Non-Clinical Care Coordination & Intake Operations Support
From onboarding to automation, I help you streamline the essential parts of your business so you can stay organized, reduce stress, and focus on doing the work you love.
Non-clinical coordination support across clients, families, providers, and external partners to maintain continuity of care.
Ongoing follow-ups and coordination that prevent stalled cases, missed steps, and communication gaps.
Timely response and tracking of new referrals, inquiries, and requests so nothing falls through the cracks.
Structured reminders and follow-ups that reduce drop-offs and create more predictable schedules.
I help reduce no-shows and drop-offs by maintaining clear communication, reminders, and follow-through—keeping clients engaged and your schedule more predictable.
Behind-the-scenes organization that supports intake and care coordination — not generic admin work.
Non-clinical care coordination, structured intake, and operational support for nonprofits, CMOs, behavioral health organizations, and therapy practices.
Care coordination is my primary focus. I support organizations with non-clinical care coordination and case management operations.
For therapists and private practices, I provide structured intake operations to ensure inquiries and referrals are handled consistently.
Yes. I support therapists and private practices through intake operations only — including inquiry handling, screening, follow-ups, and intake workflow support. I do not provide clinical services.
Yes. I provide non-clinical care coordination and case management support for nonprofits, CMOs, and healthcare organizations. This includes intake coordination, follow-ups, documentation support, and continuity-of-care workflows.
No. I don’t function as a general virtual assistant.
I provide structured operational support and care coordination, focused on systems, workflows, and continuity — not task-based or reactive admin work.
No. I focus on intake and operational systems, not lead generation or marketing. My role begins once an inquiry, referral, or client contact already exists.
Engagements are typically structured as:
Contract or fractional support
Part-time or scoped engagements
W-2 or 1099 arrangements depending on organizational needs
I adapt to your existing systems whenever possible. This may include:
Intake forms and scheduling tools
Shared inboxes and email systems
CRMs or referral tracking tools
Internal documentation systems
My goal is clarity and reliability — not adding unnecessary software.
Only when ongoing support is part of the engagement.
Some clients hire me strictly for intake or system setup, while others engage me for ongoing intake operations or care coordination. Continued involvement is never assumed and is always defined in advance based on scope, duration, and organizational needs.
For organizations, this may include ongoing non-clinical care coordination or operational support.
For therapists, this may include intake oversight, follow-ups, or clearly defined handoff points.
There is no open-ended or unpaid ongoing work — continued support is always structured, scoped, and agreed upon.
Both — depending on the engagement.
Some clients need help building or cleaning up intake systems so their internal team can take over. Others require hands-on intake coordination and follow-ups once systems are live.
When ongoing intake management is needed, it is provided as a separate scoped or fractional engagement, not as part of a one-time setup.
This ensures expectations are clear, responsibilities are defined, and support remains consistent and reliable.
My work is primarily remote, which allows me to support organizations and practices consistently, efficiently, and without geographic limitations.
In-person visits may be available on a limited, case-by-case basis for organizations located within a reasonable distance and when the scope of work clearly requires on-site support (such as onboarding, workflow observation, or coordination handoff).
Any in-person work is explicitly scoped, scheduled, and contracted in advance. Travel, mileage, and time requirements are discussed upfront and reflected in the engagement terms.
Remote support remains the default and preferred model for ongoing care coordination and intake operations.
All services are provided under clearly defined scopes of work. Ongoing support is never implied and is always structured as part of a formal engagement.
