You were promoted because you're a great therapist.
Now you have to run a business.
Learn to run a healthy PT business, FAST.
Here's the training no one gave you.
THE GAPYour clinical instincts are sharp. Your business data skills just need the same training.
When a patient's progress stalls, you know exactly what to do. You ask better questions. You adjust the plan. You track what changes. That diagnostic instinct is second nature.
Now you're managing a clinic. The same cycle applies — observe, separate, interpret, act — but nobody taught you the metrics, the signals, or what to do when the numbers look wrong. So you either ignore the data, or you react to the wrong thing at the wrong time.
Most physical therapists who step into leadership roles don't have a gap in commitment or capability. They have a gap in tools and training. This course closes that gap.
THE SOLUTION
A weekly system that tells you what's actually happening in your clinic — and what to do about it.
There's no shortage of metrics you could track. Most of them add noise without adding clarity. Well-run PT clinics stay on top of business health by focusing on just a handful of numbers each week. Ones that can quickly drive success, actually tell you what's happening, and what to do about it.
This course teaches you which metrics matter, how to read them without overcomplicating it, and how to turn what you see into one focused action each week.
The system works the way you already think.
Observe
What changed this week?
Interpret
What's the most likely cause?
You don't need to become a finance expert. You need a repeatable leadership rhythm. This course builds it.
Separate
Is it demand, capacity, cancellations, or execution?
Act
What's the one thing we'll do before
next week?
HOW IT WORKSReal impact on your practice.
Four things change when you run your clinic with an organized weekly system.
-
See your estimated weekly margin, labor percentage, and overhead allocation before payments settle. Understand whether a labor spike is a one-week anomaly or a pattern that needs action. Make staffing and scheduling decisions with actual data behind them.
-
Read utilization, labor, capacity, and margin data with confidence. Know within 15 minutes of your weekly update whether the issue is demand, capacity, cancellations, or execution — and understand what each one requires.
-
Stop waiting for monthly financials to tell you something went wrong. The weekly tracker surfaces trends in real time, so you're making decisions on what's happening now, not what happened four weeks ago.
-
Use individual therapist data to spot workload imbalance and burnout risk early. Coach in a way that builds trust instead of pressure. Know who needs support, who needs recognition, and who needs relief — before they tell you with their resignation.
“I became a PT because I love helping people move and feel better, but PT school doesn’t teach you how to run a business. When I took over as clinic director, I honestly had no idea what I was supposed to be looking at each week. I'd get a report and just hope nothing looked too wrong.
This system changed that. It's not overwhelming, it doesn't assume you have a finance background. It teaches you to focus on a few metrics each week and how to act strategically. I open the tracker on Monday morning, enter a few numbers, and within fifteen minutes I actually know what's happening in my clinic and what I need to do about it.
I feel like I'm managing the business instead of just reacting to it."
Antonella Martone, DPT
Boston, MA
WHAT'S INCLUDEDThe Course Workbook (PDF)
A guided 5-module course designed for clinical leaders. Each module teaches one management skill and ends with a hands-on activity. Work through it in an afternoon, then apply it every week.
The Weekly Business Health Tracker (Excel/Google Sheets)
A six-tab spreadsheet built specifically for PT clinic managers. Set your assumptions once. Update it weekly. The tracker does the math and tells you what needs attention.
Weekly Clinic Tracker — Scheduled visits, completed visits, cancellations, utilization, new patients, expected revenue, estimated margin, and labor percentage. Spots the direction of your business before insurance payments settle.
Therapist Utilization — Individual provider trends across clinical hours, completed visits, and workload signal. See who's overloaded, who has capacity, and who may need support before it becomes a problem.
Labor Costs — Loaded labor cost, overhead allocation, and labor as a percentage of expected revenue. Understand whether your staffing model matches your patient demand.
Therapist Coaching Lab — A structured prep sheet for turning utilization data into a supportive coaching conversation. Not a blame sheet — a leadership tool.
Initiative Planner — One signal, one hypothesis, one action, one owner, one metric. Every week.
Activity Hub — Five weekly prompts that move you from data entry to decision in under 15 minutes.
Kick Off Call (optional add on)
The course and tracker will get you up and running. This call makes sure you start with the right foundation for your specific clinic.
