AI Integration & Automation Specialist (OpenAI / ChatGPT): We’re an advertising agency looking for an experienced AI specialist to help build an AI-powered business infrastructure. Your role will be to integrate ChatGPT/OpenAI with the software we use every day, automate workflows, and help us identify opportunities to improve efficiency across the business. Responsibilities: * Integrate OpenAI with our existing software stack * Build custom workflows using APIs and automation platforms * Connect tools such as Microsoft 365, Outlook, HubSpot, Wrike, QuickBooks, WordPress, and other business applications * Develop AI assistants for operations, sales, project management, marketing, reporting, and customer service * Recommend scalable AI solutions and best practices * Document all work for future maintenance Requirements: * Strong experience with OpenAI APIs * Experience with APIs, MCP, Zapier, Make.com, n8n, or similar automation platforms * Strong understanding of business process automation * Ability to communicate with both technical and non-technical teams * Excellent English

We're building an internal operations platform to automate utility account management for a large real estate portfolio. Today, much of this work is manual. Information about utility accounts exists across multiple systems, and employees spend significant time identifying missing bills, reconciling account data, researching exceptions, and coordinating follow-up work. We're building a system that automates these processes by synchronizing data between our operational system and accounting system, applying business rules to identify exceptions, and presenting actionable work queues and dashboards for our operations team. Examples include: Utility accounts that exist in one system but not another Missing or delayed utility bills Accounts requiring setup or closure based on occupancy changes Autopay and e-bill tracking Operational exceptions that require human review Dashboards, work queues, assignments, notes, and status tracking Our internal product manager owns the business requirements and workflows. Your role is to work closely with them to design and implement the technical solution, not to perform business process discovery. What You'll Do Design and use AI to build the application's backend and frontend. Design a clean, maintainable application architecture. Use AI to build dashboards and workflows that allow operations teams to efficiently manage exceptions. Translate product requirements into production-ready software. Leverage AI development tools (Codex, Claude Code, Cursor, or similar) as a core part of your workflow to accelerate development. Review, validate, and refine AI-generated code to ensure quality and maintainability. What We're Looking For We're looking for an experienced software engineer with strong software engineering fundamentals who embraces AI-assisted development. You should understand how modern software applications are architected, designed, built, and deployed, and be comfortable making sound technical decisions while moving quickly. Experience in many of the following areas is preferred: Full-stack application development Application architecture and system design APIs and system integrations SQL databases and data modeling Authentication and security Cloud-hosted applications Testing and debugging Source control and collaborative development We care much more about engineering judgment, speed of execution, and the ability to effectively leverage AI than expertise in any particular language or framework. Nice to Have Experience building internal business applications or operations platforms Experience working with accounting, ERP, or workflow systems Experience building dashboards and operational tooling To Apply Please include: A brief summary of your experience building business applications. The AI development tools you use regularly (Codex, Claude Code, Cursor, Windsurf, etc.) and how they fit into your workflow. Examples of projects where AI significantly accelerated your development process. Your availability over the next 2–3 months and your expected hourly rate.

