Packages & Pricing
Clear packages, so you can plan with confidence
No matter your client management needs, there’s a package sized to your practice. No guessing, no blind discovery call required.
Sage Package
A great starting package for solo clinicians with a moderate inquiry inflow and some early-stage client management needs.
- 10 hours of support each month
- Roughly 2–3 hours per week
- Ideal for single-clinician practices
- All standard package inclusions
- Billed at the beginning of each month of service
Cedar Package
Designed for practices with 2-3 clinicians, a consistent and growing inquiry inflow, and heavier management needs.
- 15 hours of support each month
- Roughly 3–4 hours per week
- Built for 2–3 clinician practices
- All standard package inclusions
- Billed at the beginning of each month of service
Oak Package
Ideal for established small-group practices with 4–5 clinicians that need consistent and coordinated support.
- 20 hours of support each month
- Roughly 4–5 hours per week
- Built for 4–5 clinician practices
- All standard package inclusions
- Billed at the beginning of each month of service
Each package provides dedicated monthly support. Every package starts with a free consultation so we can match the scope to your practice.
Additional support
Extra hours, anytime
Additional hours beyond your monthly package are billed at $65/hour.
No monthly package?
For practices needing occasional support, hourly services are available at $65/hour with a 3-hour minimum ($195/month).
Included in every package
The same support, in every package
Every package includes the same standards of service — the difference is simply how many monthly support hours you need.
Monthly Support Hours
Dedicated to inquiry management plus client onboarding and communication within your selected package.
Monthly Activity Summary
Outlining inquiries managed, onboarding tasks completed, pending items, and monthly support utilization.
HIPAA-Conscious Practices
A commitment to maintaining confidentiality and handling client information respectfully and professionally.
Dedicated Point of Contact
So communication remains organized and consistent throughout our partnership.
Transparent Time Tracking
With support hours tracked accurately and clearly communicated.
Flexible Support Allocation
Allowing your monthly hours to be used across inquiry management and client onboarding services based on your practice’s needs.
Bi-Weekly Check-In Meeting
To review your support needs, discuss workflow improvements, and ensure services continue to align with your practice goals.
Special Projects
The systems behind a practice that runs smoothly
Beyond monthly support, we build the foundations that keep your practice organized, documented, repeatable, and ready to scale. Each is scoped as a standalone project.
SOP Development
Document how your practice runs so it no longer lives in your head, and stays consistent as you grow or delegate.
Starting at $500
EHR Migration Support
Support your transition to a new EHR by organizing client records, migrating administrative data, setting up forms and templates, and ensuring a smooth implementation.
Custom Quote
Questions
Good to know before you book
- How do support hours work?
- Each package includes a set block of hours per month dedicated to your practice. We track usage transparently, and if your needs grow we can move you to a larger block or a tailored scope — no surprise overage billing.
- What if I'm not sure which package fits?
- That's exactly what the free consultation is for. We learn how your practice runs today and recommend the package that matches your inquiry volume and client management workload. You can always move up or down as your practice changes.
- Is there a long-term contract?
- We work month to month. Our goal is to earn your business by keeping your inquiries answered and your systems running — not to lock you into a contract you can't leave.
- Do you work with my existing systems?
- Yes. We work inside the EHR, scheduling, and intake tools you already use. Every package includes the same support standards — the only difference between packages is how many monthly support hours you need.
Inquire
Ready for reliable support?
Tell us ways we can best assist you with prospect and client communication and management. We’ll follow up to schedule a free consultation with you.