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About this Gig
Expert Setup for Mental Health & Medical Practice Management Platforms
Struggling to configure your EHR or telehealth platform correctly? I set up SimplePractice, Tebra, NextGen Office, Doxy.me, TherapyNotes, TheraNest, Mend.io, AthenaOne, and Carepatron so scheduling, telehealth, billing, and client records run smoothly.
What I do:
- User roles, calendars, billing codes
- Appointment scheduling and reminders
- Telehealth and virtual waiting rooms
- Client intake forms and progress notes
- Import and clean client/patient data
- Insurance billing, claims, superbills
- Client portal access and messaging
Why me: Experience across mental health and medical platforms, HIPAA-conscious configuration, and clear documentation.
Message me with your platform and practice type before ordering.
Software:
Zoho
Industry:
Medical & pharmaceutical
FAQ
Can you migrate my existing client records from another system or spreadsheets?
Yes, basic client list import is included from Standard tier, and full historical record migration is available in Premium. Send your data format and I'll confirm feasibility.
Do I need an active account on the platform before we start?
Yes, an active account or trial is required since setup happens directly inside your account.
Can you set up telehealth sessions and a secure virtual waiting room?
Yes, this is included in Premium and available as an add-on for other tiers. I'll configure telehealth settings in Doxy.me, Mend.io, or your chosen platform's built-in video feature.

