Client Onboarding FAQ

We offer full-service medical billing including:

• Claims submission and follow-up
• Insurance verification and eligibility checks
• Payment posting and reconciliation
• Denial management and appeals
• Patient statements and customer service
• Credentialing and payer enrollment (if applicable)

To begin billing, we typically need:

• Signed service agreement
• Completed client intake form
• Provider credentials and licenses
• NPI and Tax ID information
• Payer contracts (if available)
• EHR access credentials (if applicable)
• Clearinghouse and payer portal logins
• Fee schedule and superbill (if available)

Standard onboarding takes 1–2 weeks, depending on how quickly we receive your documentation and access to systems.

Yes, we serve a wide range of specialties, including:

• Primary care
• Psychiatry & behavioral health
• Pediatrics
• Physical therapy
• Cardiology
• Pain management
• EMS/ambulance services (if applicable)

If you have a niche or specialty practice, let’s discuss your specific needs during onboarding.

You’ll be assigned a dedicated account manager. You can reach us via:

• Email
• Phone
• Secure client portal (optional)
• Scheduled check-in calls (weekly, biweekly, or monthly)

Initial payments may begin within 15–30 days of the first submitted claims, depending on payer timelines and claim type. We monitor claim statuses daily and follow up proactively.

We work with most major EHRs and practice management systems. If you're already using a system, we can often integrate or use it directly. If not, we’ll help you select and configure one that fits your practice.

We follow all HIPAA guidelines, use secure systems for PHI, and limit access to authorized personnel only. All communications are encrypted, and we sign a Business Associate Agreement (BAA) with each client.

Our pricing is typically based on a percentage of monthly collections, with optional flat-fee services for smaller practices. You'll receive a detailed breakdown in your service agreement.

We provide clear, easy-to-read reports on:

• Daily claim activity
• Monthly collections
• Denials and rejections
• A/R aging
• Payer trends

We’ll walk you through the data during our regular check-ins or anytime upon request.

Yes. We offer credentialing as an add-on or stand-alone service. Let us know your needs, and we’ll develop a timeline for your enrollments.

We have a 30-day cancellation policy. You’ll receive all claim records, payer logins, and documentation. We’ll also assist with a smooth handoff to your new billing provider or in-house team.