Therapeutic Partnerships Roadmap Course

Therapeutic Partnerships Roadmap: Creating Empowered Patients and Thriving Practices

Proven model for teaching your patients how to become your equal, therapeutic partner in their health journey.

This course was carefully designed and tested to provide you with the roadmap for practice and patient success from getting patients through the door to keeping them engaged long enough to experience profound clinical outcomes. 

Patient overwhelm is preventing functional medicine from being a successful medical model. It’s time to better prepare patients on how to co-create treatment plans based on current ability, so they feel empowered, confident, and competent to implement changes and see dramatic improvements in their health.

In this course you will learn how to:

  • Effectively design and streamline your operation systems to prepare your patient to be your equal, therapeutic partner 
  • Create workflows to integrate a health coach effectively
  • Design a 90-day strategy plan to implement your vision and take your practice to the next level
  • Boost patient retention and activation
  • Optimize clinical outcomes
  • Reduce your stress and free up more of your time
  • Increase word of mouth referrals 
  • Enhance your practice’s bottom line

“Cultivating the patient-provider relationship matters because it tends to reduce costs, increase patient loyalty, and improve long-term patient compliance and outcomes.”

Curriculum at a Glance

  • Lesson 0.1: Welcome 
  • Lesson 0.2: Meet Kara Ware
    • Hear why Kara’s mission is to reduce functional medicine overwhelm.
  • Lesson 0.3: Entry Points
    • Design entry points based on patient readiness and make functional medicine more approachable, affordable, and sustainable. 
  • Lesson 0.4: Case Studies
    • Learn from three practices how they integrated a health coach to create empowered patients and thriving practices.
Module 1: Optimizing Acquisition
  • Lesson 1.1: Mapping Your Patient Journey: Workflow, Operations, Pricing Matrix, Phases of Care
    • Get the tools you need to map your patient journey and set up a pricing matrix.
    • Design your entry points and care paths, and move from a fee-of-service model to packages.
  • Lesson 1.2: Membership Model Comparison
      • Compare the three most popular membership models and decide what is right for you.
  • Lesson 1.3: Optimize Patient Acquisition
    • Build rapport and trust, and set reasonable expectations from your patient’s first encounter. Get the framework to onboard the right patients, transform unrealistic expectations, and set the stage for everyone to have a positive, productive experience.
  • Lesson 1.4: Patient Tracking Design
      • Follow patients through their journey to support activation and measure progress.
Module 2: Optimizing Activation & Retention
  • Lesson 2.1 Prep Your Patients with the Proactive Strategy Model
    • Prepare your patients for the functional medicine partnership and commitment.
    • Learn nine steps to teach patients how to be your equal, therapeutic partner.
  • Lesson 2.2 Front Line of Care Training
    • Get the health coach training video and training scripts to drive the first patient encounter to establish an effective patient-provider partnership.
  • Lesson 2.3 Create Continuity of Care
    • Learn how the health coach and provider seamlessly pick up where the other one left off (Retention).
    • Deliver coordinated and comprehensive patient-centered care to patients with complex needs in a model that reduces patient confusion, mitigates patient and provider overwhelm, prepares the patient for change, and creates lasting Therapeutic Partnerships.
Module 3: Interviewing, Hiring, Training Your Health Coach
  • Lesson 3.1 Integrating a Health Coach Effectively
    • Resources for interviewing, hiring, onboarding, and training your health coach.
  • Lesson 3.2 1099 vs. Employee
    • Compare the pros and cons and decide what is best for you.  
  • Lesson 3.3 Financial Forecasting and Practice Metrics
    • A CPA’s ROI forecasting and practice metrics recommendations to inform your business strategy.
  • Lesson 3.4 Business Strategy Gantt Chart
    • Partner with your health coach and create 90-day business strategy plans to meet practice and personal goals.

What's Inside

In addition to the step-by-step video course, you’ll receive downloadable materials you can personalize for your practice to immediately implement what you’ve learned. You will receive the following: 

  • Templated spreadsheets to map your patient journey and true value, plus build continuity of care
  • Membership model comparisons
  • ROI forecasting and practice metrics guidance
  • Welcome Call and Front Line of Care training videos and scripts
  • Sample interview, hire, and onboarding documents for building your team
  • Templated strategy Gantt charts to detail the steps you need to take each month to implement your workflow, grow your team, and meet your sales goals

This course is for you if:

  • You want to steadily find and retain new patients and boost your practice.
  • You want your patients to be an activated therapeutic partner in their care.
  • You are a new healthcare provider who wants to set your practice up for success.
  • You are feeling overwhelmed from spending time with patients who are in physical and emotional distress.
  • You are investing all of your time and energy into patient care, but patients are not willing to make changes or not coming back.
  • You are ready to integrate a health coach or expand your team.

        “The innovative model you teach providers is so inspiring.”

– Dr. Sandra Scheinbaum, Functional Medicine Coaching Academy

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4Miller WR, Rollnick S. Motivational interviewing: helping people change. 3rd ed. New York, NY: The Guilford Press; 2012:37-243