Therapy Practice Flow
Admin Support For Mental Health Professionals
Accepting New Clients For May 2026!
Practice Systems
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Organizing and maintaining EHR systems
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Managing digital folders and document organization
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Creating and updating practice policies
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Creating systems and processes to streamline operations
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Troubleshooting technical issues
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Tracking license and CEU deadlines
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CAQH profile maintenance
Client Care
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Managing waitlists and client follow-ups
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Scheduling and calendar management
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Managing voicemails and returning client calls
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Acting as a point of contact for clients
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Managing onboarding for new clients (Introductory calls, paperwork, EHR setup, verifying insurance eligibility & benefits)
Administration
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Scheduling and calendar management
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Email and fax management
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Document organization and formatting
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Maintaining templates (forms, emails, policies)
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Internal team coordination and reminders
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Onboarding new staff members to practice systems
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General admin support
Specialty Services
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Supporting solo practitioners in expanding into a group practice
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CAQH profile maintenance
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Social media content scheduling, blog posting, and engagement
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Creating flyers and promotional materials
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Supporting therapists who also run coaching programs
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Helping with administrative tasks for volunteer and nonprofit work
Services
Pricing Packages
Basic Plan
$360
8 hours a month
Averages to about 2 hours a week
Flow Plan
$516
12 hours a month
Averages to about 3 hours a week
Flow Pro Plan
$640
16 hours a month
Averages to about 4 hours a week
Oasis Plan
$950
25 hours a month
Averages to about 6.25 hours per week
Our monthly packages provide structured support to keep your practice running smoothly! Each package includes a set number of dedicated hours for administrative tasks, client communication, and other essential operations.
Retainer fees are due on the 1st of each month to reserve time in your assistant’s schedule. Minutes are billed exactly, with no rounding. Unused hours roll over into the following month and must be used by December 31 of the current year. Hours do not carry over into the following year. If you exceed your package hours, additional time is billed at your plan’s rate. We can also adjust your plan as needed to match your workload.
You can check in with your VA at any time throughout the month to see where you are with your hours and tasks. Your VA will also notify you when you are close to reaching your package’s dedicated hours. From there, you can decide whether you’d like them to stop at the exact hour or continue working with additional hours billed at your plan’s rate. At the end of each month, you’ll receive a detailed summary of how your hours were used.
Not sure which package fits best? Book a consult and let’s find the right fit!
Contact Us
We’d love to hear from you! Send us a message, and we’ll be happy to assist with any questions or information you need.