At The Balanced Bear, I standardized referral, documentation, and hand-off protocols with external physical therapists and acupuncturists, bringing time-to-treatment for co-managed patients to under one day. I also moved scheduling and billing to an integrated Noterro EHR, saving about 125 administrative hours annually.
I founded and managed The Balanced Bear’s practice operations infrastructure, supporting more than 2,000 patients across the practice’s lifecycle. I built HIPAA documentation and medical-record standards and integrated a digital health platform that increased home-program engagement by about 75%.
At Golf Academy of America, I led the move from in-person training to an online program on Canvas LMS and standardized delivery across 18 sections and more than 600 participants. Earlier, at Whole Health Chiropractic/Life Chiropractic Center, I standardized intake and scheduling workflows across two practice locations.

