Business problem: A solo therapist using SimplePractice is drowning in no-shows, unpaid invoices, and manual appointment reminders. She's losing income to no-shows and spending unpaid hours chasing payments.

Deliverables:

• SimplePractice/TherapyNotes workflow audit (what's manual, what should be automated)
• Automated reminder sequence to cut no-show rate (show a projected % reduction)
• Payment reconciliation tracker (Excel or Airtable) tying sessions to payments
• Intake-to-first-session onboarding flow, mapped step by step

Tools: SimplePractice/TherapyNotes, Excel, Airtable, Google Apps Script

1. HIPAA Compliance

1. Audit Manual Records

Clinical Modality: Adult Private Pay Cognitive Behavioral Therapy (CBT).

Billing Code: CPT 90837 (53+ Minutes Individual Psychotherapy).

Manual Records

1. Move our patients to our EMR Platform- TherapyNotes

1. Make sure all our specialists are part of our staff as well

1. Ensure every Patient is scheduled with their respective specialist