Day 16 – Create a Referral Information Packet That Gets You Noticed

When it comes to building referral relationships with physicians, physical therapists, and other healthcare professionals, you don’t want to show up empty-handed.

Day 16 of our Make Your Medical Exercise Training Practice Referral Ready in 30 Days challenge is all about creating a professional Referral Information Packet — your practice’s first impression in a folder.

This simple packet showcases your professionalism, highlights your training, and communicates what you do and how you support patient outcomes.

What should go in your packet?

• ✅ Your Introductory Letter to Physicians
• ✅ A Brief Professional Bio
• ✅ Your Medical Exercise Service Sheet
• ✅ One Strong Case Study
• ✅ A Sample Outcome Summary Report
• ✅ A MET Referral Form
• ✅ A Practice Brochure

Whether you deliver this in a physical folder or as a polished PDF, your Referral Information Packet should say:
“I’m ready to support your patients, and here’s h...

If you want to consistently receive referrals from medical professionals, introducing yourself the right way is essential.

That’s what we’re tackling in Day 15 of our Referral-Ready in 30 Days challenge: how to craft a brief, professional introductory letter to physicians and healthcare providers that opens the door to meaningful referral relationships.

Your introductory letter should:

• Clearly state who you are and what you do
• Emphasize your training in Medical Exercise Training
• Explain how you support patients transitioning from therapy to independence
• Invite the provider to connect, collaborate, or refer

A strong letter doesn’t sell — it positions you as a professional ally who helps their patients get stronger, move better, and stay out of the healthcare system.

Please download the template and sample intro letter HERE.

If you want medical professionals to trust your work and refer their patients to you, you need to speak their language. And nothing communicates clinical credibility like a well-documented case study.

Day 13 of our 30-Day Referral-Ready Challenge is all about building your own case study template — one that highlights the functional outcomes you deliver.

A powerful case study includes:

• Initial Client Condition: Diagnosis, limitations, and goals
• Interventions Provided: Assessment findings, exercise strategies, and programming rationale
• Client Progress: Functional milestones, objective outcomes, and improved quality of life

This isn’t just about storytelling. It’s about showing your value through structured, evidence-supported results.

Case studies are the key to:

• Strengthening your credibility with referring professionals
• Demonstrating outcomes to insurance carriers or administrators
• Positioning yourself as a results-driven MedExPRO

If you don’t already have a go-to c...

Secure Systems Build Trusted Practices – Why HIPAA-Compliant Recordkeeping Is Non-Negotiable

As a Medical Exercise Professional, your documentation does more than track client progress—it establishes your credibility with referral sources and builds trust with every client you serve.

On Day 12 of the "Make Your Medical Exercise Training Practice Referral Ready in 30 Days" Challenge, we focus on one critical but often overlooked element of your success: your recordkeeping system.

🧠 Why Recordkeeping Matters

When a physician refers a client to you, they expect professionalism—not just in movement and outcomes, but also in communication and documentation. A secure, organized recordkeeping system is no longer optional; it's foundational.

Your documentation tells the story of each client’s journey: what brought them to you, what goals you set, how you measured progress, and what outcomes you achieved. Done well, it becomes the strongest argument for referrals and even reimbursement.

🔐...

This is Day 11 of our “Referral-Ready in 30 Days” Challenge, we focus on one of the most important tools you can have as a Medical Exercise Professional: developing condition-specific exercise protocols.

Medical professionals want to refer their patients to someone who has a plan—not someone who improvises. When you present a structured progression plan for a total knee replacement, low back pain, or stroke recovery client, you immediately elevate your credibility and show you know exactly what you're doing.

A good protocol should include:

• ✅ Four progressive phases that move from minimal to full function
• ✅ Objective entry and exit criteria for each phase
• ✅ Guidelines for exercise selection, intensity, and monitoring
• ✅ Built-in assessment points to measure progress and adjust

Click the link above to download

In this session, we’ll walk through how to develop a condition-specific protocol for your practice. Whether you focus on orthopedic issues, neurological conditions, or...

Are you ready to grow a practice that actually gets referrals from medical professionals?

