Running a practice is already a full-time job — your focus should be on your clients, not on wrestling with software. From your EHR to your website, booking, payments, CRM, and email, I’ll set up the systems that keep your business running smoothly behind the scenes. That way, you can hit the ground running with confidence and ease.
What’s Included:
Founder’s Strategy Session (Half-Day) – A deep-dive into your practice goals, regulatory needs, and workflows. This can be completed in one dedicated session or spread across multiple shorter sessions, depending on your preference.
Weekly Progress Calls (60 minutes each) – One-hour calls to review completed work, answer questions, and adjust as needed for the duration of the project.
EHR/EMR Setup – Configuration of your chosen platform (SimplePractice, Jane, TherapyNotes, MindBody, etc.) including client intake, documentation, and compliance features.
Booking, Payments, Phone Number, and Email Setup – Seamless scheduling, secure payment systems, professional business line, and HIPAA-compliant email integration.
CRM Setup – Implementing and configuring a client relationship management system so you can manage leads, referrals, and communications in one place.
Systems Integrations – Connecting all your tools (EHR, CRM, email, calendar, website, etc.) so everything works together without double-entry or dropped information.
Done-for-You Implementation – Beyond planning, I personally set up and test each system so it’s ready to use on Day 1.
The result: A stress-free, fully integrated system that supports your whole practice — so you can spend less time juggling tech and more time doing the work you love.
Running a practice is already a full-time job — your focus should be on your clients, not on wrestling with software. From your EHR to your website, booking, payments, CRM, and email, I’ll set up the systems that keep your business running smoothly behind the scenes. That way, you can hit the ground running with confidence and ease.
What’s Included:
Founder’s Strategy Session (Half-Day) – A deep-dive into your practice goals, regulatory needs, and workflows. This can be completed in one dedicated session or spread across multiple shorter sessions, depending on your preference.
Weekly Progress Calls (60 minutes each) – One-hour calls to review completed work, answer questions, and adjust as needed for the duration of the project.
EHR/EMR Setup – Configuration of your chosen platform (SimplePractice, Jane, TherapyNotes, MindBody, etc.) including client intake, documentation, and compliance features.
Booking, Payments, Phone Number, and Email Setup – Seamless scheduling, secure payment systems, professional business line, and HIPAA-compliant email integration.
CRM Setup – Implementing and configuring a client relationship management system so you can manage leads, referrals, and communications in one place.
Systems Integrations – Connecting all your tools (EHR, CRM, email, calendar, website, etc.) so everything works together without double-entry or dropped information.
Done-for-You Implementation – Beyond planning, I personally set up and test each system so it’s ready to use on Day 1.
The result: A stress-free, fully integrated system that supports your whole practice — so you can spend less time juggling tech and more time doing the work you love.
