Helix Orthopedics

“Keeping you in Action!”

A thorough and outlined business plan proposal for the addition of an industrial physical
therapy department to the Sahara Fulfillment Center in Aurora, Colorado located at 22205
E 19th Ave, Aurora, CO 80019.

Intended for Aurora, Colorado Sahara Fulfillment Center executives, administration, and
employees.

April 22, 2020

Business Owners:
Kaiann Arellano
Riley Ryan
Megan Siebert
Erin Syverson
Jake Todd
Jayce Turner
Executive Summary

Helix Orthopedics is an established outpatient orthopedic physical therapy clinic located

in downtown Denver, Colorado. The clinic is anticipating expanding to the Sahara Fulfillment
Center located in Aurora, Colorado as a satellite clinic in order to provide physical therapy for
employees on the job if they acquire an on-the-job injury acutely, or have a chronic injury from
their job. Current specializations include musculoskeletal and neurological pathologies in the
community, generally serving patients from ages 18-80. Helix believes there is a need for
physical therapy on site in the Sahara Fulfillment Center to better serve the employees and the
company. Sahara has shown a decrease in productivity and work time of their employees due to
time spent away from the facility to travel to physical therapy clinics for various injuries either
acquired over a long period of time or acutely on the job. With these trends, there is a need for a
satellite clinic located in the Sahara Fulfillment Center to save time and money for their
company. The expansion of the current outpatient clinic will be beneficial to the employees and
employers of the Sahara Fulfillment Center as well as their families, and it shows promise for
great growth in the physical therapy company.

The mission of this new facility is to provide excellent and effective one-on-one care in
an on-site facility to keep our patients in action in the workplace, home, and community. The
therapists are all licensed in the state of Colorado, and the one that will be onsite is specialized in
Mckenzie for back injuries as well as Functional Movement Systems (FMS) and PRI (Postural
Restoration Institute). He has previous experience working with patients with multiple
musculoskeletal injuries. The physical therapist assistants also have the skills, knowledge, and
experience with working with patients of all ages and injuries, whether acute or overuse and
chronic. The physical therapist technicians also have a number of years of experience at Helix
Orthopedics and are well equipped with the knowledge and skills in assisting at the satellite
clinic.They provide great organizational skills for Helix and assist both PTs and PTAs. The
facility will have brand new equipment and a modern design to keep the facility looking clean
and fresh, and there will be plenty of room for treatments in an open gym as well as in private
treatment rooms. The staff is prepared to use their skills and experience to meet all patient’s
goals, whether that is to get back to work, prevent injury, or just live their life with better
function.

Although there is competition with clinics and therapists in Aurora, Denver, and
surrounding areas in CO that Sahara employees have been going to for treatment, the services of
Helix Orthopedics will be tailored to these patients’ needs and offer easier access for them, as
well as less time away from their work due to less travel time. The PTs and PTAs will work
collaboratively with patients, the employers of Sahara, and other professionals in the healthcare
field in order to provide the best possible care, including injury prevention and return to work.
Other clinics in the area that the employees have been going to for services are further from the
Fulfillment Center, but the products and services Helix will offer are right on site, which is only
a 5 minute walk for most employees. Some of these services include ergonomic training as well
as proper body mechanics training in order to educate employees on how to use their bodies
more efficiently and safely. Also offered are manual therapy treatments for pain relief and
increased mobility. This outreach clinic is determined to make patients’ care as best and
convenient as possible.

The primary target market for Helix Orthopedics includes individuals within the Sahara
Fulfillment Center in the city of Aurora, CO. These are individuals who have acquired workplace
injuries over time or acutely on the job. Other employees of the fulfillment center also have
access to Helix’s services, such as administration, marketing, custodial, and others. Employee’s
families will also be able to seek treatment at the outpatient clinic of Helix Orthopedics. The age
group primarily targeted is 18-80 year-olds, which is a wide range, but clinicians at Helix have
the skills to treat patients of all ages.

There will also be an additional website URL that Helix has previously established for
the outpatient clinic. The hired marketer will create a separate tab for the satellite clinic for
employees of Sahara to utilize for updates and notifications. This resource will allow Helix to tell
the clinic’s story and history for current and future patients. It will also be an easy place for
patients and other individuals to receive information regarding location of the clinic, services and
other products offered, hours of operation, staff members biographies and credentials,
onboarding program details, equipment available, and more.

The clinic has plans in place to improve the quality of care with the addition of the Helix
Orthopedics satellite clinic to the existing outpatient clinic. There are also plans to advance
productivity and efficiency of not only staff of the clinic, but employees of Sahara. Some of
these plans are to include a no-show policy, patient satisfaction surveys, and weekly staff
meetings with staff from the outpatient clinic and satellite clinic to improve the efficiency of the
clinic and outcomes for the patients.

With this new satellite clinic, the certified physical therapists and physical therapist
assistants will be able to collaborate efficiently with each other, with other healthcare providers,
and with employees of Sahara to meet the needs of the employees at the Sahara Fulfillment
Center. They will use their skills, knowledge, and experience to create individualized treatments
for the wide variety of ages, injuries, and diagnoses that come through this clinic. The primary
characteristic of this facility that sets it apart from others is that it decreases time of employees
spent away from the fulfillment center, decreases the cost of the employers of Sahara, and
provides ongoing prevention education through the onboarding program, as well as quarterly
ergonomic classes/assessments. These assessments will help decrease ergonomic related
workplace injuries to prevent company costs before they start. This clinic will be open three days
a week throughout the entirety of the year to increase outcomes for all patients. The main priority
of the clinic is the needs of the patients, and it will continue to strive to provide the best, most
effective care. While providing this care it will not only save the aforementioned traveling time
and loss of productivity but also will increase savings by providing a source of passive income
for Sahara by the space we are renting and paying utilities on. On top of these savings, we have
worked out a deal to lower our treatment unit costs which will decrease the cost of services to
both Sahara and their employees. Decreasing these overall costs decreases the amount patients
will pay out of pocket. All these factors together will help Sahara not only save money but
increase their productivity by keeping their workforce healthier and happier. Helix Orthopedics
will keep you in action!
 Table of Contents

