I will setup simplepractice tebra simplybook me nextgen office theranest athenaone CRM

Nigeria

I speak Yoruba, English, Spanish, French

CRM Expert

I help businesses set up, optimize, and automate their CRM systems for seamless lead management and client communication. I work across all major CRM platforms — both cold outreach tools (Instantly, S...
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