- $35
Creating Your Financial Policies: Lesson & Worksheet
- Download
- 1 file
What's Included?
In Creating Your Financial Policies, you'll learn all the details on:
What to include in your practice's financial policies
How to format your policies
How and when to update your policies, and how much notice to provide
Why it's important to create official policies for your practice (instead of just having a statement on your site!)
Why it is important to enforce your policies, even when it feels uncomfortable!
Throughout the lesson, I've included many personal insights from my own practice and from those I've mentored, giving you a head start on some of the possible pitfalls the policies can protect you from.
Also included in the PDF is a worksheet that you can use alongside the lesson to start writing your own financial policies!
This lesson is included in The Almanac - if you are already an Almanac member, you won't want to purchase this document!
What's Included In Your Purchase:
Lesson & Workbook
Download your Lesson & Workbook here! Both are included in one 30-page PDF.
- 4.61 MB
Hi there!
I'm Kate Thomas, LAc
A bit about me...
I'm an acupuncturist and the owner of Fireweed Acupuncture in Des Moines, Iowa. I help neurodivergent and chronically ill practitioners build the kind of practice that doesn't run them into the ground: efficient, right-sized, and built around how their brains and bodies actually work. I also teach neurodivergent-affirming care to fellow practitioners, because everyone deserves care that meets them where they are.
- $75
The Almanac
- Course
- 9 Lessons
Looking for more in-depth help on building your practice? Check out The Almanac - a growing library of resources for solo practice owners, from guides on setting policies, choosing a clinic space, and writing your own forms, to templates you can use immediately.