Cover Page……………………………………………………………………………………....
Executive Summary……………………………………………………...……………………...
Needs Assessment/SWOT Analysis………………………………………………………….....
Operations
Business Description……………………………………………………………………….
Mission Statement………………………………………………………………………….
Vision Statement…………………………………………………………………………...
Long Term Goals……………………………………………….………………………….
Organizational Chart……………………………………………………………………….
Description of Staff……………………………………………….………………………...
Performance Evaluation…………………………………………………………………….
Exit Plan………………………………………....………………………………………….
Marketing
Industry Description and Trends…………………………………………………………....
Target Market……………………………………………………………………………….
Competition………………………………………………………………………………...
Marketing Strategies……………………………………………………………………….
Financials
Start-up Costs……………………………………………………………………………....
Operating Costs…………………………………………………………………………….
Analysis of Revenue Generation…………………………………………………………...
Income Statement…………………………………………………………………………..
Appendix of Support Documents
Basic floor plan……………………………………………………………………………..
Departmental Records……………………………………………………………………....
Quality Improvement Plan………………………………………………………………….
Support Articles…………………………………………………………………………….
SWOT Analysis

Strengths Weaknesses
● Provide evaluation and intervention at ● Limited overall space for a large
or near the point of injury. amount of patients.
● One on one time with patients. ● New to industrial area
● Preventative interventions for ● Not an established provider for all
workplace injuries. employees in clinic
● Employees that are experienced with
all ages
● Pre-established referrals of workers
within the warehouse
● Additional PTs and PTAs already
employed by Helix Orthopedics
available to fill in during PTO

Opportunities Threats
● Company will view clinic in a positive ● Other PT franchises have existed
way/solid referral source longer than us.
● Grow to other warehouses of the same ● Patients have designated or preferred
company or others. PT/PT clinic
● Create a prevention program that can ● Limited pool of possible patients to
be applicable to multiple occupations those employed by the warehouse.
(i.e. safe lifting mechanics clinics, ● Currently limited to one warehouse.
standing breaks, onboarding screening
program)
● Client family referrals to main clinic
● Reduce costs for Sahara
● Become primary service provider to
the employees of Sahara

Table 1: SWOT Analysis

Helix Orthopedics would be located in the city of Denver, CO. It would be an expansion
of our outpatient orthopedic clinic which is located in downtown Denver. Sahara is in need of
year round physical therapy due to on-the-job work injuries up to 26% a year. This new facility
is working towards serving Sahara employees and their families in the Denver area, ranging from
people who are injured on the job to those who have acquired injuries over time on the job. Our
outpatient facility can be utilized for patient’s families which provides a good networking
opportunity. These patients are looking for physical therapy services that are of convenient
access for them and do not take up a lot of their time during the work day. The company benefits
from their workers being more productive and having more productive time since they do not
have to leave the facility.
Strengths:
Strengths of the program include providing evaluation and intervention at or near the
point of injury for an onsite worker/employee. Since this is an onsite facility in Sahara’s
warehouse, staff are also able to treat one on one like at our outpatient clinic. There are also
current employees at Sahara that have been treated at the outpatient clinic, meaning there is
already that established referral, and those patients will transfer to the onsite clinic. The facility
has PTs and PTAs that coordinate the best possible rehabilitation and prevention programs that
are customized to the client’s needs. The prevention programs will be used to educate and train
client’s on the best body mechanics that are fit to their job, which are hoped to decrease
workplace injuries and keep client’s healthy. The facility will also have employees that are
experienced in working with a variety of ages which will be beneficial because in the warehouse,
there is a wide range of age groups who present differently with injuries, as well as obtain
different injuries. Another strength is that it saves Sahara employees time and productivity
because they are able to receive therapy onsite versus driving 20 to 30 minutes to the clinics they
go to for PT. The strengths described will assist our facility in becoming the best onsite physical
therapy clinic for Sahara. Lastly, Helix Orthopedics employs 8 other PTs and PTAs that are
available to fill in during the onsite PT’s and PTA’s paid time off or temporarily work at the
satellite clinic should a waitlist for treatment form and we receive more patients than projected.

Weaknesses:
Weaknesses of this program include having limited overall space of the facility. This will
present a challenge with allowing multiple people in the gym area to utilize their gym
membership. Another weakness is that this specific onsite clinic is new to the industrial area and
will need time adjusting to the facility, as well as establish standards along with policies and
procedures. Along with the newness to the industrial area, another weakness is that Helix
Orthopedics is not yet an established physical therapy provider for all the employees of Sahara.
The program is also limited to the one warehouse for Sahara, which limits the amount of patients
that are treated. This can present as both a weakness of the facility as well as threat and is
discussed further in the Threats section. These are a few weaknesses within the program.

Opportunities:
Opportunities of the facility include the community of Sahara and Denver viewing the
program as a positive, helpful, and necessary addition to the fulfillment center. This will be
shown in the services we provide and how patients respond to the program. Another opportunity
would be to grow to other Sahara warehouses, as well as others in the area or beyond. With this
growth would be growth of staff and experienced PTs and PTAs. Creating an intervention
program that can be applicable to multiple occupations with proper onboarding screening
programs, safe lifting mechanics clinics, and individualized treatment plans for injured
employees. Helix also has the opportunity to reduce costs for Sahara, as well as become the
primary service provider for the employees of Sahara. This will in turn reduce the amount of
paperwork and claims for the company as well as promote efficiency. These are some
opportunities within the facility that can be worked toward.
Threats:
Threats to the program include employees of the warehouse already having a designated
or preferred PT or clinic that they utilize, meaning there will be a smaller pool of possible
patients in the beginning. There are other facilities such as Activcore Physical Therapy &
Performance and Therapydia Denver Physical Therapy that have more space and are able to
accommodate a larger number of clientele. They are also able to employ a larger number of staff,
including PTs, PTAs, etc. A survey was given to employees at Sahara inquiring about if they are
receiving PT and if so, from where? A majority of patients are seeing a PT at Activcore Physical
Therapy and Performance and Therapydia Denver Physical Therapy. This may make them
apprehensive with trying something new or fear of not receiving the treatment they need or have
been getting. This can also lead to loss of money in the program due to lack of patients. This is a
concern because the program will not be able to survive long without adequate clientele
numbers. These are some threats to the facility that will be further addressed.

