Comprehensive Support

Insurance Billing

Commercial, EAP, and Medicare/Medicaid billing.

I'm well-versed in all mental health insurance billing and will ensure you receive every dollar you're owed from these companies.

Patient Billing

Copays, deductibles, and self-pay arrangements.

I'll provide clear guidance to you and your patients about what is owed after each session. If you choose to accommodate patients during financial hardship or set flat monthly fees, I can communicate with empathy to help patients manage their balances.

Claims Investigations and Appeals

I've jumped through hoop after hoop to figure out exactly what the insurers need in order to pay a claim. I'm also willing to go the distance to fight a denial. From a simple claim correction all the way to building a legal case, I'm here.

Become an in-network provider

Commercial insurance or Medicare/Medicaid.

Having credentialed many providers, I know exactly what each insurer requires. Once I have the necessary information from you, you can relax and simply sign contracts when they arrive.

Maintain credential status and directory information

Insurers and other provider directories require periodic updates to remain listed. I'll ensure these updates are completed promptly.

Become licensed in more states

Whether through compact licensing or individual state processes, I can help you reach more clients or continue supporting clients who move during treatment.

Schedule appointments and maintain practice calendar

I can coordinate intakes and appointments based on your availability, interacting with patients and potential patients as needed.

Onboard new patients

I can make sure we get all the information we need from new patients and input the information for them if needed.

Patient account reviews to proactively deal with issues

I perform monthly account reviews to proactively address issues, helping you avoid difficult conversations about unpaid bills or losses due to errors.

HIPAA compliance & cybersecurity

I'll make sure your systems actually protect patient data — not just check a box. From security audits and documentation to ongoing monitoring, I handle the compliance work so you don't have to worry about it.

Website hosting, design & maintenance

I build and host practice websites with HIPAA-appropriate security, SSL, and professional design. No third-party hosting fees or website builders charging you monthly for something I can do better.

Software subscription reviews & cost reduction

Most practices pay for tools they don't fully use or could replace with something better. I'll review what you're paying for, cut what you don't need, and set up alternatives that save you money — often hundreds per month.

Secure communications

HIPAA-compliant fax, encrypted email, and secure file sharing set up and maintained for your practice. No more worrying about whether your communications meet requirements.

Telehealth & EHR support

Video call problems frustrating you and your patients? EHR acting up? I'm a call or text away. I also monitor your telehealth systems for uptime so issues get caught before your next session.

Tech purchasing guidance

Before you spend money on hardware, software, or a new system, let me look at the options. I'll help you figure out exactly what you need so you avoid overspending on tech that doesn't fit your practice.

Prepare letters and other documents

Prepare letters and other documents requested by patients. I can complete forms such as FMLA or hardship withdrawal letters using your written or dictated notes and direction.

Compile notes and create templates

Whether you keep your notes digitally or on paper, I can help you gather them together or construct formal notes for insurance (or other) record requests.

Filing and digital document storage

I can digitize paper documents and organize both digital and physical files for easy access.

Business accounting

Double-entry bookkeeping.

I'll track how your money flows using accounting software. You'll have cash flow reports on hand and someone watching your accounts for problems. We can use invoices and expense logs and compare these to your banking account history to check for accuracy.

Expense tracking

I can take your pile of receipts and make them into a useful record of your spending. I can also digitize them so you can discard the paper copies.

Tax preparation

As a private practice, the largest part of tax preparation is categorizing all of your transactions for your Schedule C. I can categorize these for you into the appropriate types, differentiate types of income and, if an LLC, distinguish owner pay from payroll. I can provide reports for your tax accountant, do your Schedule C, or prepare a complete draft of your tax returns for you.

Banking

EFT, deposits, and transfers.

I can deposit patient and insurance checks and set up EFT payments through Stripe or insurance systems.

Learn how insurance works

I'll help you develop expertise in insurance matters, taking the care and time needed to explain each step as we work together.

Formal training for your practice and staff

I can conduct workshops on insurance basics, HIPAA, or patient management software like SimplePractice.

Consultation and decision support

I serve as a sounding board for practice-related decisions, offering insights from experience with other practices. I can also act as an information source to pull up information you need through texts, emails or phone calls.

Research and reports

From figuring out how a new regulation applies to your practice to gathering information before a purchase, you can leave to me the process of looking through the options, compiling the commentary, or summarizing others' experiences.