FEBRUARY FOCUS GUIDE
Purpose
To give all our Rehab CEOS the Executive Focus to crush February and Prepare for March
January Recap
Success Leaves Clues
December Productivity
4.4 Weeks (22 Days)
January Focus
4.2 Weeks (21 Days)
Recap Exercise
Future Vision
2025 Annual Planning Completed
2026 Annual Planning
New 2026 Scorecards
New Agendas and Pro Formas
Inc 5000 Applications
Fastest growing privately held companies in America
Annual Planning
Did you complete yours?
Post your 2025 Wins In the RTB
Post your 2026 Goals in the RTB
Annual Planning
Didn't Complete Yours?
It's okay... Not really
Let our team know ASAP by messaging your Coaches in Personal Slack
Quarter 2 Planning
- Coming up End of March
- Schedule on your calendar
- Plan for the whole day
January Nuggets
Nugget 1: Bi Monthly Payrolls
- 24 Payrolls vs 26
- Cuts back on 3 payroll months
- Easier to manage & predict expenses.
Nugget 3: Indeed Smart Sourcing & Sponsored
- Two best ways to get applicants at this time
- $500-$1000 / month budget
Nugget 4: Over The Counter Collections
- Card on File
- < 200$ patient statement goals
- 100% of patient responsibility cash collected goal
Google Calendar Invites
- Increase Workshop and Event show rates with Google Calendar Invites.
Tax Reserve Nugget
Calculate Your Tax Percentage
Divide your total Taxes Owed by your Total Revenue to determine your Tax % of Revenue.
Automate Your Tax Savings
Regularly set aside the calculated Tax % of Revenue into a dedicated tax reserve account for seamless financial planning.
January Wins
Post yours in the Ring The Bell
Create a Winning Streak
Inspire others
REHAB CEOS Updates
5 Total: The Last Two You Will Love If Not All!
Provider Success Academy! Now Live!
Provider Success Academy is now LIVE
Hosted on the SKOOL Platform
Reach out to your coaching team inside personal slack
And we will coordinate adding your staff.
Coming Early Spring: Practice Legacy Black
NEW Practice Legacy Black Curriculum
We removed all the fluff and refilmed everything
Over 4 years of coaching / 10,000+ calls
Delivered with Community & Coaching
Early Spring 2026 Release Date!
Come hang out with us?
Agenda
Stop Working for Free
(Seriously, stop)
2026 Recruiting Blueprint
Managing Your Team & Technology in a High-Paced, Fast-Changing World
RTM Here’s
How It Works and What’s New
ROUND TABLE/Q&A
AI on Improved Outcomes
AI and Team Retention in 2026
Simplifying RTM Billing
The $50,000 Problem You Don’t Know You Have
How To Turn Technology into a Profit Center
Getting More Patients Efficiently
Speaking of events!!
Rehab CEOS Live
We are hosting our first ever live event!
But we need your help
Fill out this brief survey
Everyone who fills it out will be eligible for some special prizes and perks during the event.
Rehab CEOS Live Event Survey
Your valuable input will help us tailor the perfect experience for our first-ever live event.
Click the link below to share your feedback and become eligible for exclusive perks and prizes!
2026 Workshop Calendar
All workshops run from 12:00-2:00 PM and are designed to be Team Member Friendly.
March 12th:
Your Next 90 Days
(Q2 Planning)
March 26th:
The RPV Stack
(Make More Per Visit)
April 30th:
Leader vs. Manager
(Who Does What?)
May 28th:
Become Oversubscribed
During Summer
June 11th:
Your Next 90 Days
(Q3 Planning)
June 25th:
Building a Predictable
Provider Pipeline
July 30th:
Transformational Selling
(Fix Patient Buy-In)
August 27th:
Become Top of Mind
With Physicians
September 10th:
Your Next 90 Days
(Q4 Planning)
September 24th:
Flawless Intake That Converts
October 29th:
Creating Raving Fans who Review, Refer, & Return
November 19th:
2027 Annual Planning
December 17th: The Preloaded Year
(One-Page Yearly Marketing Plan)
February Focus
Stepping into a new growth season!