Needs Assessment:
The satellite clinic is located in Aurora, CO. Approximately 1000 full-time employees
work at the Sahara fulfillment center. We expect anywhere from 150-250 low/moderate
complexity injuries throughout the year and will adjust the number of PT/PTAs at the satellite
clinic based on the current caseload. The need for the satellite clinic is to reduce down time of
the employees traveling to other clinics and save Sahara money from lack of productivity. In the
surrounding area, employees are generally driving 20 to 30 minutes to get to their current
physical therapy clinic where they are seen for musculoskeletal and neurological injuries.There
is the possibility of the employees already having established relationships with other service
providers, but our goal is to get the employees the rehabilitation/interventions they need onsite
while minimizing time off by being available to them in their facility. Doing this also ensures the
employee is missing as little work as possible to maintain their payroll and decrease the amount
of costs and paperwork for Sahara.
Operations:

Mission Statement: To provide excellent and effective one-on-one care in an on-site facility to
keep our patients in action in the workplace, home, and community.

Vision Statement: Priding ourselves on keeping your body safe and your mind at ease while at
the workplace, working towards an injury-free tomorrow.

Goals of the Program:

Short term goals:
● Implement company wide ergonomic training by the end of the first month and make the
training clinic a recurring event offered 2-3 times per year
● Reduce company injuries by 15% company wide at the 1 year mark.
● Provide each patient with individualized treatment and means of management/prevention
of recurrence education to all employees that are injured
Long term goals:
● To evaluate and treat 250 patients by the 18 month mark
● To have a less than 10% client cancellation/no show rate with implementation of our no
show policy
● Maintain at least 85-90% of appointments monthly to keep productivity levels high
● Company’s revenue exceeds expenses by 15% within 5 years of start up
● To expand to other Sahara warehouse locations or other warehouse companies with the
same likeness within 8 years.
● Create a wellness program for patients that includes access to our gym through a monthly
gym membership by the 12 month mark.

Objective to Meet Goals:

In order to meet our goals mentioned above, there are some enhancements that would need to be
implemented to our Helix Orthopedics satellite clinic:
○ We would have our PT complete continuing education to keep the staff informed
on current and new treatment techniques in addition to their current certifications.
An example of a relevant continuing education certification that may add benefit
to screening processes and directed/individualized treatments would be a
Selective Functional Movement Assessment certification.
○ To aid in the reduction of on site/work-related injuries we would begin an
onboarding screening for each new employee to assess that each individual is
capable of the demands and duties of their job. As well as implementing a
company wide ergonomic training clinic to review safe lifting mechanics and
more. Ideally, we would work with Sahara to have these clinics held annually.
○ To increase revenue outside of typical physical therapy services, we will
implement a gym membership that allows the Sahara employees to utilize gym
equipment.
○ With hopeful success with this first satellite clinic, we will utilize our marketer to
sell our on-site service programs to other Sahara Fulfillment Centers and
warehouses to expand our reach in this target population.
○ In order to create a well program for our patients we will need to:
■ See an increase in a patient number to justify need for more equipment
■ Purchase more aerobic and resistance machines
■ Hire a gym attendant to be present during open gym hours(Tuesday,
Thursday, Weekends)
Management and Staffing:

Chart 1: Management and Staffing

Key:
PT = Physical Therapist
PTA = Physical Therapist Assistant
PT Technician = Physical Therapist Technician
*Bolded and underlined workers spend time working for both sites, with majority hours at
main clinic.
Staff Description:
Helix Orthopedics
Job Description

JOB TITLE: Marketer

REPORTS TO: Office Administrator

TERM OF EMPLOYMENT: Full comprising of part time at Sahara location and

part time at Helix Orthopedics original location

JOB SUMMARY:
Provide and execute marketing strategies to promote Helix Orthopedics throughout Sahara as
well as to the surrounding community.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other

assignments, projects and duties may be required:
● Create and send bi-monthly promotional emails to employees of facility
● Create and update educational materials for patients
● Maintain website: update events, hours, group classes, promotional advertisements
● Plan quarterly events to encourage physical activity
● Inventory and order promotional materials within the budget (water bottles, drawstring
bags etc...)
● Develop and evaluate surveys/questionnaires to give to patients (hard copies as well as
sent via email)
● Follow up with patient feedback and communicate with director
● Connect and communicate with Facility managers to promote our health and wellness
programs to employees as well as inform employees of benefits to go to the therapy
department following injury.
● Monitor sales and participation in wellness program
● Strategize campaign models of facility involvement
● Other duties as assigned

QUALIFICATION REQUIREMENTS:
To perform this position, a bachelor's degree in marketing is preferred, or a minimum of 5 years
experience in the marketing field. Must have good communication and teamwork skills as well
as excellent work ethic and dedication to increase patient flow.

PAYMENT AND BENEFITS:

● 40 hrs total/week (20hrs at Sahara Location, 20hrs at Helix Orthopedics)
● $25/hr (Overtime is not available)
● Health insurance
● Vision/dental insurance
● Liability insurance
● BLS training (paid for)
● PTO
● Retirement
● Performance bonuses
Performance Evaluation:
Helix Orthopedics Employee Performance Evaluation

Employee Name:_______________________ Department:____________________________

Job Title: Marketer Immediate Supervisor:______________________

Date of Evaluation:______________

Purpose of Evaluation:
The purpose of an employee performance evaluation is to achieve our goals of optimal work
performance and efficiency. This evaluation is a tool utilized every six months to facilitate
constructive dialogue between employees and supervisors to discuss job performance as well as
create and adjust performance goals. In addition, it is expected that supervisors and employees
communicate and collaborate between formal evaluations.

Instructions:
1. Fill out employee information above.
2. Complete assessment using tables with rating descriptions below.
3. If applicable, attach any relative documents/notes
4. Meet with employee and provide evaluation/discussion
5. Both employee and supervisor sign document acknowledging information was discussed
6. Send original evaluation to the office administrator to be stored throughout the
individual’s employment. A copy of the evaluation may be given to the employee if
requested.

