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  • Employee Resource: What to Do When Clients Cancel

    Employee Resource: What to Do When Clients Cancel

    $1.95
    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.
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  • Welcome Email Template

    Welcome Email Template

    $2.95
    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)
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    Welcome Email Template

    Welcome Email Template

    $2.95
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  • Mental Health Music Therapy Assessment

    Mental Health Music Therapy Assessment

    $2.95
    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
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  • SEMTAP Report Template

    SEMTAP Report Template

    $3.95
    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.
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    SEMTAP Report Template

    SEMTAP Report Template

    $3.95
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  • PTO Request Form

    PTO Request Form

    $3.95
    Employees will use this form to request time off. It’s here and done for you!
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    PTO Request Form

    PTO Request Form

    $3.95
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  • Incident Report Form

    Incident Report Form

    $3.95
    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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    Incident Report Form

    Incident Report Form

    $3.95
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  • SEMTAP Process Description

    SEMTAP Process Description

    $3.95
    *Single Item*
    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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    SEMTAP Process Description

    SEMTAP Process Description

    $3.95
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  • Guide to Effective Sales Conversations *Single Item*

    Guide to Effective Sales Conversations *Single Item*

    $3.95
    *Single Item*
    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.
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  • Pediatric Intake Comprehensive *Single Item*

    Pediatric Intake Comprehensive *Single Item*

    $4.95
    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)
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  • Client Professional Services Agreement Template

    Client Professional Services Agreement Template

    $4.95
    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
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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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  • Marketing Event Bundle

    Marketing Event Bundle

    $19.95
    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!
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    Marketing Event Bundle

    Marketing Event Bundle

    $19.95
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  • Client Intake Packet

    Client Intake Packet

    $29.95
    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. 
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    Client Intake Packet

    Client Intake Packet

    $29.95
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  • Policies and Procedures Template

    Policies and Procedures Template

    $29.95
    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. 
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    Policies and Procedures Template

    Policies and Procedures Template

    $29.95
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  • Client Documentation Bundle

    Client Documentation Bundle

    $32.95
    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.
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    Client Documentation Bundle

    Client Documentation Bundle

    $32.95
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  • Marketing Packet: Resources for Music Therapy in Special Education

    Marketing Packet: Resources for Music Therapy in Special Education

    $49.95
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  • Behavioral Hospital Marketing Packet

    Behavioral Hospital Marketing Packet

    $57.00
    This bundle provides resources, guides, a business plan, and report templates that will not only save you time, but help you feel confident as you market to behavioral hospitals.
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    Behavioral Hospital Marketing Packet

    Behavioral Hospital Marketing Packet

    $57.00
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  • Employee Handbook

    Employee Handbook

    $74.95
    Writing an Employee Handbook is as underwhelming as it is overwhelming. This comprehensive handbook will give you a strong starting point for developing your own company policies, systems, and communications with your team.

    Save yourself the headache of creating your own handbook, and use this 18 page document to get you started!

    This Handbook is also included in the "Organizational Documents" Bundle.
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    Employee Handbook

    Employee Handbook

    $74.95
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  • Human Resources Organizational Docs

    Human Resources Organizational Docs

    $119.95
    This organizational packet contains documents that will help with the organizational health of your business. Having these systems in place will dramatically increase the efficiency, professionalism, and clarity of your business. 

    The packet includes:

    1. Employee Handbook
    2. Policies and Procedures
    3. PTO & CMTE Tracker
    4. PTO Request Form
    5. Incident Report Form
    6. Exit Interview
    7. Document “What to do when clients cancel” to help employees maintain efficiency
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    Human Resources Organizational Docs

    Human Resources Organizational Docs

    $119.95
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