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$
USD
I will setup health CRM on simplepractice, jane app, charm ehr emr zoho, cliniko, kareo
Business Automation Specialist CRM Funnels and Workflows
I’m Daniel, a freelance automation specialist with 4 years of experience helping businesses streamline operations and grow through smart systems.
I started with CRM setups like GoHighLevel and Zoho,...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
What people loved about this freelancer
coachkellyacim
United States
Daniel was AMAZING! I was so overwhelmed with setting up my Simple Practice after years of having a billing company and was sitting on several unfiled claims,...
coachkellyacim
United States
Daniel was fantastic! He understood the scope of what I needed help with in setting up my Simple Practice, got my sense of urgency due to unfiled claims, heard...
gabriel_tob
Nigeria
I had a great experience working with Daniel on my SimplePractice setup. He really understood what I needed and went beyond just basic form creation everything...
gabriel_tob
Nigeria
Outstanding experience working together. Very reliable, responsive, and delivered everything on time. The quality of work exceeded expectations, and the whole...
domkparker
United States
Outstanding experience working with him. He was professional, detail-oriented, and went above and beyond to ensure everything was done correctly. Communication...
About this Gig
Do you run a therapy, coaching, or wellness practice and need a reliable practice management CRM? I will set up and customize your system on Practise, SimplePractice, Jane App, or Therapy Notes so you can manage clients, appointments, billing, and documentation with ease.
With years of experience in health and wellness CRM setup, automation, and client management, I'll help you save time, reduce admin stress, and deliver a smooth experience for your clients.
Services I Provide:
- Full setup of Practise CRM, SimplePractice, Jane App, or TherapyNotes
- Calendar, scheduling & online booking system setup
- Client intake forms, SOAP notes & treatment plans
- Secure client messaging & telehealth integration
- Payment gateway & billing automation
- Automated email/SMS reminders to reduce no-shows
- HIPAA-compliant configuration for data security
- Migration of existing data (clients, appointments, billing)
Who Is For:
- Therapists & counselors
- Life coaches & wellness coaches
- Nutritionists & dietitians
- Chiropractors & physiotherapists
- Mental health professionals
- Holistic & wellness practitioners
By letting me handle your CRM setup, you'll get a seamless system that allows you to focus on what matters.
Software:
Other
My Portfolio
FAQ
Which CRM platforms do you work with?
I specialize in Practise CRM, SimplePractice, Jane App, and TherapyNotes setup.
Can you help me choose the right CRM for my practice?
Yes, if you’re unsure which platform is best, I’ll recommend the right option based on your practice size, budget, and needs.
Do you offer data migration from another system?
Yes, I can transfer client data, appointments, and billing records into your new CRM safely.
Is the setup HIPAA-compliant?
Absolutely. I configure the system to follow HIPAA standards for secure client data management.
Can you customize intake forms and workflows for my business?
Yes, I design custom workflows, forms, and automations based on your therapy or wellness niche.
Do you provide training after setup?
Yes, I offer step-by-step training sessions so you and your staff can confidently use the CRM.
How fast can you deliver the setup?
Most projects are completed within 3–7 days, depending on the complexity.
Did you offer maintenance service
Yes, I do
Reviews
6 reviews for this Gig
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| (0) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
C coachkellyacim
Repeat Client
United States
Daniel was AMAZING! I was so overwhelmed with setting up my Simple Practice after years of having a billing company and was sitting on several unfiled claims, paralyzed that I was going to do them incorrectly and delay my payments even further. Simple Practice onboarding is mostly video tutorials and...
$50-$100
Price
2 days
Duration
D 
Seller's Response
Helpful?C coachkellyacim
Repeat Client
United States
Daniel was fantastic! He understood the scope of what I needed help with in setting up my Simple Practice, got my sense of urgency due to unfiled claims, heard my concerns, and did everything I asked him to in a really fast, organized, detailed manner - above and beyond my expectations. He also provided...
$50-$100
Price
2 days
Duration
Helpful?G 
gabriel_tob
Repeat Client
Nigeria
I had a great experience working with Daniel on my SimplePractice setup. He really understood what I needed and went beyond just basic form creation everything was structured properly, organized, and aligned with my workflow. The forms are clean, easy to use, and make documentation much more efficient. Communication...
Up to $50
Price
3 days
Duration
Helpful?G gabriel_tob
Repeat Client
Nigeria
Outstanding experience working together. Very reliable, responsive, and delivered everything on time. The quality of work exceeded expectations, and the whole process was smooth from start to finish. Highly recommended!
Up to $50
Price
4 days
Duration
Helpful?D domkparker
United States
Outstanding experience working with him. He was professional, detail-oriented, and went above and beyond to ensure everything was done correctly. Communication was smooth, turnaround time was great, and the final result exceeded my expectations. I will definitely be working with him again and highly recommend his services. I am very grateful.
$100-$200
Price
8 days
Duration
D Seller's Response
Helpful?
Reviews
6 reviews for this Gig
| (6) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
C coachkellyacim
Repeat Client
United States
Daniel was AMAZING! I was so overwhelmed with setting up my Simple Practice after years of having a billing company and was sitting on several unfiled claims, paralyzed that I was going to do them incorrectly and delay my payments even further. Simple Practice onboarding is mostly video tutorials and...
$50-$100
Price
2 days
Duration
D Seller's Response
Helpful?C coachkellyacim
Repeat Client
United States
Daniel was fantastic! He understood the scope of what I needed help with in setting up my Simple Practice, got my sense of urgency due to unfiled claims, heard my concerns, and did everything I asked him to in a really fast, organized, detailed manner - above and beyond my expectations. He also provided...
$50-$100
Price
2 days
Duration
Helpful?G gabriel_tob
Repeat Client
Nigeria
I had a great experience working with Daniel on my SimplePractice setup. He really understood what I needed and went beyond just basic form creation everything was structured properly, organized, and aligned with my workflow. The forms are clean, easy to use, and make documentation much more efficient. Communication...
Up to $50
Price
3 days
Duration
Helpful?G gabriel_tob
Repeat Client
Nigeria
Outstanding experience working together. Very reliable, responsive, and delivered everything on time. The quality of work exceeded expectations, and the whole process was smooth from start to finish. Highly recommended!
Up to $50
Price
4 days
Duration
Helpful?D domkparker
United States
Outstanding experience working with him. He was professional, detail-oriented, and went above and beyond to ensure everything was done correctly. Communication was smooth, turnaround time was great, and the final result exceeded my expectations. I will definitely be working with him again and highly recommend his services. I am very grateful.
$100-$200
Price
8 days
Duration
D Seller's Response
Helpful?
