Here's a snapshot of the services we have available to clinicians, individuals and agencies. If you don’t see it here, reach out!
EHR Audit & Optimization
Is your documentation system working for you — or against you?
We provide comprehensive audits of your current electronic health record (EHR) system to uncover inefficiencies, compliance risks, and workflow pain points. Our audit includes a detailed summary report and personalized recommendations you can implement immediately.
✔ Time-saving workflow suggestions
✔ Form and structure reviews
✔ Compliance checks and real-world fixes
Perfect for: Small agencies using CentralReach, Rethink, Catalyst, and other major platforms looking to streamline without compromising quality.
Virtual Assistant Services (Clinical Admin Support)
Delegate the admin. Keep the control.
Our HIPAA-aware, BCBA-informed VA services are designed for high-performing clinics and clinicians. We offer skilled support that blends admin precision with clinical fluency.
Services include:
Session transcription & voice memo conversion
Email + calendar oversight
Client onboarding coordination
Document proofreading + formatting
Best for: Clinics without internal ops support or overburdened clinical teams.
Clinical Operations Support (Your PT Clinical Director)
Get a Clinical Operations Director at your fingertips.
This is not a bundle of templates. It’s operational partnership.
We work alongside your team to assess, design, and implement the systems your clinic needs to run smoothly—from intake to supervision to discharge. Every tool, form, or SOP we create is customized to your clinic’s needs, workflows, and goals.
We’ll help you:
Streamline clinical documentation processes
Standardize intake and onboarding procedures
Design audit-ready workflows and supervision systems
Build internal tools that actually get used
This is clinical operations done with you—not handed to you.
We become your thought partner, sounding board, and back-end builder.
Best for: Clinics that need leadership-level ops support without hiring a full-time director.
Strategic Operations Consulting (1:1 Virtual Sessions)
When you need a Clinical Ops Director—but only for an hour.
These focused, executive-style consults address targeted operational issues: onboarding bottlenecks, data collection problems, SOP gaps, system compliance, and more. You bring the problem—we bring the solutions.
Includes:
A live session with a senior BCBA consultant
Follow-up summary and actionable steps
Templates, workflows, or tools if applicable
Best for: Owners, directors, and solo BCBAs in decision-making roles.
Mentorship
Opportunities are available for 1:1 mentorship with a qualified BCBA.
This is recommended to new clinicians as they navigate the transition from behavior technician to supervisor or student to practitioner. Mentorship is also recommended as individuals enter new phases of their professional or personal life (i.e entering leadership or parenthood).
Our program will focus on developing sustainable systems to ensure quality practice and compassionate self-care.
Agency / Consultant Services
Open with systems, not stress.
We offer operational setup for new clinics, satellite locations, or teams expanding services. From day one, we help you build workflows that scale and documentation that supports growth without chaos.
Services include:
System architecture (intake → discharge)
Folder + file naming conventions
Scheduling, communication, and onboarding flows
SOP mapping and delivery
Best for: Startups and multi-site agencies who want scalable structure from the start.