Music Therapy Mastermind

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.

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

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)

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!

Reaching out to a brand new prospect can feel daunting, especially if they have no idea who you are, but it doesn't have to be. The more you know about their needs, and the more confident you are that you can meet those needs, the communication becomes one of service and support, not sales-y and sleazy. 

Let these email templates be your guide, from start to finish, and discover greater confidence in yourself!

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

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.

*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.

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.