Standard Operating Procedures

20 items

Step-by-step playbooks every operator running a Chiropractic & Physical Therapy Clinics should drop into the business this week.

20 total

Standard Operating Procedure

SOP-01: New Patient Phone Call Procedure

This SOP governs every incoming phone inquiry to ensure maximum conversion from curious caller to scheduled evaluation.

1,729 words~8 min read

Standard Operating Procedure

SOP-02: Initial Examination and Consultation Flow

The initial examination is the single most critical clinical and commercial moment in your practice.

1,595 words~8 min read

Standard Operating Procedure

SOP-03: Treatment Plan Presentation and Fee Conversation

The treatment plan presentation is the commercial fulcrum of your practice.

1,587 words~8 min read

Standard Operating Procedure

SOP-04: Insurance Verification Before First Visit

Insurance verification prevents surprise bills, reduces collection problems, and enables accurate treatment plan pricing.

1,248 words~6 min read

Standard Operating Procedure

SOP-05: Converting Insurance Patients to Cash-Pay Maintenance

The majority of insurance plans limit chiropractic and physical therapy visits to 12-30 per year.

1,513 words~7 min read

Standard Operating Procedure

SOP-06: Patient Reactivation Campaign

The average rehab clinic has 300-800 inactive patients in its database — patients who completed treatment, felt better, and were never contacted again.

1,282 words~6 min read

Standard Operating Procedure

SOP-07: Building Physician Referral Relationships

Physician referrals are the highest-conversion lead source in healthcare.

1,265 words~6 min read

Standard Operating Procedure

SOP-08: Community Health Talks and Screening Events

Community workshops and screening events are the most underrated patient acquisition strategy in rehab practice.

1,321 words~7 min read

Standard Operating Procedure

SOP-09: Front Desk Sales and Scheduling Training

The front desk is the most undertrained and underappreciated revenue department in most rehab clinics.

1,021 words~5 min read

Standard Operating Procedure

SOP-10: Documentation for Insurance and Compliance

Documentation is the legal and financial foundation of your practice.

1,213 words~6 min read

Standard Operating Procedure

Front-Desk Phone-to-Booked-Appointment Conversion

This SOP governs every live phone interaction handled at the front desk after the initial inquiry has been logged (covered in SOP-01).

2,538 words~12 min read

Standard Operating Procedure

Financial Presentation & Care-Plan Close (Post-ROF)

This SOP governs the financial presentation that occurs immediately after the Report of Findings (ROF).

2,569 words~12 min read

Standard Operating Procedure

Care-Plan Renewal at Visit 18 of 24

This SOP governs the renewal conversation that occurs at visit 18 of a 24-visit care plan — exactly 75% of the way through the active program.

2,591 words~12 min read

Standard Operating Procedure

Direct-to-Consumer Patient Acquisition (No-MD-Referral Channel)

This SOP governs the patient-acquisition machine for clinics in direct-access states (or for any clinic that wants to break dependency on physician referrals).

2,143 words~10 min read

Standard Operating Procedure

Corporate Onsite & Wellness Contract Pitch

This SOP governs the end-to-end pursuit of corporate wellness contracts: pitching local employers to bring chiropractic and physical therapy services on-site, hybrid (onsite + clinic), or as a benefit available to their

2,647 words~13 min read

Standard Operating Procedure

Sports Team & Athletic Program Partnership

This SOP governs the relationship-building process with high-school, college, club, recreational, and youth sports teams in the local market.

2,294 words~11 min read

Standard Operating Procedure

Patient Success Photoshoot & Testimonial Capture

This SOP governs the structured capture of patient testimonial photos and videos at re-evaluation visits — when patients are at peak emotional resonance with their results.

2,409 words~11 min read

Standard Operating Procedure

Cash-Pay Maintenance Membership Presentation

This SOP governs the 5-7 minute presentation used to convert care-plan-completing patients into long-term cash-pay membership subscribers.

2,397 words~11 min read

Standard Operating Procedure

Online Reputation Management & Review Workflow

This SOP governs the end-to-end review-generation, response, and ratings-recovery system across Google, Yelp, Healthgrades, Facebook, and the niche directories.

2,456 words~12 min read

Standard Operating Procedure

Associate Provider Recruitment & 90-Day Onboarding

This SOP governs the end-to-end process of identifying, screening, hiring, and onboarding a new associate Doctor of Chiropractic (DC) or Doctor of Physical Therapy (DPT).

2,321 words~11 min read