All three core services are monthly retainers. On-site days are available on select retainers.
Patient Coordinator
For plastic surgery, boutique and high-end medical practices, and dental offices.
- Phones answered with care, and every inquiry handled like it matters.
- Consultations booked and closed, not just scheduled.
- Appointments confirmed, no-shows recovered, past clients followed up.
- Review generation and reputation care.
Result: more booked consults, fewer empty slots, and a front desk that sells.
Back-Office & Bookkeeping
For trades and service businesses.
- Bookkeeping kept clean and current.
- Payroll support and job costing support.
- Inbox, scheduling, and day-to-day admin, handled quietly in the background.
Result: clean books, paid on time, and admin off your plate.
Insurance Verification & Prior Authorization
For medical and dental offices.
- Eligibility and benefits verified before the appointment.
- Prior authorizations submitted and followed through.
- Denials and day-of surprises reduced.
Result: fewer denials, faster payment, and a smoother front desk.
Operations & Systems Cleanup (entry project)
A fixed-price entry project that can grow into a monthly retainer.
- SOPs and operating procedures written for your business.
- Systems and pipelines rebuilt, including Jobber and Salesforce.
- An honest audit of what is broken, fixed in order of what costs you most.
Result: operations that run without you chasing them.