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Start-Up Guides & Docs
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The Guides, Down-loadable Documents and Articles we have here have proven invaluable to running a successful business.
Use our already-done-for-you client forms,
office-management forms, checklists, and letters.
Download our documents and samples and modify them for your use by putting your practice name and contact info on them and you're ready to go!
Also, see our examples of resumes, cover letters and tips on how to apply for jobs under "Working For Others" Department.
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The Importance of Using Progress Notes
by Irene Diamond, founder
Why is keeping Progress Notes so Important? For oh, so many reasons! This gives you a place to record all the therapy details and findings for your therapy. Including their health history, your therapy and therapy plan. Plus presents you as much more competent and professional. . . .
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The Importance of New Client Intake Form
by Irene Diamond, founder
Why are New Client Intake Forms so Important? For oh, so many reasons! This gives you their health history, as well as so much more, Plus presents you as much more competent and professional. . . .
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DOWNLOAD: "Initial Evaluation Report" sample 2
Initial Evaluation Report: Use this report form so you can document your initial findings with every new client. You can send this report to the referring health care provider, insurance company and keep a copy for your records. . . .
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DOWNLOAD: "Initial Evaluation Report" sample 1
Example of an Initial Evaluation Report: This is a sample of an Initial Report form you can use to document your initial findings with a new client. You can send the report to the referring health care provider, insurance company and keep a copy for your records. . . .
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Should you email or mail your resume?
by Irene Diamond, Director
When applying for a massage therapy job, should you email your resume or send it through the standard mail? If you are competing against other people for a massage position, the way you submit your resume is your first opportunity to stand out from the crowd! . . .
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DOWNLOAD: "Ledger Card" Template
This Ledger card is necessary to keep track of all your sessions and any credits or balances. Include a copy for each client with their chart, or keep all of your Ledger Cards together in a box or file for easy access. . . .
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DOWNLOAD: "Consultation to Enhance Wellness" Template
This is one of the most important documents you can have from a therapy standpoint, and also from a marketing standpoint. It will help you to be seen as a professional therapist, who can develop a therapy plan based on the client's goals and your clinical expertise. . . .
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DOWNLOAD: "Daily Transaction Log" Template
This is the life-line of your business. Make copies as needed. Keep on a clip board at your desk. Yes, you can do it all on the computer now, but it is recommended you have a paper record of each and every transaction (financial or not) that your practice has each day. . . .
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Who & What is SMT?