February Focus
Laying the Groundwork for Q1 Success
- Quarter 1, Month 2
- 4.0 Weeks (20 Days) - Lower Metrics
Start Building Massive Momentum
Hiring Season Initiated
February Strategy
Why Majority of Owner's Miss Out on Hiring.
February Strategy
Hiring Season Leverage
- Supply vs. Demand 1.
- Clinics are slow, but new grads graduated 2.
- We Hire Now, and do a 30-60 day delayed start 3.
Student Affiliations
- Setup future clinicals for non-hiring seasons 1.
- Offer PT Incentives: 1k per clinical, 3k if they become a PT 2.
Ramp up all Marketing
- Need to start generating leads 1.
- But more importantly be visible for search season 2.
- Search season peaks mid March to June 1st 3.
- Remember different inputs need different outputs 4.
Sales and Front Desk
- Keep an eye on their energy 1.
- Will be beat up coming off holiday disruption and direct response season 2.
- Have them listen to calls that convert not just the ones that don't 3.
Fulfillment
- Recover from disruption season and inclement weather 1.
- Active patient reporting 2.
- Wellness check calls 3.
- What do we need to do to get a result, review, referral, return? 4.
Financials
- Expect revenue flux as AR collection in limbo 1.
- Focus on Patient Responsibility 2.
- Recoup old AR > 90 days 3.
- Put an admin on recoupment for 5%-10% collection. bonus. 4.
Department Focus: Financials
P&L and Balance Sheets
Ensure all financial statements are submitted and reviewed promptly.
January Data Analysis
Update January figures to evaluate yearly trends and performance.
Financial Goals Status
Assess whether current financial performance is on or off track.
Key Metrics Review
Monitor Revenue, Expenses, Profit, RPV, CPV, and NPV.
Cash Flow Goal
Keep a close eye on current cash collected versus future expenses.
Financial Targets | Rehab CEOs
Empower your practice with clarity. Download our comprehensive Financial Targets Tool today to accurately determine and optimize your revenue, expenses, and profit margins, ensuring your financial health and growth.
Department Focus: Marketing
All Marketing Turned On
Launch comprehensive campaigns across all channels for maximum impact.
Valentine's Day Google Review Campaigns
Leverage seasonal themes to boost patient testimonials and online visibility.
Past Patient Reactivation
Engage previous patients with targeted offers and personalized communication.
Direct Response vs. Search
Balance immediate action campaigns with long-term visibility strategies.
Facebook & Instagram Ads
Optimize social media advertising for engagement, lead generation, and brand awareness.
Practice 25 Outreach
Implement focused outreach strategies to acquire new patients and expand reach.
Department Focus: Sales / Front Office
Direct Response Ad Feedback
Expect complaints about direct response ads – it’s normal to hear more "No's" than "Yes'."
Identify Constraints
Pinpoint bottlenecks in your process using the L.I.S.A. B. POC framework.
Ruthlessly Fix the Constraint
Address identified constraints to efficiently generate more new patients.
Pro Tip: Always sell the FUTURE and not the FEATURES.
Department Focus: Fulfillment
Active Patient Reporting & Wellness Checks
These are non-negotiable for consistent patient engagement and care.
Re-engage Patients
Proactively reach out to those affected by holiday and winter disruptions.
Raving Fans Formula
Remember: exceptional results + outstanding experience = a loyal, referring patient.
Department Focus: Billing
Navigating the pathway to optimized revenue cycle management requires meticulous attention to each stage, from initial patient intake to successful claims processing. Focus on these critical areas to ensure financial health and minimize claim denials.
Denial Feedback Loop
Claim Submitted
Initial submission of the claim for processing.
Approved or Denied
Evaluation of the claim results in an approval or denial decision.
Send Denial Feedback
If denied, detailed feedback is provided to understand the reason.
Correct Claim
Adjustments are made to the claim based on the denial feedback.
Resubmit
The corrected claim is sent back for re-evaluation.
