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Systems Setup

DESIGNED FOR

New solo & group practices who are launching, expanding, or ready to replace manual systems with efficient, automated workflows.

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FROM SETUP TO SUPPORT

Start with a strong foundation.

We’ll build, organize, and integrate the systems your practice needs to run smoothly—from inquiry to ongoing care. Whether you’re opening your doors or upgrading from a DIY setup, we create streamlined processes that save time and eliminate confusion.

What's Included

EHR setup & customization (SimplePractice, TherapyNotes, Alma + more)

Scheduling, forms, automations & client workflows

Phone systems (Google Voice, RingCentral, Spruce, etc.)

Calendar integrations, email routing & contact funnels

HIPAA compliance built into every step

Your systems should work for you—not the other way around. We design intuitive, compliant tools that keep your practice organized and your clients supported.

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EXPLORE ADDITIONAL SUPPORT

Browse our other services

​Intake Coordination

We manage client intake and scheduling so the right clients connect with the right clinicians—quickly and seamlessly.

Systems Audit & Optimization

We audit and optimize your practice systems to streamline operations and ensure clients and your team experience smooth, efficient workflows.

Practice
Management

We provide dedicated operations management to keep your practice running smoothly, oversee workflows, and drive growth—without the need for a full-time hire.

Leave it to us...

Create a clear, compliant systems setup—without the DIY stress.

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