Workflow & Practice Setup

1
Name
First Name
Last Name
2
Practice Name
3
Email
example@example.com
4
Phone Number
Please enter a valid phone number.
5
What type of provider are you?
Therapist / Counselor
Psychologist
Psychiatrist
Social Worker
Wellness Practitioner
Group Practice Owner
Other
6
What best describes your practice stage
Starting a new practice
Transitioning from part-time to full-time
Recently opened and need structure
Growing practice needing better workflows
Established practice needing optimization
7
How many clinicians (including you) are in the practice?
Just me
2–3 clinicians
4–6 clinicians
7+ clinicians
8
Which Practice Management or EHR system do you use or plan to use?
TherapyNotes
SimplePractice
Alma
Headway
Not sure yet — help me choose
Other
9
If Other, Please Specify
10
Do you need help setting up your PMS/EHR system?This includes configuring clients, calendars, documentation, and billing settings
Yes
No
Partially
11
Which PMS/EHR areas do you need help with? (Select all that applies)Select the parts of the system that feel unclear or unorganized.
Client intake setup
Scheduling workflows
Documentation templates
Billing setup
Insurance setup
Staff roles & permissions
Reports & metrics
12
How do you plan to bill for sessions?
Self-pay
Insurance
Both
13
Do you need guidance with establishing your billing workflow?This covers how sessions move from documentation to invoicing or claims.
Yes
No
14
Do you need support with CPT & ICD-10 coding guidance?We help you understand which codes to use, when, and why.
Yes
No
15
Do you need help setting up ERA/EOB and claims processes?ERAs and EOBs show how insurance paid your claims. We help you understand payments, denials, and how to track what’s owed.
Yes
No
Not Sure
16
Are you paneled (or planning to panel) with insurance companies?Panel status affects your billing workflow and reimbursement structure
Yes
No
Not Sure
17
Which parts of your practice workflow need setup or improvement?Select All That Applies
New client onboarding
Scheduling workflows2
Progress notes (SOAP/DAP)
Treatment planning
Discharge workflow
Telehealth workflow
None
18
What areas of your practice feel the most unclear or unorganized?
Huge
Large
Normal
Small
Ok
Ok
19
Do you need a standardized documentation timeline?
Yes
No
20
Do you need help connecting your clinical workflow to your billing and financial workflow?
Yes
No2
21
Do you currently use QuickBooks?
Yes
No
Not Yet
22
Do you need help aligning your PMS/EHR activities with your accounting workflow?
Yes
No
N/A
23
Do you need guidance setting up a mental-health-specific Chart of Accounts?
Yes
No
24
Do you need help understanding clinician payouts, splits, or payroll workflow?
Yes
No
25
Do you currently have Standard Operating Procedures (SOPs)?SOPs are the rules that make your practice run consistently and effectively.
Yes, but they need improvement
No, I need them created
Not sure
26
Which SOPs do you need created or improved?(Select All That Applies)
Intake & onboarding
Billing & collections
Documentation & compliance
Staff onboarding
Daily admin workflow
Month-end & financial close
27
Are you switching from another system or fixing an old setup?
Yes
No
28
Would you like ongoing Workflow Management support after setup?
Yes
No
Maybe
29
What is your ideal completion timeline?
1–2 weeks
2–4 weeks
1–3 months
Not sure
30
Is there anything else you want us to know about your workflow or practice?
Huge
Large
Normal
Small
Ok
Ok
31
Calculation
Should be Empty: