Schedule a Consultation

Ready to strengthen your practice? Let's discuss how SGC Office Helper can support your revenue cycle management, administrative operations, and practice growth.

Select a time that works best for you below and we'll be in touch to confirm your appointment.

Pick Your Preferred Time

Click the button below to view available times and schedule your consultation directly on our calendar.

Quick & Easy

Schedule in seconds. No lengthy forms or back-and-forth emails needed.

Your Schedule

Choose times that work best for your schedule across multiple time zones.

Instant Confirmation

Get immediate confirmation and reminders for your scheduled consultation.

What to Expect

15-Minute Discovery Call

A brief, no-pressure conversation to understand your practice's unique needs and challenges.

Personalized Recommendations

We'll discuss which of our services—RCM, administrative support, staffing, or compliance—are the best fit for your practice.

Next Steps

If it's a good fit, we'll outline how we can start supporting your practice and answer any questions you have.

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Client creating account for SGC Office Helper services

Create Your Client Account

New to SGC Office Helper? Sign up to access your practice portal, track your consultation, and manage your services.

✓ Secure access to your dedicated practice dashboard
✓ Track consultation and onboarding progress in real-time
✓ Manage service preferences and account settings
✓ Direct communication with your support team
✓ No verification required - instant access

Create Your Account Now

Section 1: Practice Information

Practice Name *

Practice Address *

Primary Contact (Name & Title) *

Phone Number *

Email Address *

Best Method of Communication *

Preferred Contact Time(s) *

Section 2: Services Requested

Select all services your practice requires:

Other Service Needs

Section 3: Systems & Insurance Mix

Practice Management System / EHR Used *

Clearinghouse Used *

Insurance Mix *

Top Insurance Carriers *

Average Monthly Claims Volume *

Current Accounts Receivable (A/R) Concerns *

Section 4: Operational Needs

What are your biggest administrative challenges right now? *

What are your biggest billing or RCM challenges? *

Do you currently have a billing or administrative backlog? *

If yes, please describe the backlog

Support Needed *

Section 5: Consultation Request

Would you like to schedule a complimentary consultation? *

Preferred Meeting Format

Preferred Date for Consultation

Preferred Time of Day

Primary Topic You Would Like to Discuss

Section 6: Compliance & System Access

Do you require a Business Associate Agreement (BAA)? *

Who will provide system access for onboarding? *

Practice Management System / EHR Access Type

Preferred Start Date for Services

Additional Notes or Special Instructions

Section 7: Identity Verification

To ensure the security and legitimacy of our partnership, please upload a copy of your government-issued Photo ID.

Secure Document Upload *

Accepted formats: Government-issued Photo ID (driver's license, passport, ID card). Image or PDF files only.

Section 8: Privacy & Compliance Notice

Confidentiality Statement

SGC Office Helper respects the confidentiality of all information submitted through this form. Practice information is handled with professional care and in accordance with healthcare privacy and operational security standards. If services involve access to systems containing PHI, a Business Associate Agreement (BAA) may be executed prior to onboarding.

Information provided in this intake form is used solely for the purpose of evaluating operational needs and determining appropriate service support.

I acknowledge that I have read and understand the Confidentiality Statement and authorize SGC Office Helper to review my practice information.

Section 9: Authorization & Signature

By signing below, you authorize SGC Office Helper to contact you regarding your practice's operational needs and confirm that all information provided in this form is accurate and complete.

Printed Name *

Practice Principal Signature

Date *

Date

I authorize SGC Office Helper to contact me at the phone number and email address provided in this form. I confirm that all information provided in this intake form is accurate and complete to the best of my knowledge.

Thank you! Your intake form has been submitted successfully. We'll review your information and contact you shortly to confirm your consultation.

Ready to Begin?

Don't let administrative overload and revenue challenges hold your practice back. Schedule your consultation today.