Streamlined Administrative Support for Psychologists and Therapists

We manage appointment scheduling and calendar coordination to keep your practice organized and running efficiently.

Includes:

• Booking and rescheduling appointments
• Cancellation tracking and management
• Waitlist coordination
• Calendar optimization

We provide consistent, professional communication with clients to ensure a smooth experience from intake through ongoing care.

• Intake coordination
• Appointment confirmations and reminders
• Responding to routine client inquiries

We handle the billing process end-to-end, including direct billing, to ensure accuracy and consistency.

• Claim submission (eClaims and insurer portals)
• Coordination of multiple benefit plans
• Session-based billing breakdowns
• Ongoing billing management

We monitor and follow up on all submitted claims to ensure payments are received and issues are resolved promptly.

• Tracking submitted claims
• Identifying unpaid or rejected claims
• Resubmitting and following up with insurers

We maintain clear visibility into payments and outstanding balances to support accurate financial tracking.

• Monitoring paid vs outstanding balances
• Flagging discrepancies
• Maintaining organized billing records

We provide administrative-level proofreading and formatting support to ensure reports are polished and ready for delivery.

• Grammar and spelling corrections
• Formatting consistency (headings, spacing, layout)
• Final review for clarity and presentation

All proofreading is administrative only. Clinical content and interpretation remain fully with the psychologist.

We support practices through transitions between EMR systems to ensure continuity and minimize disruption.

• Transition planning and coordination
• Workflow setup in the new system
• Billing and admin continuity during transition
• General guidance throughout the process

This is a project-based service and not included in monthly support.