Core Services- 10 Dedicated Hours Per Month

Essential Administrative Support

The Core package is designed for clinicians who need reliable help with the day-to-day administrative tasks that keep a practice running smoothly. This level of support ensures that your essential systems are managed efficiently so you can stay focused on your clients and clinical work.

Core provides foundational operational support including:

Client Communication & Scheduling

• Appointment scheduling and calendar management

• Responding to new client inquiries

• Confirming and rescheduling appointments

• Managing waitlists

• Sending intake paperwork and appointment reminders

Administrative Coordination

• Email inbox organization and response assistance

• Client onboarding support

• Uploading and organizing documents within practice systems

• Maintaining client files and administrative records

• Updating client contact information

Practice Organization

• Basic CRM or practice management system updates

• Tracking cancellations and reschedules

• Maintaining administrative workflows

• Document preparation and form formatting

General Virtual Support

• Light research tasks

• Simple document creation

• Administrative task management

Core is ideal for therapists who want dependable support with their most essential operational tasks without adding complexity to their workflow.