Google Workspace & Therapy Notes Automation
Budget: $750 – $1,500 USD
I'm looking for a professional who can integrate Google Workspace apps (Shared drives, Forms, Sheets, Docs, Slides, Canvas) and Form Publisher to help expedite writing multidisciplinary psychoeducational and neuropsychological reports.
The successful applicant will also interface with Therapy Notes to automate various administrative tasks (enter client info from Google Form to Therapy Notes, automatically send reminder emails and texts, create school contracts, auto generate and send invoices based on Therapy notes data) and create notifications among team members for next steps. The goal is to streamline operations and reduce time spent on repetitive tasks.
Applicant will need to sign an IP agreement and follow HIPAA laws.
Key Tasks:
- Automate report writing based on Google Form responses and Form Publisher marker templates.
- Input data tables into report templates based.
- Create visual representations of data for presentations (Google Slides) and reports (Google Docs)
- Create summaries of reports (possibly using AI)
- Automate scheduling appointments, generating invoices, updating patient records, and sending reminders through Therapy Notes.
- Automate correspondence, including emails and texts to clients, and drafting school contracts.
Ideal skills for this project include:
- Proficiency in Google Workspace apps and Form Publisher.
- Experience with Therapy Notes is a significant advantage.
- Some understanding of report writing and data analysis.
- Strong automation skills to optimize administrative tasks.
The successful applicant will also interface with Therapy Notes to automate various administrative tasks (enter client info from Google Form to Therapy Notes, automatically send reminder emails and texts, create school contracts, auto generate and send invoices based on Therapy notes data) and create notifications among team members for next steps. The goal is to streamline operations and reduce time spent on repetitive tasks.
Applicant will need to sign an IP agreement and follow HIPAA laws.
Key Tasks:
- Automate report writing based on Google Form responses and Form Publisher marker templates.
- Input data tables into report templates based.
- Create visual representations of data for presentations (Google Slides) and reports (Google Docs)
- Create summaries of reports (possibly using AI)
- Automate scheduling appointments, generating invoices, updating patient records, and sending reminders through Therapy Notes.
- Automate correspondence, including emails and texts to clients, and drafting school contracts.
Ideal skills for this project include:
- Proficiency in Google Workspace apps and Form Publisher.
- Experience with Therapy Notes is a significant advantage.
- Some understanding of report writing and data analysis.
- Strong automation skills to optimize administrative tasks.