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 goal is to transform fragmented processes into reliable, scalable systems so providers can focus on delivering exceptional care.

Services & Skills Description

  • Build end-to-end operational workflows for solo clinicians and multi-clinician groups.

    Standardize client lifecycle systems (intake → scheduling → billing → termination).

    Create efficient, scalable referral management pipelines (waitlists, assignments, follow-ups, outcomes tracking).

    Design clinician-friendly processes that reduce admin burden and improve continuity of care.

  • Build custom Google Sheets dashboards for:

    • Productivity & revenue

    • Caseload capacity

    • Client outcomes & retention

    • Lead conversion & marketing funnels

    Develop automated “Master” systems that consolidate data from multiple providers or locations.

    Maintain highly reliable, tamper-proof data structures with documented logic and versioning.

  • Develop custom Google Apps Script libraries to automate:

    • Monthly report creation

    • Two-way syncing between clinician trackers and master dashboards

    • Reminders, alerts, and compliance operations (e.g., No Surprises Act, GFE).

    Integrate EHR exports (SimplePractice, TherapyNotes) and external systems via automation (Google Sheets, Forms, Squarespace, n8n).

  • Create transparent, automated split-fee models (licensed vs associates).

    Build semi-monthly payroll systems based on actual paid sessions, bonuses, incentives, and performance metrics.

    Translate EHR financial exports into clean P&L-ready data for accounting platforms (QuickBooks).

    Provide forecasting (gross receipts, profitability, tax implications, ACA subsidy considerations).

  • Build customized website forms (Squarespace, Wix, etc.) with:

    • File uploads

    • Conditional logic

    • Automated tracking to Google Sheets

    Create job postings, hiring funnels, and applicant-tracking mini-systems.

    Ensure compliance: GFE/No Surprises Act language, informed consent workflows, disclaimers, and telehealth notices.

  • Design structured hiring pipelines inspired by “Who: The A Method for Hiring.”

    Create job scorecards, interview templates, and standardized evaluation rubrics.

    Build onboarding/offboarding processes, contract templates, and role-specific SOPs.

  • Help owners transition from founder-dependent to systems-driven operations.

    Identify bottlenecks and propose streamlined alternatives.

    Provide ongoing advisory for scaling, multi-state operations, and organizational structure.

  • Build custom GPTs trained on the practice’s philosophy, FAQs, books, and workflows.

    Develop automated client-education tools, intake helpers, and template generators.

    Assist with content writing & editing for blogs, social media, and resources pages.

Let’s chat!

Please fill out the contact form for a free consultation.