Full EHR Setup for Lactation Professionals

A complete, done-for-you setup tailored to your practice—so you can chart, bill, and care with confidence.

This all-inclusive package is designed for IBCLCs and lactation consultants who are ready to streamline their documentation and billing systems from the ground up.

What’s included:

• EHR Selection Support If you don’t have an EHR yet, I’ll guide you through choosing the right platform (Heidi-IQ or others), based on your workflow and practice model.

• Custom Clinical Templates Includes full visit templates (not just snippets) for:

  • Mom-only visits

  • Baby-only visits

  • Comprehensive care plan templates

  • Provider report templates for seamless communication and referrals

• Billing Integration (if needed) Setup and support to integrate billing systems with your EHR for efficient claims processing.

• 1:1 Personalized Training Three 60-minute training sessions with me, focused entirely on your practice structure, documentation style, and clinical flow. You’ll walk away with a fully curated system that’s ready to use. (Additional hours will be charges at a rate of $100/hour with the purchase of this)

Whether you're starting from scratch or need a full overhaul, this setup is designed to save you time, reduce stress, and align your tools with how you practice.

Interested in learning more or getting started? Let’s talk.