Welcome back to the “Make Your Medical Exercise Practice Referral-Ready in 30 Days” Challenge. After a short pause to catch our breath and allow participants to review the first eight days, we're jumping right back in—with momentum and purpose.

👉 Developing a Client Progress Log (Download the Log HERE)

This isn’t just about documentation—it’s about demonstrating outcomes.

When a physician, physical therapist, or chiropractor refers someone to you, they want to know:

• Are you tracking progress?
• Are you achieving results?
• Can you communicate those outcomes professionally?

A well-structured progress log allows you to do all three—and more.

🚀 Let’s Recap: Here’s What You’ve Already Accomplished

So far in this challenge, we’ve built the foundational systems every Medical Exercise Professional (MedExPRO) needs to attract and retain high-quality referrals:

• ✅ Clarified your niche so
...

If you can’t clearly track what you’ve done with your client—and what results you’ve produced—why should a medical professional refer to you?

On Day 9 of our “Referral-Ready in 30 Days” Challenge, we dive into one of the most essential tools in your professional toolkit: the Client Progress Log. Join us on Wednesday, May 21 at Noon ET. 

This isn’t just a list of exercises. It’s your structured, session-by-session documentation system—a way to capture data, monitor progression, and communicate outcomes to referral sources. When properly used, a progress log is your proof of performance.

Here’s what a solid Client Progress Log should include:

• ✅ Date of session
• ✅ Goals for that day’s session
• ✅ Exercises performed and dosage (sets/reps/resistance/time)
• ✅ Modifications or client responses
• ✅ Notes on pain, fatigue, or improvement
• ✅ Summary comments for follow-up or reporting

This log becomes your accountability tool. It keeps you focused, shows medical providers you’re organize...

Want to instantly elevate the credibility of your medical exercise practice? Get your paperwork in order. 

On Day 8 of our “Referral-Ready in 30 Days” Challenge, we focus on one of the most overlooked—but most essential—parts of building a professional and trustworthy practice: setting up proper intake, clearance, and consent forms. Download the MET New Client Intake Forms here.

If you're aiming to work with medical professionals or handle clients with complex medical histories, operating without these forms is a red flag. Here’s what every MedExPRO must have in place: 

1. Comprehensive Health History Form 

This isn’t a generic gym waiver. It’s a detailed look into your client’s medical background—diagnoses, medications, surgical history, contraindications—that informs every decision you make about their programming. 

2. Physician Clearance Form 

If there’s any doubt about a client’s readiness for exercise, you must get a clearance. This form shows you operate with caution, i...

If you want medical professionals to trust you with their patients, you must demonstrate that your services aren’t improvised—they’re systematized.

Welcome to Day 7 of the “Referral-Ready in 30 Days” Challenge, where we focus on documenting your Practice Standards—the systems and structure behind your medical exercise training services. Without clear documentation, your services may seem too vague or inconsistent for medical professionals to feel confident making referrals.

In this session, we’ll help you formalize and articulate your process in five critical areas:

1. Client Intake Process
   How do new clients enter your practice? What forms do they complete? What info do you gather to understand their condition and ensure safe exercise?
2. Assessment Protocols
   What functional or fitness assessments do you perform? How do you determine the client’s starting point and risk level?
3. Goal-Setting Framework
   Do you collaborate with clients and referring professionals to establish measurable,
...

Hey there, fellow Medical Exercise Professionals! Are you tired of being the best-kept secret in healthcare? Do you dream of a thriving practice fueled by consistent, quality referrals from doctors, therapists, and chiropractors? Then you absolutely need to tune into the "Make Your Medical Exercise Training Practice Referral Ready in 30 Days" challenge!

While Dr. Mike took a moment off from the 30-day challenge to celebrate a very important birthday (happy birthday to his wife!), he dropped a powerful summary of the foundational first five days, and let me tell you, it's gold! This isn't just about getting referrals; it's about building genuine relationships where you're communicating with medical professionals and even referring clients to them.

Let's recap the crucial steps we've covered in the first five days – steps designed to lay the groundwork for a truly referral-ready practice:

• Day 1: Clarify Your Niche! You need to be crystal clear on what your niche or niches are. The r
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