Services

We specialize in providing dedicated virtual administrative support tailored specifically for mental health therapists, solo practitioners, and group practices. Our goal is to help you reclaim your time, reduce administrative stress, and focus on what matters most: delivering exceptional client care.

The services listed below represent our core offerings, though this is not an exhaustive list. We customize our support to meet the unique needs of your practice.

Key Services We Provide

Practice Administration & Operations

• Remote office management and workflow optimization
• General administrative support
• Email management and correspondence tracking
• Calendar management, scheduling, rescheduling, and appointment confirmations
• Data entry, organization, and record-keeping

Client Intake & Coordination

• Intake coordination and new client onboarding
• Responding to inquiries and pre-screening potential clients

Billing & Financial Support

• Client invoicing and payment processing
• Generating superbills
• Posting insurance payments
• Balancing client accounts
• Reconciling bank statements with insurance and client payments

Insurance Services

• Credentialing support (including Medicare, Medicaid, Cigna, UHC, Aetna, Tricare East, BCBS TX, Baylor Scott & White, and more)
• Benefits verification and eligibility checks
• Claims submission
• Follow-up on claims, payments, and denials

Documentation & Compliance Support

• Drafting, proofreading, and editing documents, forms, and practice materials
• Annual renewal and revision of practice documents
• Project management for special initiatives
• HIPAA compliance assistance*

Additional Support

• Payroll assistance
• Provider data attestation
• Bookkeeping
• Technology troubleshooting and setup
• Research projects
• Mailings and correspondence
• Website maintenance and updates
• Graphic design support (e.g., using Canva for forms, marketing materials)

Platforms & Tools We’re Experienced With

We work seamlessly with leading tools commonly used in mental health practices, including (but not limited to):

• SimplePractice
• Jane
• TheraNest
• Acuity Scheduling
• Hushmail
• Availity
• Office Ally
• Canva
• Humana Military
• Novitasphere (TX Medicare portal)
• G-Suite / Google Workspace
• Microsoft Office 365
• WordPress
• Various insurance payer portals

Have a need not listed here? Just ask! We’re flexible and happy to discuss your specific requirements.

*Important note on HIPAA: We take every precaution to support your practice in maintaining HIPAA compliance through secure processes and best practices. However, we do not provide legal guarantees of compliance, as ultimate responsibility rests with the practice owner. We strongly recommend consulting with a HIPAA expert for your specific setup.

Ready to lighten your administrative load and grow your practice with confidence? Reach out today—we’d love to learn how we can support you!