Systems that make your practice thrive.

Hello!

My name is Paul Uipi and I have been helping mental-health clinicians and group practices streamline their systems, automate operations, and scale with confidence for the last 10 years. Whether it’s building custom referral pipelines, optimizing Google Sheets dashboards, automating payroll and revenue workflows, integrating EHR data, designing hiring processes, or developing AI-driven tools, my work reduces administrative burden while improving efficiency, clarity, and clinical sustainability. My focus is on building systems that feel supportive, clear, and easy to use.

Services & Skills Description

  • Help your practice run smoothly from first contact to last session.

    Simplify how clients move through intake, scheduling, billing, and discharge.

    Organize referrals, waitlists, and follow-ups so nothing falls through the cracks.

    Reduce administrative friction so clinicians can focus on clinical work.

  • Create simple, easy-to-understand dashboards that show:

    • How full your caseload is

    • What’s coming in financially

    • How referrals and leads are converting

    • How clients are progressing over time

    Bring scattered spreadsheets and reports into one clear, reliable system.

    Make sure your data stays organized, accurate, and easy to maintain.

  • Eliminate repetitive tasks like copying data, updating multiple sheets, or sending reminders.

    Set up systems that automatically stay in sync as your practice grows.

    Support compliance needs (like Good Faith Estimates) without adding extra steps.

    Connect your EHR, forms, and website so information flows cleanly in one direction.

  • Set up clear, fair compensation systems for clinicians (licensed and associate).

    Automate payroll calculations based on paid sessions and agreed-upon splits.

    Clean up financial data so it’s easy to understand and hand off to your accountant.

    Help you see the bigger financial picture without living inside spreadsheets.

  • Build simple, professional intake and contact forms that actually work.

    Make sure client information is captured once and stored correctly.

    Create smooth systems for hiring applications and internal forms.

    Help ensure your practice meets required disclosures and telehealth standards.

  • Help you hire more intentionally and consistently.

    Create clear role descriptions, interview structures, and evaluation tools.

    Build onboarding and offboarding processes that don’t rely on memory.

    Reduce chaos as your team grows or changes.

  • Help practice owners step out of “doing everything themselves.”

    Identify what feels overwhelming and simplify it.

    Design systems that scale without adding stress.

    Offer ongoing guidance as your practice evolves.

  • Use AI and automation in practical, grounded ways — not gimmicks.

    Build tools that support intake, education, and internal workflows.

    Help generate content and resources without adding more work to your plate.

Let’s chat!

Please fill out the contact form for a free consultation.