growth package
CAD $1400/mo
Your caseload is steady, and so is your to-do list.
You’re answering emails between sessions, onboarding new clients in the cracks of your schedule, and trying to keep billing from becoming a Sunday-night spiral.
Growth is here to take admin off your plate before it piles up. With daily inbox support and reliable back-end coverage, this tier helps you stay organized, responsive, and in control—without burning yourself out.
You can expect:
a lighter, more manageable inbox
less scheduling back-and-forth
smooth onboarding for every new client
bi-weekly check-ins to stay ahead of admin chaos
here’s what you get
inbox check-ins & client communication
Your inbox? I’ve got it. I’ll check in daily to manage your inbox with a moderate flow of up to 300 emails/month, flagging what’s urgent, replying to client inquiries, and clearing out the digital junk. You’ll get a tidy, calm inbox without lifting a finger (and a weekly summary so you always know what’s up).
Need me to step in and sound like you? No problem. I’ll reply on your behalf using pre-approved templates or custom responses, tone-matched and human. Whether it’s follow-ups, reschedules, or back-and-forth with clients, I’ll keep your communication flowing so you can stay focused on the work that matters.
schedule coordination
Let’s take “I’ll get back to them later” out of your vocabulary. I’ll handle booking and rescheduling up to 60 client scheduled client hours per month through your preferred platform, keeping your availability current and avoiding accidental overbookings or awkward time gaps. It’s just one more thing you don’t have to think about between sessions. This includes coordinating reschedules or cancellations within your existing policy
new client onboarding
When a new client reaches out, I’ll make sure they’re welcomed and organized from day one. I’ll enter up to six new clients’ info into your EHR or CRM system, send out onboarding forms or links, and ensure their file is set up how you like it. You won’t need to lift a finger—they’ll feel taken care of, and you’ll look like you’ve got your shit together.
check-in session
Once a month, we’ll hop on a 30-minute call to make sure your support still matches your needs. This is a space to talk about what’s working, what’s not working, offload ideas, ask questions, or vent about systems that aren’t flowing. Whether it’s support or structure, I’m here to make your business feel lighter.
client file maintenance
I’ll help you stay audit-ready and organized by maintaining clean, up-to-date records inside your EHR. For active caseloads between 16 and 35 active clients, this includes uploading documents (like referral forms, reports, emails), updating demographics, flagging missing info, or making sure session summaries and case files are filed properly (based on your workflow). You’ll always know your records are in order. No scrambling before renewals or billing deadlines.
direct billing
Twice a month, I’ll submit third-party insurance claims (e.g. NIHB, Blue Cross) accurately and on time, with a max of 50 claims/month. I’ll also track cut-off dates, ensure submissions go through, and flag any rejected claims. While I’m keeping up on the insured visits, I’ll also process your card payments to clients (using integrated payment systems) three times a week. You stay focused on your clients, and I’ll keep the money side moving.
missing something important?
Just like therapy, I know that “one size fits all” doesn’t cut it when it comes to admin support.
Your practice is going to need different things than the one next door—and that’s exactly why these packages are built to cover the essentials without pretending to cover everything.
Need something that’s not listed? Add-ons are available (as capacity allows)—just ask.