Because I pay my employees when clients cancel, I expect them to still use that time to benefit the company. In this document I outline a variety of ideas that they can draw from if they don’t have other responsibilities to fill cancellation time.

This email template is intended to use when bringing on a new private music therapy client. It communicates with the client all of the paperwork required, lets them know where to show up for sessions, who their therapist will be, and all other pertinent information.

(This template is included in the Intake Packet bundle)

This one-page mental health music therapy assessment gathers information on patient basic information, music preferences & history, uses of and affective responses to music, expressive ability, and assesses care plan needs and goals in the following areas:

Coping Skills
Sensory Function
Psychosocial Needs
Altered Neurologic states
Spiritual Needs

This SEMTAP Report Template provides a simple and easy-to-follow format for creating your SEMTAP client report. You simply fill in the data you collect from the client, and let the template guide you in where to include the information.

This template is recommended to be paired with the SEMTAP Process Description document.

Employees will use this form to request time off. It’s here and done for you!

Every business needs an incident report form on file. Hopefully you won’t have to use it, but if you do, at least you won’t be scrambling to throw one together.

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This one-page document provides a quick glance for explaining the SEMTAP process to decision makers. You can send them a copy, explain the various scenarios, and let the process speak for itself when working with your students.

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This guide will walk you through the elements of a sales conversation, and give you a template for practicing these conversations so you can gain confidence in your marketing efforts.

This pediatric intake packet includes sections to gather all necessary information from new clients. It includes client and caregiver info, as well as quick-glance yes/no questions about each area of the child's development. The therapist can then look at these areas and quickly see what domains to address and observe during the evaluation period. 

(This template is included in the Intake Packet bundle)

It is important to communicate your company policies and guidelines when new clients begin services. This professional services template will give you the information you need to communicate with clients, including policies for absences and tardiness, illness, fees and billing, and confidentiality. 

This packet includes templates for both adult and pediatric clients. 

This item is included in the Client Intake Packet bundle

If you plan on taking photos or videos of any kind during your therapy sessions, you need to have permission from your client and/or their guardian. This form gives clients an opportunity to express their photo and video preferences for a 3 different purposes, which provides more flexibility for both parents and therapists to capture images and videos from sessions. 

This item is included in the Client Intake Packet bundle.

As a clinician, you may come across circumstances where sharing client data between professionals is helpful not only to the client, but to other service providers. This Release of Information Form will allow you to do this while staying within HIPAA regulations.

This weekly client data mini-bundle includes templates for tracking weekly data for either individual clients or groups. This data tracking system is succinct, efficient, and entirely customizable. The packet even includes a sample data document so you can see how it is used.

Included in this purchase:

Customizable weekly client data template
Customizable weekly group data template
Sample client data using this form

This package is part of the Client Intake Bundle packet.

This assessment form was carefully designed to assess a variety of domains for clients with special needs. It is organized in the following format:

Client Information
Interviews
Client Observations in domains (social, cognitive, motor, emotional, speech & language)
Recommendations
Treatment Plan

This is an intuitive, easy to follow assessment document that will allow you to use your clinical judgment to identify areas of need for the client. We have been using it with our practice for the past 6 years, and I'm thrilled to offer it to you!

This book unveils the truth about growing a therapy practice in a real, relatable way that will not only help you feel understood in the hard times, but motivated to keep on going through hard times! It also provides space to celebrate and honor ourselves as entrepreneurs, and gives some practical tips for managing and leading a six figure therapy practice.

This comprehensive, but easy to follow spreadsheet will transform your client relationship management. You'll do away with the hassle of trying to find client info, remember the last conversation you had with so and so, track your gains and losses, and watch your practice grow.

The Lead Tracker is an excel spreadsheet that will give you all-in-one space to keep track of:

1. New Client Leads and where they are in your funnel
2. Clients Gained
3. Clients Lost
4. Current Clients
5. Facility Leads
6. Facility Contracts

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This program proposal will provide a strong starting point for the music therapist advocating for music therapy in the school setting. It is divided into three categories: Clinical, Business, and Marketing, and provides a ready-to-go template to present to prospects.

This PTO & CMTE tracker uses employee hours to calculate accrued hours for PTO and Continuing Education reimbursement funds.

The formulas are already entered into the excel spreadsheet--all you need to do is input your employee’s monthly hours, select their amount of reimbursement, and track when they use up hours or funds. It makes the tracking process slick and easy.

There is no need to question or fret over your rates with this rate-setting bundle. It provides practical tips, easy to follow formulas, and self-calculating spreadsheets to help you determine the most appropriate rates for your clients.

The bundle includes:

Bundle summary with video explanation links
Income Goals Worksheet (pdf)
Facility Commute Cost Calculator (Excel)
Profit Margin Guide to Setting Rates (pdf)
Profit Margin Guide to Setting Rates (Excel)
Rate Calculator Worksheet (pdf)

These systems remove the guesswork, and will help you feel confident about your rates and the value you provide.

This weekly Intention-Setter has been a game changer for me whenever I gear up for busy weeks. It allows me to see everything all at once, prioritize what is most important, and to see where I can create time for important projects.

I have found that my week is much more smooth and focused when I start with this intention process, and I often end up accomplishing more than I thought possible, all because I set aside the time to do it. 

This marketing bundle provides a plethora of key resources, information, and templates that will not only save you time, but help you feel confident as you gear up for business-building events!

This packet is intended to use when bringing on a new private music therapy client. It includes a welcome email template, intake forms, services agreements, HIPAA forms, photo/video consent, and release of information forms. All contents are provided in word document form in order to make it easier for you to customize them to meet your own needs. 

These Policies and Procedures help to create a solid foundation for your business. This 22 page document will give you a strong foundation on which you can create your own policies, or borrow the ones already included. Having it on hand will result in a more thorough understanding of your business operations. 

Whether you are just starting out or looking to spruce up your client documentation systems, this packet will save you hours and hours of your own legwork.

Each document can be customized to fit your own needs, and they are arranged in easy to follow formats.

Included in this bundle you will find:

New Client Consultation Template
Group Assessment template
Mental Health Music Therapy Assessment
Individual Assessment form
Weekly Client Data Tracker Template
Weekly Group Data Tracker Template
Sample Weekly Data Template
Group Goal Review Template
Progress Note Template
Termination Report Template

Don't waste your time creating documents that so many others have already created--use this bundle to build your documentation library and get your business organized! If you need any support with the documents, don't hesitate to ask.