Our Partnership
Owning a medical practice comes with responsibilities that extend far beyond patient care. Fidelity Practice Partners brings coordinated business support to help you manage those responsibilities and build the practice you want to lead.
Whether you're preparing to open your doors or strengthening an established practice, we shape the partnership around your goals, your team, and the way you want to practice medicine.
Your ideal practice may look different from someone else's.
You may want a smaller patient panel and more time with each patient. You may want to grow your team, expand your services, or open another location. Or you may simply want fewer administrative demands competing for your attention.
We start by understanding that vision. Then we work with you to define the people, systems, and business support needed to pursue it.
Your goals guide the partnership.
Launch
We help turn your vision into a practical launch plan, coordinating the business preparation, nonclinical staffing, systems, logistics, and marketing needed to support opening day and the months that follow.
Explore Practice LaunchSupport & Grow
We learn how your business operates, listen to your team, and identify where additional support can make the greatest difference. Together, we develop a plan that builds on your strengths and addresses the gaps.
Explore Practice SupportA strong partnership starts with a shared understanding of who handles what.
| Area | The physician's role | Fidelity's role |
|---|---|---|
| Practice direction | The physician's roleDefine your vision, priorities, and ownership goals | Fidelity's roleTranslate those goals into an operating plan and recommendations |
| Clinical care | The physician's roleLead diagnosis, treatment, prescribing, and clinical standards with your authorized clinical team | Fidelity's roleSupport the administrative workflows surrounding patient care |
| Nonclinical staffing | The physician's roleEstablish expectations and participate in agreed leadership decisions | Fidelity's roleRecruit, onboard, schedule, and manage nonclinical staff within the agreed scope |
| Financial management | The physician's roleParticipate in budgets and major business decisions | Fidelity's roleCoordinate bookkeeping, reporting, forecasts, and financial strategy |
| Marketing and growth | The physician's roleSet service priorities, capacity, and growth goals | Fidelity's roleManage the website, advertising, patient acquisition, and performance reporting |
| Practice systems | The physician's roleDefine clinical requirements with your team | Fidelity's roleImplement and support agreed administrative systems and workflows |
| Pharmacy coordination | The physician's roleRetain prescribing and clinical medication decisions | Fidelity's roleCoordinate pharmacy communications, sourcing logistics, and fulfillment administration |
The specific responsibilities, approval processes, and staffing arrangements are documented in your partnership agreement.
For an existing practice, we begin with the people and processes already in place.
Your team knows the patients, the daily routines, and the recurring challenges. Their experience helps us understand what is working and where support is needed.
We agree on how Fidelity's team and your team will work together, including:
For a new practice, we help establish that structure from the beginning.
The goal is a team with clear responsibilities and a shared understanding of your priorities.
Staffing affects scheduling. Scheduling affects patient experience. Marketing affects demand. Demand affects staffing and financial planning.
We coordinate these functions so decisions account for the wider needs of your practice. Depending on your partnership, our support can include:
Nonclinical recruiting, onboarding, employee management, scheduling, and staffing transitions.
Bookkeeping, accounting coordination, budgeting, cash-flow visibility, financial reporting, and business planning.
Website development, digital advertising, ad budget management, patient acquisition, and conversion tracking.
CRM and EHR administrative support, appointment scheduling, reminders, and nonclinical patient communications.
Vendor coordination, purchasing, supplies, shipping, receiving, and daily administrative workflows.
Pharmacy relationship management, sourcing coordination, fulfillment tracking, and administrative prescription support. Clinical decisions remain with authorized clinicians, and dispensing remains with the pharmacy.
Documented operations and organized financial records that support longer-term succession, retirement, or a potential sale.
We discuss the practice you want to build or improve, the challenges you face, and the responsibilities you want help managing.
For an existing practice, this includes learning about your team, finances, systems, marketing, and patient workflows. For a new practice, it includes your vision, resources, and launch needs.
Together, we define the scope, priorities, responsibilities, budget, and measures of success.
You should understand what Fidelity will handle, what remains with you and your team, and how decisions will be made.
We recruit or integrate the agreed team, establish workflows, and implement the necessary systems.
Changes are sequenced around operational needs and patient care continuity.
We manage the agreed business functions and establish a regular rhythm for communication and performance reviews.
As your practice changes, we revisit priorities and adjust the plan together.
Delegating business responsibilities should give you clearer visibility into your practice.
We establish a reporting and communication cadence appropriate to your partnership, so you can understand performance, review recommendations, and make informed decisions.
Depending on the scope, reviews may cover:
You have a clear picture of the business and a team accountable for its responsibilities.
More patients or more locations may be part of your goals. They may also be unnecessary for the practice you want.
We agree on measures that reflect your priorities, which could include:
We use those priorities to guide the work and evaluate progress.
Your needs will evolve throughout practice ownership.
Early on, you may need help getting established. Later, you may want to expand, reduce your working hours, develop leadership within your team, or explore a transition.
By building organized systems and documenting how the business operates, we help create a foundation that can support those choices.
When appropriate, we can help coordinate future transition preparation alongside legal, accounting, valuation, and brokerage professionals.
Whether you're considering independent ownership or looking for support in your existing practice, the first step is understanding your goals.
Tell us where you are today, what you want to change, and where a business partner could make the greatest difference.
Please do not include patient information or medical records in your inquiry.