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I will setup formdr simplepractice tebra pabau simplybook me nextgen office theranest
About this Gig
I set up and configure FormDr, SimplePractice, Tebra, Pabau, SimplyBook.me, NextGen Office, or TheraNest so your practice's intake, scheduling, and billing run from one organized system instead of scattered paperwork and spreadsheets.
I build your client intake forms, scheduling rules, and billing setup around how your practice actually operates.
Here's what my service includes:
- Client intake form setup
- Appointment scheduling setup
- Client record configuration
- Billing & invoicing setup
- Insurance & claims fields
- Reminder & notification setup
- Telehealth configuration
- Staff & provider accounts
- Reporting dashboards
- Custom triggers
- Third-party integrations
- Mobile app configuration
Platforms I work with: FormDr · SimplePractice · Tebra · Pabau · SimplyBook.me · NextGen Office · TheraNest · Zapier · Google Calendar · Gmail · Stripe · QuickBooks
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Keap
Industry:
Medical & pharmaceutical
•
Sports & fitness
•
Wellness
FAQ
Which platform should I choose if I'm not sure?
Tell me your practice type, team size, and what you need to track, and I'll recommend which of these platforms fits best before we start.
Can you set up HIPAA-compliant intake forms?
Yes. I configure intake and consent forms using the compliance settings available in your chosen platform, such as FormDr or SimplePractice.
. Do you set up billing and insurance fields too?
Yes. Standard and Premium include billing, invoicing, and insurance claim field setup alongside your scheduling system.
Do I need an account with the platform already?
No. If you haven't signed up yet, I'll guide you through account creation as part of setup. If you already have one, I'll build directly inside it.
Can this scale as my practice and client list grow?
Yes. Scheduling, records, and automations are built to handle more clients, more providers, and more appointments without needing a rebuild.
