Targeted Behavioral Health Guidance.

Flexible consultation designed to solve your practice’s specific billing concerns, documentation questions, and payer hurdles—without long-term retainers.

Schedule Your Session

Collaborate, Review, Resolve

Click “Schedule Your Session”. Choose your session time and estimated length and complete our brief intake forms detailing your practice’s specific questions or billing concerns and questions.

Reserve Your Time & Submit Intake

Before we meet, we thoroughly review your submitted intake notes, sample claims, and clinical documentation (with all PHI fully redacted) so every minute of our session is focused on solutions.

Advance Documentation Review

We will meet securely. Together, we tackle your specific questions, review workflow designs, analyze denial patterns, or refine clinical documentation.

Deep Dive Collaborative Session

Following our session, we review and clean up the full meeting transcript to remove unnecessary noise, delivering a polished, searchable reference document straight to your email inbox for easy ongoing reference.

Receive Your Searchable Transcript

Sessions & Prices

$150

One-on-One Sessions

A private workspace to deep-dive into your clinical notes, denial patterns, and coding rules with expert 1-on-1 support.

Hour

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$100

Group Sessions

For 2+ attendees. Bring your admin assistant, biller, or practice partners along to build cohesive revenue and compliance habits across your practice.

Hour/Attendee

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Included in All Sessions

Cleaned & Searchable Transcript

 Instead of managing lengthy video recordings, your meeting is fully transcribed. We edit out filler text and send you a streamlined, searchable document to easily look up specific answers, codes, or workflows anytime.

Advanced Documentation Review and Preparation

Before we meet, we conduct a comprehensive review of your completed intake questionnaire alongside any redacted claim forms, clinical notes, or EOBs. This allows us to prepare targeted insights in advance and make maximum use of your scheduled session time.

Complimentary 2-Week Follow-Up

All sessions include 2 weeks of complimentary email follow-up for any quick clarifying questions regarding the topics covered during our meeting. This gives you a dedicated window to ask follow-up questions as you implement session guidance into your daily workflows—at no extra charge.

Important Notes & Limitations:

  • To protect patient privacy and remain fully compliant with HIPAA regulations, please ensure that all Protected Health Information (PHI)—including patient names, dates of birth, Social Security numbers, and address details—is completely redacted prior to submitting any sample claim forms, clinical notes, or remittance advices.

  • Sessions are limited to up to 2 hours at a time (with a maximum limit of 4 hours total in a single day if an intensive deep dive is required).

  • If an email question requires more than 15 minutes of research or a deep-dive review of new clinical notes/documents, it will be recommended as a scheduled follow-up meeting billed at your standard hourly rate.

    Additional email questions after 2 weeks: $25/email; additional meeting time: standard hourly rate).

  • If pre-session research indicates that fully addressing your specific concerns or questions may require more time than originally booked, we will reach out via email prior to our call to give you advance notice of this possibility, allowing you to adjust your session duration if desired.

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Focus Topic Examples

  • Clinical Documentation & Audit Integrity

    Aligning progress notes, CPT code selections (e.g., session time thresholds), and diagnostic support with strict payer standards..

  • Billing & Claim Workflow Optimization

    Streamlining front-end intake, eligibility checks, clearinghouse error resolution, and patient statement workflows.

  • Denial Patterns & Appeal Strategy

    Investigating recurring insurance rejection trends and mapping out actionable appeal steps.

  • ​Payer Compliance & Policy Updates

    Navigating Medicaid or Commercial network guidelines, telehealth modifier rules, and No Surprises Act compliance.

  • Need help with something not listed?

    You are not limited to the focus topics listed. Our consulting sessions are fully customizable to the unique administrative and billing challenges of your practice. We make every effort to answer and resolve the specific questions submitted in your intake form. If a specific query requires regulatory or legal clarification beyond our operational scope, we will provide all available insights along with direct contacts and official resources to guide you toward the right solution.