Certified Recreational Therapist Workflow Map

In this article, we’ve created a starter Certified Recreational Therapist Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Certified Recreational Therapist role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Certified Recreational Therapist

The path towards better systems and processes in your Certified Recreational Therapist role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Certified Recreational Therapist Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Certified Recreational Therapist

1. Initial Assessment: The therapist conducts an initial assessment to gather information about the client’s needs, preferences, and goals for therapy.
2. Treatment Planning: Based on the assessment, the therapist develops a personalized treatment plan that outlines the specific interventions and activities to be used during therapy sessions.
3. Therapy Sessions: The therapist conducts regular therapy sessions with the client, implementing the planned interventions and activities to address their therapeutic goals.
4. Progress Monitoring: The therapist regularly monitors the client’s progress throughout the therapy sessions, assessing their response to interventions and making necessary adjustments to the treatment plan.
5. Documentation: The therapist maintains accurate and up-to-date documentation of the client’s progress, including session notes, assessments, and any changes in the treatment plan.
6. Collaboration: The therapist collaborates with other healthcare professionals involved in the client’s care, such as doctors, nurses, and occupational therapists, to ensure a comprehensive and coordinated approach to treatment.
7. Family/Caregiver Education: The therapist provides education and support to the client’s family members or caregivers, helping them understand the therapeutic process and providing strategies for continued support outside of therapy sessions.
8. Transition Planning: As the client progresses in therapy, the therapist begins to plan for their transition out of therapy, ensuring a smooth transition and continuity of care.
9. Discharge Planning: When the client has achieved their therapeutic goals or is no longer benefiting from therapy, the therapist develops a discharge plan, which may include recommendations for ongoing support or referrals to other healthcare professionals if needed.
10. Follow-up and Evaluation: After the client is discharged, the therapist may conduct follow-up evaluations or check-ins to assess the long-term outcomes of therapy and gather feedback for continuous improvement in their practice

Business Growth & Improvement Experiments

1. Name: Implementing a Telehealth Program
Description: Develop and launch a telehealth program to provide remote therapy sessions for patients. This experiment involves setting up the necessary technology infrastructure, training therapists on telehealth practices, and marketing the new service to existing and potential clients.
Expected Outcome: Increased accessibility and convenience for patients, allowing for a broader reach and potential growth in client base.

2. Name: Conducting Patient Satisfaction Surveys
Description: Create and distribute surveys to collect feedback from patients regarding their experience with the therapy services. This experiment involves designing the survey, administering it to patients, and analyzing the results to identify areas for improvement.
Expected Outcome: Insight into patient satisfaction levels, identification of areas for improvement, and the ability to make data-driven decisions to enhance the quality of therapy services.

3. Name: Collaborating with Local Community Centers
Description: Establish partnerships with local community centers to offer recreational therapy programs and services. This experiment involves reaching out to community centers, negotiating partnerships, and designing tailored programs to meet the needs of the community.
Expected Outcome: Increased visibility and brand recognition, expanded client base, and potential referrals from community centers, leading to business growth.

4. Name: Automating Appointment Scheduling
Description: Implement an online appointment scheduling system to streamline the booking process for both therapists and patients. This experiment involves researching and selecting a suitable scheduling software, integrating it into the existing website or platform, and training staff and patients on its use.
Expected Outcome: Improved efficiency in appointment scheduling, reduced administrative workload, and enhanced patient experience through easy and convenient booking.

5. Name: Offering Group Therapy Sessions
Description: Introduce group therapy sessions as an additional service offering. This experiment involves designing group therapy programs, marketing them to existing clients, and potentially recruiting new clients specifically interested in group therapy.
Expected Outcome: Increased revenue streams, improved client engagement through peer support, and potential word-of-mouth referrals from satisfied group therapy participants.

6. Name: Implementing Outcome Measurement Tools
Description: Integrate outcome measurement tools into therapy sessions to track and evaluate patient progress. This experiment involves selecting appropriate measurement tools, training therapists on their use, and analyzing the collected data to inform treatment plans and demonstrate the effectiveness of therapy services.
Expected Outcome: Enhanced treatment planning, improved patient outcomes, and the ability to showcase the value and effectiveness of therapy services to potential clients and stakeholders.

7. Name: Establishing a Referral Program
Description: Develop and launch a referral program to incentivize existing clients to refer new clients to the practice. This experiment involves creating referral program guidelines, designing promotional materials, and communicating the program to existing clients.
Expected Outcome: Increased client referrals, expanded client base, and potential growth in revenue through word-of-mouth marketing.

8. Name: Conducting Staff Training and Development Programs
Description: Organize regular training and development programs for therapists to enhance their skills and knowledge in specific areas of recreational therapy. This experiment involves identifying training needs, sourcing appropriate training resources, and providing ongoing professional development opportunities.
Expected Outcome: Improved therapist competence, enhanced quality of therapy services, and potential differentiation from competitors through specialized expertise.

9. Name: Implementing Electronic Health Records (EHR) System
Description: Transition from paper-based record-keeping to an electronic health records system. This experiment involves selecting and implementing an EHR system, training staff on its use, and migrating existing patient records to the new system.
Expected Outcome: Streamlined record-keeping processes, improved data accuracy and accessibility, and enhanced efficiency in managing patient information.

10. Name: Expanding Social Media Presence
Description: Increase the business’s presence on social media platforms by regularly posting engaging and informative content related to recreational therapy. This experiment involves creating a social media strategy, scheduling posts, and actively engaging with followers and potential clients.
Expected Outcome: Increased brand awareness, improved online visibility, and potential growth in client base through social media referrals and engagement

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.