Training Curriculum

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. An introduction to the Direct Primary Care model: how it works, why it's growing, how it differs from fee-for-service and concierge medicine, and why patients love it. Covers the core membership model and why DPC allows you to practice medicine the way you were trained to.

An overview of the Direct Primary Care model, its history, and why it's growing.

30 min

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. How SimpleCare works as a partnership model: what we provide (brand, systems, playbook, support), what you bring (clinical expertise, local relationships), and how the royalty/fee structure works. Covers the difference between the on-site path (RFMG) and the own-location path.

How to set membership fees, tiered pricing, and employer accounts.

45 min

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. How to think about your ideal panel size (typically 400–600 patients for a solo NP DPC practice). How to set adult and pediatric monthly membership rates. Break-even analysis, revenue projections at 200 / 400 / 600 members, and how to model your first 12 months.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Overview of Full Practice Authority for Nurse Practitioners: which states have it, what it allows you to do independently, and what services are in and out of scope for a DPC NP practice. Includes DEA registration for prescribing and state-specific license verification checklist.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. A walkthrough of what a typical patient day looks like in a DPC practice: direct access calls and texts, same-day and next-day appointments, extended visit times (30–60 min), no waiting rooms, no prior auths, and no insurance billing. Covers how this differs from your current workflow.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Your Google Business Profile (formerly Google My Business) is the single most important free marketing tool for a local practice. Step-by-step: create and verify your profile, add your address, phone, hours, and website, write a keyword-rich practice description, upload photos of your clinic, enable messaging, and set up the appointment booking link. How to collect and respond to Google Reviews. Target: 20+ reviews in your first year.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. SimpleCare provides a website template pre-built for DPC practices. This module covers: how to customize the template with your name, location, services, and pricing, how to connect your domain (recommended: Namecheap or Google Domains), how to set up your contact form and online enrollment link (connected to Stripe), and basic SEO: page title, meta descriptions, and local keyword targeting.

Digital and local marketing strategies for DPC patient acquisition.

60 min

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Platform priorities for a DPC practice: (1) Facebook — still dominant for 35–65 age group, the core DPC demographic. (2) Instagram — for visual content, community events, health tips. (3) Nextdoor — highly underutilized and extremely effective for local patient acquisition. Content calendar template included. Frequency: 3 posts/week minimum. What to post: health tips, behind-the-scenes, patient stories (with consent), membership reminders. What NOT to post: PHI, anything that could be construed as medical advice.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Build a list and stay top-of-mind with prospective and current patients. Recommended platform: Mailchimp (free up to 500 contacts). How to set up a signup form on your website, what to include in your monthly newsletter: seasonal health tips, practice updates, new services, and a membership CTA. HIPAA note: your email marketing list for non-patients is NOT covered by HIPAA; patient communications sent via email require a BAA with your email provider.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. The highest-ROI patient acquisition strategy for DPC is direct outreach to local employers and community organizations. This module covers: how to pitch a small business employer (the DPC value prop: reduced absenteeism, no copays, same-day care), how to structure a group enrollment event, partnerships with gyms and wellness centers, presenting at Chamber of Commerce meetings, and church/community group health talks. Script and slide deck templates provided.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. A beginner's guide to running Google Search Ads for a DPC practice. Target keywords: 'direct primary care [city]', 'no insurance doctor [city]', 'DPC membership [city]', 'affordable primary care [city]'. Budget guidance: $300–$600/month is effective for most small markets. How to set up conversion tracking (form submissions and calls). SimpleCare provides a starter keyword list and ad copy templates.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Step-by-step guide to forming your professional LLC (or PLLC depending on state): selecting a business name, filing with your Secretary of State, obtaining your EIN from the IRS, setting up your registered agent, and storing your operating agreement. Recommended: Northwest Registered Agent or LegalZoom for solo filers.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. What to look for in a lease for a solo DPC practice: ideal square footage (600–1,200 sq ft), exam room requirements, ADA compliance, parking, and signage rights. Negotiation tips, lease term advice, and red flags to watch for. Includes a space checklist and what SimpleCare can advise on.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. SimpleCare uses DrChrono as its standard EHR. This module covers: setting up your DrChrono account, configuring your practice profile, building your custom SOAP note templates, setting up your DPC membership billing workflow within DrChrono, and enabling the DrChrono patient portal for direct messaging. Contact support@drchrono.com for onboarding.

