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 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)

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 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 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.

If you have never created a business plan to fine tune the key elements of your business, it is never too late to start. This plan will provide added clarity, focus, and strategies for growing your business that are essential to your success as an entrepreneur. 

The plan outlines the following areas:

1. Executive Summary   
2. Timeline                                                      
3. Use of Funds  (best when paired with the Cash Flow Projection Spreadsheet)                                    
4. Product or Service                                                            
5. Market Research/Competition
6. Niche & Competitive Strategy                                                                            
7. Marketing Strategy                                                      
8. Management

Not only will you feel more confident in the future of your business once you create this plan, you will also have the tools, perspective, and clarity you need to move forward and create the business of your dreams.

This spreadsheet takes out the guesswork of how paying an employee vs. a contractor will affect your finances. This sheet will guide you through calculating a potential employee's caseload hours line by line, and calculate the added cost of team meetings, charting, commute, preparation, client cancellations, and employee taxes.

It then automatically calculates the profit margin and monthly/weekly expenses of having an employee, and compares it to the margins and expenses of having an independent contractor. Based on this information, you can make an informed decision on what is right for your business, weighing the financial implications with actual numbers--not guesswork. 

Cut out the questions and find the answers with these powerful formulas designed specifically for therapy-based businesses.

Healthy profit margins make for a healthy business. This spreadsheet will make it easy to track yours!

This spreadsheet will take into account the amount each employee brings in, their hourly rate, additional employee expenses, and the resulting profit margin per employee. Knowing this information will allow employers to track efficiency, income/expenses ratios, and the average employee cost. 

The spreadsheet also provides space to calculate overall monthly profit margins for the business, factoring in employee costs as well as other expenses. 

Marketing is like dating...

Yet, many of us struggle with marketing because we skip the steps that need to happen in order to build the customer relationship.

What if you could learn and identify the steps that each of our clients must take in order to not only make a sale, but come to know, like, and trust you?

With these 7 steps of marketing, you will never think about your prospects in the same way again! 

This organizational packet contains documents that will help with the onboarding and interview process when bringing on employees. Having these systems in place will dramatically increase the efficiency, professionalism, and clarity of your business.

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. 

If you have ever felt overwhelmed with keeping track of income, expenses, and whether you will have enough cash flow moving forward, this spreadsheet will become your best friend. It is a simple, straightforward, and effective way to manage business finances, and has all of the formulas automatically included to make it as easy as possible to utilize.

Enjoy!

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. 

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. 

This facility contract includes all of the elements you will need in place when contracting with outside agencies to provide services. It outlines all of the necessary elements of a business agreement in clear terms, including recitals, qualifications, services, relationship of parties, insurance, indemnification, confidentiality, billing and compensation, term and termination, and general provisions. Also included is an Exhibit A.

This template is fully customizable to your own needs, and will provide you with a solid foundation when building your private practice. 

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.

This organizational packet contains documents that will help with the documentation and processes needed when bringing on employees. Having these systems in place will dramatically increase the efficiency, professionalism, and clarity of your business. 

You will find the following documents included:
Offer Letter
Orientation and Training Checklist
Emergency Contact Form
Tax Documents
Extensive Employment Contract

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.

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

Find the resources, support, and community you need to make your business everything you want it to be. Discover, apply, and transform your business in ways you never thought possible!

In Master Your Practice, you will have full access to the following:

--> 1 Monthly Masterclass on Business topics
--> 3 monthly small group mastermind calls (this is gold!)
--> Full access to our extensive business resource library
--> Access to our exclusive FB group
--> 1 complimentary 30 min 1:1 strategy session

In this group coaching program, you will receive 30 days of specific steps to take to market your practice. Each step is designed to only take you 30 minutes a day, so your time will be focused, efficient, and well-spent to move your business forward. 

Not only will you get the 30 day outline, but you’ll have the resources you need to implement it, such as proposal and marketing packet templates, email and call scripts, and my all time favorite lead tracker.

Group members will enjoy 4 weeks of LIVE group coaching each week to answer those questions that come up as you implement the process. My #1 Goal? To see YOU succeed and make an impact through your practice. 

Let's get you growing!