I will be your practice better expert for ehr setup and CRM automation
About this Gig
Are you spending more time managing appointments, paperwork, and client admin than helping your clients?
I help health coaches, nutritionists, dietitians, therapists, and wellness practitioners set up and optimize Practice Better for a smooth, stress-free workflow.
Services include:
- Practice Better account setup & optimization
- Client portal customization
- Intake & consent forms
- Online booking & scheduling
- Google Calendar sync
- Telehealth setup
- Billing, packages & memberships
- Programs & habit tracking
- Automated reminders & client workflows
- Email notifications & onboarding automation
My goal is to create a system that saves you time, reduces repetitive admin, and delivers a professional experience for your clients from booking to follow-up.
Whether you're starting a new practice or improving an existing account, I'll provide a clean, organized, and ready-to-use setup tailored to your workflow.
Please review the package details before ordering. If you need advanced customization or multiple workflows, feel free to contact me to discuss your project.
Software:
Other
Industry:
Medical & pharmaceutical
•
Wellness
My Portfolio
FAQ
What do you need to get started?
I will need access to your Practice Better account and details about your services, scheduling preferences, forms, programs, and workflows you would like implemented.
Do I need a Practice Better subscription before ordering?
Yes. You should have an active Practice Better account. If you're unsure which plan is right for your needs, I can provide guidance before we begin.
Can you customize intake forms and questionnaires?
Yes. I can create and customize intake forms, questionnaires, consent forms, and onboarding documents based on your requirements.
Can you set up appointment scheduling and calendar integrations?
Absolutely. I can configure your booking settings, availability, appointment types, and integrate Google Calendar.
Do you offer Practice Better optimization for existing accounts?
Yes. If you already have a Practice Better account, I can review your setup and improve workflows, automations, and client experience.
Can you set up billing and payment processing?
Yes. I can help configure invoices, packages, memberships, and payment settings within Practice Better.
Will you provide support after delivery?
Yes, I provide ongoing support after delivery. Mesage me to discuss this.
Do I need to contact you before placing an order?
Yes, please send me a message first. This helps me understand your needs and recommend the best package for your practice.

