how it works

Getting support shouldn’t create more work for you. My process is designed to be simple, collaborative, and tailored to your practice, from our first conversation through to ongoing support.

1. Getting Started

Let’s Talk

The first step is a conversation to learn more about your practice, the administrative challenges you’re facing, and where you could use the most support. We’ll discuss your current workload, determine which responsibilities we can take off your plate, and identify the areas where my support can make the biggest difference.

We’ll also discuss your goals, answer any questions you may have, and determine whether we’re a good fit to work together.

Choose the Right Plan

Based on your needs, we’ll determine which plan is optimal for your practice.

Hourly Support
Flexible support for practices that need help with administrative tasks as they come up, without committing to a set number of hours. This option is also ideal for temporary coverage when a staff member is away, whether due to vacation, illness, leave, or other short-term absences.

Monthly Retainer
Ongoing administrative support for practices that need consistent help each month. A set number of hours or services can be established based on your needs.

Project-Based Support
Focused support for specific projects, such as developing intake procedures, organizing systems, creating workflows, or completing other administrative projects.

Questions? Let’s Talk

Before moving forward, I’ll make sure you have a clear understanding of the services I’ll provide, how the arrangement will work, and what you can expect from working together. We’ll take the time to answer any questions and make sure the plan feels right for your practice.

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2. Getting Set Up

Let’s Get to Know Your Practice

Once you’ve decided to move forward, we’ll have a more detailed conversation focused on the ins and outs of your practice. We’ll go through your systems, procedures, preferences, and the specific responsibilities I’ll be taking on.

This is an opportunity for me to understand how your practice operates, not just what tasks need to be completed. The better I understand your processes and preferences, the more seamlessly I can fit into your day-to-day operations.

A Seamless Transition

I’ll work with you to get everything set up, including the systems, platforms, communication methods, and procedures I’ll need to perform my tasks effectively.

The goal is to make the transition as easy as possible and ensure you feel comfortable handing over the responsibilities we’ve identified.

Ongoing Support

Once everything is set up, I’ll take care of the agreed-upon administrative responsibilities and keep you informed along the way. As your needs change, we can adjust the support provided to ensure it continues to work for you.

Interested in getting the process started?