Holistic HEALTH/Wellness SUPPORT

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 Designed to clear the administrative fog and apply high-standard quality control to your backend operations. We focus on "Digital Decluttering" so your systems are as calm and organized as your treatment room. 

INCLUDES

• Workflow Optimization: A comprehensive audit of how patients  move from "inquiry" to "intake."
• CRM/EHR Streamlining: Initial setup or cleanup of platforms like Practice Better, Jane, or SimplePractice to ensure data integrity.
• Digital Resource Library: Organizing your handouts, protocols, and templates into a seamless, accessible cloud-based system.
• Standard Operating Procedures (SOPs): Creating a "Practice Playbook" so your daily operations are documented and repeatable.

Provide high-level executive support during the "offline" hours—evenings and weekends—ensuring that while you recharge, your practice stays in motion. 

INCLUDES

• Concierge Client Onboarding: Managing the "white-glove" experience for new clients, from initial inquiry to completed intake forms.
• Program & Membership Support: Managing the backend of your group programs, workshops, or subscription-based services.
• Weekend Readiness Brief: A summary of your upcoming week, ensuring all client files are updated and your schedule is optimized for your energy.

 When you are ready to expand your impact beyond one-on-one sessions, here to handle the logistical heavy lifting focusing on project-based precision to turn your vision into a sustainable reality. 

INCLUDES

• Program Launch Coordination: Managing the timeline, tech integration, and communication for your next course or retreat.
• Marketing & Visibility Support: Coordinating newsletter deployments, blog updates, and community outreach efforts.
• Compliance & Credentialing Oversight: Tracking professional certifications, CEU deadlines, and state-level business renewals with meticulous accuracy.
• Custom Digitization Projects: Converting physical records or legacy notes into a secure, HIPAA-compliant digital ecosystem.