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)

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.

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 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.

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 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.