You’re a health + wellness professional, not a data entry technician. Let’s shore up your systems so you can get back seeing patients.

Picture walking out of your clinic on time, charts complete, knowing you maximized both patient care and revenue. Instead of the best clinician in your practice stuck behind a computer screen, you’re meeting with patients and thriving. You might just remember why you chose healthcare in the first place.

Does this sound familiar?

Your practice is treating half the patients you could be, because forms and admin tasks take up half your day.

You thought your EHR system would save time, but there’s nothing to show for it

You're bogged down with:

Charting until midnight while your family wonders where you are
Watching your best clinicians quit because they are drowning in paperwork instead of doing what they trained to do
Lead generation is slow (or non-existent), and you don’t know how to fix that
Leaving money on the table because your billing system is a mess
Having crucial patient information fragmented across multiple platforms

You know that time and talents are being wasted on bad systems. You are starting to realize that burnout isn’t about caring too much—it’s about clicking too much.

You don’t know how much longer you can go on this way.

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That's where we step in.

We believe in a world where all businesses have reliable systems they can count on for results again and again.

Instead of scrambling to get charts done, winging lead generation, and letting recordkeeping get the best of you—we believe in creating a business with thriving operations where predictability, automation, and consistency are at the forefront.

Image of a woman with long brown hair sitting on a couch writing in a notebook

Our approach isn't about rigid processes or software with steep learning curves.

It's about rescuing healthcare providers from administrative quicksand so they can get back to direct patient care and clinical decision-making.

This might include:

A functional update of your business management software (think patient forms, invoice processing, and lead generation pipelines) to take more admin work off your plate and free you up to be the healthcare hero.

Automation for the right systems so simple processes are on autopilot, and you can use your skills caring for patients.

A long-term vision of how to set up your business to be scalable as your growth and success continue!
… and more!

work with us

Your skills built this practice. Strong systems will scale it.

The Systems & Audit Strategy Package unpacks every phase of your client experience and team procedures.

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We leave no stone unturned to ensure every kink in the pipeline gets unfurled, and every bump in the road gets smoothed out.

We look at things like:

Defining a strategic tech stack of softwares that support your team (instead of giving them one more thing to learn)
Documenting your operations in easy-to-follow SOPs‍
Saving time with reliable automations that you know how to tweak if you need to
Plus long-term goal planning and a down-to-the-very-last-task implementation roadmap

What we can do for your Health and Wellness Practice:

Stop spending time chasing clinicians for completed charts with a system that gives you a simple way to audit documentation compliance for every appointment

Make patient information instantly accessible when and where you need it

Bring relief to your burned-out staff with systems that actually work for them and are easy

What Our Clients Say

“Caitlyn is amazing at helping you get the back end of your business set-up for success. She provides creatively solutions and makes your dream a reality. In our time working together, I’ve loved how I can tell her what I'm looking for and she can provide me with alternative ways of doing things. I don't know what I don't know -- so it's so helpful."

Ashley Spanovich

Awakening Spaces

Ashley Spanovich

Awakening Spaces

“Caitlyn is a thorough, proactive, and detail-oriented communicator. This is *huge* for me as a busy entrepreneur. In every touchpoint, she makes things easy for me, which is a skill many providers don't have and never learn. It's invaluable.”

Pia Beck

Curate Well Co

Pia Beck

Curate Well Co

“Working with Caitlyn elevates and expands any business! Since working with Caitlyn I have been able to successfully implement processes that were on my "to do list" for ages. One such example is my regular nurturing communication. I had a dormant list for years before Caitlyn came along and she quickly identified and organized a process for me to communicate to my audience. This has created deeper client relationships as well as sales I would not have gotten had it not been for this process. This is one specific example of her company's ability to organize, expand and enhance the marketing strategy and business processes of a business. I highly recommend working with Caitlyn if you desire business structure, process and growth.”

Bridgette Simmonds

Limitless by Bridgette

Bridgette Simmonds

Limitless by Bridgette

“My overall experience with Caitlyn and Upwell Strategies has been beyond expectations. Every time I jump on a call with her, I know we are going to be productive. What I've liked most is the reliability. Not all small businesses are created equal, and Caitlyn really is a cut above the rest. She's a high-performer with emotional intelligence & business acumen. She's the total package. I'm really fortunate she's made space for my business needs; I'm stronger with her.”

Beth Loughman

Tiny Elephant Studios