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.

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.

Employees will use this form to request time off. It’s here and done for you!

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.

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.

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 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

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.

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