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1. Getting Started
Discussion Board
Halaxy- Communication Templates and Campaigns
Ideas
New Location Set Up/Information
Our EPs ideal clients
Our Goal and Vision
What We Do
1. Client Experience & Journey
New client enquiry process
Phone call scripts and booking procedures
Initial consultation workflow
Client onboarding and welcome process
Treatment planning and goal setting
Rebooking system
Client communication standards
Discharge process
Reactivation of past clients
Managing client complaints or concerns
Google review and testimonial requests
2. Administration & Front Desk Systems
Reception desk standards
Phone answering standards
Booking procedures
Payment processing
Managing cancellations and reschedules
End of day cash up
Managing unpaid invoices
Client data entry and record management
Stock ordering and receiving
Scan and document management
Managing practitioner diaries
Clinic opening and closing procedures
3. Clinical Delivery Systems
Initial assessment structure
Clinical note standards
Goal setting and treatment planning
Exercise prescription guidelines
Progress reviews and reassessments
Program progression frameworks
Group class delivery systems
Multidisciplinary collaboration
Clinical risk management
Red flag identification and referral protocols
Discharge and maintenance planning
4. Third Party Funding Systems
NDIS
NDIA and NDIS Portal
NDIS client onboarding process
Service agreements
Payments for Self, Plan and NDIA managed clients
Communication with Support Coordinators
Plan review and progress reports
DVA
Work Cover & CTP
Aged Care Schemes
Medicare & Private Health
5. Marketing & Community Engagement
Brand messaging and tone guidelines
Social media posting process
Content calendar creation
Referral relationship management
Google review generation system
Community education events
Email marketing campaigns
Website content updates
Referrer partnerships
Client success story process
6. Finance & Business Operations
Pricing and fee schedule management
Billing procedures
Accounts receivable process
Expense management
Financial reporting
Budget planning
Clinical Excellence Indicators (KPIs)
Payroll processes
Superannuation and tax compliance
Equipment purchasing approvals
7. Team & Human Resources
Recruitment process
Interview & hiring framework
New employee onboarding
12 week induction systems
Performance review process
Professional development planning
Managing underperformance
Staff meeting structure
Workplace conduct policies
Leave requests and approvals
8. Clinical Governance & Quality Assurance
Clinical supervision framework
Incident reporting
Infection control procedures
Documentation audits
Outcome measure tracking
Continuing professional development expectations
Client safety protocols
Privacy and confidentiality
Professional registration compliance
9. Facilities & Equipment
Opening and closing checklists
Cleaning schedules
Equipment maintenance
Gym setup standards
Facility safety checks
Equipment purchasing
Emergency procedures
Recruitment
Recruitment Scripts
New Practitioner Set Up
Effect Roles & Responsibilities
Exercise Physiologists
Onboarding
Clinic Orientation
Systems and Technology Setup
Client Management Procedures
Clinic Operations & Safety
Professional Conduct and Compliance
Professional & Personal Development
Clinical Processes and Procedures
Initial Consultations
Management Plans & Treatment Planning
Goal Setting
Treatment Programming and Booking
Clinical Exercise Training
Hydrotherapy
Allied Health Assistant Roles
Provisional Exercise Physiologist
AAT consent form
Accounts/Log in
Book Keeping- BAS
Clinic Forms
Annual Leave Request Form
Client Resources
New Client Forms
Dashboard
Calendar
CEI's (Clinical Excellence Indicators
How to Improve KPI's
No Futures
Word of Mouth Referrals
Goals and Plans
How to Complete Dashboard
New Patients
Referrers
Linkedin Referrer Scripts
Team Member Directory
Dress & conduct standards
Internet Information
No Futures
Policies
Admin Team Office Policy
Animal Assisted Therapy
Informed Consent Form
Therapy Dog Risk Assessment
Workplace Policy and Procedures for Animal Assisted Therapy (AAT) Lola Ford
Cancellation policy
Appointment Change System
