Questions, answered.

We’re taking a short pause on new clients while we rebuild our services. Questions are always welcome, so feel free to contact us, and we’ll let you know the moment we’re ready.

Licensed mental health professionals and group practices in the United States: clinicians opening their first practice, solo practices starting to accept insurance, established practices that want cleaner systems, and growing group practices.

We read your whole message, reply within one business day, and set up a short call to talk through where your practice is and what you need. After that, we recommend next steps in plain language.

No. We work remotely, by phone, video and email, with practices anywhere in the United States.

Each insurance carrier sets its own timeline, and it can take several months. We can’t speed up a carrier’s review, but complete, accurate applications and steady follow-up help avoid the delays that are within anyone’s control.

CAQH ProView is a free online profile that many insurance carriers use to collect a provider’s details, such as license, education, work history and malpractice coverage. It has to be reviewed and re-confirmed every 120 days. We set it up and help keep it current.

The carriers you choose. On our first call we talk through which plans your clients use and which networks make sense for your practice.

No. Each carrier makes its own decision, and some networks may be closed to new providers in your area. What we can promise is careful applications and persistent follow-up.

We work inside the EHR you choose, including the systems mental health practices commonly use. If you haven’t picked one yet, we can talk through what matters for your practice before you sign up.

Yes. We can clean up confusing settings, rebuild forms and templates, and fix workflows in the system you already use, so you don’t have to start over.

Yes. We plan the move with you, set up the new system and help bring your information across. What can be moved depends on what your old and new systems allow, and we’ll explain that before anything changes.

Only when the work requires it, and only what is needed. When our work involves patient information, we sign a business associate agreement (BAA) with you before we start. Please don’t include patient information in the contact form.

Our accounts require a physical security key to sign in, each person gets only the access their work requires, and practice information is used only for the work you ask us to do. See our trusted service providers for the platforms we rely on.