Give your clients a welcoming, organized experience from their first inquiry. I help manage communication, scheduling, and onboarding so you can stay focused during sessions.

• Responding to phone calls, emails, and prospective client inquiries

• Scheduling, rescheduling, and managing cancellations

• Sending portal invitations and intake paperwork

• Following up on incomplete forms

• Managing waitlists and recurring appointments

• Organizing inboxes, documents, and shared folders

Insurance follow-up can take more time than you have available. I help keep track of claims, payments, and outstanding issues, with clear updates so you know where things stand.

• Verifying insurance eligibility and benefits

• Submitting primary and secondary claims

• Posting payments and reviewing EOBs and ERAs

• Following up on unpaid, rejected, or denied claims

• Preparing appeals and gathering supporting documentation

• Tracking client balances and sending statements

• Assisting with credentialing applications, enrollment, and CAQH updates

When information is scattered or a process takes too many steps, everyday tasks become harder to manage. I help organize your systems and create practical workflows that fit how you work.

• Organizing and maintaining information in your EHR

• Creating spreadsheets for claims, payments, tasks, and other practice needs

• Developing checklists and documenting administrative procedures

• Improving intake, scheduling, and billing workflows

• Coordinating administrative projects and follow-ups

• Organizing Google Workspace files and shared resources

Your website and practice materials should feel like you and make it easy for prospective clients to understand your services. I bring your ideas together through clear content and thoughtful design.

• Creating and updating websites

• Writing and editing website copy and therapist bios

• Creating newsletters and email content

• Designing social media graphics and writing captions

• Creating flyers, brochures, and other practice materials

• Formatting guides, workbooks, and digital resources

• Keeping messaging and visuals consistent across your materials