Summary of Performance: Performance Definitions:

O Outstanding Superior performance on a consistent basis

E Exceeds Expectations Exceeds normal job requirements

M Meets Expectations Meets position requirements

NI Needs Improvement Meets some position requirements, objectives and

expectations

U Unsatisfactory Does not meet position requirements, objectives and

expectations

NA Not Applicable Criterion does not apply to this position

Duty Requirements Feedback

Creates and sends bi-monthly promotional emails to employees of facility

Works with therapists to create and update educational materials for patients

Maintains company website: update events, hours, group classes, promotional

advertisements

Plans and executes quarterly events to encourage physical activity and

participation at clinic

Inventories and orders promotional materials within the budget provided (water
bottles, drawstring bags, business cards ect…)

Develops and evaluates surveys/questionnaires to give to patients (both online

and hard copies)

Follow up with patient feedback from surveys and other comments

Face to face marketing with Sahara facility managers at quarterly meeting

Monitor wellness program sales and participation

Develops marketing campaign strategies to promote facility involvement in

programs

Communication Feedback

Communicates effectively with supervisor on a weekly basis updating on

feedback from patients and other duties performed

Markets and communicates with Sahara facility managers to promote our health
and wellness programs to employees

Effectively communicates the campaign strategy to peers and supervisor

Effectively informs Sahara employees of benefits of attending therapy following

injury

Additional Comments:
Exit Plan:
This clinic’s exit plan will consist of a timeline to measure and account the success of the
business. At one year after opening, a business strategy will be implemented if the clinic does not
meet 65% of estimated profit of $325,000 ($211,250). The improvement strategy will include
increasing the amount of marketing throughout the facility to promote our open gym. It will also
include the creation of a wellness program with an incentive to sign up for gym memberships
and use of memberships. A personal training program will be offered by appointment to attempt
to increase revenue as well. However, if our business goals are not met in a total of 3 years,
liquidation of assets will begin. The equipment and supplies that can be used at the original clinic
will be transferred there. Other equipment that is not needed at the original location will be sold
at market value. The revenue accrued through liquidation will be used to offset the company’s
losses. Due to leasing the space from Sahara, at the time of liquidation a lease termination fee of
$3000 will be paid to Sahara.

Marketing
Industry Description and Trends

Target Market
Primary Target
The primary market for the Helix Orthopedics satellite clinic are the individuals who are
employed by Sahara and providing them with services conveniently in their facility.

Competition:
The primary competition is roughly 20-30 miles from the fulfilment center including our
own primary clinic. However due to the convenience of our new location in Sahara employees
will not have to travel to competitive clinics.

Marketing Strategies:
We will be utilizing our original logo from the main Helix Orthopedics clinic to encourage some
familiarity amongst some of the employees that may have ties to us. Hopefully, positive news of
our incoming clinic may also benefit from word of mouth between employees at the fulfillment
center. This could encourage new patients to come through our doors; as well as utilizing our
marketer by sending out bi-monthly promotional emails to employees of the facility. We will
have business cards and brochures discussing the opportunities and services that we provide
stationed at our own frontdesk/lobby as well as in break rooms, offices, and lobby/entrances of
the Sahara Fulfillment Center. Each professional will have their own cards at the front desk to be
handed out to patients if need be. We have opted to utilize the main Helix Orthopedics website
with an addition of a tab specifically for the satellite clinic at Sahara with all relevant information
in one convenient location to be kept up to date by our marketer.
Water bottles, t-shirts, and reusable bags with the logo imprinted have been purchased for
prizes for our prospective patients.There will be a monthly drawing for a logo t-shirt, water
bottle or bag for patients who ‘graduate’ from PT and drawings at the quarterly ergonomi/safe
lifting clinics to encourage participation. These items may also be purchased at the front desk if
they so choose as well.

Marketing Costs:
● Marketer salary (split between main site and outreach)
● Logo creation: (pre-existing; no added cost)
● Business cards (x1000): $15
● Brochures (x500): $120
● Website domain: Marketer labor to integrate “Tab” Covered within Salary
● Water bottles with logo (x300): ($2.50x300) $750
● Reusable bags: (x200): ($0.88x200) $176
● T-shirts with logo bulk: (x550) $6.23 each $2,803.50
Finances:
Start-up costs for the program
Operating costs estimated:
6 month cost 1 year cost

Therapy Gym start up $24,805.90 $24,805.90

Office start up cost $12,580 $12,580

Labor for set up $10,000 $10,000

PT Salary $24,000 $48,000

PTA Salary $15,750 $31,500

PT Aide/Tech Salary $6,300 $12,600

Receptionist Salary $9,900 $19,800

Marketer Salary $6,750 $13,500

Custodian Services $4,370 $8,740

Finance/Accountant $7,250 $14,500

FICA Taxes $5,673.48 $11,346.96

Fringe Benefits $20,985 $41,970

Liability/Malpractice $3,750 $7,500

Lease $18,000 $36,000

Utilities $3,000 $6,000

Internet $1,500 $3,000

Other Recurring Costs* $18,033.50 $36,067

TOTAL ~$192,648 ~$337,910

*depreciation budget for equipment won’t kick in until year 2, for year 2 recurring costs will increase to $41,067.
The total was rounded to the nearest dollar amount after subsequent sums were added up.

Chart of Accounts

1. Salaries
a. PT’s salary
i. $80,000.00/year (60% time spent at Sahara)
ii. $48,000.00/year calculated cost to program
 b. PTA’s salary
i. $52,500.00/year (60% time spent at Sahara)
ii. $31,500/year calculated cost to program
c. PT technician
i. $21,000.00/year (60% time spent at Sahara)
ii. $12,600.00/year calculated cost to program
d. Receptionist
i. $33,000.00/year (60% time spent at Sahara)
ii. $19,800.00/year calculated cost to program
e. Finance/accountant salary
i. $58,000.00/year (25% time spent on Sahara project)
ii. $14,500.00/year calculated cost to program
f. Marketer
i. $54,000.00/year (25% time spent on Sahara)
ii. $13,500.00/year cost to program
g. Part time nightly custodian services
i. $14 an hour for 4 hrs/MWF= $8,740.00/year
h. Total salary expenses= $148,640/year

2. Fringe Benefits at 30% (national average 30.4%) All at their percent time spent at Sahara
a. PT
i. $14,400/year
b. PTA
i. $9,450/year
c. PT technician
i. $3,780/year
d. Receptionist
i. $5,940/year
e. finance/accountant
i. $4,350/year
f. Marketer
i. $4,050/year
g. Custodian position is only for 16 hours per week, thus doesn’t meet hour
requirements for benefits
h. Total for fringe benefits= $41,970.00/year

