Here’s what we do for you.


  • Initial interview to determine your short- and long-term
    practice goals
  • Collaborative creation of your business plan
  • Knowledge transfer: collecting and inputting your practice demographic information (patient data, insurance, calendar, receivables, historical)
  • Creation of practice-specific forms
  • Carpe Diem
Patient Communications

Patient communications

  • Live phone representatives who are professional, empathetic and knowledgeable
  • New patient intake, insurance verification, review of benefits with patient, email confirmation of initial session
  • Daily worksheets for you showing appointments, open slots, co-pays/co-insurances to be collected, outstanding balances, important notes
  • Schedule management (bookings, changes, late cancel/no-show substitutions)
  • Phone, text or email reminders to patients two days in advance of each scheduled session
  • Calls to new patients on the mornings of their initial sessions to confirm their attendance
  • Patient waitlist maintenance

Claims, payments and accounting

  • Coding and submission of all insurance claims and collection of payments
  • Guaranteed payment of all authenticated claims within 14 days
  • Weekly financial accounting
  • Weekly earnings deposits into your bank account
  • Monthly financial review
  • Patient accounting, invoicing, statements and collections
Growing your practice

Growing your practice

  • Focus on new business generation
  • Creation, submission and tracking of new empanelment applications
  • Your profile included on practice website
  • Position upgrade on insurers’ websites
  • Creation and maintenance of Psychology Today profile
  • Direct mail marketing opportunities
  • Community advertising opportunities
  • CAQH profile management
  • Peer group participation
Administrative convenience

Administrative convenience

  • Accounting office open M-F 8a-6p, S-S 9a-1p
  • Practice office space (rentable, if desired)
  • Tax and investment services (optional)
  • Legal counsel through group malpractice insurance (optional)

Be a Clinician, not an Administrator.