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Build It Once Or Have Us Run It · You Own It

Custom Builds, Automations & Managed Operations

We build custom forms, workflow automations, EHR setups and the trackers that run a busy practice, inside the systems you already use. One workflow built start to finish is an Automation Program, $5,000 or 5 monthly payments of $1,000. If you’d rather have us run the business side with you, that’s the Operations Partnership, from $3,500 a month. Either way, it’s yours.

What We Actually Build

The Operational Layer Most Practices Are Missing

Real builds we’ve delivered for behavioral health and outpatient practices, each one custom, in the client’s own systems, owned by the client.

Custom Electronic Forms

Intake forms, screeners, consents and clinical forms that write straight into your EHR or a secure sheet, so nobody retypes a PDF.

Workflow Automations

Scheduling, reminders, eligibility checks, authorization tracking, and hand-offs, automated with Power Automate, your EHR’s tools, or lightweight scripts.

EMR / EHR Setup & Migration

Stand up a new EHR or move off an old one cleanly. That covers templates, users, billing setup and the clearinghouse connection, all tested before you rely on them.

Dashboards & Trackers

Authorization pipelines, intake status boards, and revenue and denial dashboards, built on tools you own.

Program Operations

Specialty programs like Spravato, TMS or ketamine, with scheduling by room and observation time and prior-auth and re-auth tracking, mapped and automated from booking to billing.

Managed Operations

Don’t want to run it yourself? Automation Care keeps a build healthy after go-live, from $400 a month for monitoring, fixes and small changes, with a real person who knows your setup.

Two Ways To Get It

Build It Once, Or Have Us Run It

An Automation Program You Own

One workflow, built start to finish in your own systems, is $5,000 or 5 monthly payments of $1,000. You get the tracker your team works from, the automations behind it, one dashboard, a staff walkthrough and 30 days of fixes after go-live. Bigger builds that cover several workflows get a written price first. After that it’s yours to run, with no monthly fee unless you add Automation Care.

  • One fixed price, agreed before we start
  • Built in your accounts and tools
  • Documented handoff, and you own it outright

Managed Ops, If You’d Rather We Run It

Prefer it handled? Automation Care keeps a build monitored and fixed from $400 a month. If you want the whole business side run with you, that’s the Operations Partnership, from $3,500 a month and scoped on a call. Cancel with notice, and you still keep everything.

  • One monthly price, sized to what you hand us
  • Monitoring, updates, and priority support
  • Month-to-month, and you own the systems either way

Pricing, Published On Purpose

Published Prices For Builds And Ongoing Help

Automation Program

$5,000 or 5 monthly payments of $1,000

For $5,000 you get one practice workflow automated from start to finish, like a referral pipeline or an authorization tracker. Bigger builds, like an EHR migration or several connected workflows, get one written price before we start. No open-ended hourly clock.

Automation Care

From $400 a month

Monitoring, fixes and small changes after go-live, so a build keeps working when a vendor changes something. Want the whole business side run with you? That’s the Operations Partnership, from $3,500 a month.

Split A Build Into Monthly Payments, With No Interest

Pay for an Automation Program in full before kickoff, or in 5 monthly payments of $1,000 at no extra cost.

Pay In Full

$5,000 before kickoff

One payment, nothing after.

Spread It Out

$1,000 a month

Five payments, same total, no interest.

Your signed Order Form sets the exact scope, price and payment schedule before any work begins. Orders of $1,000 or more can be paid monthly at the same total, with no interest or fees. Payments aren’t refundable unless the problem is our mistake. If something we delivered doesn’t work the way we said it would, we fix it at no cost within 30 days of delivery; if we can’t fix it, or can’t deliver what you bought, we refund the part it affected.

Works With Your Stack

We Build On The Tools You Already Run

We build around the tools you already run, and you own it when it’s done. These come up most.

Microsoft 365Power AutomateSharePointExcelZapierSimplePracticeTherapyNotesTebraAdvancedMDValantIntakeQPracticeQJotformGoogle Workspace

Scope Your Build

Tell us what you’re trying to fix or automate. We’ll reply by email with the price, whether that’s the $5,000 Automation Program or a written quote for a bigger build, plus your Order Form and next steps, usually within one business day. Prefer to talk first? Book A 20-Minute Fit Call.

Still Have A Question?

Most answers are on this page. If something’s specific to your systems, ask our Practice Concierge. It answers instantly, any time.

Ask Practice Concierge

Common Questions

Builds & Managed Ops FAQ

Do I Own What You Build?

Yes, always. Everything is built in your own accounts and systems. When an Automation Program goes live, we hand off documented access and it’s yours outright. If we keep running it through Automation Care or the Operations Partnership, you still own the systems and can take them in-house anytime.

Can You Work With My Exact EHR And Tools?

That’s the whole idea. We’re EHR-agnostic and build around whatever you already run: Microsoft 365, Power Automate, SharePoint, your EHR, Zapier, or a mix. No forced platform.

Are The Forms And Automations HIPAA-Appropriate?

We build with PHI handling in mind, secure storage, access controls, and BAAs where a vendor touches PHI. We’ll flag anything that needs a BAA or a compliance decision on your side before we build it.

How Is A Build Priced?

One workflow automated start to finish is an Automation Program, $5,000 or 5 monthly payments of $1,000, with 30 days of fixes after go-live. A bigger build, like an EHR migration or several connected workflows, gets one written price first. After go-live, Automation Care is from $400 a month if you want us watching it. No hourly surprises.

See What It Would Cost Your Practice

Every service has a published price and a written scope. Not sure which one fits? Ask, and we’ll point you to the right one.