*Included in fringe benefits

i. Continuing education up to $1,200/year
j. APTA membership dues $468 per PT/PTA per year
i. $936.00
k. 401K match up to $1,500/month
l. Health insurance
 m. Vision insurance
n. Liability
o. Paid time off (20 days a year)
p. Basic Life Support Training
q. Performance bonuses

3. FICA taxes (2019 rate 7.65%) Calculated at each employees percent time at Sahara
a. PT
i. $3,672
b. PTA
i. $2409.75
c. PT technician
i. $939.90
d. Receptionist
i. $1514.70
e. finance/accountant
i. $1,109.25
f. Marketer
i. $1,032.75
g. Custodian
i. $668.61
h. Total FICA taxes = $11,346.96

4. Equipment/supplies for Gym Area

a. Powerline P2X Home G
b. Dyna disc = $15
c. Air-ex = $59
d. Cable strength training system = $1,195.00 refurbished
i. Has upper body cables, leg press, leg extension, leg curl
e. NUSTEP TRS4000 T4R CROSS TRAINER = $1,499 refurbished
f. Bike→ Commercial VR21 (NTEX76016) = $799
g. Arm bike SportsArt UB521M Upper Body Ergometer = $712
h. Treadmill Sole New 2020 F63 Treadmill = $999
i. Four treatment tables (2 hi/low, 2 non hi/low) = $3,960
j. traction table ADP 400 Traction Table = $3,249.99
k. Free weights Bowflex SelectTech Adjustable Weights = $279
i. Goes from 5→ 52.5 lbs by 2.5 lb increments
l. 1 lb to 4lb dumbbell sets = $45
m. body blade = $94.67
n. bosu ball = $66stretching loops (2) = $20
o. Steps 4”, 6”, 8” adjustable = $27
 p. Canes (2) = $54
q. Walker (2) = $60
r. cupping set = $23
s. Chattanooga M-2 Hydrocollator 2402 W/ 12 Standard HotPacs = $1,250
t. Cold packs = $120
u. wrags, towels, sheets = $250
v. Combo Care Professional EStim & Ultrasound Combo = $999.99
w. Computers
i. PT/PTA laptops = $4,000.00
ii. Ipads (2) = $660
x. IASTM (2) = $450.00
y. Anatomical models: knee= $40, back= $100, ankle $48, GH joint= $70, hip $44,
hand $25, elbow $33, full body $500
z. Refrigerator = $800
aa. Large storage cabinets (2) = $1050
bb. Storage racks (2) = $500
cc. Total= $24,805.90

5. Office/waiting room start up cost

a. Office
i. Filing cabinets (4) = $400
ii. Computers (in gym start up, they are laptops)
iii. Office desks (3) = $1,500
iv. Waste baskets= $20
v. shredder = $275
vi. Office chairs= $375
b. Waiting room
i. Receptionist desk = $600
1. Computer =$1,000
2. Laser jet Printer= $750
3. chair= $125
4. Filing cabinets (4)= $400
5. Waste basket = $10
ii. Chairs for lobby (5)= $500
iii. Tables for magazines (center and end tables) = $600
iv. keurig = $100
v. Water cooler= $200
vi. Decor = $6,000 allotted for waiting room/treatment area
vii. TOTAL= $12,580 startup for office/waiting room

6. Labor for set up of larger setup of larger machinery/desks/cabinets/etc

 a. $10,000

7. Recurring costs not related to salaries

a. Depreciation budget →5 year replacement plan for equipment→ ~ $5,000/year
i. Starting at the beginning of year 2
b. Gym miscellaneous (gloves, therabands, needle, tissue, etc.)
i. $500.00/month
c. Office supplies
i. $500.00/month (ink/paper/coffee pods/cups)
d. Subscriptions
i. “Free PT” $299/month
ii. HEPs medbridge= $300/person/year = $600.00/year
iii. “Soundtrack” uses spotify= $24.95/month
iv. Amazon Business “Essentials” Prime= $179/year
e. Food for meetings
i. $200.00/month
f. Maintenance
i. Monthly done by PT tech/staff
ii. Bigger maintenance for machinery etc budget $2,000.00/year
g. Malpractice/liability insurance
i. $7,500/year
h. Marketing/advertising budget
i. Promotional products (water bottles, drawstring bags etc…)
1. Written out above in marketing scheme
ii. Advertising schemes
iii. Promotional spotlights
iv. $15,000.00/year
i. Total recurring costs without rent/utilities/internet at 1 year = $48,567
j. Rent
i. $3,000.00/month→ discounted rate from Sahara
k. Utilities & electric
i. $500.00/month→ discounted rate from Sahara
l. Business internet
i. $250/month
m. Rent/utilities/internet = $45,000/year

Payer Mix:
● Insurance (Sahara)
● Out of pocket/cash
Insurance Charge Master:
● Fixed rate $115 per PT evaluation
● Fixed rate $50 per unit therapeutic intervention

Case Mix:
● Rehab clients
● Orthopedic injuries
● Clients looking for preventative interventions
● Work related injury (work comp)

Payer Mix Insurance:

● 65% Sahara Health Insurance
● 35% Anthem BCBS

Cost of performing project

1. Advertising/Promotion (incentive program for referrals/business employees)--above
2. Rent--above
3. Labor (moving/set up)--above
4. Equipment--above

Services offered/Charges for services

● Low complexity evaluation
● Moderate complexity evaluation
● High complexity evaluation
● Therapeutic activities
● Manual therapy
● Therapeutic exercises
● Neuro re-ed
● On-boarding screening program for new employees (paid for by Sahara)
● Safe lifting mechanics clinic
● Mechanical Traction
● Modalities
● Gait training (when applicable)
● Education (not billable but will be a service)
○ I think you can charge for pain science education. Can’t remember the exact
number
Cost of doing business
Promote a gym membership (wellness program)
Symbiotic relations- rent will be subsidized, but is still a form of income for Saraha, who
is currently using area for overflow storage? Or what exactly did we decide about that? They
would recoup their renovation costs within the first year, then would be making money off of
the space as well as they are getting decreased rates from us that is also saving money.
Space requirements
We would need around 12,000 square feet. Renovation will be provided by Sahara to
meet our needs and the ADA requirements. So is this gonna be our ask for the presentation?
Allowing us to join their business as well as them remodeling a spot for us to be in?