In 45 minutes we'll set up your tracker together, walk through your first week of real data, and identify the one signal that most needs your attention right now. You'll leave the call with your assumptions configured, your first weekly summary written, and a focused initiative ready to execute.
Most clinical leaders who book the kickoff call find that the hardest part isn't learning the system. It's applying it to their own numbers for the first time. This call closes that gap.
Everything you need to start running your clinic like a business — this week.
THE COURSEFive modules.
One implementation challenge.
Built to use, not just read.
-
Translate your weekly numbers into a plain-language summary you can share with your team in three sentences. Stop hiding behind the data and start explaining what it means.
-
Learn why low utilization isn't always a performance problem — and what question to ask before you take any action. Avoid the most common management mistake: reacting to the wrong thing.
-
Use therapist-level data to coach supportively. Identify who needs help, who needs recognition, and who's quietly heading toward overload — and how to have each conversation.
-
Read labor as a capacity question, not just a cost. See whether your staffing model matches patient demand and whether your team can sustain the workload you're asking of them.
-
Turn one weekly signal into one focused initiative — with a hypothesis, an action, an owner, a metric, and a review date. This is where data becomes management.
-
Build the habit. Each week has one focus, one required activity, and one clear success outcome. By week four, you'll have a repeatable leadership rhythm that runs on its own.
WHO IS THIS FOR?This course is for physical therapists who have stepped (or been pushed) into a clinical leadership role and need to get up to speed on the business side fast.
It's for you if:
You were promoted because you're a strong clinician, not because you had management training
You look at weekly reports and aren't sure what to act on — or whether to act at all
You want to coach your team better but don't always know what the data is actually telling you
You know something is off in the clinic but can't put your finger on what
This is not a replacement for your CFO, billing team, or operations manager.
Clinical leaders who are boots on the ground need a fast, clear read on what's happening in the clinic each week — before the monthly financials settle, before the leadership meeting, before a staffing decision has to be made. This course gives you that read in under 15 minutes a week.
Whether you have a full finance team behind you or you're figuring out the business side on your own, this system keeps you informed, prepared, and ready to act.
ABOUT JASONI know first-hand what happens when great clinicians get promoted without the tools or training to run a business — and I've seen how quickly that changes when they get both.
I'm the Director of Operations at POST Physical Therapy in Boston, where I've implemented this exact framework across all of our clinics. What we've found is that simplicity works. When clinical managers have a clear, consistent weekly read on their numbers, the noise drops and the focus sharpens. We've seen real increases in revenue and utilization. More importantly, we've seen managers take ownership of community initiatives and operational actions that are actually producing those results.
This system is what made that possible.
Before moving into operations, I spent a decade leading health, fitness, and wellness businesses through the gap between clinical excellence and operational health. I taught fitness full-time in New York City, was featured in Well + Good and Yahoo Life, and built programming for everything from boutique studios to global connected fitness brands. I've also led a restaurant to a New York Times star, launched my own supper club, and walked a lot of miles with my dog Sprout.
I built this course because the training gap is real — and it's fixable.
GET STARTEDBegin your journey
The business side of PT doesn't have to be the hard part.
You already have the instincts.
This course gives you the system.
Includes the course workbook, the Excel tracker, weekly leadership meeting agenda, and optional 45 minute kickoff call add-on
Includes the course workbook, the Excel tracker with all six tabs, the weekly leadership meeting agenda, and the 4-week implementation challenge. Everything you need to start reading your clinic's data and making better decisions this week. Download and start the same day.
Best for: self-starters who learn by doing.
When you purchase the Core package you will receive a confirmation by email with links to download your products. Please allow for 24 hours to receive your products.
Everything in Core, plus a 45-minute call with Jason where we look at your actual clinic data together. You'll leave with your tracker configured, your first weekly summary written, and one focused initiative with a clear owner and metric to watch. Most managers who do the kickoff call continue with monthly check-ins — but there's no obligation. This is a one-time, get-started-right session.
Best for: clinical leaders who want direct feedback on their own clinic from day one
When you purchase you will receive an email confirmation with links to download your products, and book your 1:1 session. Please allow for 24 hours to receive your products.