If you are just setting up a private practice or perhaps want to find a better way to manage your systems for documentation and workflow but don’t have the time to do it all yourself, then the Full Service Custom Setup service is for you!Â
We will begin with a phone call to discuss your goals and together create a systems package that will work for you and your practice. After that, I will work with you and begin to build your personalized system for managing your workflow with Google Workspace.Â
What’s included:
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Initial phone consultation
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Google Workspace registration and setup (client is helped through the process if needed and enters their own billing info)
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Setup for Google Drive, including file organizationÂ
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Custom setup for documentation and record keeping with Google Docs
- Basic instruction on using Google Sheets for client directory and other use cases
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Custom setup of Google Forms, including access to my standard forms templates bundle for your own personal use
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Custom setup for Google Calendar with appointment scheduling
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Instruction on using Google Meet for teletherapy
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1 hour 1 : 1 training for how to use all the processes we set up
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2 week email assistance following project completion
You will also have access to any available tutorial videos I create for you on completion of the project. If you only need assistance with some portion of the items listed above, contact me for a customized pricing package. If you would like to add on training for the use of Square for billing and appointment scheduling, we can discuss this on our consult call. Please schedule a free initial consult before purchasing this package to ensure that your goals align with the offerings in this package as there are NO REFUNDS after a purchase is made.
