How We Transition
Switching billing partners sounds stressful. It doesn't have to be. Here's exactly what happens — timeline, handoff, training, and who does what.
Usually 2–6 weeks. Simpler setups can move faster. Complex multi-location groups may take a bit longer — we'll tell you upfront.
No. We run parallel workflows during handoff. Claims keep going out. Cash keeps coming in.
Less than you'd think. We do the heavy lifting — data pull, A/R reconciliation, workflow mapping. Your team gets a clear checklist, not chaos.
Your dedicated onboarding lead. Live walkthroughs of the platform, reporting, and escalation paths — not a 40-page manual and "good luck."
Five Steps. No Surprises.
Every transition follows the same structured playbook — adjusted for your size, specialty, and current vendor situation.
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Discovery & Fit Call
30 minutes. We learn your EHR, payers, volumes, and pain points. You learn if we're a fit. No pressure.
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Data & Access Setup
Secure EHR access, aging reports, denial exports, payer enrollment status. We send you a simple intake checklist.
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Parallel Run
We work alongside your current process (or pick up open items) while mapping workflows. Billing continuity is the rule — not the exception.
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Go-Live & Handoff
Cutover on an agreed date. First claims under our team. A/R reconciled. Denial queues prioritized. Platform access turned on for your leadership.
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Training & First 90 Days
Platform training for your team. Weekly performance check-ins early on. Then a steady reporting cadence once things stabilize.
We've Done This Before
What we handle
- A/R reconciliation and open claim inventory
- Denial queue transfer and root-cause review
- Payer enrollment verification
- Credentialing gap analysis
- Platform setup and reporting configuration
What you handle
- EHR access credentials (role-based, billing only)
- Point of contact for clinical/coding questions
- Prior vendor notice per your contract terms
- One onboarding kickoff call with key staff
That's it. We don't expect your team to become billing experts overnight.
Questions We Hear on Every Call
Still Have Questions?
Talk to us. A 15-minute call usually clears up 90% of the anxiety.