Sound Familiar?
These are the situations we see most often. If one of these resonates, you're in the right place.
"Someone else set up my system and it doesn't fit."
The situation:
You bought a template, hired someone to set things up, or followed a course—and now you have a system that technically works but doesn't actually fit your practice. The forms ask the wrong questions. The workflows don't match how you actually operate. You're working around your own system instead of with it.
Maybe it was fine when you started, but your practice has evolved. Or maybe it never quite fit, and you've just been making do.
How we help:
We don't throw everything out and start over. We assess what you have, identify what's actually working, and rebuild the parts that aren't serving you. The result is a system that fits YOUR practice—your specialty, your client demographic, your workflow preferences.
You keep what works. We fix what doesn't.
Best starting point: A Focused Audit or System Audit, depending on how widespread the issues are.
"My forms are a mess."
The situation:
Your intake forms are too long, ask redundant questions, or confuse clients. Maybe you inherited forms that don't match your consent requirements. Maybe you've cobbled together forms over time and now have duplicates, outdated versions, or forms that don't flow into each other properly.
Clients complain. You're embarrassed to send new clients through your intake process. Documentation is scattered instead of streamlined.
How we help:
Forms are one of our specialties. We audit your current forms, identify what's redundant or missing, and rebuild them to be clear, compliant, and client-friendly. We make sure data flows properly into your records and that your forms actually support your clinical workflow.
The goal: an intake experience you're proud to send clients through.
Best starting point: A Focused Audit on your forms and intake process, followed by implementation.
"Everything feels clunky and disconnected."
The situation:
You're doing the same thing in three different places. Information doesn't flow from one part of your system to another. You're copying and pasting between screens, manually tracking things that should be automatic, or constantly switching between tools that don't talk to each other.
It's not broken, exactly—it just takes way more effort than it should. And you know there has to be a better way.
How we help:
We look at your entire system as a connected whole—not just PracticeQ, but how it integrates with your calendar, your website, your email, your other tools. We identify the friction points and build bridges between them.
The result: information flows. Things connect. You stop doing manual work that should be automatic.
Best starting point: A System Audit gives us the full picture, or a Strategy Session if you already know the main bottleneck.
"I want to automate but don't know where to start."
The situation:
You've heard about automations, workflows, Keragon, Zapier—and you know they could save you time. But you don't know what's possible, what's worth automating, or how to set it up without breaking something.
Maybe you've tried and it didn't work. Maybe you're nervous about things running without you. Maybe you just don't have time to figure it out.
How we help:
We're one of only 8 global Keragon automation experts, and we've been building PracticeQ automations for years. We can see what's worth automating in your practice and what isn't. We build automations that are reliable, understandable, and actually save you time.
And we make sure you understand how they work—no black boxes.
Best starting point: A Strategy Session to identify your highest-impact automation opportunity, or a System Audit if you want a comprehensive automation roadmap.
Not Sure Which One You Are?
That's normal. Most practitioners have a mix of these issues, and it's hard to know where to start when you're in the middle of it. That's exactly what the Clarity Call is for—we'll figure out what's actually going on and where to focus first.
Ready to Fix What's Not Working?
Join the ecosystem and let's figure out your next steps together.
Apply for Ecosystem AccessQuestions? Check the FAQ or see how it works.