Your business deserves peaceful productivity, calm systems, clear communication and steady support.
Our services
Administrative Assistance
Let’s take some tasks off your plate. I offer flexible admin support for therapists and small practices who are ready to stop juggling everything on their own. Whether it’s keeping your inbox organized, handling client intake, scheduling appointments, or managing forms and files, I’ve got your back.
Includes
• Email management (sorting, responding, and flagging important messages)
• Client intake support (forms, documentation, welcome emails)
• Appointment scheduling & calendar management
• Form creation & template setup
• Data entry & record keeping
• Organizing digital files (Google Drive, Dropbox, etc.)
• Sending reminders or follow-ups to clients
• Creating and updating spreadsheets
• Proofreading & formatting documents
• Preparing reports or summaries
• Inbox cleanup and management systems
Billing
Getting paid shouldn’t be a hassle. I help therapists and small practices stay on top of their billing with clean, accurate invoices and organized records. Whether you need help generating client invoices, logging session details, or tracking payments, I’ll make sure everything runs smoothly and gets out on time.
Includes
Creating and sending client invoices
• Tracking payments and outstanding balances
• Posting payments to client accounts
• Setting up and managing recurring invoices
• Sending payment reminders or overdue notices
• Reconciling payments and adjusting balances
• Verifying client payment info or insurance coverage
• Generating billing reports or summaries
• Entering sessions/services into billing software
• Coordinating superbills for out-of-network clients
• Processing refunds or credits if needed
Insurance
I handle the full process, from submitting clean claims to following up on rejections, denials, and delays. When you’re using SimplePractice, I track the status of each claim and take care of resubmissions so nothing gets missed. You can stay focused on your clients while I manage the back-and-forth with
Includes
• Submitting insurance claims (Electronically via portal)
• Correcting and resubmitting rejected claims
• Tracking claim status and payment progress
• Verifying client insurance benefits
• Following up with payers on delayed or denied claims
• Communicating with insurance companies for clarification
• Keeping a log of submitted claims and rejections
• Creating and sending patient billing for denied claims
• Reporting recurring issues or trends in rejections