Can you work with referrals from other practitioners?
We write intake steps for each type of referrer. The relationships stay with you.
Physical therapy
Referrals come in from other practitioners.
For physical therapy clinics with several therapists, doing $500,000 or more a year with 2 to 49 users.
Where it sticks
A referral sets off visits across several therapists' hours and rooms, and a third-party payer sits inside the paperwork. We write the steps for all three.
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Operations: A run of visits spans weeks across several therapists' hours and rooms, and the booking rules live in one head.
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Automation: Payer paperwork, the patient's share and balances owed are typed into several places.
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Sales: A missed visit empties an hour and slows the run.
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AI: Intake steps differ by referrer, and cover staff cannot find them when the one person who knows is in a session.
What we build
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Operations:
We write the procedure for booking a run of visits: which therapist, which room and who steps in when one is away. The procedure goes to you for signature before the team sees it, and the training follows. Your checklist shows when it was signed.
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Automation:
We write the payer-paperwork steps and the hand-offs for balances owed, so each detail has one owner and one place to be entered. You stop re-keying the same detail three times. The steps are on your checklist.
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Operations:
We write the steps for an empty hour so your staff know who is told and who decides.
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Sales:
We train your team in the sales process, and you keep the relationships with the practitioners who refer to you. Selling stays your team's job.
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AI:
A tool built on your own written intake steps answers staff questions, such as which referrer needs which form and where the hand-off note goes. Each answer points to the written step it came from. It covers business procedures only, never treatment content and never patient information. A person checks the answers.
First 30 days
Your checklist begins with six items, and every one has a plain test for "done".
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Access we need from you in week one: phones, website, listing profile and accounting.
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Intake steps written for each type of referrer.
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The procedure for booking a run of visits, written and signed by you.
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The empty-hour steps, written.
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The payer-paperwork steps and balance hand-offs, written.
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Your therapists and front desk trained on the booking, intake and payer steps, with your first written procedures in the shared folder.
Tools and rules
QuickBooks or Xero sit behind your billing, Stripe or Square is the tool for payments, Google Calendar carries therapist hours, and Google Business Profile carries your listing.
Your practice management software, with its booking, billing and claims, stays where it is.
Tool names belong to their owners. Susanoo is not affiliated with them.
Provincial rules apply.
FAQs
Who owns payer paperwork once the steps are written?
One named person on your staff owns it. We write the steps and the hand-offs, and your checklist shows each owner.
A therapist is away halfway through a run of visits. What happens?
The booking procedure says whose hours cover whom, so the run carries on under a named therapist.
Can a new hire find the intake steps?
Yes. A tool built on your own written steps answers how-do-we-do-this questions and points to the step, and someone on staff reviews each answer.
We are a one-therapist clinic. Can we start with this plan?
Not yet. A clinic needs $500,000 a year, several therapists and 2 to 49 users for this plan. The roadmap and the free guides are open to you now.
Your first discovery call is free. After that, $500.
Book the discovery callThe price
Prices start at $5,000 a month
Prices in CAD, plus applicable taxes
Our guarantees
If we fall behind, you stop paying.
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Day 1
Work starts.
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Day 10
Your CRM is running and your build is mapped.
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Day 30
Every department running.
Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
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Day 90
Full effect.
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The Done-For-You Guarantee
Everything on your signed checklist gets done. Your checklist is built from your scope. If less than 70% of it is done by day 30, or by the end of any month, you stop paying until it is, and we keep working. Above 70%, we finish the rest at no extra charge.
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The One Less Hat Guarantee
By day 90, every hat your roadmap hands to us is off your head, including your software running your business on the 12-month term. If one isn't, you stop paying until it is.
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The Right-Person Guarantee
Don't click with a specialist? Tell us and we swap them within 5 business days. No charge, no limit, no reason needed.
Your part: the weekly call for the first 90 days, access to your tools in week one, approvals within 3 business days, your content and photos. Days we spend waiting on you don't count against us.
A billing pause covers your monthly fee. It doesn't cover ad spend, phone and text usage, tools in your name, or work quoted separately.
Start free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.
Your first discovery call is free. After that, $500.