Onboarding
Personal Touch. Proven Success.
We start every relationship face-to-face—learning your team, your tools, and your workflow. Our hands-on onboarding makes your billing operations smoother, stronger, and stress-free.
Our Onboarding Process
Step 1
On-Site Kickoff – We Come to You
We visit your practice, observe workflows, and build alignment
Step 3
A/R & Billing History Review
We review aged A/R and past billing to spot key issues
Step 4
Claim Cleanup & New Submissions
We clean up old claims and start submissions right away
Step 5
Transition to Remote Billing
We take over billing responsibilities and keep you informed
Dedicated support, transparent reporting, and proactive claim management.
Step 1
On-Site Kickoff – We Come to You
Overview
We begin every onboarding with an in-person visit to your practice — learning your workflow, speaking with your team, and identifying billing pain points.
We focus on:
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Observing front desk and back-office workflows
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Reviewing how encounters are documented and submitted
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Identifying any gaps or inefficiencies
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Building strong relationships with your staff
This hands-on approach ensures we're not just a vendor — we're part of your team.
Step 2
Secure System Access & Setup
Overview
We coordinate secure, HIPAA-compliant access to your:
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PM/EHR systems (e.g., AdvancedMD, ModMed, Nextech)
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Payer portals (Medicare, commercial plans, clearinghouses)
We manage all setup with your IT or software support team — so you don’t have to.
Step 3
A/R & Billing History Review
Overview
We perform a deep dive into your aging reports, denials, and historical billing activity to uncover what’s working — and what’s not. This step helps us identify opportunities for faster collections and revenue recovery while avoiding repeat issues.
We focus on:
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Analyzing aging A/R by payer and category
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Spotting trends in denials, write-offs, and underpayments
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Identifying unpaid high-dollar claims and missed revenue
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Reviewing past appeals and resolution outcomes
This diagnostic review lays the foundation for immediate revenue improvements and future billing success.
Step 4
Claim Cleanup & New Submissions
Overview
While we review your billing history, we also begin immediate cleanup and submissions so you start seeing impact right away.
We focus on:
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Cleaning up unresolved and aging claims
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Re-submitting or appealing denied claims
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Submitting new claims using our optimized workflow
You won’t wait months to see value — we start improving collections from day one.
Step 5
Transition to Remote Billing
Overview
Whether you’re replacing an in-house team or handing off from another billing vendor, we manage the transition with professionalism and care. Throughout the transition, we keep your team informed and supported with:
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Daily check-ins and real-time updates
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Full alignment with your practice goals and workflow
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Ongoing visibility into progress and issues
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A single point of contact for all transition questions
Our goal: a seamless handoff that feels effortless on your end.
Ongoing Support You Can Count On
Overview
After onboarding, we become your dedicated billing partner. Our ongoing support includes:
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A single billing lead fully accountable for your account
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Weekly performance reports and monthly A/R reviews
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End-to-end denial management and appeal follow-through
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Direct coordination with your front desk and clinical team
We're always within reach—and always taking ownership.
