Free Verification Audit and Workflow Discovery
We start with a free verification audit reviewing your current eligibility process, denial patterns, payer mix, EHR setup, and revenue leakage opportunities. Output: a written engagement scope with services, pricing tier, and timeline. Typically 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 permissions, and complete HIPAA, HFMA, and TLS 1.2 compliance training documentation. PHI access begins after every compliance step.
Specialty Team Matching and Payer Setup
We match a specialty-trained verification team based on your specialty, payer mix, EHR, and engagement scope. Most practices receive a match within 48 hours. The AAPC-certified supervisor reviews payer fee schedules and historical denial patterns before live work.
Shadow Period and Live Calibration
Week 1 is shadow week. Your verification team performs eligibility checks under direct supervisor oversight at 100% accuracy spot-check rate. Workflows, escalation rules, and communication patterns calibrate to your operation by end of week 1.
Live Operations and Continuous Quality Monitoring
From week 2 onward, the team operates with daily supervision, weekly quality audits, and monthly performance reviews. You receive monthly reports on verification volume, eligibility denial rates, prior authorization turnaround, and first-pass clean claim rates always.