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Our Services

Virtual support for stronger practices.

Services

What We Handle

01

Scheduling & Calendar Management

  • Appointment scheduling and reminders
  • Staff calendars and coordination
  • Telehealth session setup
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02

Billing & EHR Support

  • Insurance claims and invoicing
  • Records management and data entry
  • EHR troubleshooting and organization
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03

Client Intake & Communication

  • Intake forms and onboarding processes
  • Follow-ups and appointment confirmations
  • Client communication and support
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04

Operational Support

  • Workflow optimization and process improvement
  • Reporting and practice performance insights
  • Creating and maintaining SOPs
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05

Marketing & Social Media Support

  • Social media posting and content scheduling
  • Email campaigns and client communications
  • Website updates and blog posting
  • Basic analytics and performance tracking
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06

Specialized Billing Support

  • Submitting claims and posting payments (ERA/EOB)
  • Verifying benefits and prior authorizations
  • Following up on denials and rejections
  • Reviewing aging reports and identifying underpaid or missing payments
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01

Virtual Administrative Support

Professional virtual assistance designed to streamline scheduling, communication, and documentation, helping your practice run smoothly and focus on care.

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02

Operational Support Services

Efficient, heart-centered support to organize systems, manage workflows, and ensure your practice operates smoothly behind the scenes every day.

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03

Mental Health-Focused Support

Specialized support rooted in mental health understanding, designed to enhance client care and strengthen your practice from within.

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Need something not listed here?

If your practice has unique admin or operational needs, we’re happy to create a custom solution tailored to you.

Services

Admin Support

  • Client Intake & Onboarding – Intake forms, onboarding, appointment scheduling, reminders
  • Client Communication – Email follow-ups, phone calls, reminder management
  • Billing & Insurance Support – Superbills, payment tracking, claims follow-up (non-credentialed)

Practice Operations

  • EHR & Scheduling Support – Calendar management, session tracking, SimplePractice, TherapyNotes, Alma, etc.
  • Practice Operations – SOP creation, CRM setup, form creation, basic automations
  • File & Record Organization– Keeping digital client records and practice documents organized

Additional

  • Research Support – Market or client research as needed
  • Social Media Support – Post scheduling, light content management, account oversight
  • Reputation/Directory Support – Helping manage listings (Psychology Today, Alma, etc.

Our Process

01

Discovery Call

We start with a no-pressure call to learn more about your practice, pain points, and ideal
support.

02

Questionnaire

You’ll complete a quick form to clarify your needs, preferences, and systems used.

03

Matching

We thoughtfully match you with a VA whose values, strengths, and working style align
with your practice.

04

Onboarding

Choose the support package that fits your needs, and we’ll handle the contract setup.

05

On-Going Support

We manage the client/VA relationship, provide ongoing support, and ensure long-term
success.

Allison was amazing to work with! I gave her the tasks and information to go with it and she quickly got to work. She asked questions to clarify anything I wasn’t clear on and got the work done in a timely manner. I also loved how she respected my time and set boundaries when working. I’m so excited about the work that she did and would highly recommend her to any business owner looking for a Virtual Assistant. Thanks for your hard work, Allison!"

Sabrina W. Online Business Owner & Dropshipper

Allison is a wizard! I really enjoyed working with her and recommend her services without hesitation. She has great organizational skills and ideas, listens intently and finishes work on time and with clear communication.

Pati B. Licensed Social Worker & Non-Profit Director

Allison did what four others couldn't finish! Her calm, kind spirit made it a joy to work with her. She asked thoughtful questions, found cost-saving solutions, and created personalized videos, screenshots, and face-to-face support to build the perfect Trello board. I went from feeling stressed to truly blessed!" -"Now, I have a color-coded system that exceeded my expectations—and I can finally run my business from an organized space. Highly recommend!"

Jen J. Online Personal Finance Coach

Allison is a wizard! I really enjoyed working with her and recommend her services without hesitation. She has great organizational skills and ideas, listens intently and finishes work on time and with clear communication.

Pati B. Licensed Social Worker & Non-Profit Director

Allison did what four others couldn't finish! Her calm, kind spirit made it a joy to work with her. She asked thoughtful questions, found cost-saving solutions, and created personalized videos, screenshots, and face-to-face support to build the perfect Trello board. I went from feeling stressed to truly blessed!" -"Now, I have a color-coded system that exceeded my expectations—and I can finally run my business from an organized space. Highly recommend!"

Jen J. Online Personal Finance Coach

She was amazing to work with! I gave her the tasks and information to go with it and she quickly got to work. She asked questions to clarify anything I wasn’t clear on and got the work done in a timely manner. I also loved how she respected my time and set boundaries when working. I’m so excited about the work that she did and would highly recommend her to any business owner looking for a Virtual Assistant. Thanks for your hard work, Allison!"

Sabrina W. Online Business Owner & Dropshipper

Your Aligned Practice Starts Here

You Deserve Support That’s Thoughtful, Professional & Heart-Centered

You don’t need to do it all alone. You just need the right support. Let’s build it together.

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