Our Services
Our Services
1:1 Strategic Practice Coaching
Who This Is For:
● Solo therapists ready to hire their first associate.
● Existing group practice owners struggling with chaotic systems and low-profit margins.
● Ambitious clinicians who know their potential and need a proven strategy to reach it.
What We Solve:
● ❌ Chaos: You're overwhelmed by administrative tasks and staff management.
● ❌ Under-Earning: Your profit doesn't reflect your effort or volume.
● ❌ Stagnation: You're stuck at your current size and can't find a clear path to scale.
The Coaching Process (The Level Up Method):
1. Assess & Blueprint: We audit your current practice model, systems, and financials to pinpoint bottlenecks. Together, we define your high-level 12-month growth goals.
2. Systemize & Delegate: Develop efficient, compliant systems for intake, billing, and scheduling. Learn how to hire, train, and retain high-quality W2 or 1099 clinicians.
3. Lead & Scale: Transition your role from primary clinician to strategic leader. We implement advanced marketing and financial strategies to ensure sustainable, hands-off growth.
🌟 Key Outcomes:
● Higher Profit Margins
● Reduced Administrative Overwhelm
● A Clear Path to Stepping Out of Direct Client Care
Specialized Business Consulting
How It Works:
This is not ongoing coaching—it's high-impact, focused problem-solving. Bring your biggest challenge, and leave with a detailed action plan. Ideal for established practices that need a quick, expert diagnosis and solution.
Areas of Expertise (Choose Your Focus):
● Financial Strategy: Deep dive into fee structure, payer contracts, budgeting, and optimizing cash flow for maximum profit.
● Hiring & Team Structure: Guidance on W2 vs. 1099 classification, compensation models, onboarding systems, and creating a positive team culture.
● Legal & Compliance: Review of your consent forms, operational policies, and state-specific compliance requirements to ensure you are protected.
● Marketing & Visibility: Developing a focused marketing plan that attracts your ideal client and fills your associate schedules.
The Deliverable:
A single, intensive consultation session, followed by a written summary and a step-by-step action plan to implement the required changes.
HIPAA-Compliant Google Workspace EHR Setup
We provide the consulting and templates to turn Google Workspace (G Suite) into a robust, secure, and user-friendly EHR for your mental health practice.
The Problem with Traditional EHRs:
They are often expensive, bloated with unnecessary features, and require a steep learning
curve. We offer a customized, affordable alternative using the tools you already know.
What We Set Up For You:
● Secure Google Drive Structure: Organize client files, practice documents, and policies in a HIPAA-compliant manner with full security protocols.
● Intake & Documentation Templates: Customized Google Docs and Forms for progress notes, intake paperwork, treatment plans, and release of information (ROI).
● Automated Client Portal: Use Google Forms for secure intake and scheduling request collection, automating initial contact and data gathering.
● Shared Calendar & Scheduling: Seamless setup of shared calendars for you and your associates, making scheduling efficient and transparent.
The Outcome:
● ✅ Significant Cost Savings compared to monthly EHR fees.
● ✅ Complete HIPAA Compliance guaranteed through BAA implementation.
● ✅ Intuitive, Accessible System that your entire team can easily adopt.
Why Trust Level Up Practice with Your EHR?
We don't just know business; we know compliance. We use these exact same systems and protocols in our own successful group practice. We understand the specific needs for clinical documentation, security, and therapist workflow—something general IT consultants often miss.
Ready to Take Control of Your EHR Costs?