Services

📋 EHR & Practice Management Assistance

EHR setup, customization, and template creation
Staff onboarding and training for EHR use
Data cleanup and chart audits for compliance
Creating reports and pulling data for audits or grants

📝 Form Creation & Automation

Custom HIPAA-compliant intake forms and consents
Digital signature-enabled PDFs
Automated scheduling & workflow forms (Jotform, Google Forms, etc.)
Client self-check-in or pre-appointment forms

💻 IT & Technology Support

Troubleshoot and resolve software or tech issues remotely
Manage Microsoft 365 & Google Workspace accounts (HIPAA-compliant setup)
Set up secure email, file storage, and telehealth systems
Manage user permissions and security settings

🗂 Administrative & Compliance Support

Policy & procedure creation and updates
HIPAA compliance reviews and staff training materials
Credentialing assistance for providers & clinics
Tracking licensing, CEUs, and credential renewals

📞 Client & Staff Support

Virtual front desk coverage
Appointment reminders & scheduling assistance
Email and portal message management
Client follow-up and satisfaction surveys

🎓 Training Services

New staff onboarding for clinic software, EHR, and workflows
HIPAA and privacy compliance training
Technology skills training for administrative and clinical staff
Step-by-step guides, video tutorials, and reference materials for your team

📊 Internet Research, Data Entry & Process Automation

Conduct targeted research for grants, compliance updates, or vendor comparisons
Data entry, spreadsheet creation, and database management
Automating repetitive tasks to save time and reduce errors
Creating workflows to streamline clinic operations

🌐 Website Services

New website setup and hosting recommendations (HIPAA-friendly)
Website updates, content refreshes, and troubleshooting
Adding online scheduling and secure client forms
Search engine optimization (SEO) to help clients find your practice

Other services available!