What's included

• Client Scheduling and Calendar Management

  - Organizing and managing client appointments to minimize no-shows and optimize your schedule. - Setting up automated reminders and follow-ups to ensure seamless communication with clients.

• Secure Client File Management

  - Maintaining and organizing confidential client records in secure, HIPAA-compliant systems. - Assisting with digital filing and categorizing notes for easy retrieval.

• Email Management

  - Sorting and responding to non-client-related emails (e.g., inquiries, billing questions). - Drafting professional responses to inquiries and scheduling requests.

• Billing and Invoicing

  - Preparing and sending invoices to clients or insurance providers. - Tracking payments and sending gentle reminders for overdue accounts.

• Marketing and Social Media Support

  - Creating and scheduling content tailored to your practice’s values and audience. - Managing social media accounts to improve your online presence and engagement.

• Website Updates

  - Making minor updates to your website, such as adding new services, updating bios, or posting blogs. - Monitoring website analytics to track performance and suggest improvements.

• Administrative Task Management

  - Assisting with general administrative tasks, such as typing session notes or preparing forms. - Ensuring compliance with local regulations regarding recordkeeping and confidentiality.

• Client Onboarding Support

  - Helping new clients with intake forms and initial setup. - Ensuring all necessary documentation is completed before their first session.

• Custom Deliverables

  Tailored services based on the specific needs of your practice, ensuring the most value for your investment.