Choose the work, define the responsibilities, and review the results together. Start small enough to learn what works.
02 / A SIMPLE START
Start with a pilot. Build with confidence.
A defined scope. An agreed process. A chance to see what works for your practice.
THE FIRST CONVERSATION
Start with your specialty, current billing workflow, and the type of claims needing attention. Use aggregate information only; patient records aren’t needed to explore a fit.
01 / 04
Agree the essentials. Then begin.
A practical handoff makes ownership clear on both sides.
01
People & scope
Confirm qualified billing support, actual delivery locations, the claim batch, fees, and a realistic start date.
02
Access & information
Put applicable agreements and an approved access process in place before patient-record work begins.
03
Actions & approvals
Define who follows up, who reviews changes, who owns deadlines, and where open questions are escalated.
04
Review & handoff
Use documented work and verified records to evaluate the pilot. Agree how work is continued or handed back.
No mystery metrics. No recovery guarantees.
Progress should be understandable. Reports distinguish work completed, claims resolved, questions outstanding, and payments recorded by the practice.