Efficient and Free

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BRINGING EFFICIENCY TO YOUR BUSINESS

OUR SPECIALITY

Gone are the days when you’re feeling overwhelmed and frustrated because you’re unable to catch up on your daily to-dos. 

From returning client calls, scheduling appointments, responding to email inquiries, following up on unpaid balances to submitting insurance claims.

No matter what your needs are, we are here to help take the burdens of administrative tasks off your shoulders!

TAKE YOUR BUSINESS TO THE NEXT
LEVEL OF EFFICIENCY

HOW WE SUPPORT YOU

We specialize in a range of virtual business solutions, supporting you
wherever there is a need in your business.
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Patient Care Coordination

Increase your response rate & client satisfaction so you'll never miss a client inquiry again.

  • Patient EHR Portal Setup
  • Email Inquires Correspondance
  • Collection of Personal and Insurance Information
  • Scheduling Appointments
  • Sending Consent and Authorization Forms

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Appointment Scheduling & Management

Simplify the complex process of insurance credentialing so you can focus on delivering quality care.

  • Coordinating Initial and Follow-up Appointments
  • Managing Cancellations and Rescheduling
  • Calendar Management
  • Sending Reminders via Phone, Email, or SMS

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Reception & Client Communication

Your clients will be met with compassionaite and professional support.

  • Returning Phone Calls and Emails
  • Addressing Patient Inquiries
  • Providing Information About Services and Policies
  • Discussing Payment Options with Patients
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Administrative Support

We take care of those mundane tasks that you just don’t have the time or energy for.

  • Meeting Coordination (agendas, minutes, follow-ups)
  • File management (digital filing systems)
  • Document Preparation (reports, spreadsheets, etc.)
  • Providing Customer Service Support (resolving minor issues, etc.)
  • Drafting letters, Memos, and Internal Communications

6

Technology & Systems Support

You never have to deal with maintaining and organizing your Systems.

  • EHR System Management
  • Maintaining Electronic Health Records
  • Training Staff on System Usage
  • Troubleshooting Minor Tech Issues (password resets, software support tickets)

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Systems Organization

Taking your business from disorganized to streamlined with the right tools & systems.

  • Email Template Creations
  • Task Management Software Setup
  • Google Drive Organization
  • CRM Setup (Dubsado & Honeybook)
  • SOP Creations

WHEN YOU CHOOSE US, YOU WILL:

HOW YOU'LL BENEFIT

  • Save 15+ hours a month by simply letting us do the work for you.
  • Have the time to focus on more “money-making” tasks to boost your business’ revenue.
  • No longer have to feel stressed or overwhelmed. You cam be the best version of yourself for you, your family, AND your clients.
 

Pricing

Go Getter

Price Per Month

$900

Rising Star

Price Per Month

$1350

High Achiever

Price Per Month

$1800

WORK WITH US

GET IN TOUCH

Do you need help with something that isn’t listed here? Let’s still connect!
We are happy to help with whatever your specific needs are…