We place a hold on your EHR calendar every day so that you do not get a surprise intake scheduled after 7pm for your 7am, 8am or 9am time slot!

1. We transport whatever is needed from site to site.
2. If you need anything transported to another location, put in the nylon bag in the workspace at your location.

We call clients to let them know and offer to reschedule them. (We ask that you call your 7am and 8am clients in case an admin team member does not see your email in time, but we will call everyone else!)

Medical Records prepares and sends out faxes for you! Check out the Medical Records Intranet page for more details!

We upload your typeform ROI’s and add them to your client’s contacts in Therapy Notes! We try our best to inform you if we see an error in filling out these tricky forms out!

1. Out of toilet paper, soap, paper towels? The admin team can replenish those if it occurs before the cleaning company arrives.
2. Want more of your favorite coffee? Need post it notes or a new pen? Our admin team works with marketing to make sure you are fully supported and caffeinated.

Every week we calculate your quota points, appointment service codes, PTO requests, and more! We make sure the quota tracker is up to date for bonus eligibility to make sure you always know where you’re at with quota.

If we find out during an intake call that CARE is not a good fit for a client (ex. they need Rule 25 assessment) we refer them to a place that offers what they are looking for. We aren’t able to screen every client for goodness of fit, but we will do this if we get the information during the intake call.

We reach out to make sure your clients will not receive appointment reminders for days the clinic is closed!

The admin team drops of mail to the mailbox and can help gather this information to send out!