We are looking for a highly organized, proactive Operations Coordinator who thrives in a fast-moving environment. You will serve as a connective tissue across the operations team and its cross-functional partners, keeping work moving, documented, and on track. This is a hands-on, execution-focused operations role where AI tools are part of the daily workflow. You will support a variety of operations projects, and your ability to adapt quickly is just as important as your core skills. Strong performance can lead to a full-time offer. Key Responsibilities Operations Support & Project Coordination -Manage ticket queue - intake and triage requests, assign timelines, track deliverables, and communicate status updates to stakeholders. -Maintain a rolling calendar of marketing communications, campaign milestones, and key deliverables. -QA and edit copy for marketing materials including sales collateral, email communications, landing pages, and internal announcements. -Perform quality assurance checks on outbound materials, ensuring accuracy, consistency, and adherence to brand standards. -Support blog development and copywriting QA. -Support marketing campaigns and departmental administrative tasks across email, social, advertising, and content channels. -Assist with coordinating internal and external events as needed. -Budget tracking and reporting for various projects. Data, Reporting & Technology -Manage and analyze CRM data using various tools to support reporting and decision-making. -Review performance dashboards and reports, providing insights into key metrics, ROI, and campaign effectiveness. -Work within project management/CRM software and tools (e.g., Asana, Jira, Hubspot, automation platforms). -Utilize advanced Excel functions (VLOOKUP, PivotTables, etc.) for data manipulation and reporting. Process & Documentation -Support process improvement opportunities within the operations department, including implementation of solutions to enhance efficiency and productivity. -Assist in developing and maintaining standard operating procedures (SOPs) for recurring activities. -Streamline workflows, build standardized procedures, and surface automation opportunities. -Support documentation, data entry, and coordination tasks required to keep operations running efficiently. Cross-Functional Collaboration -Partner with internal teams to ensure deliverables align with business needs. -Provide day-to-day administrative support to the operations team to keep timelines, materials, and deliverables on track. -Ensure compliance with industry regulations and company policies across all activities. -Perform other duties as assigned. Required Skills & Experience -1–3 years of experience in operations, project management, executive or team coordination, or a similar role. -Exceptional attention to detail — you catch what others miss and genuinely enjoy working through complexity. -Strong ability to manage multiple moving timelines simultaneously and adapt quickly as priorities shift. -Familiarity with CRM systems, automation platforms, and project management software. -Strong written and verbal communication skills, with the ability to draft polished copy and clear internal documentation. -Proficiency in Microsoft Excel, including advanced functions for data manipulation and analysis. -Ability to learn new software quickly and integrate new tools into daily workflows. -Application of AI tools such as Claude, ChatGPT, etc. to improve efficiency. -Professional demeanor, sound judgment, and the ability to maintain confidentiality. Nice to Have -Experience supporting marketing campaigns and initiatives. -Experience with marketing analytics or BI tools. -Experience creating automated workflows with Hubspot, Zapier or similar tools. -Experience with event coordination or on-the-ground activations. -Familiarity with performance marketing, affiliate programs, or partnership channels.

Job Title: Full-Stack Website Developer / Software Engineer – Lending Broker Portal Position Summary Lending Success Pot is seeking an experienced Full-Stack Website Developer / Software Engineer who can thoroughly understand our lending broker business processes and continuously improve our technology platform. The ideal candidate will analyze existing systems, identify opportunities for improvement, integrate modern technologies, and develop scalable solutions that enhance the borrower, lender, and internal team experience. This position requires someone who is highly analytical, innovative, and experienced in web development, software engineering, system integration, automation, and artificial intelligence. Key Responsibilities Job Title: Full-Stack Website Developer / Software Engineer – Lending Broker Portal Position Summary Lending Success Pot is seeking an experienced Full-Stack Website Developer / Software Engineer who can thoroughly understand our lending broker business processes and continuously improve our technology platform. The ideal candidate will analyze existing systems, identify opportunities for improvement, integrate modern technologies, and develop scalable solutions that enhance the borrower, lender, and internal team experience. This position requires someone who is highly analytical, innovative, and experienced in web development, software engineering, system integration, automation, and artificial intelligence. Key Responsibilities Gain a thorough understanding of the entire Lending Success