Our goal is to achieve a 97% 1st Pass Rate by diligently following this loop, minimizing denials and maximizing revenue.
Department Focus: Staffing
Strategize Your Hiring Funnel
Apply the same rigor to your hiring process as you do to marketing funnels.
New Grads Are Coming
Recent graduates have taken their boards and will soon be actively applying for jobs.
Capitalize on Resume Season
This is prime time for applications. Ensure your job postings are live and visible.
Team Support for Job Posts
Reach out to our team to ensure your job openings are strategically posted.
The P.R.O.V.I.D.E.R. Hiring Funnel
Mastering the P.R.O.V.I.D.E.R. Hiring Funnel is essential for attracting and retaining the best talent in your practice. Each stage is designed to systematically refine your candidate pool, ensuring you make informed decisions and build a strong, lasting team.
- Package: Crafting an attractive offer
- Recruit: Actively seeking candidates
- Opt-In: Engaging interested applicants
- Vet: Screening for qualifications
- Interview: Assessing skills and fit
- Decide: Making the final selection
- Enroll: Onboarding and integration
- Retain: Fostering long-term commitment
Rehab CEO Tips
Offer is King
Regularly review and improve your employment offer package quarterly to attract top talent.
Done Fast, Done Right
Speed is crucial in the hiring process to secure the best candidates. Aim for quick, yet thorough, interactions:
- Human contact within 2 hours of application.
- Thorough contact by End of Day or within 24 hours.
- Interview day scheduled within 3 days of application.
- Interview and offer extended same day or next day.
Close the Loop
Actively solicit feedback from both accepted and rejected candidates to continuously refine your offer and process.
February Weekly Focus Calendar
Welcome to our detailed February agenda! This calendar outlines key departmental priorities and actionable steps for each week, designed to keep us aligned and driving towards our Q1 goals. Let's make every week count.
February Weekly Focus:
Week of Feb 2nd
Groundhog Day
February 2nd: Punxsutawney Phil saw his shadow – expect 6 more weeks of winter!
Financial Reporting
Bookkeepers to submit P&Ls and Balance Sheets for review.
Patient Pulse Check
Conduct active patient wellness checks for continued engagement.
Google Review Campaign
Begin preparations for our upcoming Google Review campaign.
Workshop Planning
Set the date for the next workshop and launch initial ads.
Sports Jersey Day
February 6th: Celebrate team spirit with Sports Jersey & Jeans Day!
Staff Appreciation
Prepare gifts and lunch for staff in anticipation of Valentine's Day.
February Weekly Focus:
Week of Feb 9th
Launch Google Review Campaign
Activate patient feedback for improved online visibility and reputation.
Peak Hiring Season
Intensify recruitment efforts to secure top talent in a competitive market.
Marketing & Hiring Fully On
Align marketing strategies with hiring initiatives for comprehensive growth.
Valentine's Day Staff Appreciation
Show appreciation for your team with gifts and a special lunch on Feb 13th.
CSM Conference
Attend the premier physical therapy conference in Anaheim, Feb 12-14, 2026.
February Weekly Focus:
Week of Feb 16th
President's Day Holiday
Recognize the federal holiday; schools and some businesses may be closed.
Re-Enrollment Week
Focus on outreach strategies to ensure continuous patient care and engagement.
Prepare Reactivation Campaign
Develop compelling strategies to re-engage past patients and drive new appointments.
Random Acts of Kindness Week
Promote a positive atmosphere with small gestures for team and patients alike.
Gratitude Letters to Staff
Write personal notes expressing appreciation for your staff's dedication and hard work.
February Weekly Focus:
Week of Feb 23rd
Workshop Week
Dive deep into strategic learning and skill enhancement sessions.
March Momentum! ATH Season
Prepare for All-Time Highs with focused efforts and renewed energy.
Scheduling Out into March
Proactively fill your schedule to maintain momentum into the next month.
Quarter 2 Planning Meeting Prep
Gather data and insights to prepare for effective Q2 strategic discussions.
Launch Reactivation Campaign
Initiate outreach to re-engage past patients and boost appointments.
REHAB CEOS