Client Communication & Intake Coordination

• Responding to client inquiries via email or portal messenger

• New client intake coordination

• Appointment reminders and follow-ups

• Managing telehealth links and virtual session setup

Scheduling & Calendar Management

• Booking and rescheduling appointments (on an as needed basis)

• Managing multiple clinician calendars

• Waitlist management and client matching

• Monitoring cancellations/no-shows

Billing Support

• Generating client superbills or invoices

• Collecting and posting client payments

Documentation & EHR Management

• Managing intake forms and consents

• Uploading documents into the EHR (e.g., SimplePractice, TherapyNotes)

• Checking for documentation completion and compliance (e.g., progress notes, treatment plans)

Compliance & Practice Support

• Maintaining HIPAA-compliant communications

• Supporting audits or record requests

• Coordinating referrals and releases of information