Leadership Timeline

Pulls patient info from Zocdoc into SimplePractice. Drafts the insurance verification email. Saves ~15 min per intake.

Track credentialing for latest batch. Mid-May to early June expected. Weekly check-ins with Carmen.

Shared monthly view of every leadership project (this page).

Reads SimplePractice payroll. Fills JustWorks time cards using pay rules + CPT-based rates.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

New payment system on top of SimplePractice. Internal training + collect new credit card auth forms from all clients.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Pulls notes + treatment plans. Clinicians review and adjust diagnoses before supervision.

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.

Pulls patient info from Zocdoc into SimplePractice. Drafts the insurance verification email. Saves ~15 min per intake.

Track credentialing for latest batch. Mid-May to early June expected. Weekly check-ins with Carmen.

Shared monthly view of every leadership project (this page).

Reads SimplePractice payroll. Fills JustWorks time cards using pay rules + CPT-based rates.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

New payment system on top of SimplePractice. Internal training + collect new credit card auth forms from all clients.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Pulls notes + treatment plans. Clinicians review and adjust diagnoses before supervision.

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.

Pulls patient info from Zocdoc into SimplePractice. Drafts the insurance verification email. Saves ~15 min per intake.

Track credentialing for latest batch. Mid-May to early June expected. Weekly check-ins with Carmen.

Reads SimplePractice payroll. Fills JustWorks time cards using pay rules + CPT-based rates.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

New payment system on top of SimplePractice. Internal training + collect new credit card auth forms from all clients.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Pulls notes + treatment plans. Clinicians review and adjust diagnoses before supervision.

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Review and update key policies, manuals, standards. Clinical expectations, admin workflows, payment policies, supervision, intake, client materials.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.

Reads SimplePractice payroll. Fills JustWorks time cards using pay rules + CPT-based rates.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

New payment system on top of SimplePractice. Internal training + collect new credit card auth forms from all clients.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Pulls notes + treatment plans. Clinicians review and adjust diagnoses before supervision.

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Review and update key policies, manuals, standards. Clinical expectations, admin workflows, payment policies, supervision, intake, client materials.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.

Reads SimplePractice payroll. Fills JustWorks time cards using pay rules + CPT-based rates.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

New payment system on top of SimplePractice. Internal training + collect new credit card auth forms from all clients.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Pulls notes + treatment plans. Clinicians review and adjust diagnoses before supervision.

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Review and update key policies, manuals, standards. Clinical expectations, admin workflows, payment policies, supervision, intake, client materials.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

New payment system on top of SimplePractice. Internal training + collect new credit card auth forms from all clients.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Pulls notes + treatment plans. Clinicians review and adjust diagnoses before supervision.

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Review and update key policies, manuals, standards. Clinical expectations, admin workflows, payment policies, supervision, intake, client materials.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

New payment system on top of SimplePractice. Internal training + collect new credit card auth forms from all clients.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Shape longer-term direction beyond 2026. What kind of organization, what size, which services central, what infrastructure needed.

Review and update key policies, manuals, standards. Clinical expectations, admin workflows, payment policies, supervision, intake, client materials.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Shape longer-term direction beyond 2026. What kind of organization, what size, which services central, what infrastructure needed.

Review and update key policies, manuals, standards. Clinical expectations, admin workflows, payment policies, supervision, intake, client materials.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.

Builds outreach pipeline. Sector-specific memos, packets, and welcome boxes. Goal: 2-3 revenue-generating contracts by year end.

One smoother onboarding path for interns and externs. Less scrambling, more consistency.

Hiring + onboarding for 1099s + LMSWs. LMSW pipeline is the margin play.

Make sure the practice can operationally support what the website promises. All-hands cross-team review.

Lead overall 2026 growth strategy: clinical expansion, staffing, supervision, ops, revenue. Intentional and aligned, not reactive.

Strengthen clinical foundation as team grows. Training curriculum for interns/externs covering onboarding, documentation, ethics, supervision prep, core competencies.

Launch + refine new website. Reflects clinical identity, services, values. Supports referrals, hiring, partnerships, public trust.

Clarify and develop core service lines (therapy, assessment, ADHD, trainee services, partnerships, workshops). Build around strong offerings, not just general therapy.

Support external partnerships and contracts. Shape offerings, review proposals, negotiate, ensure fit with capacity.

Evaluate growth financially. Hiring, credentialing, partnerships, payment systems, supervision, services reviewed for margin, workload, cash flow.

Develop clearer leadership structure. Reduce bottlenecks, clarify owners, create sustainable check-in rhythm.

Oversight of ops + tech improvements (intake, payroll, assessment scoring, supervision prep, payments, website support, call management).

Standing 11am Weds support hour. Operational + workflow questions that do not fit supervisor, manual, or peers.

Make sure supervisor capacity keeps up with hiring + trainee growth.

Shape longer-term direction beyond 2026. What kind of organization, what size, which services central, what infrastructure needed.

Review and update key policies, manuals, standards. Clinical expectations, admin workflows, payment policies, supervision, intake, client materials.

Chatbot handles admin questions, then call routing reduces interruptions. Chatbot first, call system after. Can prototype early if bandwidth opens up.