OUR PROCESS

From First Call
to Full Partnership

A clear, low-risk path: we start with a free billing audit, propose a plan built on what we find, and prove results during a 90-day trial — with no long-term contract.

At a glance
Free
Billing audit — 90 days of data
5 days
Written findings & proposal
5–7 days
Onboarding your practice
90 days
Trial — no long-term contract
THREE PHASES

Evaluate. Launch.
Partner.

Six steps, grouped into three phases — so you always know where you are and what comes next.

  1. Phase 01 No charge · No obligation

    Evaluate

    We review 90 days of your claims, A/R, and fee schedule, then propose a plan built on what we find.

  2. Phase 02 5–7 business days

    Launch

    We onboard your practice, close any credentialing gaps, and set up workflows with your team.

  3. Phase 03 Ongoing

    Partner

    Daily claims, weekly denial follow-up, monthly reporting, and a review with you every 90 days.

STEP BY STEP

Your Onboarding
Journey

What happens at each step, what you receive, and how long it takes.

  1. Phase · Evaluate

    Free Billing Audit

    We review 90 days of claims, AR, and fee schedule. We present findings at no charge with zero obligation.

    • Starts with a 20-minute call or office visit — we come to you
    • 90 days of claims, AR, and fee schedule reviewed
    • No disruption to your practice
    • No charge, zero obligation
  2. Phase · Evaluate

    Custom Proposal

    Based on audit findings, we propose a tailored service plan with projected revenue recovery and our fee.

    • Written report of the audit findings
    • Delivered within 5 business days
    • Tailored service plan and projected revenue recovery
    • Our fee, stated clearly up front
  3. Phase · Launch

    90-Day Trial Launch

    We onboard your practice within 5–7 business days. No long-term contract — results speak for themselves.

    • Onboarding within 5–7 business days
    • 90-day trial period
    • No long-term contract
  4. Phase · Launch

    Credentialing & Setup

    We handle any payer credentialing gaps, EHR integration, and workflow setup with your team.

    • Payer credentialing gaps resolved
    • EHR integration
    • Workflow setup with your team
  5. Phase · Partner

    Active Billing & AR

    Full billing begins. Daily claim submission, weekly denial follow-up, monthly reporting to you.

    • Daily claim submission
    • Weekly denial follow-up
    • Monthly reporting to you
  6. Phase · Partner

    Quarterly Reviews

    We meet every 90 days to review KPIs, address issues, and discuss expanding services as needed.

    • A review meeting every 90 days
    • KPI review and issue resolution
    • Expand services when you're ready
QUESTIONS

Good to
Know

  • 90-Day Trial — No Long-Term Contract Required
  • You Own Your Data
  • Cancel Anytime With 30 Days Notice
Is the billing audit really free?

Yes. We review 90 days of claims, AR, and your fee schedule and present our findings at no charge, with zero obligation.

Will the audit disrupt our practice?

No. The audit works from your existing data, so day-to-day operations continue as normal.

How long does onboarding take?

We onboard your practice within 5–7 business days, including any payer credentialing gaps, EHR integration, and workflow setup.

Do you meet in person?

Yes. The first conversation can be a 20-minute call or an office visit — we come to you.

What happens after the 90-day trial?

If the results are right for you, the partnership continues with monthly reporting and a review every 90 days to look at KPIs, address issues, and discuss expanding services.

STEP ONE

Start With a
Free Billing Audit

90 days of claims, AR, and fee schedule reviewed — no charge, zero obligation.

REQUEST A CONSULTATION
Request received
Our team will reach out within 24 hours.