Practice Better Setup & Admin Workflow Specialist Needed for Integrative Medical Clinic

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Integrative and functional medicine clinic launching this fall and we are using Practice Better as our primary EMR and client management platform. I’m looking for a tech-savvy, detail-oriented freelancer to customize our Practice Better account and assist with admin workflows during setup and early client onboarding. This is a short-term project (6–12 weeks) with the potential for future collaboration. ⸻ Scope of Work: Phase 1 – Platform Setup (Weeks 1–4): • Create and configure: • Clinical services (initial consults, follow-ups, coaching) • Wellness/device services (Red light therapy, PEMF, FSM) • Packages and memberships with usage tracking • Build custom intake forms, waivers, and REACH-style assessments • Set service visibility rules (e.g., member vs non-member access) • Create automations for: • Appointment reminders • Session usage alerts • Follow-up messages • Assist with integrating Nabla Copilot dictation into Practice Better via email or Zapier Phase 2 – Admin Support (Weeks 5–12): • Track client session usage and manually restrict booking as needed • Support client onboarding, form tracking, and booking management • Maintain organization across services, packages, and tags • Provide brief documentation or SOPs for staff handoff ⸻ Ideal Candidate: • Experience setting up and using Practice Better (required) • Background in integrative, functional, or wellness-focused care (preferred) • Familiar with automations, client tags, and intake design • Bonus if experienced with Zapier, Stripe, Fullscript, Rupa Health, or Nabla • Proactive, detail-oriented, and independent ⸻ Timeline & Budget: • Start: June 2025 • Duration: ~6–12 weeks • Budget: Open to hourly or flat-rate proposals depending on scope ⸻ To Apply: Please send: • A short summary of your Practice Better experience • Examples of past relevant projects • Your June–September availability • Your hourly or project-based rate

Keyword: Email Automation

Price: $40.0

Email Communication Communications Administrative Support