Is the Financial Side of Your Practice a Mess? Let Us Help You Get Back on Track!
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When you're busy seeing clients and billing insurance, it’s easy for the client account side of your practice to get messy. You forget to reconcile insurance payments (not all are automated), double-check your bank deposits, or follow up on unpaid balances.
And now? It’s been months. The backlog feels overwhelming, and you simply don’t have the time to comb through every account while still managing your clients and billing.
You’re not alone—and that’s exactly why we created our Practice Clean-Up Service!
BOOK A FREE DISCOVERY CALLWhat We Do
With the help of my trusted admin and biller, Katie, we’ll step in and clean up your client accounts so you can focus on what matters most: your clients.
âś…Â Reconcile client accounts
✅ Ensure insurance payments are properly posted in your clients’ charts AND your bank account
âś… Make sure clients are being charged accurately for copays, coinsurance, and deductibles
âś… Track unpaid claims and client balances with a detailed spreadsheet
âś… Investigate denied claims and guide your biller on how to fix them
âś… Audit client charts to ensure insurance information is accurate
All of this is tailored to your practice’s unique setup and needs.
Why Trust Us?
Katie isn’t just any biller—she’s been my admin, biller, and trusted partner for over three years. Trained by me, she knows the ins and outs of group practice billing and administration. From checking benefits for multiple payers to reconciling EOBs and chasing down denied claims, Katie’s expertise ensures no stone is left unturned.
While you can’t hire her as your biller (sorry!), you CAN access her experience to help clean up your accounts and set your practice up for long-term success.
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How It Works
- Free Discovery Call: We’ll start with a free consultation to discuss your practice’s unique setup and issues.
- Tailored Clean-Up Plan: We’ll create a custom plan to get your accounts organized and running smoothly.
- Clear Reporting: You’ll receive detailed spreadsheets and updates along the way, plus 30-minute check-ins as needed.
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We currently work with Simple Practice and Therapy Notes, with more EHRs coming soon.
SIGN ME UP!
Why It’s Worth It
Save Time
Let us tackle the messy details so you can focus on seeing clients.
Save Money
Unpaid claims and missed payments add up—stop leaving money on the table.
Reduce Stress
Feel confident knowing your practice’s financial side is in expert hands.
Pricing - $50/hour billed weekly.
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Don’t let messy client accounts hold your practice back. Take the first step toward a more streamlined and stress-free workflow.
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Schedule your free discovery call now!Â
Who Am I?
I’m Danielle, your go-to insurance guru! Like many of you, I started out feeling overwhelmed by the business side of private practice—especially insurance credentialing and billing. When I left the group practice I worked for and opened my own in May 2015, I knew almost nothing about insurance. But I was determined to figure it out!
In just over three months, I successfully transitioned more than 10 insurance panels to my solo practice, applied to 10 more, signed up for an Electronic Health Record (EHR), and learned how to verify benefits and bill insurance companies. I made a lot of mistakes, but I fixed them—and now, I’ve streamlined my entire process.
Today, I use my experience to help other clinicians avoid those same mistakes and build thriving, insurance-based practices. Based in Chicago, IL, I offer in-person and virtual training, specializing in insurance credentialing, billing, and business consultations for mental health clinicians.
By accepting insurance, my practice filled up in three months, and I’ve never had a slow season since. I handle my billing in minutes, keep track of payments and claims, and still have time for life outside of work—all while keeping 100% of my profits.
If you're looking to simplify your insurance processes and grow your practice, you're in the right place!