Pot business model, lending workflow, and customer journey. Analyze existing website architecture, customer portals, and internal systems to identify opportunities for improvement. Design, develop, maintain, troubleshoot, and optimize the Lending Success Pot portal. Improve user experience, website performance, scalability, reliability, and security. Develop secure borrower, broker, lender, and administrator portals. Integrate lead management systems to efficiently capture, organize, qualify, and track prospects throughout the lending process. Integrate CRM platforms and marketing automation tools to streamline customer communications, lead nurturing, campaign management, and reporting. Build automated workflows for: Lead capture Loan applications Document collection Identity verification Appointment scheduling Loan status updates Email and SMS notifications Follow-up sequences Customer onboarding Integrate AI agents and intelligent automation to assist with: Customer support Lead qualification Frequently asked questions Appointment scheduling Document collection Loan application assistance Customer follow-ups Internal workflow automation Integrate third-party APIs, including lending platforms, CRM systems, payment processors, e-signature services, communication platforms, analytics tools, and other business applications. Collaborate with management to recommend innovative technology solutions that improve efficiency and business growth. Monitor system performance, troubleshoot technical issues, and implement continuous improvements. Ensure compliance with data security, privacy, and industry best practices. Maintain comprehensive technical documentation and follow software development best practices. Qualifications Bachelor’s degree in Computer Science, Software Engineering, Information Technology, or equivalent professional experience. Strong experience in full-stack web development and software engineering. Expertise in modern web technologies, APIs, cloud services, databases, and system integrations. Experience integrating CRM platforms, lead management systems, marketing automation platforms, and AI-powered solutions. Strong understanding of automation technologies and business process optimization. Excellent analytical, troubleshooting, and problem-solving skills. Ability to translate complex business requirements into scalable technical solutions. Strong communication skills and the ability to work collaboratively with cross-functional teams. Preferred Experience Experience with lending broker platforms, financial technology (FinTech), customer relationship management (CRM), loan origination systems (LOS), AI agents, conversational AI, workflow automation, cloud infrastructure, analytics dashboards, and secure web application development is highly preferred. Success Measures The successful candidate will deliver a highly efficient, secure, and scalable lending portal that improves operational efficiency, enhances customer experience, automates manual processes, integrates AI-driven capabilities, strengthens lead management and marketing automation, and supports the long-term growth of Lending Success Pot.

# Founding AI Operations Architect | Build the Future of Home Services ## About EPIC EPIC Septic & Service is one of the fastest-growing septic and wastewater companies in America. We are a veteran-owned organization with operations expanding across multiple states and an ambitious vision to become the first nationally recognized brand in the septic and wastewater industry. But we're not just building a septic company. We're building the operating system behind it. Our mission is to create the first AI-powered Virtual Back Office (VBO) for the septic and wastewater industry—combining customer service, dispatching, sales, inspections, maintenance agreements, reporting, and franchise support into a single scalable platform. We believe the future of home services is not simply hiring more people. We believe the future is AI-powered operations supported by exceptional field teams. ## The Opportunity We are seeking a Founding AI Operations Architect to help design, build, and implement the technology infrastructure that will power EPIC's next phase of growth. This is not a traditional software development role. This is a systems architecture and operational design role focused on leveraging AI, automation, and modern technology to transform how a service business operates. You will work directly with the founder and executive team to map processes, identify opportunities for automation, and build the foundation for a platform that can scale across company-owned locations, franchisees, and strategic partners nationwide. We are looking for a builder, an operator, and a visionary who enjoys solving complex operational challenges with technology. ## What You'll Build ### Customer Experience Systems * AI-powered call answering * Lead qualification and routing * Appointment scheduling * Customer communication workflows * Automated follow-up sequences ### Revenue Operations * AI sales agents * Estimate and proposal generation * Maintenance agreement enrollment * Payment collection workflows * Customer retention programs ### Field Operations * Dispatch automation * Technician scheduling * Inspection workflows * Service reminders * Work order management ### AI Agent Ecosystem * Customer Service Agent * Dispatcher Agent * Sales Agent * Collections Agent * Inspection Report