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Kelvin
@kelvinferg
Zenoti, Jane App, Tebra, Dentrix, Open Dental, EHR Setup, Medical CRM, Med Spa
Estados Unidos
Inglés, Alemán, Francés, Español, Italiano
Sobre mí
Practice software set up wrong costs clinics patients, billing time and staff hours. I fix it.
Skills:
Software setup and data migration
EHR, intake forms, HIPAA workflows
Insurance, EDI, ERA, recall automation
QuickBooks cleanup and month-end close
Platforms: Zenoti, Boulevard, Pabau, Jane App, Tebra, DrChrono, Dentrix, Eaglesoft, Open Dental, QuickBooks
For: dentists, med spas, therapists, chiropractors, vet and home health clinics
Message me what is not working.
Habilidades
Kelvin
desconectado •
Tiempo medio de respuesta: 1 hora
Revisa mis servicios
Gestión de correo electrónico
I will setup microsoft 365 office 365 business email outlook email migration dkim spf
Gestión de CRM
I will setup dentrix eaglesoft open dental curve denticon migration recall automation
Porfolio
Experiencia laboral
Upwork
Freelance • 7 mos
Independent clinic setting up its EHR from scratch
Aug 2026 - Nov 2026 • 3 mos
A small independent clinic had signed up for an EHR but nobody had time to configure it. Paper intake forms were still being used. I owned the clinical side of setup. I worked through their visit types, built digital intake and consent forms, set up secure patient communication and configured insurance and eligibility fields. New patients completed paperwork before arriving, and staff stopped retyping forms. Message me if your EHR is paid for but not working for you.
Dental office migrating off a server-based system
Jun 2026 - Oct 2026 • 4 mos
A dental office on an old server-based practice management system needed to move to a modern platform without losing patient history. I handled migration planning and configuration. I audited what needed to move, cleaned duplicate and incomplete records, set up the new system, connected the clearinghouse for claims and ERA, and built recall reminders. The office switched with its patient records and recall list intact. If you are planning a switch, message me before you set a date.
Med spa moving to a new booking and membership platform
Health Vantis • Freelance
Jun 2026 - Oct 2026 • 4 mos
A growing med spa was running services, memberships and packages across spreadsheets and a basic booking tool. Front desk staff were rebuilding the same details by hand. I was responsible for the full build-out in the new platform. I mapped their services, treatment durations, membership tiers, package rules and staff permissions before touching any settings. I configured the service menu, memberships, retail inventory and automated appointment reminders. The front desk could book, sell packages and check out clients from one system. If your med spa is changing platforms, message me and I will map it first.