Productivity standards
Seeing 8-12 patients a day for 45 min sessions

Employee Cost
See above

Factors Affecting Income

Number of employees at Sahara fulfillment center
There are approximately 1000 employees working within Sahara’s fulfillment center
Injury rate of employees
Injury rate of up to 26% of employees per year. On average, 20% of employees are
injured per year.
Number of patients referred to onsite clinic
Initially seeing approximately 40-60% of injured employees at Helix Orthopedics
primary site. Expected to receive approximately 75% of referrals of Sahara’s injured
employees by month 3 and 95-100% of referrals by month 6.
Number of patients seen per day
Based on injury rate we are expecting 12-13 patients per day.
Number of days clinic is open per week/year
Based on limited patient pool, clinic will be open to patients 3 days per week and 156
days a year in order to maintain positive cash flow.
Number of treatment sessions per patient
Approximately 10 total sessions (1 initial evaluation and 9 treatment sessions) is what is
typical for the types of orthopedic injuries seen from Sahara’s employees
Negotiated rate per PT examination and evaluation of patient
Negotiated rate of PT examination and evaluation will be set at $115 and will be fixed
regardless of patient complexity.
Negotiated rate per unit treatment
Negotiated rate per unit will be fixed at $50 per unit.
Units per treatment session
Patients are guaranteed at least 45 minutes of therapy per treatment (3 units) session
although PTs and PTAs are encouraged to perform 4 units to effectively treat the patient
 and maintain productivity. PTs are given 1 hour for the initial evaluation of patients and
are encouraged to perform 1 to 2 units of therapeutic interventions in that hour in order to
start patient’s rehabilitation sooner than their 2nd visit.

Income Calculated

Patient care income

~1000 employees at Sahara
~15-26% injury rate per year
~200 patients seen per year
~10 treatment sessions per patient
Clinic open 52 weeks per year
Clinic open 3 days per week MWF
[(200x10)/52]/3 = 12.82 (~ 12-13 patients seen per day on average)
On average 11.54 (~11-12 60 minute treatment session per day)
On average 1.28 (~1-2 60 minute evaluation and treatment time on initial visit)
(11.54x4 units) + (1.28x2 units treatment on initial visit) = 48.72 units of therapy billed
per day
48.72 x $50 per unit = $2436 from treatment only daily
1.28 x $115 per initial evaluation = $166.40 from evaluations daily
2,436+147.20 = $2,583.20 per day from patient care
2,583.20 x 52 x 3 = $402,979.20
Ramp up of patient care immediately after opening
~50% first 3 months (6-7 patients per day on average)
~75% next 3 months (9-10 patients per day on average)
~100% by 6 months after opening clinic (12-13 patients per day on average)
[402,979.2/(4x2)] + [402,979.2/(4x1.33)] + (402,979.2/2) = 327,609.97
Approximately $327,610 income year one from patient care
Approximately $402,979 income per year from patient care after year one
Colorado business income tax is 4.63% on net profit
Net profit = gross income - total cost
Analysis of Revenue Generation
Per hour
Revenue Expenses Net Profit

Therapeutic $200 $147.76 $52.23

interventions

Initial $215 $147.76 $67

evaluation/treatment
Therapeutic interventions net profit per year: ~$94,014 (before taxes)
Initial evaluation/treatment net profit per year: ~$13,400 (before taxes)
Appendix of Support Documents
T
Floor Plan: N r
Hyd
SI roc u e B
nk ulat S a i
d
Rx or t
e m
k
e Plint
Room p i
l
h
U l Plint
B
T h
Rx E
G
Room Fre
e
Wei
Rx/Tract ght

ion Bands, cones, cold packs,

Room
Woma bolsters, towels, sheets,
goniometers, bals, medicine balls,
n’s bosu, foam pads, etc.
Waiting
Men’s
Bathro
Bathro C Room
om T
om Front
desk
Break Offic PT/PTA
Room e office
Spa
ce sq foot building. Our clinic is located in the corner of
The fulfillment center is a massive 750,000
this fulfillment center near the main entrance, having the patients walk about 60 feet from the
entrance to the facility. Clinic hours will be 6am-7pm with varying schedules for the clinicians.
The floor space was originally used for product storage within the plant, but is now dedicated for
the clinic, meaning they had to change their storage layout. The clinic occupies a small fraction
of the overall space of the facility making the addition a minor change in the grand scheme of
things. The overall building is 120 feet by 100 feet for 12,000 square feet. Treatment rooms are
18 feet tall by 12 feet wide. We did not have to pay for the facility to be remodeled as Sahara
will pay for it.
 866 feet

1
0
0
f
e
e
t
150
Entra
feet
nce

One ADA requirement that the facility picked was making sure that our doorway widths met
specifications. We will address compliance by making sure that the doorway widths are at least
32 inches (404.2.3) (https://www.ada.gov/2010ADAstandards_index.htm). The original facility
is wheelchair accessible and we have 5 handicap parking spaces by the entrance of the building.
This is an important issue to address to make sure that our facility does not keep clients or family
members who are confined to a wheelchair from coming to treatment sessions.
Patient Payment Policy

1. Insurance. We participate in a majority of insurance plans. However, you are responsible for
confirming that we are an in-network provider under your plan. Full out-of-pocket payment is
expected prior to each session for those who are not covered under insurance. If your insurance
card is not up-to-date, payment in full is expected prior to each session until verification of your
coverage. Your responsibility includes knowing the benefits of your insurance. If there are any
questions regarding your insurance plan, please contact your insurance provider.

2. Copayments and deductibles. At the time of your appointment, all copayments and
deductibles are required to be paid. This is part of your agreement with your insurance company.
It can be considered fraud if we, as a facility, fail to gather copayments and deductibles from
clients prior to treatment(s). With your help by paying your copayment or deductible at each
session, you are doing your part to ensure we uphold the law and more importantly provide you
the care and services you need.

3. Non-covered services: Some of our services you receive may not be covered or considered
unnecessary by Medicare or other insurances. You are required to pay in full for these services at
the time of each of your sessions.

4. Proof of insurance: All clients are required to finish our patient information form before
seeing a physical therapist. A copy of an updated driver’s license and current valid insurance
card will be required upon your first appointment. If you fail to provide us with these documents
and information, you may be responsible for the balance of a claim and charges of service.

