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  • Release of Information Form

    Release of Information Form

    $4.95
    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.
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    Release of Information Form

    Release of Information Form

    $4.95
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  • Weekly Client Data Template

    Weekly Client Data Template

    $4.95
    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.
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    Weekly Client Data Template

    Weekly Client Data Template

    $4.95
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  • Individual Music Therapy Assessment Template

    Individual Music Therapy Assessment Template

    $7.95
    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!
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  • eBook: The Truth About Growing a Therapy Practice

    eBook: The Truth About Growing a Therapy Practice

    $9.95
    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.
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  • Client & Facility Leads Tracker

    Client & Facility Leads Tracker

    $9.95

    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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    Client & Facility Leads Tracker

    Client & Facility Leads Tracker

    $9.95
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  • Special Education Music Therapy Program Proposal

    Special Education Music Therapy Program Proposal

    $11.95
    *Single Item*
    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.
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  • PTO & CMTE Tracker

    PTO & CMTE Tracker

    $16.95
    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.
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    PTO & CMTE Tracker

    PTO & CMTE Tracker

    $16.95
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  • Rate Setting Bundle

    Rate Setting Bundle

    $17.95
    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.
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    Rate Setting Bundle

    Rate Setting Bundle

    $17.95
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  • The Intention-Setter Guide

    The Intention-Setter Guide

    $19.95
    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. 
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    The Intention-Setter Guide

    The Intention-Setter Guide

    $19.95
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