Upgrade to Practice in a Box

What will be added to my account?
1. 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!!!)

        • 1.1 Coaching Session Inquiry – Not in Licensed Area
        • 1.2 Client Inquiry – Refer Out1. Client Inquiries
        • 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
      • CTAP Application
      • CTAP Information Handout
    • Exiting Therapists Flowchart 
    • Employee Handbook

2. FREE Admission to Social Media 101 Workshop for Therapists (Sat, July 27th at 12PM – 3PM ET)!!!

Dr. Chloe will be holding a 3-hour workshop for $99 where she will be discussing all of these things.

  • Some of her favorite tips, with opportunities for you to jump in and say “Yes, Dr. Chloe that SOUNDS fine but here’s where I get stuck….” and let her problem-solve with you right there on the spot
  • Activities we’ll do TOGETHER so that you’ll actually generate some blog outlines, action-lists, and sample posts
  • How to make a “prototype” or avatar of the type of client you want to attract so that you can really “get inside their head” and create content that will WORK for you while you SLEEP (that’s the beauty of social media and blogs… once you make them, they are online working for you 24/7!:)
  • Copies of handy online docs she use for her social media calendar and her blog-postings tracker
  • At least one social media EXPERT will visit us live to give more tips on how to make social media work for you
  • The skinny on social media coaches, ghostwriters, etc
  • Optional “Accountability partner” pairing so that after the workshop you can have a social media buddy to help you stay on track and keep things FUN!

 

Dr-Chloe

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Get instant access to to my "Secrets from a Million Dollar Practice" 1-hour webinar for $129 FREE.

 Access the on-demand 1-hour webinar
The Building Blocks of a Profitable Practice ebooklet
 Periodic emails with practic growing tips and events
 

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