From first call to a fully managed account
What we need from your practice at each stage is deliberately small. Your staff keeps seeing patients while the transition happens around them.
Including a parallel run period, so nothing switches over until accuracy is proven against your live data.
The seven stages of an engagement
Discovery call and free audit
Share a sample of recent claims and a short description of your current billing setup.
Run the free billing audit and present a written findings report with a quantified recovery opportunity.
Agreement and BAA
Review and sign the engagement agreement and Business Associate Agreement.
Set up the account structure and assign your dedicated account manager.
System access and credential setup
Grant access to your practice management or EHR system, and confirm current payer enrollment status.
Set up secure logins, confirm credentialing status per payer, and start any enrollment or revalidation that is behind.
Parallel run and data migration
Continue billing as normal while we validate our process against your live data.
Run alongside your current process to confirm accuracy, and begin triage of any existing old AR.
Go-live
Sign off on the parallel run results.
Take over full billing operation for the scope agreed, with your account manager as the single point of contact.
Weekly optimization
Join a short weekly check-in for the first 90 days.
Tune eligibility, coding, and AR workflows to your practice’s actual claim patterns and payer mix.
Ongoing monthly review
Join a monthly review call to walk through the numbers.
Deliver the monthly close package, KPI dashboard, and denial trend report, and keep the account manager relationship active.
The operating cycle on a live account
This is the rhythm the account runs on after go-live, every day, week, and month.
Each day
- Eligibility checks for the next one to three days of scheduled visits
- Charge entry and reconciliation against the schedule
- Claim submission within 24 to 48 hours of charge entry
- Same-day rejection correction and resubmission
- ERA payment posting as remittance arrives
Each week
- AR worklist review by aging bucket and dollar value
- Appeals filed against payer-specific deadlines
- Authorization expirations checked and renewals started
- Credentialing and revalidation calendar reviewed
Each month
- Close package and KPI dashboard delivered
- Monthly review call with your account manager
- Credit balances and refunds processed
- Denial trend report reviewed against root cause
Ready to see where you stand today?
Stage one is a discovery call and a free billing audit. It costs nothing and commits you to nothing.