5. Claims submission: It will be our responsibility to submit your claims and help you as we
are able to help get your claims paid. You might be responsible to supply certain information
directly to your insurance company if they require it. It is also your responsibility to abide by the
insurance company’s request, as well as being aware of the balance of your claim - whether your
claim is covered by insurance or not. We are not party to your contract with your insurance
company; that benefit is your contract between you and your insurance company.

6. Coverage changes: Please inform us before your next session if your insurance changes so
we can make the suitable changes to help you obtain the maximum benefits. You will be billed
automatically if your claim balance is not paid by your insurance company within 45 days.

7. Nonpayment: If your payment is 90 days past due, we will notify via letter or phone call that
you have 10 days to pay in full. We do not accept partial payments unless we have negotiated
with you otherwise. Please be aware if your balance remains unpaid, we might refer your
account to collections. This would result in you and your immediate family from being
discharged from this practice indefinitely. If this does happen to occur, you will be notified by
mail or a phone call that you have 30 days to find alternative physical therapy services.

8. Missed appointments: It is our policy to charge you for missed appointments that are not
cancelled within a 24 hour notice prior to your appointment or without notice. These charges are
your responsibility and billed directly to you. We want to serve you as best we can, so please
help us by keeping your regularly scheduled appointments. If something occurs within the 24
hour window (such as sickness, accidents, emergencies, work, etc.), it will be up to the clinic’s
discretion if you will be billed for charges. Three missed appointments will be tolerated before
you are dropped as a client.

Nudge

The “nudge” our company looks to implement is a hands-on guarantee for our patients. We are
guaranteeing at least 45 minutes (3 billable units) 1 on 1 with each patient. This time assurance
will help to promote PT-patient rapport, which will lead to a better patient buy-in; therefore, look
to improve positive outcomes and improve statistics.

Our assessment tool will be the patient satisfaction survey and should be reflected in that. The
goal of our nudge is to make the session feel more personal and allow for any modifications that
need to be made to the POC.

We would use informatics to track the patient feedback, looking for specific areas of
satisfaction/dissatisfaction and use that feedback to improve. We would track the information in
our clinic’s database. This will allow us to keep track of what improvements have worked and
what improvements did not.

We would use a line graph to plot the levels of satisfaction over time. We may also use a pie
chart to break up demographics and look for discrepancies among age groups, gender, etc. A bar
graph may also be used as a comparison weekly, monthly, and/or yearly.
DMAIC Model:

Define: Project Objective: Reducing the amount of times patients show up late to scheduled
appointments by implementing a text/email service the morning of and 30 minutes prior to
appointment as a reminder.

Measure:
● Document each tardy of patients.
● Document the amount of times a certain client is late.
● Document the reason for lateness.
● For lateness, document how far in advance the patient said they would be late.
● Patient feedback on how we can make it easier for them

Analyze:
● Analyze the reasons for lateness/patterns in date and time
● Analyze how we can modify our scheduling to improve punctuality/attendance
● Look for ease of access to the facility
● Analyze how we have been notifying patients of their appointment times

Improve:
● Ask the patient if they are aware of the text/email service the facility has in place to
remind them of their appointments.
● Ask the patient if he or she would like to participate in the text/email service to remind
them about their appointment.
● OR ask the patient what would work for them to remind them about their appointment to
reduce the amount of times they are late.

Control:
● Include a question on tardiness in the client satisfaction survey.
● Survey patients and inquire about the text/email service for input for improvement.
● Maintain documentation weekly for patterns in lateness/tardiness.
● Modify our notification system to patient feedback (i.e. more frequent texts/emails)
● Control when we schedule patients based off their work schedule/availability
 Patient Satisfaction Survey

Our clinic wants to continuously grow and improve our services to help you achieve the
health and well-being you desire. We ask that you complete this quick survey to help us
understand what we have done well and what we can improve to make your experience better.

How satisfied are you with the following? Very Unsatisfied Satisfied Very
Unsatisfied Satisfied

The ease of setting up an appointment 1 2 3 4

The ease of checking in 1 2 3 4

The ease of contacting your therapist by phone or 1 2 3 4

email

Therapist listened/was attentive to what you had 1 2 3 4

to say

Waiting time in the lobby 1 2 3 4

Convenience of getting to our clinic through the 1 2 3 4

facility

Ease of finding our clinic 1 2 3 4

Employee wellness program availability (if 1 2 3 4

applicable)

1 on 1 time with your therapist 1 2 3 4

Educational materials provided 1 2 3 4

Cleanliness of the clinic and the machines 1 2 3 4

Your own health progression 1 2 3 4

Overall experience 1 2 3 4

Other comments:

Thank you for your feedback!

When you finish the survey please place it in the drop box next to the door.
Hydrocollator Temperature/Water Level Data Collection Policy and
Procedure
● It is company policy to complete hydrocollator temperature/water level data collection
two times per day, at the beginning and end of the treatment day.
● It is company policy that data sheets are to be collected and stored each month.
● Before any patients are to be seen each day, the hydrocollator water temperature (° F) and
the water level (inches from brim) are to be measured and recorded by the receptionist or
PTA and recorded on log form located on the wall above the hydrocollator.
● After the last patient is seen each day, the water temperature and water levels within the
hydrocollator are to be measured and recorded by the receptionist or PTA before closing
the clinic.
● Water temperatures outside of the range of 160-165°F should be brought to the
manager’s attention immediately through verbal communication (email if unavailable) in
order to be adjusted.
● Water levels below 4.5 inches from hydrocollator brim should be brought to the
manager’s attention immediately through verbal communication (email if unavailable) in
order to be adjusted.
● Each month, the manager of the clinic will replace the log form with a new form and file
each months’ logs in a locked file cabinet to be presented upon inspection.
 Hydrocollator Data Log Sheet
Inspector Date AM Temp AM level PM Temp PM level

Patient Consent/Information Forms

Patient consent/information will be given to the patient at first visit prior to starting
evaluation/treatment. A paper form will be provided to the patient upon request. Otherwise, these
forms will be completed electronically via secured iPads.

Informed Consent for Physical Therapy Services

Consent to Physical Therapy: I consent to the evaluation and treatment of my condition by a
licensed physical therapist employed by Helix Orthopedics. The physical therapist will explain
the nature and purposes of these procedures, evaluation, and course of treatment. The physical
therapist will inform me of expected benefits, complications, any discomforts, risks, as well as
alternatives to the proposed treatment and the risks and consequences of no treatment. I am
aware that I have the ability to deny treatment at any time.