Agent * Franchise Support Agent * Internal Operations Assistant ### Reporting & Intelligence * Executive dashboards * Operational scorecards * Franchise performance reporting * KPI monitoring * Business intelligence systems ## Current Technology Stack We are currently evaluating and implementing technologies including: * Jobber * Claude * UJET * Make * n8n * Zapier * Airtable * Retool * Custom APIs and integrations We are open to recommendations from the right candidate. ## First 90-Day Objectives ### Phase 1 – Discovery & Architecture * Audit current EPIC workflows * Map customer journeys from lead to completion * Identify automation opportunities * Design overall system architecture * Create implementation roadmap ### Phase 2 – MVP Development * AI phone answering workflows * Lead qualification automation * Scheduling automation * Estimate generation workflows * Customer communication systems ### Phase 3 – Virtual Back Office Launch * Dispatch automation * Maintenance agreement workflows * KPI dashboard implementation * Reporting framework * Initial franchise-ready operating model ## Ideal Experience You have successfully built or implemented: * AI agents and automation systems * Contact center automation * CRM integrations * Workflow automation platforms * Field service management systems * Operational software for service businesses * Multi-location or franchise support systems Bonus experience includes: * Jobber * ServiceTitan * Home service businesses * Plumbing, HVAC, electrical, septic, or wastewater industries * Franchise operations * AI-powered customer support systems ## What We're Not Looking For Please do not apply if you are: * A website designer * Looking for simple development tasks * An agency that outsources work * Someone without hands-on AI automation experience * Someone who has never built operational systems that drive real business outcomes We are looking for someone who can think strategically, architect systems, and execute. ## Why This Opportunity Is Different Most companies use AI to make small improvements. We are using AI to reimagine how an entire industry operates. Our goal is to create the first fully AI-enabled septic and wastewater platform in America and ultimately build the infrastructure that powers operators nationwide. This is an opportunity to help build something from the ground up, have a direct impact on the direction of the platform, and work alongside a team that is committed to innovation, execution, and long-term growth. ## To Apply Please include: 1. Examples of AI systems you have designed or built. 2. Relevant automation or operational projects. 3. CRM or field-service integrations you have implemented. 4. Your preferred technology stack and why. 5. How you would approach building an AI-powered Virtual Back Office for a service business. 6. What excites you most about this opportunity. We are looking for a long-term partner who wants to help build something meaningful, scalable, and industry-defining.

Conversational AI / LLM Consultant We are looking for a Conversational AI and LLM specialist to support the strategy, design, development, testing, and improvement of AI-powered chatbot and voice automation solutions across multiple business groups. Responsibilities: Help identify, evaluate, and prioritize Conversational AI and LLM use cases across defined business units. Advise on best practices for Conversational AI strategy, LLM architecture, prompt design, orchestration, retrieval, integrations, and development. Recommend improvements across AWS services, Amazon Lex integrations, LLM workflows, and supporting AI infrastructure. Collaborate with the development team on chatbot, voice bot, Lex, and LLM-based implementations and configurations. Conduct QA testing to validate Conversational AI functionality, accuracy, performance, reliability, and user experience. Support the development of solution frameworks, automation workflows, dashboards, application management tools, and fulfillment processes. Assist in designing and extending multilingual Conversational AI solutions in English and Spanish. Support multiple lines of business, call flows, customer journeys, and AI-assisted workflows. Ideal Candidate: Experience with Conversational AI, LLMs, and chatbot or voice automation systems. Familiarity with Amazon Lex and AWS AI services is helpful, but broader LLM architecture experience is equally important. Strong understanding of prompt engineering, AI orchestration, integrations, QA testing, and production AI workflows. Ability to translate business requirements into practical AI-driven solutions. Experience with multilingual conversational design, especially English and Spanish, is a plus.

