Free RCM Audit and Workflow Discovery
We start with a free RCM audit. We review your billing operation, AR aging, denial patterns, payer mix, EHR setup, and revenue leakage opportunities. Output: a written engagement scope with recommended services, pricing, supervisor assignment, and timeline. You approve before anything moves forward. Typically completes in 3 to 5 business days.
BAA, Compliance, and System Access Setup
Once scope is approved, we sign the BAA, configure SOC 2 Type II access protocols, set up role-based EHR and billing system permissions, and complete team HIPAA, TCPA, and HFMA training documentation. PHI access does not begin until every compliance step is verified. Typically completes in 3 to 5 business days.
Specialty Team Matching and Workflow Calibration
Based on your specialty, payer mix, EHR, practice size, and engagement scope, we match a specialty-trained billing team from our internal operation. Most practices receive a match within 48 hours. Your team reviews payer fee schedules, denial patterns, and statement formats before the first live shift. AAPC-certified supervisor introduced.
Shadow Period and Live Calibration
Week 1 is shadow week. Your billing team performs tasks under direct supervisor oversight, with claim accuracy spot-checked at 100% sample rate. Your point of contact reviews initial output. Adjustments get made to workflows, communication patterns, and escalation rules based on what we learn. The team is calibrated to your operation.
Live Operations and Continuous Quality Monitoring
From week 2 onward, the team operates in your live billing workflow with daily supervision, weekly quality audits, and monthly performance reviews. You receive monthly reports on claim volume, denial rates, AR days, first-pass clean claim rates, and revenue trends. Most practices see measurable improvement within the first 60 days.