When your admin and billing feel
harder than they should
Let’s Fix the Systems Behind Your Practice
Missed tasks, delayed claims, and inconsistent processes create stress and impact your revenue.
We help you organize your admin and billing systems so you can track what’s happening, stay on top of responsibilities, and run your practice with clarity instead of constant catch-up.
750K+
Happy Customers
When Tour Admin and Billing Feel Harder than They Should...
Missed tasks, delayed claims, and inconsistent processes create stress and impact your revenue.
We help you organize your admin and billing systems so you can track what’s happening, stay on top of responsibilities, and run your practice with clarity instead of constant catch-up.
WHEN
The meeting happens monthly, every third Friday of the month
at 10 AM est
WHERE
The meeting is hosted virtually. A meeting link will be sent after registration
WHO
Practice owners, billers, and administrative staff who want clear systems for managing admin and billing
Growth Should Make Your Practice Easier to Run - If It Feels Harder, Something Is Breaking Behind the Scenes.
Growth Should Make Your Practice Easier to Run - If It Feels Harder, Something Is Breaking Behind the Scenes.
As your practice grows, admin and billing naturally become more complex. But without the right systems in place, that complexity turns into confusion, delays, and constant catch-up. Instead of things running smoothly, everything starts depending on you again.
As your practice grows, admin and billing naturally become more complex. But without the right systems in place, that complexity turns into confusion, delays, and constant catch-up. Instead of things running smoothly, everything starts depending on you again.
You Are the Backup Plan for Everything
When something is unclear, delayed, or missed, it comes back to you. Questions, billing issues, scheduling gaps, client concerns. You are the one keeping it all together.
There Is No Clear Way Things Get Done
Tasks are handled differently depending on the day or the person.
Billing, follow-ups, and admin workflows are not fully structured, so consistency is hard to maintain.
Things Slip, Then You Have to Catch Them
Claims go unchecked, balances sit longer than they should, and small issues turn into bigger ones. Not because people are not trying, but because there is no system catching it early.
Is Your Practice Growing Faster Than Your Systems Can Handle?
Your practice has grown, but your systems have not kept up. What once felt manageable now depends on you to keep everything moving.
Everything Still Falls on You
Even with a team, you are still the one answering questions, solving problems, and keeping things moving day to day.
Your Systems Do Not Hold Up
Processes are inconsistent, hard to follow, or live in your head, so things break down when you are not involved.
You Are Stuck in Reactive Mode
Instead of leading, your time is spent putting out fires, managing issues, and trying to keep everything from slipping.
Live Monthly Training Every Third Friday
Don’t miss the opportunity to get your billing and admin systems organized and running the way they should. Once you register, you’ll be enrolled in the monthly training and receive full access to each live session, along with reminders and ongoing support to help you stay consistent and on track.
What You'll Get
Billing and Claims Workflows
Tracking and Visibility
Team Workflows and Responsibilities
Live Q&A and Real Scenarios
Register for Monthly Billing & Admin Training
Complete the form below to reserve your spot. After submitting, you will be redirected to secure your registration.
What You’ll Learn
Each Month
Each session focuses on the systems that keep your practice running smoothly behind the scenes. You’ll learn how to manage client flow from intake to scheduling, build clear and consistent billing and claims workflows, and track what has been paid, what is outstanding, and where attention is needed.
We also cover how to structure your team’s roles and responsibilities so work gets done without constant follow-up, along with how to identify and fix gaps in your current processes before they turn into larger issues. Every session includes time for real scenarios and questions, so you can get guidance based on what is actually happening inside your practice.
Billing and Claims Workflows
Tracking and Visibility
Team Workflows and Responsibilities
Live Q&A and Real Scenarios
How This Works
A structured, ongoing approach to help you and your team build clear, reliable admin
and billing systems without doing it alone.
Join the Training
Start by joining our monthly session designed for practice owners and admin teams. Each session focuses on the systems, workflows, and processes needed to keep your practice running smoothly.
Learn What Actually Matters
We break down billing and admin into clear, practical steps your team can follow. From client flow to claims tracking, you’ll learn how to manage operations in a way that is organized, consistent, and sustainable.
Apply It Inside Your Practice
Take what you learn and implement it directly into your day-to-day operations. Your team can attend, ask questions, and start building systems that actually work for your specific setup.
Refine and Improve Over Time
As you continue attending, you’ll strengthen your systems, fix gaps, and improve how your billing and admin run. This is not a one-time fix. It is ongoing support to help your practice stay organized as it grows.
How This Works
Join the Training
Start by joining our monthly session designed for practice owners and admin teams. Each session focuses on the systems, workflows, and processes needed to keep your practice running smoothly.
Learn What Actually Matters
We break down billing and admin into clear, practical steps your team can follow. From client flow to claims tracking, you’ll learn how to manage operations in a way that is organized, consistent, and sustainable.
Apply It Inside Your Practice
Take what you learn and implement it directly into your day-to-day operations. Your team can attend, ask questions, and start building systems that actually work for your specific setup.
Refine and Improve Over Time
As you continue attending, you’ll strengthen your systems, fix gaps, and improve how your billing and admin run. This is not a one-time fix. It is ongoing support to help your practice stay organized as it grows.
Led by Someone Who Actually Runs Billing and Admin at Scale
Jen Cruz is a core part of the administrative and billing operations at Wellness Counseling, where she helps manage the systems behind a growing practice serving over 600 clients.