US-BASED CONTRACT FULL-STACK / AI ENGINEER FOR HEALTHCARE PRODUCT Remote, US-Based Contractor | East Coast Time Required | Home Health AI Product About Scribble Scribble is the top-rated AI platform for home health purpose-built to give clinicians their time back. Home health agencies run on documentation: visit notes, care plans, prior authorizations, compliance paperwork - we help automate these processes. Project Overview We are looking for one or more experienced US-based contractors to help us move faster across several important areas of our product. We need hands-on builders who can scope clearly defined product needs, ask the right questions, and independently deliver high-quality work. This is not a narrow ticket-taking role. We are looking for people who can own meaningful pieces of the product, communicate clearly, work asynchronously, and make steady progress without heavy day-to-day management. Depending on your strengths, the work may focus on mobile, backend, AI workflows, and EMR robotic process automation. You will ideally own end to end development including testing. What We Need Help With • Build and improve visit types and clinical documentation workflows for home health use cases • Improve accuracy of AI-generated outputs, including prompt design, evaluation, testing, and workflow refinements • Integrate completed visits and documentation into EMR systems using APIs where available and robotic process automation where needed • Work across React Native mobile app features, Node.js backend services, OpenAI/LLM workflows, and automated testing • Debug production issues, improve reliability, and help us ship quickly without sacrificing quality • Troubleshoot and fix bugs quickly, and make product improvements based on customer feedback • Translate product requirements into practical technical plans and independently execute against them • Document decisions, provide frequent updates, and proactively flag risks, blockers, and trade-offs • Potentially collaborate with team members across different parts of the roadmap Skills We Are Looking For Required • Advanced use of Claude Code • US-based contractor with East Coast time zone availability required • Strong experience with React Native mobile development • Backend experience with Node.js, APIs, databases, authentication, and production debugging • Hands-on experience with OpenAI or other LLM APIs, prompt engineering, structured outputs, and AI workflow testing • Strong testing mindset, including unit tests, integration tests, regression testing, and quality checks for AI outputs • Ability to work independently from a product goal, break it into technical tasks, and deliver without constant direction • Excellent written and verbal communication; concise updates, clear questions, and proactive status reporting are essential • Speed and quality are both must-haves: we need someone who can move quickly while still shipping reliable, well-tested work • Comfortable working with sensitive healthcare data and following HIPAA-aware, security-conscious development practices Strongly Preferred • Meaningful healthcare experience is strongly preferred, especially in home health, clinical documentation, EMR/EHR workflows, HIPAA-aware development, or regulated healthcare environments Contract Details • Contract role for a US-based independent contractor • US-based candidates only; East Coast time zone availability is required • Part-time or project-based to start, with potential for ongoing work • Minimum availability of 20 hours per week is required • We may hire multiple contractors based on specialty, fit, and availability • Clear deliverables, frequent communication, and fast iteration cycles • Hourly rate or fixed-price milestones can be discussed based on scope and experience • Selected contractors will need to sign appropriate IP assignment, NDA, and Business Associate Agreement documents before accessing sensitive product or healthcare data • We may request and check references before starting a larger engagement

Title: Claude AI Trainer & Automation Expert for Executive Teams We are looking for an exceptional Claude AI expert, trainer, and automation consultant to work directly with our team. This is not a development role. We need someone who can teach, coach, and help teams become dramatically more productive using Claude. You will work with small groups of 5–7 people, running live training sessions and helping participants identify opportunities to automate workflows, improve decision-making, accelerate research, create content, and build AI-powered processes. The ideal candidate is both highly technical and an outstanding communicator who can explain complex concepts to non-technical professionals. Responsibilities: * Conduct live Claude training sessions for small groups * Teach advanced prompting techniques * Help teams automate repetitive business tasks * Identify high-ROI AI use cases across departments * Build practical Claude workflows and templates * Create training materials and playbooks * Provide ongoing coaching and office hours * Stay current with the latest Claude capabilities and AI tools Requirements: * Deep expertise with Claude and AI workflows * Exceptional communication and teaching skills * Experience training business professionals and executives * Strong understanding of business operations and process automation * Ability to simplify complex concepts * Experience creating AI-driven productivity systems * Comfortable leading interactive workshops and Q&A sessions When applying, please answer: 1. How long have you been using Claude professionally? 2. What organizations or teams have you trained? 3. What are the most valuable Claude automations you have implemented? 4. Describe a training program you designed and delivered. 5. How would you structure a 4-week Claude training program for a team? 6. Please provide links to videos, workshops, presentations, or training materials you have created. 7. What differentiates you from other AI trainers? 8. What is your hourly rate and availability? We are looking for someone who can become a trusted advisor to our organization and help our teams successfully adopt AI at scale.

