Practice Review

Ready to get started?

This form will walk you through 6 important areas of your practice. We will use this in our full review soon! Don’t stress about any of this, just do the best you can.

Billing Systems

Clinical Matters

If so, please list them in the box above.

Intake & Referrals

Google Voice, cell phone, phone.com, etc.

Office Management & Financials

This question is about office utilization, i.e. are you filling your current office space enough and reaching the income potential of the space.

Hiring & Onboarding

This is primarily for group practices.

Marketing & Community Networking

Check all that you are using now or have used in the last 6 months.
List anything and everything here.
Go ahead, you deserve it!

Ready to get more done & have more fun?

Sign up for our Productive Therapist Membership to level up your personal productivity & delegation skills.

3 Tips To Stay On Track
>