Our Services

  • General VA Support


    • Monitoring and responding to email and voicemail inquiries and referrals throughout the day
    • Organizing email inboxes
    • Organizing G-Drive files


  • Intake & Scheduling

    • Handling initial consultations
    • Screening new clients
    • Following up with new client inquiries
    • Verifying appointments completed
    • Scheduling & rescheduling clients
    • Provide a scheduling link for new clients to reserve a convenient callback time
    • Creating & updating waiting lists
    • Setting up new clients in your EHR
    • Sending intake documents to new clients
    • Responding to client requests for rescheduling
    • Sending appointment confirmation & out of office reminders
    • Sending a reminder to complete intake forms to new clients
    • Updating client EHRs

  • Payments & Invoicing

    • Processing Co-Pays and Self Pays
    • Generating superbills for clients to submit to their insurance companies
    • Updating credit card information
    • Following up on unpaid client sessions

  • Referral & Metric Tracking

    • Creating & updating waiting lists
    • Tracking new clients on a referral log
    • Calculating monthly conversion rates
    • Update weekly and/or monthly key performance indicators (KPIs)

  • Practice Owner & Team Support

    • Scheduling & sending out meeting invites to you & your team of clinicians
    • Adding/Updating you & your clinicians availability
    • Functioning as administrative support for you & your team of clinicians
    • Sending weekly reports to therapists with outstanding client balances
    • Sending weekly updates to practice owners with time update, scheduled & pending new clients, and anything else you’d like to add
    • Making suggestions to streamline or improve your private practice
    • Covering the office phone & email while you’re out of the office

  • Human Resources

    • Assisting with client turnover, i.e., when a therapist leaves your practice
    • Helping to create and update Standard Operating Procedures (SOPs)
    • Business-related internet research

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect package for you. Let us know what you want and we’ll do our best to help.

Contact Us