About the Role: We are seeking a highly qualified Senior Machine Learning and Natural Language Processing Engineer with deep expertise in sentence parsing, contextual understanding, categorization, and language extraction to support and advance Sybal’s Proof of Governance® (PoG™) platform. This role blends advanced NLP engineering, full-stack development, and enterprise-grade deployment. You will design custom NLP models, build scalable AI-driven services, and deploy production-ready applications that transform raw policy and technical language into structured governance intelligence. You must be a senior-level full-stack engineer proficient in Python, Django, JavaScript, HTML, and CSS, with the ability to dockerize and deploy applications into production environments. Experience commercializing enterprise AI applications is required. You should also be familiar with using agentic AI tools in a development context—for debugging, workflow acceleration, rapid prototyping, and improving engineering efficiency. ________________________________________ Key Responsibilities: NLP & Machine Learning Engineering: • Build advanced NLP models for sentence parsing, context detection, semantic analysis, entity extraction, and policy language interpretation. • Develop hybrid ML + rule-based systems that support governance modeling and policy decomposition. • Create pipelines for text ingestion, annotation, categorization, and structured language extraction. • Design evaluation frameworks for accuracy, drift, reliability, and linguistic precision. • Research and implement non-LLM NLP methods relevant to governance and policy analysis. Full-Stack Engineering: • Develop production-ready applications using Python (spaCy, NLTK, TensorFlow, or PyTorch to build and optimize NLP models), Django, JavaScript, HTML, CSS, and modern tooling. • Further develop NLP models for PoG™ Feature enhancements. • Develop and maintain secure, scalable REST APIs and backend services. • Integrate ML components seamlessly into PoG™’s architecture. Production Deployment & DevOps: • Dockerize machine learning pipelines and full-stack applications for uniform deployment. • Deploy and manage services in cloud production environments (AWS, GCP, or Azure). • Set up CI/CD pipelines, monitoring, observability, and scalable containerized processes. • Ensure production performance, uptime, and system reliability. AI Automation for Engineering Efficiency: • Use agentic AI tools to assist with debugging, test generation, workload orchestration, and internal development workflows. • Integrate AI-assisted coding tools responsibly into engineering processes. Contribute to the Proof of Governance® Platform: • Build NLP and ML components that strengthen PoG™’s ability to: • Map policy language into structured governance data • Detect enforceability gaps • Identify policy dependencies and contextual interactions • Deliver measurable, enforceable governance intelligence • Collaborate with PoG™ architects to extend platform intelligence across governance domains. ________________________________________ Qualifications: Required Skills & Experience: • 6–10+ years of software engineering experience with specialization in ML and NLP. • Mastery of sentence parsing, syntax/semantic analysis, dependency modeling, and contextual extraction. • Proven experience commercializing enterprise AI or ML-driven applications. • Proficiency in: o Python o Django o JavaScript o HTML / CSS • Demonstrated ability to dockerize applications and deploy them into production. • Strong understanding of ML architecture, data modeling, distributed systems, and backend engineering. • Experience using agentic AI tools for engineering workflows (debugging, code analysis, test generation). • Strong cloud engineering experience (AWS, GCP, Azure). Preferred Qualifications: • Background in computational linguistics or structured policy analysis. • Experience with ontologies, taxonomies, or governance modeling. • Prior work in regulated, audit-heavy, or mission-critical environments. • Contributions to high-scale enterprise software platforms. ________________________________________ Who You Are: • You excel in both advanced NLP engineering and full-stack software development. • You can design systems end-to-end—from custom algorithms through front-end integration to production deployment. • You understand how to use AI to accelerate development processes. • You are driven by building systems that transform governance from assumption to measurable, enforceable proof. • You are excited to contribute to the continuous evolution of PoG™

Overview I am seeking an experienced healthcare revenue cycle consultant who has extensive, real-world experience with both eClinicalWorks and athenahealth. Ideally, you currently work with one or both systems daily as a practice administrator, billing manager, consultant, implementation specialist, or revenue cycle leader. This is not a software implementation project. I am performing due diligence before selecting an EHR/Practice Management platform for a new multi-provider outpatient psychiatry practice. The goal is to understand the real-world strengths, weaknesses, hidden costs, workflow differences, automation capabilities, customer service, and billing implications of each platform from someone who has extensive practical experience. Required Qualifications 5+ years of experience with eClinicalWorks and/or athenahealth Extensive knowledge of: Medical billing Revenue cycle management Insurance claims Clearinghouses Behavioral health workflows Scheduling Reporting Financial operations Current or recent daily use of eClinicalWorks strongly preferred Psychiatry or behavioral health experience is a major plus Consultation Topics 1. Overall Recommendation Which system would you choose? Why? Which is better for outpatient psychiatry? Which is better for long-term growth? Which system has aged better? 