As one of the first points of contact, she plays a key role in making sure clients are supported from the very beginning. From coordinating intake to verifying insurance and explaining coverage, she ensures nothing gets missed and everything moves forward smoothly. Her work goes far beyond front desk support.
Jen is deeply involved in the day-to-day administrative and billing processes that keep the practice running, including managing client flow, supporting the team, and helping maintain consistency across operations.
Because she is actively working inside these systems every day, she understands exactly where things tend to break down and what it actually takes to keep everything organized, accurate, and moving. This is not theory. It is real-world experience managing billing and admin at scale.
How We Help You Build billing and admin Systems
That Actually Hold Up
Clear Roles and Responsibilities
Know exactly who is responsible for what across billing and admin so tasks are not missed, duplicated, or dependent on you.
Structured Workflows to Follow
Create step-by-step processes for client intake, billing, claims, and follow-ups so work gets done consistently every time.
Systems for Tracking What Matters
Implement simple ways to track claims, payments, outstanding balances, and admin tasks so nothing slips through unnoticed.
Operations That Support Growth
Build systems that allow your practice to grow without increasing confusion, delays, or day-to-day stress.
How We Help You Build billing and admin Systems
That Actually Hold Up
Clear Roles and
Responsibilities
Know exactly who is responsible for what across billing and admin so tasks are not missed, duplicated, or dependent on you.
Structured Workflows
to Follow
Create step-by-step processes for client intake, billing, claims, and follow-ups so work gets done consistently every time.
Systems for Tracking
What Matters
Implement simple ways to track claims, payments, outstanding balances, and admin tasks so nothing slips through unnoticed.|
Operations That
Support Growth
Build systems that allow your practice to grow without increasing confusion, delays, or day-to-day stress.
What We Work On Together
Build Clarity Around Your Billing and Admin Operations
We help you understand exactly how your practice is currently running and where things are breaking down so you can fix the right problems.
Understand your current workflows from intake to payment
Identify gaps in billing, follow-ups, and task ownership
Create structure around what needs to happen daily and weekly
Create Systems Your Team Can Actually Follow
We turn messy processes into clear, repeatable workflows your team can use without guessing or relying on memory.
Build step-by-step workflows for billing and admin tasks
Standardize how claims, payments, and client communication are handled
Create consistency so work gets done the same way every time
Improve Tracking, Follow-Up, and Accountability
We focus on the areas where things typically slip so you always know what is happening and what needs attention.
Stay on top of claims and payments without constant follow up Know where things stand without having to check multiple systems or ask your team for updates
Create clear expectations for how work gets completed So billing, communication, and admin tasks are handled the right way without confusion
Catch issues early before they turn into bigger problems So nothing sits too long, gets missed, or impacts your revenue
Run Your Practice Without Constant Oversight
The goal is not to do more. It is to build systems that allow your practice to function without everything depending on you.
Spend less time fixing issues and more time leading
Support your team with clear expectations and structure
Feel confident in how your billing and admin are being handled
What We Work
On Together
Build Clarity Around Your Billing and Admin Operations
We help you understand exactly how your practice is currently running and where things are breaking down so you can fix the right problems.
Understand your current workflows from intake to payment
Identify gaps in billing, follow-ups, and task ownership
Create structure around what needs to happen daily and weekly
Create Systems Your Team Can
Actually Follow
We turn messy processes into clear, repeatable workflows your team can use without guessing or relying on memory.
Build step-by-step workflows for billing and admin tasks
Standardize how claims, payments, and client communication are handled
Create consistency so work gets done the same way every time
Improve Tracking, Follow-Up,
and Accountability
We focus on the areas where things typically slip so you always know what is happening and what needs attention.
Stay on top of claims and payments without constant follow up and check ins
Create clear expectations for how work gets completed so all task gets handled the right away
Catch issues early before they turn into bigger problems so nothing slips through the cracks
Let’s Connect
I’d love to hear more about your needs and
how I can help you.
Led by Someone Who Actually Runs Billing and Admin at Scale
Jen Cruz is a core part of the administrative and billing operations at Wellness Counseling, where she helps manage the systems behind a growing practice serving over 600 clients. As one of the first points of contact, she plays a key role in making sure clients are supported from the very beginning. From coordinating intake to verifying insurance and explaining coverage, she ensures nothing gets missed and everything moves forward smoothly. Her work goes far beyond front desk support.
Jen is deeply involved in the day-to-day administrative and billing processes that keep the practice running, including managing client flow, supporting the team, and helping maintain consistency across operations. Because she is actively working inside these systems every day, she understands exactly where things tend to break down and what it actually takes to keep everything organized, accurate, and moving. This is not theory. It is real-world experience managing billing and admin at scale.
WHEN
The meeting happens monthly, every third Friday of the month at 10 AM est
WHERE
The meeting is hosted virtually. A meeting link will be sent after registration
WHO
Practice owners, billers, and administrative staff who want clear systems for managing billing and admin
What Our Clients Say
“Everything in our billing felt reactive. Claims were going out, but we weren’t consistently tracking them or following up. Once we implemented structure, we started catching things early and our revenue became much more predictable.”
“Before this, everyone handled billing and admin differently. Now we have clear workflows for intake, claims, and follow-ups, and our team actually knows what to do without asking constantly.”
“I used to constantly wonder if things were slipping through the cracks. Now I can see what’s been submitted, what’s outstanding, and what needs attention. That alone has taken a huge weight off.”
Sophia R.
Practice Owner
Mia L.
Project Manager
Dennis K.
Operations Coordinator
Let’s Connect
I’d love to hear more about your needs and
how I can help you.
