If you already know what you need help with and don't want to wait for a discovery call, click JUMP START NOW. You'll fill out a quick form detailing your goals, and we'll jump straight into setting up your project or scheduling your session!

It’s a casual, no-pressure 15-minute video call on Google Meet. We'll talk through the current pain points in your SimplePractice account, discuss your goals, and figure out the most efficient option or strategy to get everything fixed.

• A comprehensive audit report of your SP account.

• Includes:

  • Unpaid insurance appointments (current and expired)

  • Outstanding client balances and credits

  • Overpaid appointments

  • Cash, check, external payment check (possible uncollected payments)

  • Unallocated Insurance Payments (past year)

  • Insurance and Stripe bank deposit reconcile worksheet (optional)

• Analysis and line item action prompts to help you solve identified issues

• One-on-one support options to resolve issues accurately and quickly

• Hourly-fee clean up options

• Request an audit anytime you like or request an automated schedule that works for you and your practice.

• Get an Audit Report if: You suspect missing money, unallocated insurance claims, or balance errors, but aren't sure where the errors are coming from. I'll inspect your account asynchronously and hand you a detailed diagnostic spreadsheet.

• Book a Screenshare if: You want 1-on-1, real-time guidance to walk through specific questions, learn workflows, or fix problems together live.

💡 Pro Tip: Many practice owners start with an Audit Report first to uncover every hidden glitch, then book a Screenshare session right after. Together, we go over the audit results, build a step-by-step clean-up strategy, and decide what to tackle live versus what to delegate!

Absolutely. Security and compliance are top priorities:

• BAA Provided: A signed Business Associate Agreement (BAA) is included directly with your Engagement Agreement prior to any work or account access.

• HIPAA-Secure Platforms: All live 1-on-1 video sessions are conducted via HIPAA-compliant Google Meet.

• Strict Privacy Standards: Whether I’m auditing your account asynchronously or working with you live, your client data and practice records are kept strictly confidential and secure.

No exactly. I don't act as a daily biller, submit ongoing claims, or call insurance companies directly—my goal is to empower you (or your team) to run your billing seamlessly!

While I don't do direct insurance outreach, I do help bridge the knowledge gap between SimplePractice and insurance billing. I make sense of insurance workflows in general, untangle past billing errors, audit your insurance settings, and teach you how to navigate claim issues inside the platform with total confidence.

Yes, absolutely! While I don't make phone calls directly to insurance carriers, I am more than happy to act as your tech translator and troubleshooting partner:

• ERA & Claim Troubleshooting: I help you track down and resolve electronic remittance advice (ERAs) that are stuck, haven't been accepted, or were unexpectedly denied so you can get your system fully automated.

• Insurance Portal Navigation: I can help you navigate provider portals (like Availity) to verify eligibility and benefits, check claim statuses, and locate missing ERAs.

• SimplePractice Support Interfacing: I can help draft support requests, review ticket responses, or interface directly with SP Support to ensure your technical issues get resolved fast—without getting stuck in canned email loops.