You will get Full EHR Setup & Automation, Tebra, Charm health, Jane app, and Office Ally
Project details
Launch or upgrade your medical practice with expert EHR Setup and Integration. I specialize in configuring and connecting systems like Jane App, Tebra, AthenaHealth, Charm Health, and Bask Health so your clinic runs on autopilot.
What I Do For You:
1. Full System Setup
• Configuration: Setting up staff permissions, provider calendars, and appointment scheduling rules.
• Documentation: Building custom intake forms, consent forms, and SOAP note templates tailored to your specialty.
• Billing: Configuring fee schedules, insurance codes (CPT/ICD), and connecting payment gateways.
2. Integration & Automation
• Connectivity: Using Keragon or APIs to sync patient data between your EHR and CRM.
• Workflow: Automating appointment reminders, review requests, and revenue cycle tasks.
Why Me?
I understand Practice Management. Whether you are starting a new clinic or fixing a messy account, I ensure your system is HIPAA-compliant, efficient, and ready for patients.
Ready to organize your practice? Click "Continue" to get started.
What I Do For You:
1. Full System Setup
• Configuration: Setting up staff permissions, provider calendars, and appointment scheduling rules.
• Documentation: Building custom intake forms, consent forms, and SOAP note templates tailored to your specialty.
• Billing: Configuring fee schedules, insurance codes (CPT/ICD), and connecting payment gateways.
2. Integration & Automation
• Connectivity: Using Keragon or APIs to sync patient data between your EHR and CRM.
• Workflow: Automating appointment reminders, review requests, and revenue cycle tasks.
Why Me?
I understand Practice Management. Whether you are starting a new clinic or fixing a messy account, I ensure your system is HIPAA-compliant, efficient, and ready for patients.
Ready to organize your practice? Click "Continue" to get started.
Purpose
BusinessIndustry
Animals & Pets, Beauty & Cosmetics, Biotech, Ecommerce, Medical & Pharmaceutical, Sports & Fitness, WellnessLanguage
EnglishWhat's included $300
These options are included with the project scope.
$300
- Delivery Time 3 days
- Number of Revisions 2
- Number of Hours of Work 10
- Organize & Classify/Tag Files
Frequently asked questions
7 reviews
(6)
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(1)
This project doesn't have any reviews.
JO
Joshua O.
Apr 29, 2026
Quick Zoho FSM Fix for Field Service Business
Eni was fantastic! I needed a really quick fix in our Zoho FSM setup, and she jumped right in and handled it effortlessly. Fast turnaround, great communication, and zero hassle. Highly recommend!
ZM
Zainab, Abisola M.
Mar 23, 2026
Workiz Automation Expert (Automated Email Setup)
Eni is a true Workiz powerhouse. She didn't just set up automated emails; she optimized our entire communication workflow to be seamless and professional
OB
Olatunji B.
Mar 22, 2026
ServiceTitan to QuickBooks Integration Expert Needed
I hired them to handle a ServiceTitan to QuickBooks Online integration, and they delivered flawlessly. They didn’t just sync the accounts; they ensured the data mapped perfectly to keep our invoicing and books clean.
Expert-level work and a must-hire for anyone needing FSM automation. Highly recommended!
Expert-level work and a must-hire for anyone needing FSM automation. Highly recommended!
GA
Greg A.
Feb 26, 2026
Service Titan Forms Creation and Editing Expert Needed
Eni did not deliver a finished product; timely communication is a big challenge, and we had to end the contract, move on, and have someone else finish the job. Very disappointing, wasted a lot of time on this project. I assume she is very busy doing something else, not focused on this project.
ZM
Zainab, Abisola M.
Jan 15, 2026
ServiceM8 Form creation
This is our second time hiring Eni, and she continues to deliver great work. We asked her to review our ServiceM8 form setup for a construction workflow, and she provided excellent feedback that helped us refine the process before launch. She understands the industry and is very easy to work with. We look forward to having her on the team for the long term
About Eni
ServiceTitan Implementation Specialist | HVAC & Field Service | Setup,
88%
Job Success
Epe, Nigeria - 2:51 am local time
You invested in platforms like 𝙎𝙚𝙧𝙫𝙞𝙘𝙚𝙏𝙞𝙩𝙖𝙣, 𝙃𝙤𝙪𝙨𝙚𝙘𝙖𝙡𝙡 𝙋𝙧𝙤, 𝙅𝙤𝙗𝙗𝙚𝙧, 𝙤𝙧 𝘽𝙤𝙤𝙠𝙞𝙣𝙜𝙆𝙤𝙖𝙡𝙖 to scale your field service business.
Peak season doesn't forgive a botched CRM, every inefficient dispatch and missed follow-up is a contract your competitor closes instead.
I'm Eni, a ServiceTitan implementation specialist. I build field service environments from scratch, fix broken setups, and migrate messy data from legacy software so your team hits the ground running from day one.
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WHAT I BUILD FOR YOU
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◆ Full ServiceTitan setup - business units, job types, call reasons, technician roles, custom workflows
◆ Flat-rate pricebooks with Good / Better / Best structures that raise average ticket value
◆ Dispatch boards and scheduling logic for multi-tech, multi-location operations
◆ Automated customer communication - booking confirmations, reminders, follow-ups, review requests
◆ QuickBooks Online sync + Zapier automations across your full stack
◆ Technician mobile app onboarding and field training
◆ KPI dashboards - close rates, average ticket, call-to-book rate, and tech performance in real time
◆ Data migrations from Jobber, Housecall Pro, ServiceM8, Workiz, and paper/spreadsheet systems
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WHO I WORK WITH
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HVAC · Air Quality · Plumbing · Electrical · Pest Control · Home Services
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TECH STACK
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ServiceTitan | Jobber | Housecall Pro | QuickBooks Online | Zapier | Google Sheets | ServiceM8 | Workiz
Every client I set up goes live with a system their team actually uses, not one they work around.
Click INVITE or MESSAGE for a free 15-minute setup audit. I'll identify your three biggest gaps before we start.
Steps for completing your project
After purchasing the project, send requirements so Eni can start the project.
Delivery time starts when Eni receives requirements from you.
Eni works on your project following the steps below.
Revisions may occur after the delivery date.
Consultation & Workflow Mapping:
We kick off with a call to audit your current practice needs. I will map out your desired patient flow. From intake forms and appointment scheduling to the final billing cycle, to ensure the setup matches your reality.
Configuration & Build:
I get to work inside your EHR (Jane/Tebra/Athena). This includes setting up provider profiles, building custom clinical templates, and configuring Keragon or API connections to sync data with your other apps.