01The Situation
A mental-health practice with interconnected intake, scheduling, administrative and billing workflows.
CLIENT STORY · Current
Step by Step Counselling LLC
Intake, scheduling, billing follow-up and repeatable practice operations.
02Lucy’s Role
Operations & Programme Manager
Relationship since 2021.
03What I Actually Did
- Lead qualification, intake, onboarding and clinician matching
- Scheduling, reminders and cancellation/no-show follow-up
- Insurance eligibility, prior-authorization and remittance follow-up
- Reports, SOPs, issue tracking and process cleanup
This overview is deliberately limited to public-safe work scope. No client records, clinical information, technical/commercial details or private artifacts are published.
04The Outcome
The scope of work is documented above. A specific outcome or measured result has not yet been confirmed for publication.
05What They Said
Work first. Quotes when approved.
No approved testimonial is published for this relationship.
Limited public evidence. This story documents the engagement scope.
06Related Work
Could your team use this kind of support?
Different questions. A clearer next step.