Now What? Part II: Set Up for Day One

Learn how to set up for your first day of practice, from creating patient forms, intake forms, chart, powerpoints, ads, newsletters, marketing, and more - all specifically designed for an Acupuncturist starting out in practice.


Length: 4 hours

Instructor: Gillian Marsollier | RAc, CCII


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Need to know

Who is this course for?
New Acupuncturists
Course length (start & watch when you want)
4 hours of video content
Course credits
4 CEUs / PDAs

*Please note that many of the associations listed under ‘CEUs/PDAs’ do not formally pre-approve online courses for credits, and thus require the student to track their own online course hours to submit for approval for their annual CEU/PDA requirements.

NCCAOM (PE-CW), CTCMA (Category A2 and B), AcNZ, CAAA, CTCMPAO, NZASA (Category 2)
Lifetime access · Certificate of completion

Meet your course instructor

Gillian Marsollier | RAc, CCII

Gillian Marsollier has been a Registered Acupuncturist in British Columbia since 2001, and an instructor of acupuncture for more than 15 years. After completing a 4-year Masters Program in Traditional Chinese Medicine and Acupuncture, she began her teaching career in Newfoundland. There she wrote the bulk of the curriculum for a 3-year acupuncture program and served as the Acupuncture Program Director. Gillian was then transferred to Halifax, where she successfully gained approval by the Board of Education in Nova Scotia for an acupuncture program. In addition to teaching, she practiced at a very successful multi-faceted alternative treatment centre while residing on the East Coast. In 2008 Gillian went to Nepal to teach acupuncture and Traditional Chinese Medicine modalities at a medical facility. They are still using the modalities to this day to treat the locals from the Himalayan hills. For the last 5 years, Gillian has been pursuing the media side of acupuncture and natural healing through the creation of LIFT Education Academy. Through this online education platform, she has created many popular courses including bootcamps that have become the national gold standard for preparation for TCM registration exams.

Course description

This is the second of a 4-part mini-series that provides you with the missing information that most colleges don’t teach. Most new graduates say that they feel mildly prepped to put needles in patients once college is complete, but then feel thrown to the wolves when it comes to starting and creating a thriving business, both through logistics and patient interactions.

During this course, you will receive a huge number of invaluable templates and ready-to-go forms that you can use for everything from intake forms, charts, power points for presentations, ads, patient info forms, newsletters, and more. You will probably still be using the forms that you receive during this course years later! While watching the videos that make up this course, you will be introduced to marketing, strategic packaging specials, and network basics that will prove to be the foundation of your clinic’s success.

Why don’t you learn this in college? I HAVE NO IDEA!

Course Objectives

  • Take tried, tested, and true pre-made forms and adjust them for your practice focus and clinical branding.
  • Apply packaging specials that are proven to work to help your patients complete their full treatment plan. *You will need to check with your local regulatory body/association rules before applying these.
  • Numerous pre-made marketing materials, newsletter articles, full powerpoint presentations, adverts, waiting room slides, and more that you can immediately re-brand for your clinic.
  • Feel more confident networking both inside and outside of your clinic (this is a form of marketing)!
  • Learn how to chart efficiently and effectively in a way that will help you with your ‘internal marketing’.
  • Be able to create and recite a ‘blurb’ to your patients before their first treatment so that they know what to expect and become a part of their own healing process.
  • Plus many more golden nuggets of clinical tips!

Course outline

  • Pre-Made Forms
  • Strategic Packaging Specials
  • Marketing
  • Networking
  • Charting
  • ‘The Blurb’
  • I Am Nervous, Any Tips?
  • Summary + Part III Course Outline

Here is the full series of courses:

1) Now What? Get The Job

2) Now What? Set Up For Day One

3) Now What? Be With Your Patient

4) Now What? Refine Your Skills

You can pick and choose which courses you think you may need for your clinic, or join all 4 for the full new practitioner online course support series.

Lesson plan


1. Welcome

2. Course Guidebook

Section I | Pre-made Forms

3. Essential Forms for Day One

4. Patient Handouts to Save You Time and Increase Compliance

5. Section Summary

Section II | Strategic Packaging Specials

6. What is Strategic Packaging?

7. Strategic Packaging Powerhouse Specials: Part I

8. Strategic Packaging Powerhouse Specials: Part II

9. Section Summary

Section III | Marketing

10.  Why You Must Market Your Business

11. The Absolute Marketing Essentials

12.  More Marketing Ideas: Part I 

13. More Marketing Ideas: Part II

14. How to Give Powerful Presentations

15. Official Marketing Day! What is This?

16. Section Summary

Section V | Networking

17. Who To Network With and Why This is Key

18. Networking with Other Health Care Practitioners

19. Free Advice: How to Effectively Deal With This

20. Section Summary

Section IV | Charting

21. Why Proper Charting is Essential + Charting as Marketing?

22. Charting Rules

23. Video Charting Example

Section VI | The Blurb

24. This Advice Will Save Your 1000 Headaches

25. My Blurb: Audio Example of What I Say

26. My Blurb: Video Example of What I Say

27. Section Summary

Section VII | I am Nervous. Please Give Me Some Advice!

28. I am Nervous – Any Tips?

29. Course Summary

30. Part III Outline – Now What? Be With Your Patient

Lesson preview

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