Setting up your EHR, scheduling, and daily workflow.

90 min

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. How to run your day in DrChrono: scheduling appointments, checking in patients, documenting visits with SOAP notes, ordering labs and imaging, e-prescribing (including controlled substances with DEA EPCS), and closing encounters. Covers the DrChrono mobile app for on-call after-hours use.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. SimpleCare partners use Medline as the preferred medical supply vendor. This module covers: setting up your Medline business account, navigating the Medline online ordering portal, the SimpleCare standard formulary (exam gloves, wound care, vitals equipment, common OTC dispensary items), setting up recurring orders, and managing par levels. Medline customer service: 1-800-633-5463.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. The recommended starter inventory list for a new SimpleCare practice: exam room essentials, wound care supplies, vitals equipment (BP cuff, pulse ox, thermometer, scale), point-of-care testing (urinalysis, strep, flu, COVID), basic procedure supplies (suture kit, staple remover, I&D tray), and common dispensary medications. Includes reorder quantities and budget estimates.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Coverage checklist for a new SimpleCare practice: (1) Professional Liability / Malpractice Insurance — recommended carriers: Proliability (AANP), CM&F Group, or Berxi. (2) General Liability Insurance — for your clinic space. (3) Business Owner's Policy (BOP) — bundles general liability + commercial property. (4) Cyber Liability Insurance — required for HIPAA covered entities. Steps to obtain quotes and what limits to request.

Lease negotiation, equipment, and opening day checklist for own-location partners.

120 min

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Why you must keep business and personal finances completely separate from day one. Recommended banks for small medical practices: Relay Financial (online, no fees, great for small business), Chase Business Complete Banking, or a local credit union. What to bring to open an account: EIN letter, LLC operating agreement, state filing certificate, and personal ID. How to connect your bank account to Stripe and your accounting software.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Every SimpleCare provider must complete annual HIPAA training. This module covers: the Privacy Rule (PHI and patient rights), the Security Rule (electronic PHI safeguards), the Breach Notification Rule, and what a Business Associate Agreement (BAA) is and when you need one. Required BAAs: DrChrono, Stripe (has a BAA available), Google Workspace, any cloud storage used for patient data. Penalty overview and how to report a breach.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. A complete list of vendors who handle PHI and therefore require a signed BAA: DrChrono (BAA included in subscription), Stripe (request via settings), Google Workspace (available via Admin Console), any lab you interface with electronically, your answering service or remote receptionist, any telemedicine platform used. Instructions for executing and storing each BAA.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Checklist for confirming your credentials are active and correct before opening: (1) State RN + Advanced Practice license — verify on your state nursing board website. (2) National Provider Identifier (NPI) — verify and update your practice address at NPPES. (3) DEA registration — verify or apply at DEA Diversion. (4) CAQH profile — update even if not billing insurance (useful for credentialing later). (5) AANP or ANCC certification — confirm active status.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. What your DPC membership agreement must include to comply with state DPC statutes: clear statement that the agreement is NOT insurance, cancellation terms (typically 30-day notice), what services are included, what is excluded, liability limitations, and dispute resolution. SimpleCare provides a template agreement reviewed by healthcare counsel. You should have your own healthcare attorney review it for your specific state.

Privacy and security requirements specific to direct primary care practices.

