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Accepting New Clients For July 2025!

Services

Female Using Computer

Administrative

  • Scheduling and calendar management

  • Organizing and maintaining EHR systems

  • Creating and updating practice policies

  • Troubleshooting technical issues

  • Managing digital folders and document organization

  • Creating systems and processes to streamline operations

  • Tracking license and CEU deadlines

  • Managing secure email and fax services for the practice

Business Owner

Client Care

  • Managing waitlists and client follow-ups

  • Handling cancellations and appointment updates

  • Conducting consultation calls with potential clients

  • Managing voicemails and returning client calls

  • Matching clients with the right clinicians

  • Acting as a point of contact for clients

  • Managing the onboarding process for new clients, including paperwork, EHR setup, and first-session preparation

Working with Financial Documents

Billing & Insurance

  • Verifying insurance benefits and eligibility

  • Submitting and tracking insurance claims

  • Handling claim denials and resubmissions

  • Generating superbills for private-pay clients

  • Processing payments and invoicing

  • Assisting with credentialing and paneling

  • Following up with clients on unpaid balances and sending reminders

  • Helping create and manage payment plans for clients 

Volunteers

Specialty Services

  • Supporting solo practitioners in expanding into a group practice

  • Credentialing with major insurance panels & CAQH profile maintenance

  • Social media content scheduling, blog posting, and engagement

  • Supporting therapists who also run coaching programs

  • Helping with administrative tasks for volunteer and nonprofit work

  • Proofreading clinical reports and documentation

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 month

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, billing, 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.  To make sure you’re getting the support you need, hours do not roll over—this encourages you to delegate tasks you’ve been meaning to tackle so you can stay on top of your workload.  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 limit 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.

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