2. Customer Service & Ongoing Support Customer service is one of the most important factors in our software decision. I am interested in your real-world experience after implementation, not the sales process. Overall Experience Overall customer service quality (1–10) Responsiveness Knowledge of support staff Ease of getting problems resolved Biggest frustrations Day-to-Day Support Support hours Phone support Live chat Customer Portal Email support After-hours support Emergency support Phone Support Do you generally reach a live representative immediately? Typical hold times Are calls routed overseas? Are most issues resolved during the first call? Typical callback times Customer Portal Typical response time Typical resolution time Ease of tracking tickets Escalation process Quality of follow-up Support Quality Knowledge of first-level support Frequency of escalation Typical turnaround for: "How do I..." questions Billing questions Reporting questions Technical issues Software bugs Account Management Dedicated account manager? Quarterly business reviews? Upgrade assistance? Proactive recommendations? Overall Comparison Compare customer support between eClinicalWorks and athenahealth. Which company provides the better long-term customer support experience? Which would you trust more for a growing practice? 3. Billing, Revenue Cycle Management (RCM) & Financial Reporting (Use the expanded RCM section we previously created, including revenue cycle workflow, contract fee schedules, allowables, reporting, analytics, automation, and overall comparison.) 4. Psychiatry Workflow Medication management Therapy Combined E/M + Psychotherapy billing 99213 99214 99215 90833 90834 90792 Documentation workflow Templates Intake workflow PHQ-9 / GAD-7 Behavioral health features 5. AI Functionality Sunoh AI Ambient listening AI note quality Time savings AI assistants Real-world usefulness Biggest limitations 6. Scheduling Scheduling workflow Waitlists Recurring appointments Open Access Self scheduling Appointment reminders Two-way texting Cancellation workflow Rescheduling workflow 7. Patient Communication Patient Portal Secure messaging Text reminders Two-way texting Intake forms Online check-in Balance reminders Telehealth notifications 8. Telehealth Ease of use Reliability Workflow Documentation integration Hidden costs 9. Hidden Costs Please identify any costs practices commonly overlook: Clearinghouse AI Telehealth Text messaging Patient statements Faxing Open Access Interfaces EPCS Wiley Practice Planners Additional modules Training Upgrades 10. Implementation Typical implementation Training Go-live Data migration Common mistakes 11. Phone System Integration & Call Center Workflow Please discuss how each platform integrates with modern VoIP phone systems. Supported Integrations RingCentral Nextiva Zoom Phone Dialpad GoTo Connect Vonage 8x8 Other recommended systems Workflow Can the software: Automatically identify patients using Caller ID? Pop the patient chart when a call arrives? Open today's appointment? Display upcoming appointments? Create tasks during the call? Document phone calls? Record calls (if desired)? Transfer calls internally? Click-to-call from within the chart? Click-to-text patients? AI & Automation AI call summaries Voicemail transcription Missed-call workflows AI assistants Appointment scheduling directly from incoming calls Reporting Call reports Missed calls Hold times Staff productivity Call recordings Quality assurance Recommendations Which phone system integrates best with eClinicalWorks? Which integrates best with athenahealth? Which would you recommend for a growing outpatient psychiatry practice? Are there any integrations that should be avoided? 12. Integrations Labs Pharmacies Clearinghouses Accounting software Payment processors Outlook / Microsoft 365 Other third-party integrations 13. Performance Speed Reliability Downtime Bugs Browser compatibility Mobile app 14. Favorite Features Top productivity improvements Most valuable features Hidden features Features most practices don't know about 15. Biggest Complaints Biggest frustrations Daily annoyances Workflow limitations Features that need improvement Deliverable I am looking for a 60–90 minute Zoom consultation with someone who has extensive practical experience using these systems—not a salesperson. Please include: Years of experience Current role Systems used Approximate number of practices supported Behavioral health experience Which system you would recommend and why Your hourly consulting rate Final Question If you were opening a brand-new outpatient psychiatry practice today with the goal of scaling from 1 provider to 20+ providers, which EHR, practice management system, AI solution, and phone system would you choose, and why? I am looking for an honest, unbiased assessment based on real-world experience. I am much more interested in practical workflow, customer support, operational efficiency, hidden limitations, and best practices than vendor marketing materials.