60 min

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Over 30 states have enacted specific DPC legislation to clarify that a membership agreement is not insurance and is not subject to insurance regulation. This module reviews what those statutes say, which states have them, and what to do if your state does not yet have one. Includes links to the DPC Alliance state law tracker and guidance on operating in states without a DPC statute.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. How to structure annual wellness visits in a DPC model: 60-minute comprehensive well visit, annual labs (metabolic panel, CBC, lipids, HbA1c for diabetics, TSH, Vitamin D), preventive screenings by age/sex, immunization review, and care plan documentation in DrChrono. How to use the well visit to strengthen the patient relationship and identify unmet needs that reinforce the value of membership.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. One of DPC's strongest value propositions is same-day and next-day access. This module covers: how to structure your schedule for urgent access (hold slots daily), how to triage after-hours calls and texts, what to handle in-office vs. send to urgent care vs. ER, and how to document urgent encounters in DrChrono. Includes a protocol for common urgent presentations: UTI, URI, laceration, abscess, sprains, and minor burns.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. DPC is exceptionally well-suited for managing chronic disease because you have time. This module covers: building a chronic disease registry in DrChrono (identify all patients with HTN, DM2, hyperlipidemia, asthma/COPD, depression/anxiety), setting up recall workflows for quarterly and annual labs, goal-setting conversations, medication management, and care coordination with specialists. Treat-to-target benchmarks and outcomes tracking.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. How to offer telemedicine within your DPC practice as a membership benefit. Tools: DrChrono has a built-in telehealth module (HIPAA-compliant). What can be managed via telemedicine: medication refills, follow-ups, minor illness, behavioral health check-ins, lab review. What requires in-person: new patient physical, procedures, anything requiring hands-on exam. Documentation requirements for telehealth visits in your state.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. In DPC, you are your patient's advocate with specialists. This module covers: how to make a warm referral (calling the specialist yourself), how to negotiate cash-pay rates for your uninsured patients, how to use DPC Alliance's Resource Hub for specialist partnerships, how to track open referrals in DrChrono, and how to follow up on specialist notes. Tips for building a referral network of specialist colleagues who respect the DPC model.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. SimpleCare uses Stripe to process patient membership payments. This module covers: creating your Stripe account under your LLC, completing identity verification, connecting your business bank account, setting up recurring subscription products for each membership tier (adult monthly, child monthly, family cap), enabling auto-pay, and handling failed payments and dunning. Includes how DrChrono integrates with Stripe for seamless billing.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. How to price your memberships competitively in your local market: researching local DPC rates, recommended ranges ($75–$130/month for adults, $40–$65/month for children), family caps, registration/enrollment fees, and when to offer a free first month. How to adjust pricing over time as your panel grows and demand increases.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. How to legally and profitably dispense medications and supplements directly to patients at cost-plus. What qualifies under your state NP scope, how to price a dispensary formulary, wholesale sources beyond Medline (Henry Schein, Moore Medical), and how to document dispensing in DrChrono. Also covers ancillary revenue: biometric screenings, employer contracts, and corporate wellness.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. As a self-employed practitioner, you are responsible for quarterly estimated federal and state income taxes. This module covers: how to calculate your estimated quarterly payment (Form 1040-ES), IRS payment deadlines (April, June, September, January), setting up a dedicated tax savings account (target: 25–30% of net income), self-employment tax (SE tax) explained, and the QBI deduction for pass-through LLCs. Recommended: engage a CPA who works with healthcare professionals in your first year.

© 2026 SimpleCare / Reno Family Medical Group. CONFIDENTIAL & PROPRIETARY — This material is the exclusive intellectual property of SimpleCare and Reno Family Medical Group. Unauthorized reproduction, distribution, or disclosure is strictly prohibited. Recommended accounting software: QuickBooks Self-Employed or Wave (free). How to categorize common DPC expenses: rent, supplies, EHR subscription, malpractice insurance, continuing education, professional memberships, marketing spend. How to reconcile your Stripe payouts with your bank account monthly. What records to keep for tax purposes and for how long.

How to handle labs, imaging referrals, and cash-pay billing.

45 min