Discovery
Start with your practice, your priorities, and the billing issues taking up your time.
Bring: your specialty, approximate provider count, and main billing priorities. No patient records are needed for an initial conversation.
A thoughtful start
Agree on the plan. Then move forward.
A billing relationship should begin with a shared understanding of your practice. Our proposed onboarding approach makes room for questions before responsibilities are agreed.
Workflow review
Map the current process, available reports, system access, and handoffs.
Discuss: current systems, claim workflow, existing backlogs, and the data needed for a meaningful review.
Transition planning
Agree on responsibilities, scope, communication, and a realistic start plan.
Agree: included services, access permissions, ownership, reporting, and any transition dependencies.
Ongoing support
Review open items and reporting together, with a defined cadence for follow-up.
Review: open issues, work completed, unresolved questions, and opportunities to refine the process.
Set expectations early
A few things
to discuss.
Can we keep our current billing system?
Your existing system, access requirements, and workflow would be reviewed during discovery. Compatibility and any changes must be confirmed; no software integrations are assumed.
What does onboarding involve?
Discovery is followed by a workflow review and a transition plan. The plan should identify access, responsibilities, open work, and reporting before ongoing support begins.
What reporting can we discuss?
Depending on the agreed scope and available data, reporting may cover unpaid balances, denial reasons, follow-up actions, and payment activity. Format and frequency are agreed together.
How is pricing determined?
Pricing has not been published. A discussion should consider provider count, service scope, claim volume, system requirements, and the amount of existing follow-up work.
Let’s talk about your practice
A clearer next step starts
with a conversation.
Tell us what is getting in the way. We can discuss the support your practice needs.