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The PT + Chiro Integrated Practice Execution System

Stop trading hours for dollars. Build a scalable, high-margin practice that runs on systems, not your manual labor.

Whether you are looking to integrate Physical Therapy into your office or scale your current operational model, this hands-on execution course delivers the exact frameworks, SOPs, and financial systems used to grow a practice from $200k to nearly $3 million in annual revenue.

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Legal & Operational Risk Audit: Assess your current setup against joint-provider regulations, corporate integrity guidelines, and state compliance laws.

Compliance Framework: Establish clear boundary protocols between Chiropractic and Physical Therapy care models.

Risk Mitigation Plan: Protect your practice, licenses, and revenue streams before adding or expanding integrated services.

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The Complete 9-Module System Outline

  1. Foundations & Compliance

    1. State Laws & Regulations

      1. L1: Understanding Legal Compliance
      2. L2: Scope of Practice for PTs & Chiropractors
      3. L3: Cross-referral Restrictions
      4. L4: Corporate practice of medicine considerations

    2. Premise for the Chiropractic-PT Model

      1. L5: Benefits of Integration
      2. L6: Evidence-based outcomes
      3. L7: Business model comparison(Stand-alone vs. Integrated)
      4. L8: Risk Management

    3. Module 1 Summary & Execution Checklist

      1. Module 1: Foundations, Compliance, and Strategic Integration

  2. Operations & SOP Infrastructure

    1. SOP Library Creation

      1. L9: PT Clinical SOPs
      2. L10: Chiropractic Clinical SOPs
      3. L11: Shared Operational SOPs

    2. Business Operational Agreement

      1. L12: Ownership Structures
      2. L13: Governance & Decision-making
      3. L14: Legal Entity Selection & Tax Considerations

    3. EMR Navigation & Documentation

      1. L15: EMR Selection & Customization for Dual Disciplines
      2. L16: Compliance Documentation Guidelines
      3. L17: Interdisciplinary Communication Protocols

    4. Module 2 Summary & Execution Checklist

      1. Module 2: Operations & SOP Infrastructure

  3. Financial & Space Planning

    1. Financial Planning for Success

    1. PT Pro Forma Development

      1. L18: Revenue Forecasting (Cash vs Insurance)
      2. L19: Expense Modeling
      3. L20: Break-even Analysis

    2. Space Requirements

      1. L21: Clinic Layout Planning
      2. L22: Shared vs Dedicated Spaces

    3. Equipment Selection

      1. L23: Low-tech Essentials
      2. L24: Full Outfitting Options & Budgeting

    4. Module 3 Summary & Execution Checklist

      1. Module 3: Financial Planning, Space Design & Physical Therapy Launch Preparation

  4. Credentialing & Referral Pathways

    1. Credentialing & Payer Enrollment

      1. L25: Insurance Paneling for PT & Chiropractic
      2. L26: NPI & CAQH Setup

    2. Open Access & Referral Steps

      1. L27: Direct Access Rules for PT
      2. L28: Referral Workflows from Chiropractic to PT (and vice versa)
      3. L29: Internal Referral Documentation

    3. Module 4 Summary & Execution Checklist

      1. Module 4: Credentialing, Payer Enrollment & Referral Pathways

  5. Human Resources & Building Your Team

    1. Hiring the Right People

    1. Physical Therapist Recruitment

      1. L30: Role Definition & Job Descriptions
      2. L31: Recruiting Channels & Screening

    2. Incentive Model & Benefit Package

      1. L32: Compensation Structures
      2. L33: Performance-based Incentives
      3. L34: Benefits to Attract & Retain Clinicians

    3. Employee Retention Programs

      1. L35: Career Pathways
      2. L36: Culture-building Strategies

    4. Module 5 Summary & Execution Checklist

      1. Module 5: Human Resources, Staffing & Retention

  6. Marketing, Scheduling & Growth

    1. Growth Strategies

    1. Marketing Strategy

      1. L37: Online Presence & Social Media
      2. L38: Marketing Strategies for Multi-Disciplinary Practices
      3. L39: Co-branding Chiropractic & PT Services
      4. L40: Internal Marketing & Patient Education
      5. L41: External Outreach Campaigns

    2. Scheduling Systems

      1. L42: Integrated Scheduling Software
      2. L43: Workflow Optimization

    3. KPI Tracking

      1. L44: Defining Key Performance Indicators
      2. L45: Dashboard Setup & Reporting Cadence

    4. Module 6 Summary & Execution Checklist

      1. Module 6: Marketing, Scheduling, Growth & KPI Management

  7. Management & Expansion

    1. Managing Expansion

    1. Management Model

      1. L46: Team Management & Leadership
      2. L47: Conflict Resolution
      3. L48: Clinic Leadership Structure
      4. L49: Communication & Meeting Rhythms

    2. Contractual Development with Outside Organizations

      1. L50: Employer Contracts (onsite care)
      2. L51: Sports Teams, Gyms, or Wellness Center Partnerships
      3. L52: MSO (Management Services Organization) Agreement

    3. Code Utilization

      1. L53: CPT Code Optimization
      2. L54: Compliance in Multi-discipline Billing

    4. Module 7 Summary & Execution Checklist

      1. Module 7: Management, Expansion & Advanced Business Scaling

  8. Putting it All Together

    1. L55: Sustainability
    2. L56: Client Retention Techniques
    3. L57: Case Studies & Real World Examples
    4. L58: Step-by-Step Integration Checklist
    5. L59: Sample Timelines & Milestones
    6. L60: Ongoing Consulting Touchpoints & Support Models

    1. Module 8 Summary & Execution Checklist

      1. Module 8: Sustainability, Retention & Long-Term Success

  9. Scaling Your Practice- Beyond the Chiro/PT Model

    1. Adding Ancillary Services

      1. L61: Choosing the Right Services
      2. L62: Integrating with your Existing Workflow

    2. Expanding Your Physical Footprint

      1. L63: Opening a New Location
      2. L64: Expanding your Current Space

    3. Building a Referral Network

      1. L65: Cultivating Relationships with Medical Doctors
      2. L66: Building Partnerships with Corporate Clients

    4. Advanced Marketing and Branding

      1. L67: Leveraging Digital Marketing
      2. L68: Building a Powerful Brand

    5. Module 9 Summary & Execution Checklist

      1. Module 9: Advanced Growth, Ancillary Services, Expansion & Brand Mastery
DELIVERABLES

What You Build as You Progress

Complete Legal & Compliance Protocol Library
Custom Financial Dashboards & Space Allocation Models
PT Hiring, Onboarding & Compensation Scorecards
Turnkey Marketing, KPI, and Growth Tracking Systems
DR. JEFF BERARD & KRISTIN BERARD

Built in the Trenches, Not a Classroom

"We didn't design this course around theory.Ā WeĀ built these exact systems in the trenches, scaling a clinic to over 30 team members and multi-million-dollar revenues. This course gives you the exact blueprint. No fluff, just direct implementation."

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Complete Module 1 Free

Test-drive the interactive student portal and complete the Legal & Compliance module hands-on.

Includes: Access to Module 1 lessons, risk audit tools, and compliance exercises.

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Gain immediate access to all 9 modules, 68 lessons, SOP libraries, and implementation tools.

Includes: All 9 modules (68 lessons), downloadable SOPs, calculators, HR tools, and lifetime updates.

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