Potential Benefits: Benefits of participating in physical therapy may include improvement of

my symptoms, decreased pain and discomfort, and increases in my abilities to perform my
activities at work and in daily life as long as I am an active participant in physical therapy
sessions. Other benefits may include increases in strength, endurance, flexibility and balance.

Potential Risks: I understand that I may experience an increase in my current level of pain,
discomfort, or aggravation of my existing injury. This is normally temporary. If this does not
decrease within 24 hours, I will report this result to my physical therapist via phone call.

Release of Information: I authorize the release of my information to file necessary claims with
my insurance company for billing purposes and a copy of this authorization to be used in place
of the original document.

No Guarantees: I understand that there are no guarantees regarding a cure or improvements for
my condition. I understand that my physical therapist will discuss treatment options with me
prior to treatment based on potential outcomes.

Designated Individuals Authorization: I, ________________, authorize one or all of the

designated parties below to request and receive the release of any protected health information
regarding my treatment, payment, or administrative operations related to treatment and payment.
I understand that the identity of designated parties will be verified by photo ID before the release
of any information. If none, please print “none” below.

Authorized Designees:

Name:_________________________________ Relationship:_______________

Name:_________________________________ Relationship:_______________

Name:_________________________________ Relationship:_______________

I have read and understand the above consents, assignment of benefits, release of information,
and designated individuals authorization above.

Patient Signature:_____________________________ Date:____________________

Late/Cancellation/No Show Policy: If you arrive late for your scheduled appointment the
Physical Therapist may not have time to treat you or your treatment time will be reduced. Call 24
hours in advance if you are cancelling your appointment. Failure to inform the clinic of
cancellation with a 24 hour notice will result in a late cancellation fee. The cancellation policy is
as follows:

1st cancellation- No fee 2nd cancellation - $15 3rd cancellation and up - $30

I have read the information presented above, and I authorize my consent to services. My
signature below acknowledges that I have read and understand the information present above,
and I will abide by the conditions and policies included in this consent form.

__________________________________ ________________________
Patient Signature Date

Patient Information Form

Name:_______________________________________ Date of Birth:___/___/_____

SS number:_________________________ Marital Status:____________ Gender: M F

Address:________________________ City:___________________ State:______ Zip:_______

Phone #: (home)____________________ (cell)_______________________

E-mail address:___________________________

Emergency Contact:______________________ Emergency Contact Phone #:_______________

HIPAA Compliance
We will use an online system, such as EPIC, to keep track of patients medical records,
documentation, and insurance. Each client will have a profile created for them upon evaluation.
Every member of the staff will be HIPAA certified to ensure patient confidentiality and modesty.
Each staff member will be given a login and taught to sign out once they leave the computer
(policy). Consent will be obtained prior to treatment.

I, __________________________ hereby authorize and instruct my insurance carrier to pay

Helix Orthopedics directly for any medical services performed. I understand that I am financially
responsible for payment of all co-pays, deductibles, and balances not covered by my insurance
carrier. I understand that if I default on my account it may be sent to collections, which will
result in an additional fee of 20 % of account balance. If I am the legal guardian/representative of
the patient named above. I accept responsibility for the above as well. I also authorize the release
of any and all medical records to my insurance carrier for the purpose of expediting claim
payment.

__________________________________________ ___________________________
Insured or Authorized Person’s Signature Date

Additional (vertical) Logo:

Research
Amazon warehouse injuries spike seasonally, data shows. Marketplace.
https://www.marketplace.org/shows/marketplace-tech/happy-holidays-worker-injuries-spike-at-
amazon-warehouses-seasonally-data-shows/. Published December 3, 2019. Accessed April 22,
2020.

Cheng, M.S., Amick, B.C., Watkins, M.P. et al. Employer, Physical Therapist, and Employee
Outcomes in the Management of Work-Related Upper Extremity Disorders. J Occup Rehabil 12,
257–267 (2002). https://doi.org/10.1023/A:1020222623882

Freeman BW, Freeman BW. Amazon Injured Employees & Workers' Compensation Claim
Center. Amazon Injured Employees & Workers' Compensation Claim Center.
https://workerscompensationlawyerinc.com/amazon-injured-employees-claim-workers-comp/.
Published June 6, 2019. Accessed April 22, 2020.

Lee P, Helewa A, Goldsmith CH, Smythe HA, Stitt LW. Low back pain: prevalence and risk
factors in an industrial setting. The Journal of Rheumatology. 2001;28(2):346-351.

Legge J. The evolving role of physiotherapists in pre-employment screening for workplace

injury prevention: are functional capacity evaluations the answer? Physical Therapy Reviews.
2013;18(5):350-357. doi:10.1179/1743288x13y.0000000101

Loria K. Providing Onsite Physical Therapist Services. PTInMotion.

https://www.apta.org/PTinMotion/2019/7/Feature/ProvidingPTServices/. Published July 2019.
Accessed April 22, 2020.

Marion J, Cohen E. Injured US Amazon workers face "workers compensation" regime rigged in
favor of employers. Injured US Amazon workers face "workers compensation" regime rigged in
favor of employers. https://www.wsws.org/en/articles/2018/10/10/amaz-o10.html. Published
March 25, 2020. Accessed April 22, 2020.

Prall J., Ross M. The management of work-related musculoskeletal injuries in an occupational

health setting: The role of the physical therapist. J. Exerc. Rehabil. 2019;15:193–199. doi:
10.12965/jer.1836636.318

Sadi J, Macdermid JC, Chesworth B, Birmingham T. A 13-Year Cohort Study of

Musculoskeletal Disorders Treated in an Autoplant, On-site Physiotherapy Clinic. Journal of
Occupational Rehabilitation. 2007;17(4):610-622. doi:10.1007/s10926-007-9104-1

Patient information Form adapted from: https://www.breakthrough-pt.com/wp-

content/uploads/2015/01/patient-information-form-NC2.pdf

HIPAA Consent form Adapted from: https://www.breakthrough-pt.com/wp-

content/uploads/2015/01/BreakThrough-Physical-Therapy-HIPAA-Consent-Form.pdf