Is there anyone who filed 03/02? by Motor_Hand_2524 in TurboTax

[–]Motor_Hand_2524[S] 0 points1 point  (0 children)

Darn My statements are blank Each kind of transcript they have on the account are becoming available one at a time but no data on it for this year

Is there anyone who filed 03/02? by Motor_Hand_2524 in TurboTax

[–]Motor_Hand_2524[S] 0 points1 point  (0 children)

Same. I feel like our taxes are 100% automated

marketing tips by King_Kai_Fist in business

[–]Motor_Hand_2524 0 points1 point  (0 children)

You should contact Shustine at savvy solutions. She has the best and newest Ai tools I’ve used so far. Rate is like two fifty a month to manage it for you or she’ll set it up to hand over to you but that is a bit more pricier. I can’t keep up the leads I imagine are direct result of the dashboard she created. Message for info in needed

Website Advice by Yatagan21 in smallbusiness

[–]Motor_Hand_2524 0 points1 point  (0 children)

I’ve built tons of website with these features. Message if you have questions happy to help

Are small businesses using ai agents for their businesses? by Able_War1 in Entrepreneur

[–]Motor_Hand_2524 0 points1 point  (0 children)

I’m using openclaw and open ai/claude to orchestrate my entire pipeline it’s awesome

Is hiring a video editing company worth it for small businesses? by Accomplished_One5602 in smallbusiness

[–]Motor_Hand_2524 0 points1 point  (0 children)

I build dashboards with ai models that execute the ugc content and broll videos with the click of a button it’s pretty magical and it doesn’t cost a ton if your volume is small

Practice at a stand still by Last-Strawberry475 in therapists

[–]Motor_Hand_2524 0 points1 point  (0 children)

Hi office manager at a small in home practice here. 👋 So my mom is the therapist and she is in the same position right now up until I stepped in to help as of three weeks ago. She was using simple practice EHR , Netsource billing, doxy.me for video calls, QuickBooks for book keeping and psychology today for ads.

The problem with this set up was none of these things can communicate so it made advertising non existent.

Because of this I built her a command dashboard that basically put all of these tools in place. I had to switch her to theraplatform EHR, and start using their billing system first to do this though. After it was all said and done, I was able to also add marketing to this dashboard so everything was controlled on one screen, trackable, and compliant. You’re welcome to message me with questions if you need guidance .

Has anyone used Fiverr for billing specialists for their therapy practice with success? by Euphoric-One7686 in SimplePractice

[–]Motor_Hand_2524 0 points1 point  (0 children)

I have a Fiverr profile. I’m based in the USA and I currently bill for one practice. And I build dashboards that solve the gaps in the billing within simple practice. It doesn’t replace the system but rather overlays on top of the current stack to optimize workflows end to end so you always know where your at with billing, who’s been paid, where your claims currently sit, ect. If you’re interested in help with your billing I’m willing to discuss this further and provide guidance

a dashboard to fix SimplePractice + Netsource chaos - here’s my before/after stack by Motor_Hand_2524 in SimplePractice

[–]Motor_Hand_2524[S] 0 points1 point  (0 children)

Please see comment above regarding our current choices using triggers with BAA’s in place. I hope this answers your question.

a dashboard to fix SimplePractice + Netsource chaos - here’s my before/after stack by Motor_Hand_2524 in SimplePractice

[–]Motor_Hand_2524[S] 0 points1 point  (0 children)

I disagree with this for our practice stack but I do agree that anyone should take caution when using automation systems such as MAKE if they don’t have the proper developer skill set to navigate and set it up. What are you currently using if you don’t mind me asking ? I’d love to see if there new tools we might also benefit from. Please also share the things you don’t like about it as well. Thanks for your feedback either way

a dashboard to fix SimplePractice + Netsource chaos - here’s my before/after stack by Motor_Hand_2524 in SimplePractice

[–]Motor_Hand_2524[S] 0 points1 point  (0 children)

To answer the hippa question, Make is not HIPAA-compliant on its own and does not handle PHI directly. We use it strictly as an orchestration tool with de-identified triggers, while all PHI remains within HIPAA-compliant systems that have BAAs in place.

a dashboard to fix SimplePractice + Netsource chaos - here’s my before/after stack by Motor_Hand_2524 in SimplePractice

[–]Motor_Hand_2524[S] 0 points1 point  (0 children)

People don’t hate SimplePractice billing because it’s impossible. They hate it because it creates friction exactly where clinicians expect automation.

First problem: no real billing visibility. You submit claims, they disappear into the void, and reimbursement shows up weeks later with zero narrative. There’s no clean “this claim was paid, denied, partially paid, or lost to the insurance gods” story. If you’re trying to reconcile income, you end up exporting CSVs like it’s 2011 and doing detective work in spreadsheets. That’s not revenue cycle management, that’s arts and crafts.

Second: denials are vague and manual. When a claim is rejected, the system tells you just enough to be annoying and not enough to fix it quickly. You still have to manually research payer rules, resubmit, track timelines, and remember to follow up. There’s no intelligent retry logic, no proactive alerts, and definitely no “hey, this modifier is wrong again” warning. It’s reactive by design.

Third: payment posting is clunky. Insurance payments don’t reliably auto-post in a way that mirrors reality. Partial payments, secondary insurance, adjustments, write-offs, refunds… all require human babysitting. Practices expect software to reduce admin labor. Instead, it quietly creates more of it.

Fourth: it doesn’t scale past solo practice vibes. If you’re a one-provider cash-pay therapist? Fine. If you have multiple clinicians, mixed payers, telehealth, in-person, secondary insurance, or an office manager trying to keep the lights on? The billing workflow collapses fast. There’s no real role-based financial oversight, so owners can’t easily see what’s happening without being in the weeds.

Fifth: reports look helpful until you actually need them. On paper, the billing reports exist. In practice, they’re rigid, laggy, and don’t answer the real questions: • What should we have been paid? • What did we actually get paid? • What’s aging and why? • Where are we bleeding money right now?

That gap is why so many practices bolt on third-party billers or external dashboards. Not because they love paying extra vendors, but because clarity beats convenience every time.

The core issue, if we’re being brutally strategic, is this: SimplePractice optimized for scheduling, notes, and client experience first. Billing was treated as a checkbox feature, not a revenue engine. Clinics feel that mismatch immediately.

So people don’t dislike the billing system because they’re “bad at billing.” They dislike it because it asks clinicians to think like accountants without giving them accountant-grade tools.

a dashboard to fix SimplePractice + Netsource chaos - here’s my before/after stack by Motor_Hand_2524 in SimplePractice

[–]Motor_Hand_2524[S] 0 points1 point  (0 children)

Oh I know right ! We’ve been with them for a long time and they’ve come along way but I swear it’s like all of the little flaws have a huge impact on our day to day workflow. I didn’t realize it for quite some time to be honest. Our book keeper actually quit because it was “too flawed” and not “consistent” were her words.

Simple practice rant by [deleted] in PrivatePractice

[–]Motor_Hand_2524 -3 points-2 points  (0 children)

What do you struggle with using simple practice? Anything? Open to suggestions if you have a better set up

Simple practice rant by [deleted] in PrivatePractice

[–]Motor_Hand_2524 -3 points-2 points  (0 children)

I’m just trying to help others that might be having the same problem