Level 3 | The Profitable Package - Southwest Practice Management

Level 3 | The Profitable Package

Stop chasing client billing and wondering if you've paid your own. Let us take those time consuming and energy draining tasks off your to-do list so that you can show up and serve your clients as stress-free as possible. Oh, and while getting paid on time without any billing slipping through the cracks.

$2,250/mo

Approx. 15 hours per week

With the Productive Package, you receive all of the services listed in The Front Desk Package, which are:

- Managing client calls and emails
- Performing intake calls
- Assigning new clients to the best-fit therapists and managing client workload
- Updating client records
- Scheduling clients and rescheduling missed/cancelled sessions
- Sending & processing intake paperwork

In addition to also receiving support in more time consuming and energy draining tasks for you:

- Collecting insurance information
- Billing third parties
- Contacting clients for unpaid services
- Office management including bill payments and ordering office supplies
- Billing clients and sending receipts

Interested? Inquire today about our availability.

Note: If there are additional tasks that you’d like beyond the scope of this project, we can also support you on an hourly basis ($80-$160/hr based on support).

Note: Confidentiality and sensitivity matter.

We understand the importance of confidentiality and emotional intelligence given the circumstances and sensitivity of client matters. We do not take it lightly that our clients trust us to support, communicate and guide their clients through often challenging times. All of our service agreements include a confidentiality clause and we are happy to sign a non-disclosure agreement with your practice.

Level 3 | The Profitable Package

Services