Day 16 - Create a Referral Information Packet

 

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?

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

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Day 14 – Design an Outcome Summary Report That Builds Trust

 

If you want consistent referrals from physicians, physical therapists, and chiropractors, one thing is essential: communicate results clearly, concisely, and professionally.

That’s where the Outcome Summary Report comes in.

On Day 14 of our Referral-Ready Challenge, you’ll learn how to create a one-page summary report that demonstrates the value of your medical exercise training services and positions you as a trusted member of the healthcare continuum.

A well-crafted report should include:

  • Initial Deficits: ROM, strength, balance, pain levels, ADL limitations, etc.
  • Improvements Achieved: Objective data and real-world functional gains
  • Next Steps: Recommendations for continued progress, transition plan, or discharge

When done well, this document becomes your most powerful professional tool. It not only communicates outcomes — it earns trust, creates credibility, and leads to future referrals.


We’ll walk through how to design your own Outcome Summary Report, complete with te...

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Day 13 – Build a Case Study Template to Showcase Functional Outcomes

 

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...

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Day 11 – Create A Condition-Specific Protocol to Build Confidence and Outcomes

 

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:

  • âś… Four progressive phases that move from minimal to full function
  • âś… Objective entry and exit criteria for each phase
  • âś… Guidelines for exercise selection, intensity, and monitoring
  • âś… 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...

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Day 10 – Standardize Your Assessments to Elevate Your Practice

 

If you can’t measure it, you can’t manage it. And if you can’t prove it, doctors won’t refer.

On Day 10 of our “Referral-Ready in 30 Days” Challenge, we shift our focus to one of the most critical—but often overlooked—components of a professional medical exercise practice: using standardized assessment tools to track client progress. Click the play button to watch the session recording. 

Doctors don’t rely on guesswork—and neither should you.

Implementing objective, repeatable tools allows you to:

  • âś… Establish a clinical baseline for each client
  • âś… Track measurable progress over time
  • âś… Modify exercise programming based on real data
  • âś… Communicate outcomes with clarity to referring professionals

The best part? You don’t need expensive equipment or complex systems. In this session, we’ll review essential assessments that every MedExPRO should be using, including:

  • Range of Motion (ROM) measurements
  • Manual muscle testing or resistance-based strength indicators
  • Static and dyna
  • ...
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Day 8 – MedExPRO Set Up Intake & Consent Forms

 

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. 

  1. 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...

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Day 7 – Documenting Your Practice Standards to Build Trust and Consistency

 

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,
  4. ...
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MedExPRO....10 Reasons to Attend the MES Onsite Workshop Houston - June 28 & 29, 2025

 

Hey MedExPRO (or soon-to-be!),

Are you ready to elevate your impact, confidence, and career in just two powerful days?

Join us in Houston, TX – June 28 & 29, 2025 for the FINAL onsite Medical Exercise Specialist Workshop taught live by Dr. Mike — the founder of the Medical Exercise Training movement.

Whether you’re an experienced MedExPRO, a current student, or a personal trainer thinking of stepping into this new level of care — this is the event that will change everything.

🔟 Here’s Why You Can’t Miss It:

  1. Hands-On Mastery You Can’t Get Online – Apply real-world assessments & programming strategies in a live setting.
  2. Train with Dr. Mike — One Last Time – His final onsite teaching year after 31 legendary years.
  3. Bridge the Gap Between Fitness and Healthcare – Learn how to work with doctors and therapists, not just around them.
  4. Build a Career with Purpose and Longevity – Serve a growing population that needs your help.
  5. Add High-Ticket Services to Your Offerings – Help clients
  6. ...
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How to Find the Medical Providers Aligned with Your Niche

 

Medical Exercise Specialists, when it comes to growing a referral-ready medical exercise practice, one of the biggest mistakes professionals make is marketing to everyone — and connecting with no one. You don’t need to reach every doctor in your area. You need to reach the right ones.

Defining your ideal referral sources is a strategic step in becoming visible and valuable to medical professionals who already serve the types of patients you help most.

Why It Matters

Medical doctors, orthopedic surgeons, physical therapists, and chiropractors are often on the front lines of care. They see patients struggling with joint replacements, strokes, chronic pain, or degenerative diseases—exactly the kinds of clients who benefit from medical exercise post-rehab programming. But without clarity on who you’re targeting, your outreach becomes generic and ineffective.

When you define your referral source, you begin building your reputation where it counts—in the minds of the professionals who se...

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STUCK? Why Your Medical Exercise Practice Isn't Taking Off-And What to Do About It

Let’s be honest.....

If you're a MedExPRO grinding day after day, wondering why the phone isn’t ringing, why doctors aren’t referring, and why your bank account still looks like it did six months ago—you’re not alone. But you are stuck. And it’s time to stop pretending that another social media post or another “networking event” is going to magically fix it.

You didn’t invest in your education, get certified, and study medical conditions just to settle for three clients, no physician referrals, and a practice that feels more like a side hustle than a business. You became a Medical Exercise Specialist to bridge the gap—to change lives and get paid like the professional you are.

So why isn’t it working?

Because you’re likely missing the “Five Foundations of a Thriving Medical Exercise Practice”. Every stuck MedExPRO I coach is missing at least two. And the ones who turn it around? They master all five.

🔥 1. Clarity is Your Compass

If I asked you to describe your practice in one sen...

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