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Business Communication
Manage all delegated business communication and correspondence. This includes your preferred modalities of communication including live phone calls, email, and outbound mail services.
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Calendar Management
Coordinate appointments with your clients and associates, manage and optimize your calendar, and make necessary arrangements upon your request. We’ll make sure you won’t miss another appointment.
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Convert Leads into Customers
Use your desired marketing strategy to follow up with potential leads and perform outreach on your behalf. We’ll also facilitate your client onboarding process and collect necessary information and documents.
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CRM System Management
Perform data entry of information related to existing and potential clients, using the electronic systems of your choice. This includes tracking and analyzing data, and creating desired reports.
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Invoicing and Processing Payments
Send invoices on your behalf, collect and track payments, and ensure that you're getting paid for your hard work on time, every time. No more chasing past due invoices.
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Bookkeeping Systems Management
Help you keep track of your expenses and income so that when taxes come around, you'll have all of the information that you need readily available. We’ll maintain accurate reports and ensure precise records of your finances.
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Billing & Benefits Verification
We’ll submit/troubleshoot claims and ensure that they’re getting paid correctly. We’ll perform remittance data entry to keep your books organized. We’ll also provide you and your clients with accurate eligibility and coverage information.
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Intake Screening
We will perform intake screenings on your behalf to make sure new client inquiries are the best fit for your private practice. You can trust us with these delicate phone calls. We’re customer service experts, especially in mental health settings.
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Credentialing Services
We will ease the process of getting credentialed with insurance companies by submitting and tracking your applications. You’ll receive updates every step of the way.
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Brand Development
We’ll guide you through the process of uncovering your brands visual identity and personality. Together we’ll establish the best strategies to position your business for success.
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Website UI/UX Design
Whether you’re starting from scratch or need a refresh, we will deliver a website visually appealing and design and experience that captures your specific target audience to improve conversion.
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Social Media & Content Creation
We can help you navigate creating your online presence and building a community. We’ll craft curated visual and written content that captivates your company's target audience.