CIVA: Proposal & Retainer Options

Select the retainer that aligns with your current patient volume, systems, and growth goals. Every package is structured to provide clarity, organization, and operational stability inside your practice.

A woman in a navy blazer and matching pants standing behind a light-colored desk, with one hand on the desk and the other on her hip, smiling at the camera. There is a pink marble-patterned MacBook, a smartphone, and some papers on the desk. A plant is in the background and a white hanging lamp above.

Ready to Get Started?

Choosing the right support for your practice is an important step, and I’m here to make the process seamless.

Based on our conversation, I’ve outlined retainer options below. Select the plan that best fits your needs to get started - once selected, you’ll be guided through the next steps to confirm.

From there, I’ll take care of the details - so you can stay focused on your patients and your practice.

~ Celenia Inez

Scope of Support

It was wonderful connecting with you - I truly enjoyed learning about you and your practice. Based on our conversation, it sounds like you’re looking for support with day-to-day tasks such as:

  • Managing your fax inbox

  • Returning patient calls

  • Scheduling and follow-ups

  • General administrative support as needed

Recommended Starting Point

Based on your current needs, I recommend starting with a [X]-hour per week retainer for the first month.

This allows us to:

  • Build a strong workflow

  • Establish communication and systems

  • Ensure consistent, reliable support

After the first month, we can reassess and adjust your hours based on your needs and workflow volume.

Next Step: Please review the retainer options below and select the plan that best fits your needs:

Retainer Options

Essentials Essentials
Essentials
$700.00

Perfect for small or new practices needing essential support.

20 HOURS PER MONTH / 5 HOURS PER WEEK

Elevate Elevate
Elevate
$1,400.00

Designed for growing practices that need more hands-on support.

40 HOURS PER MONTH / 10 HOURS PER WEEK

Thrive Thrive
Thrive
$2,100.00

Full-support for established practices needing comprehensive services.

60 HOURS PER MONTH / 15 HOURS PER WEEK

Please complete the information below to finalize your selected retainer and begin the onboarding process.

This process takes just a minutes to complete.

What Happens Next

  • A service agreement and HIPAA Business Associate Agreement (BAA) will be sent for signature and acceptance.

  • Once accepted and signed, your invoice will be sent based on your selected payment method

  • You’ll also receive a W-9, HIPAA certificate, and a simple onboarding guide for your records

  • Onboarding details will be shared within 24-48 business hours

Spots are intentionally limited to ensure each practice receives dedicated, high-quality support.