insurance ([Insurance you need](https://help.healthbank.io/insurance-for-private-practice?hsLang=en)) - Set up your environment and equipment for telehealth ([Setting up your telehealth space](https://help.healthbank.io/setting-up-your-telehealth-space?hsLang=en)) - Secure your devices and accounts ([Data security and privacy essentials](https://help.healthbank.io/data-security-and-privacy-essentials?hsLang=en)) - Create your HealthBank account and complete your profile (see [How do I set up my practitioner profile?](https://help.healthbank.io/how-do-i-edit-my-practitioner-profile?hsLang=en)) - Migrate your clients across from your old software, if you have one ([Moving from your old practice software](https://help.healthbank.io/moving-from-your-old-practice-software?hsLang=en)) **Run (from your first client)** - Set up your digital intake forms ([Onboarding new clients](https://help.healthbank.io/onboarding-new-clients?hsLang=en)) - Create your note templates ([Treatment notes: what to record](https://help.healthbank.io/treatment-notes-what-to-record?hsLang=en)) - Plan your week with a run sheet ([A day in practice: sample run sheet](https://help.healthbank.io/sample-practice-run-sheet?hsLang=en)) **Grow (ongoing)** - Set your prices ([Pricing your services](https://help.healthbank.io/pricing-your-services?hsLang=en)) - Get found by new clients ([Marketing and building your profile](https://help.healthbank.io/marketing-and-building-your-profile?hsLang=en)) - Track the numbers that matter ([What a successful practice looks like](https://help.healthbank.io/what-a-successful-practice-looks-like?hsLang=en)) - See how much time HealthBank saves you ([How much time and money could you save?](https://help.healthbank.io/how-much-time-and-money-could-you-save?hsLang=en)) **Practitioners:** keep your registration and/or insurance current through your preferred professional association or insurance company before you start seeing clients. [![HB\_Logo](https://help.healthbank.io/hs-fs/hubfs/HB_Logo.png?width=100&height=91&name=HB_Logo.png "HB_Logo")](https://www.dashboard.healthbank.io) HealthBank 85 William Street, Sydney [mailto:help@healthbank.io](mailto:help@healthbank.io) Copyright © 2026, HealthBank Technologie Pty Ltd