Practice in a Box

$499.00

Practice in a Box includes the following:
1. 10 Practice growing video and audio modules
2. Accountability Worksheets
3. Members Online Community
4. Monthly Live Q&A
5. Bonus Videos
6. Social Media 101 for Therapists
7.
ProfitablePractices Document Collection – Useful Documents & Templates for growing and managing your therapy practice easily which include:

  • Clients & Reception docs:
    • New Therapy Client, Coaching Client & HIPAA Agreements
    • Credit Card Authorization
    • Insurance Reimbursement Agreement
    • Receptionist Policies & SOP’s
    • Reception Task List
    • Reception Email Templates (total of 71 templates!!!)

      • 1. Client Inquiries
        • 1.1 Coaching Session Inquiry – Not in Licensed Area
        • 1.2 Client Inquiry – Refer Out
        • 1.3 Client Inquiry – Wants In-Network Referrals
        • 1.4 Coaching Fees
        • 1.5 Inquiring for Friend/Family Member
        • 1.6 New Client from PT, Difficulty with Out-Of-Network Rates
        • 1.7 New Inquiry, Insurance Known
        • 1.8 New Inquiry, Insurance Unknown
        • 1.9 Follow-up to Client who made a profile in Appointment Software but did not book an appointment
        • 1.10 Unresponsive – Follow-up for Insurance Info
        • 1.11 Can’t Afford
        • 1.12 Can’t Afford – with Referrals
        • 1.13 Unresponsive – Follow-up on Quote
        • 1.14 New Inquiry – Group Therapy, Insurance Unknown
        • 1.15 New Inquiry – Group Therapy, Insurance Known
      • 2. Insurance Quotes
        • 2.1 Insurance Coverage with Associate
        • 2.2 Insurance Coverage with Dr. Chloe
        • 2.3 Insurance Quote – Met All Deductible & Out-Of-Pocket Max
        • 2.4 No Out-Of-Network Benefits
        • 2.5 Quote for Services – No Insurance
        • 2.6 Unable to verify Coverage online
        • 2.7 Need photo of Insurance Card
        • 2.8 Insurance Coverage for Group
        • 2.9 Deductible Met but Not the Out-Of-Pocket
        • 2.10 Low Allowable with Associate
        • 2.11 Low Allowable with Dr. Chloe
        • 2.12 Special template for BCBS/Beacon Insurance Coverage
        • 2.13 Special template for GHI Insurance Coverage
        • 2.14 Special template for Optum/Beacon Insurance Coverage
        • 2.15 Special template for 1199: Initial vs Succeeding Sessions Coverage
        • 2.16 Special template for 1199 With Out-Of-Network Benefits, Unsure of Reimbursement
      • 3. Newbies: New Client Session OR 15-min consult
        • 3.1 15-min Consult with Associate
        • 3.2 15-min Consult with Dr. Chloe
        • 3.3 New Client Session with Associate
        • 3.4 New Client Session with Dr. Chloe
        • 3.5 Non Confirmation – Canceled Session/Consult
        • 3.6 Recommendation After 15-min Consult
        • 3.7 Thanking for Confirmation of 5pts & fees
      • 4. Late Arrivals, Late Cancels, No Shows
        • 4.1 Charge Late Arrival
        • 4.2 Charged for Late Cancellations/No Shows
        • 4.3 Late Arrival Accommodated
        • 4.4 No Show – After Session
        • 4.5 No Show – During Session
        • 4.6 Offering a Phone Session for Late Clients
        • 4.7 Late Arrival – only seen for ____ minutes
        • 4.8 Waived Late Cancellations/No Shows
        • 4.9 Bump Up Waiver/Special Exception Waiver (Next waiver is within 30 days or less)
        • 4.10 Client Missed 15-min Consult
        • 4.11 Client No Show and wants to reschedule- Missing Credit Card Authorization
      • 5. Active Clients: Common Communications
        • 5.1 Zoom Appointment
        • 5.2 Sending Documents and Forms to Clients
        • 5.3 Reminder for Forms
        • 5.4 Booking with a Guest Therapist
        • 5.5 Early “Drifters” Reach Out
        • 5.6 Case/Chart Closure email for Non-communicative Clients
        • 5.7 First time sending a Password Protected Document
        • 5.8 Excessive Cancellations for Standing Appointments
        • 5.9 Schedule Next Visit and Offer Standing
        • 5.10 Waitlist or Recent Cancellation Opening
        • 5.11 Standing Appointment Reservation
        • 5.12 Move Session by 5-min
        • 5.13 Clarification on Charges or Insurance Allowable
        • 5.14 Bi-Weekly Session
        • 5.15 Continuity of Care (Approval needed)
        • 5.16 Client Discontinuing, Offer a call
        • 5.17 Increase to Coinsurance
        • 5.18 Telemed Visit Denied
      • 6.Holiday/Special Event Notice
        • 6.1 Cancel Session due to Holiday
        • 6.2 Confirm Session for day before Holiday
        • 6.3 Confirming the Office is Open for Holiday
        • 6.4 Deductible Resetting for New Year
  • Back Office docs:
    • Employment Agreement
    • Therapist Engagement Tracker
    • Special Client-Associate Agreement
    • Carmichael Transition Assistance Program (CTAP) Materials
    • Employee Handbook
      • CTAP Application
      • CTAP Information Handout
    • Exiting Therapists Flowchart
  • Other docs:
    • Social Media Calendar
    • Blog Postings

Categories: ,
Dr-Chloe

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