SO YOU’RE A
healer or a helper
You didn’t go to school to become an admin wizard. You became a therapist, a counsellor, a practitioner—because helping people is your calling. You’ve done the training, earned the credentials, and built a practice grounded in care. But running a business? That part didn’t come with a how-to guide. You didn’t sign up for late nights trying to sort out direct billing, decoding insurance acronyms, or figuring out why your booking system hates you. You bring the care—I’ll bring the clarity.
what to expect
ONE
We kick things off with a 30-minute discovery call. Think of it as a virtual coffee date, but for your business. You tell me what’s working, what’s chaos, and what’s just straight-up confusing.
TWO
If we’re a fit, we’ll lock it in and I’ll start with taking a peek under the hood. Billing systems, client scheduling, intake forms, digital chaos and whatever’s living rent-free in your brain, we’re unpacking it.
THREE
You’ll get a roadmap outlining how we’ll work together to tackle the mess. Whether it’s an inbox detox or a full systems overhaul, you’ll know exactly what’s coming (and when).
FOUR
While you’re doing the work only you can do, I’m making sure the backend doesn’t unravel. Automations? Built. Processes? Streamlined. Docs? Signed, sealed, delivered.
FIVE
Regular check-ins to make sure things are running smooth, strategize and pivots are made when needed, and nothing’s falling through the cracks.
SIX
You get back to doing what you do best, supporting your clients. I keep the backend humming quietly.
what’s included?
Here’s a peek at what your backend support can include:
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From first inquiry to first appointment, I’ll help streamline your process so new clients don’t fall through the cracks. Think: welcome emails, form follow-ups, and making sure they know exactly where to click (and when).
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Whether you’re starting from scratch or migrating from another system, I’ll help set up or reorganize your Jane or Owl platform so it actually works for you—not the other way around.
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I’ll handle the behind-the-scenes logistics of claim submission, insurer portals, and keeping tabs on what’s been paid and what’s still hanging out in limbo.
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I’ll sort the mess, clear the clutter, and build you an inbox system you can actually maintain. Less digital noise, more clarity.
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Need help juggling sessions, meetings, cancellations, and availability updates? I’ll manage your calendar with care, so you’re never double-booked or overextended.
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Buried in digital clutter? I’ll screen emails, flag the important stuff, and even reply on your behalf (if you want).
don’t see your specific struggle here? I probably do that too, just ask.
pick your level of support
For solo practitoners, part-time practices and early-stage providers.
You’re building something meaningful, and admin is already eating into your off-the-clock hours. This package helps you stay grounded: inbox support, file cleanup, basic scheduling, and EHR upkeep—all designed to keep things moving without the overwhelm.
This one is great for full-time providers.
You’re juggling back-to-back sessions, and your admin list is officially out of control. Growth keeps the wheels turning behind the scenes: from new client onboarding to claims submission, inbox replies, and system tweaks that make everything flow better.
For full-time providers who want high-level of support without hiring full-time frontend support.
You’re booked solid and you’ve got no time left for admin Tetris. I’ll take over your inbox, billing and act as a strategic partner for when things get chaotic. You stay present with your clients. I’ll make sure everything else runs smoothAF.
need more? let’s talk
For overflowing caseloads, group practices, or complex admin needs.
You’ve outgrown templates, checklists, and basic support tiers. I’m happy to customize a package for providers and practices that need high-volume, high-touch admin help across the board. Whether you’re coordinating subcontractors, managing 100+ active clients, or constantly fighting your systems, this is where we build support around you.
What can this include?
Full practice management
Inbox triage across multiple providers
Scheduling for 100+ appointments/month
CRM & EHR support for 100+ active clients
Direct billing across 3+ insurers (75+ claims/month)
SOPs, admin delegation, and subcontractor coordination
Strategic/OBM support built into your workflow
Form creation, newsletter campaigns, task tracking & more
Custom-scoped based on your needs
Whether you’re prepping for a clinic launch, hitting capacity, or need someone to finally handle it, custom support is built around your bandwidth, starting at CAD $2800/month. Let’s talk through what you need.