We’ll take a close look at how your practice is running behind the scenes and help you clean it up.

Perfect for:

✔️ Solo therapists or small practices who feel scattered but aren’t ready to hire an assistant.

✔️ Group practices growing faster than their systems can handle.

✔️ Anyone who wants to get organized, streamlined, and finally feel in control of their practice again.

Investment:

We keep it simple with two options, depending on how hands-on you’d like us to be.

Option 1: Admin Audit ($597 +HST)
A one-time deep dive into your systems, workflows, and admin processes. You’ll get a full written report with clear recommendations and a consultation to walk through it all. Perfect if you want to handle the fixes yourself (or have an in-house admin who can implement them).

Option 2: Audit + Implementation ($797 +HST)
Prefer us to take care of it for you? We’ll not only audit your systems but also handle the setup and changes: like reorganizing your workflows, creating new trackers or SOPs, and implementing tools that keep things running smoothly.

Let’s make your practice work for you.

Our Admin Audit gives you clarity and structure, without the ongoing cost of a VA.

Every audit is tailored, but here’s what we typically cover:

Admin systems + workflows: how you manage inquiries, intakes, follow-ups, cancellations, and client communication.

SOPs + processes: reviewing what you already have (or helping you create them) so your systems are consistent and easy to follow.

Tools + platforms: assessing whether you’re using the right ones (Jane, OWL, Google Workspace, CRMs, etc.) and if they’re set up efficiently.

Accounts receivable check-up: reviewing outstanding balances and setting up a process to keep payments on track.

Client flow + retention: spotting gaps in your communication or onboarding that might be costing you clients.

Recommendations + implementation plan: a clear, easy-to-follow report showing what’s working, what’s not, and what to fix.

You’ll also get:
✔️ A 60-minute consultation call to walk through your audit and recommendations.
✔️ A detailed, branded Admin Audit Report PDF you can keep and share with your team.
✔️ The option to have Wellnix implement your changes (so you don’t have to lift a finger).

Why it matters:

When your systems are organized, everything else flows better.
Clients are less likely to fall through the cracks, invoices don’t pile up, and you have more time (and mental space) for actual client care.

An organized practice doesn’t just reduce stress, it supports client retention, smoother communication, and a more professional client experience. It also helps your future team (if you ever expand) step into clear, well-documented systems instead of chaos.

The Admin Audit gives you that foundation, so your practice runs efficiently, sustainably, and in alignment with how you actually want to work.