Helping your clients through the client journey

• Responding to new inquiries (both email and text)​

• Scheduling appointments 

• Sending and tracking new client paperwork

• Help with rescheduling and cancelations

Appointment reminders and confirmations

Intakes

EHR data entry

Transcription

Voicemails

Email management 

• ​Reviewing & replying to your emails (both your emails and your business email if you have one)

Track new inquiries and client retention

Create and use wait lists

Updating client paperwork yearly