Appointment no shows
Cancellation Scripts
Client Complaint Policy
Communication Policy
Courtesy Policy
Daily Huddle Rules and Agenda
Fair Operating Policy
Fee Discounting Policy
First 20 Seconds Policy/Welcoming clients
First Impressions Policy
Internet Usage Policy
Positive Language Policy
Privacy Policy
Pro Bono / Clinics for Good Program
Professional Development Reimbursement Policy
Release of Client Records
Responding to Negative Feedback Online
Returning Messages Policy
Social Media Policy
Staff Complaint Policy
Work Health and Safety Policy
Scope of Practice
Wages & Career Progression Policy
IT Security Policy
Procedures
Admin Related Procedures
Appointment actions / How to take payment
Uploading Medicare EPC
Daily Procedures
Medicare & DVA Guidelines
End Of Day Checklist
Hicaps Terminal Manual
NDIS
NDIS Proda Portal
Booking Home Visits
Start of day Checklist
Release of Clinic Notes
Admin Away (Practitioner Front Desk Procedure)
End of Appointment Procedure
Telehealth Cliniko
Aggressive Person
Armed Robbery
Backup Procedure
Chemical Spill
Communication Scripts/Templates
Student Placement Communications
New Client Enquiry Script
Untitled page
Cancellations & Rescheduling Scripts
Computer Problems
Emergency Recovery Plan
Equipment Failure
External Sites Procedures
Wollongong
First Aid, Ambulance, CPR
Hazards
Incident Notification
Maintenance
Open/Close Procedure
Phone Threat
Practitioner Sick/Unable to Attend Work
Priority List Procedure
Product Needs a Sale Price
Property Damage
Recall Procedures
Refer a Friend Prize System
Scheduled Price Update
Sharps Injury
Staff Succession
Team Exit Procedure
Workplace Injury
Group Classes
Evolution Class
HEAL Program
Task Delegation (Director away)
Stock Take
Systems & Training
Cliniko - How To
Admin Team
Phase 1 - Essentials
Admin Maintenance System
Greeting People
Phone Enquiry Conversion Guide
Easy Enquiry Conversion Script
Enquiries & What we do
Appointment Colours
MAIN scripts
Initial Consults
Rebooking/Rescheduling Clients
No shows or running late
Practitioner Calendar Management
Email Courtesy and system/templates
Slack etiquette
Google Drive
Canva
Peptalkr
Social Media Replys/DRIFT scripts
Cleaning Systems
Admin Front of Mind List
Why Tone of Voice Matters
Phase 2: Funding & Payment
Funding types
NDIS Options
School-Aged Appointments Procedure
Group Class Payments
Eftpos Settlement & End of Day Process
Medipass
TeleHealth Appointment Script
New Client TO DO LIST (Initial Consult)
Phase 3: Operational Support
Appointment Load for Practitioners
Handling Difficult Conversations
Client of the Month
Daily/Weekly Rhythm
New EP Booking script
Expenses- Receipt & Invoice Intake
Avoiding Business Jargon
How to edit The Hub
PhysiApp /How to use Telehealth
Other
Facebook Paid Ads
Practitioner Auditing
COVID-19 Procedure
Clients
Client Re-Engagement
New Team Member Induction
Section 1: Culture and Values
Section 2: Orientation
Section 3: Organisational Structure
Section 4: Work Health and Safety
Section 5: Job Requirements
Section 6: Legal
Section 7: Online
Payroll
Practitioners
NDIS for Practitioners
NDIS Report Writing
AHRR questionnaire templates
Billing
Boxing for rehab
Client Handover Notewriting - The 5 P’s for a Perfect handover
Clinical Notes
Confidentiality
Delivering a Workshop
Effective Client Handover (Transfer of Trust)
Functional Capacity Evaluation (FCE)
How to get new clients
Text Magic
leaving notes for reception
Marketing
New Patient Appointment
Physitrack- Practitioners guide
Position Description - Practitioner
Quarterly Catch Ups
Practitioner Google Review Request
Products
Professional Requirements
Professionalism
Referrer relationships
Referrer Thank You Phone Script
Sales Mindset in Health
Scripts to Memorise
Security
Structuring Your Appointments
Suppliers
The Treatment Room Checklist
Understanding KPI's
Using Equipment / Machinery
Work Cover Treatment & Communications
Writing Blog Articles
Writing Letters
BlazePods
Letter Writing Templates
Social Media
Social Media Posts
Social Media Templates
Blog Posting
Training Videos
Admin Training Videos
Practitioner Training Videos
Effect Ex Phys Hub
Client onboarding and welcome process
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