I will setup simplepractice tebra simplybook me nextgen office theranest athenaone CRM
About this Gig
Imagine opening your practice on Monday: clients book online, forms are signed, reminders go out, and claims flow, all without you lifting a finger.
I'm a practice management & EHR setup expert who builds clean, secure, efficient systems for therapists, clinics & wellness pros.
What I set up:
- Account & practice setup
- Online booking & scheduling
- Client portal setup
- Intake forms & consents
- SOAP/progress note templates
- Treatment plan templates
- Automated reminders (SMS/email)
- Telehealth setup
- Insurance & payer setup
- Billing & invoicing
- E-claims & ERA setup
- Superbills & payments
- Service, fee & CPT setup
- Staff & provider accounts
- Calendar sync
- Data import/migration
- Workflow automation
- Email & SMS templates
- Custom reports
- Training & walkthrough
Also skilled in: ModMed, Jane, DrChrono, Practice Fusion, eClinicalWorks, Qualifacts Insync, IntakeQ, PatientNow, PrognoCIS, Vcita, Alleva, TimeTap, Nextech, Zanda, RevolutionEHR, Owl Practice, Sevocity, Practice Mate, CharmHealth, Healthie
Ready to run a smoother practice? Message me now with your platform and I'll map out your setup today!
Software:
Keap
Industry:
Medical & pharmaceutical
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Sports & fitness
•
Wellness
My Portfolio
FAQ
1. Which platform should I choose, and do you work with ones not in your title?
If you're unsure, message me before ordering. I'll ask about your practice type, team size, and whether you bill insurance or accept self-pay, then point you to the best fit. I set up SimplePractice, Tebra, SimplyBook.me, NextGen Office, TheraNest, athenaOne, and Carepatron, and I'm also experienced
2. Do you need my login, and is my data safe?
I never need your personal password. The safest method is for you to add me as a staff or admin user with an invite from your account, and you can remove my access the moment the project is done. I can build the whole setup using sample or test data, so real patient information isn't needed.
3. Can you move my existing client data from another system?
Yes. The Premium package includes importing up to 100 client records. If you're coming from another EHR, a spreadsheet, or paper files, send me a sample export and I'll confirm what can be migrated and how it will map into the new platform. Larger migrations can be added through a custom offer,
4. What do you need from me to start, and will I be trained?
After ordering, I'll send a short questionnaire covering your services, session lengths, fees, working hours, insurance panels, and branding. The more detail you give me, the faster the delivery. Once everything is built, I'll hand it over with a walkthrough of how each feature works

