Understand the practice. Then put a written plan to work.
Every engagement starts with a conversation, not a contract on the first click. You will know the work, the access we need, and the fee before paid billing begins.
The process
1. Book a free consultation
A 60-minute call by phone or video. We discuss your software, payers, Michigan Medicaid if it applies, current bottlenecks, and what “done” would look like for your office. No patient information is required.
2. Listen and review
If you want to go further, we gather a clearer picture of your current billing workflow, outstanding work, and which modules you actually need. Discovery starts read-only whenever we can.
3. Written scope and agreements
You receive a written scope: modules, responsibilities, fees, reporting, and what your team still approves. Paid work starts only after you approve that scope, sign the service agreement, and sign a BAA.
4. Install and onboard
We install the desktop assistant on the billing workstation, verify your practice software, set up reporting folders, and complete the onboarding questionnaire for each purchased module before that module goes live.
5. Run the work
Eligibility, claims, CHAMPS (when in scope), denial work, posting, and statements proceed on the agreed schedule. Stuck items are logged with an owner and a next action so one claim does not freeze the rest of the queue.
6. Review and adjust
You get reporting you can verify. We review exceptions with you and adjust the workflow when the office’s rules or payer requirements change.
How we handle information
- Minimum necessary access — we only use what the current billing step requires
- A BAA with your office and with vendors that touch protected health information
- PHI stays in your systems and other authorized, BAA-covered storage
- We offer a HIPAA-conscious process. We do not claim to be HIPAA certified
What you can expect from us, and what we expect from you
From us: defined work, documented receipts for filed claims, reports that can be checked, and a clear escalation path when something is blocked.
From you: a decision-maker for approvals, a usable billing workstation, timely responses on items we cannot complete without the office, and current enrollment / payer contracts.
The first step is still a conversation.