add-ons & one-time projects
Running a practice or business doesn’t always fit inside a tidy little package—and that’s okay. While the Essentials, Growth, and Thrive tiers cover a lot of ground, sometimes you need extra support that’s more specific, time-sensitive, or project-based. That’s where add-ons come in.
Whether you’re looking for help formatting a client resource, tackling your inbox backlog, setting up a new EHR system, or outsourcing something just this once, this is the menu of what’s possible.
These services can be added to your existing package, or scoped as one-off projects when capacity allows. Pricing is customized based on your needs, your tools, and your current support level. You’ll always get a clear quote before anything moves forward—no surprises, no fine print.
Not sure if something fits? Just ask.
inbox detox
Clear out the clutter, archive the noise, and rebuild a clean, functional inbox. Ideal for inboxes that have spiraled a little (or a lot).
newsletters
Send a polished, professional email to your clients or audience using your content (or an AI-assisted draft). Includes Canva formatting, testing, and scheduling (add-on for essentials).
client check-in campaigns
Need to follow up with inactive clients or nudge folks to rebook? I’ll create and send friendly, on-brand reminders to help you re-engage without the awkward.
template creation
I’ll help you write and format canned responses, policy updates, onboarding messages, or any other repeatable communication—so you never have to write the same email twice.
direct billing add-on
Need more claims, more frequent submissions, or additional insurers? This add-on expands your billing support as your caseload grows.
basic bookkeeping
Monthly bookkeeping support including invoice entry, receipt logging, and account reconciliation—so tax season isn’t a disaster (allied-health add-on).
expanded bookkeeping
For packages that already include bookkeeping, add on more invoices, more bank/credit accounts or higher receipt volumes to your current setup.
intake/consent formatting
I’ll build or tidy up your client-facing forms—clean, clear, and EHR-friendly.
client handouts/pdfs
From therapy tip sheets to onboarding packets—I’ll design beautiful, useful resources that clients will actually read.
sop development
I’ll help document your workflows or policies (either from scratch or using your rough notes). Great for delegation, team training, or just peace of mind.
janeapp/owl set-up
I’ll set up your services, scheduling, branding, consent forms, and walk you through how to use it—all customized to your workflow.
EHR clean-up/workflow audit
I’ll review your system settings, organization, and client data flow to help you clean things up or streamline how you work
platform migration support
Moving from one tool to another? I’ll help plan and implement a smooth transition (with as few headaches as possible).
operations/systems audit
A full review of how you’re working now—with recommendations on where to simplify, standardize, or optimize.
training videos
Need a reusable training video for new staff or contractors? I’ll record a custom walkthrough of your systems or workflows—perfect for delegating without repeating yourself (thrive add-on).
coaching/strategy sessions
For the DIYers or team leads—ask your admin questions, get workflow support, or build better backend habits with a 1:1 session.
something else?
Chances are I can take care of it. It’s impossible to list every single thing I do (because I know a little bit about a lot of things), but I’ve included the most common requests here. If you’ve got something else in mind—just ask.