Get the business out of your head and into systems your leadership team can run. The Leadership SOP and JD Library pairs a detailed standard operating procedure with a job description for every leadership and operations role in a growing group practice.
SOPs and playbooks:
Clinical Director and Clinical Lead SOP
Operations Manager SOP and 90-Day Plan
Clinical Internship Program Manager SOP
Billing Specialist SOP
Client Care Coordinator SOP
Marketing and Partnerships Manager SOP and 90-Day Plan
Marketing Assistant SOP and 90-Day Plan
Clinical leadership toolkit: new hire support guide and 90-day schedule, leadership back-up coverage plan, CEU certificate template, and team productivity tracker (Excel)
Client Care Coordinator toolkit: phone intake script, new client intake checklist, appointment confirmation emails, sliding scale consent, couples intake form, and out-of-network information sheet
Job descriptions: Clinical Director, Clinical Lead, Operations Manager, Clinical Internship Program Manager, Billing Specialist, Client Care Coordinator, Marketing and Partnerships Manager, Marketing Assistant
Plus a How to Use guide for hiring, onboarding, cross-training, handoffs, and keeping SOPs current.
Instant digital download (.zip) of editable Word and Excel files. Every fill-in field is highlighted, and template notes explain how to customize each document. Not legal, tax, HR, or billing advice; have your attorney review for your state. For use in your own practice only.
Get the business out of your head and into systems your leadership team can run. The Leadership SOP and JD Library pairs a detailed standard operating procedure with a job description for every leadership and operations role in a growing group practice.
SOPs and playbooks:
Clinical Director and Clinical Lead SOP
Operations Manager SOP and 90-Day Plan
Clinical Internship Program Manager SOP
Billing Specialist SOP
Client Care Coordinator SOP
Marketing and Partnerships Manager SOP and 90-Day Plan
Marketing Assistant SOP and 90-Day Plan
Clinical leadership toolkit: new hire support guide and 90-day schedule, leadership back-up coverage plan, CEU certificate template, and team productivity tracker (Excel)
Client Care Coordinator toolkit: phone intake script, new client intake checklist, appointment confirmation emails, sliding scale consent, couples intake form, and out-of-network information sheet
Job descriptions: Clinical Director, Clinical Lead, Operations Manager, Clinical Internship Program Manager, Billing Specialist, Client Care Coordinator, Marketing and Partnerships Manager, Marketing Assistant
Plus a How to Use guide for hiring, onboarding, cross-training, handoffs, and keeping SOPs current.
Instant digital download (.zip) of editable Word and Excel files. Every fill-in field is highlighted, and template notes explain how to customize each document. Not legal, tax, HR, or billing advice; have your attorney review for your state. For use in your own practice only.
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