NEW EVALS 18
|
LABOR COST +6% VS PLAN
|
CANCELLATIONS 4.2%
|
UTILIZATION -12% THIS WEEK
|
NEW EVALS 18 | LABOR COST +6% VS PLAN | CANCELLATIONS 4.2% | UTILIZATION -12% THIS WEEK |
The 15-minute weekly system for Physical Therapy clinic owners who are great clinicians but never trained as operators.
These are the skills nobody taught you: a few numbers, checked on purpose, every Monday — before a margin problem, a burnout problem, or a staffing problem becomes a crisis.
01 - OBSERVEHere's what's actually happening in your clinic this week.
Utilization moved. You don't know if it's demand, capacity, cancellations, or execution — so you're finding out a month late, from a report, after the damage is already in the books.
This isn't a commitment problem. You care. It's not a capability problem, either — you diagnose complex cases for a living. No one ever handed you the same loop for your P&L that you already run on every patient.
02 - SEPARATEFifteen minutes a week. Four questions. One action.
There is 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.
Observe
What changed this week? One number, checked on purpose.
02Separate
Is it demand, capacity, cancellations, or execution?
03Interpret
what's the most likely cause, and what data point supports it?
02Act
What's the one thing you do before next Monday?
0103 - INTERPRETWhat changes
Four things change when you run your clinic with an organized weekly system.
-
Burnout shows up in the numbers first, if you know where to look. A clinic that catches strain early is a clinic people stay at.
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.
-
Stop guessing at staffing. Know whether a labor spike is a one-week blip or a pattern — before it's already in the books.
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.
-
One you checked yourself, this morning, in fifteen minutes.
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.
-
Not in the quarterly review, when it's three times the size and twice as expensive to fix.
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.
BEFORE
Found out about a staffing problem in the monthly report — three weeks after it started, and after it had already cost real margin.
04 - ACT“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
AFTER
Caught it Tuesday, in the weekly read. Fixed by Thursday. Total time spent diagnosing it: fifteen minutes.
GET STARTEDStart with the version that gets it right the first time.
RECOMMENDED
The toolkit, plus 45 minutes on your actual numbers.
We configure your tracker together, live, on your data. You leave the call with your first initiative already assigned to an owner — not a to-do list, a decision already made.
$249
Prefer to run it yourself first?
Get The self-study toolkit — for $59.
Who is this for?
You're running a PT clinic, or several. You're good at the clinical side and know the business side has gaps you haven't had time to close. You don't want a course — you want a system you run once a week and trust.
Not for someone looking for a finance certification. This is the fifteen-minute version that actually gets used.
The 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
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.
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.
One decision.
Start Monday.
Kickoff or Core — either way, you're running your first weekly read within a week of today.
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.
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.