I will set up simplepractice or practice better ehr, client portal, booking and billing
CRM THAT DOES THE JOB
About this Gig
Signed up for SimplePractice or Practice Better but still running your practice from email and spreadsheets?
I set up both platforms for therapists, counselors, dietitians, nutritionists and wellness practitioners, so every client moves smoothly from booking to follow-up.
What I can set up for you:
- Practice profile, services, rates and locations
- Online booking, appointment types and availability
- Google or Outlook calendar sync
- Client portal with secure messaging and documents
- Intake, consent and assessment forms from your files
- Note templates and treatment plans
- Appointment reminders and onboarding emails
- Telehealth settings
- Invoices, packages, memberships and Stripe payments
- Insurance billing settings (SimplePractice)
Already have an account? I can clean it up, fix settings and turn on the features you are not using yet.
Why work with me:
- 3+ years building CRM and business systems
- I follow HIPAA-safe practices and never need patient records to build your setup
- Clear handover with a walkthrough video
Not sure which plan fits? Message me before ordering and I will help.
Software:
Other
Industry:
Medical & pharmaceutical
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Software
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Wellness
FAQ
Do you work with both SimplePractice and Practice Better?
Yes. I set up both. Tell me which one you use, or message me and I will help you choose the one that fits your practice.
Is this setup HIPAA compliant?
Both platforms are built for HIPAA and offer a BAA. I build your setup without needing patient records, and you control all access.
Can you move my clients from my old software?
Yes. Send me a spreadsheet or export from your old system and I will import client details into your new account.
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D 
dwwatergirl

United States
Ongoing collaborationRuben was great to communicate with and took care of my integration issues very quickly! I’m very pleased with his services and highly recommend him.
$100-$200
Price
8 days
Duration

R 
Seller's Response
Helpful?D 
dwwatergirl

United States
Ongoing collaborationGreat work, very excited about the potential to build my business with the new implementations, I highly recommend Ruben!
$50-$100
Price
2 days
Duration
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D 
dwwatergirl

United States
Ongoing collaborationRuben was great to communicate with and took care of my integration issues very quickly! I’m very pleased with his services and highly recommend him.
$100-$200
Price
8 days
Duration

R 
Seller's Response
Helpful?D 
dwwatergirl

United States
Ongoing collaborationGreat work, very excited about the potential to build my business with the new implementations, I highly recommend Ruben!
$50-$100
Price
2 days
Duration
Helpful?

