Level 4 | The Proactive Package

$3,950/mo

Approx. 25 hours per week 

With the Proactive Package, you receive all of the services listed in The Profitable 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
  • 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

In addition to also receiving support focused on helping you streamline and grow your practice, taking it to new heights and reaching new audiences:

• • Payroll
  • Project management
  • Financial reporting
  • Social media and email marketing management
  • 2 x 1 hour business consultations per month

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.