Workflow Discovery and Scope Definition
We start with a 30-minute discovery call. We map your current billing workflows, identify VA-suitable tasks, define scope boundaries, and confirm hours and coverage. Output: a written engagement scope with task list, hours, supervisor assignment, and start date. You approve before anything starts moving forward here.
BAA, Compliance, and 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 VA background and HIPAA training documentation. PHI access does not begin until every compliance step is verified. This stage completes in 3 to 5 business days.
VA Matching and Specialty Pairing
Based on your specialty, payer mix, EHR, and workflow complexity, we match a billing VA from our internal team. Most practices receive a match within 48 hours. The VA reviews your scope, payer fee schedules, and historical denial patterns before the first live shift begins here today.
Shadow Week and Workflow Calibration
Week 1 is shadow week. Your VA performs tasks under direct supervisor oversight with claim accuracy spot-checked at 100% sample rate. Adjustments are made to workflows, communication patterns, and escalation rules based on what we learn together. By end of week 1, the VA is fully calibrated.
Live Operations and Quality Monitoring
From week 2 onward, the VA operates in your live billing workflow with daily supervision, weekly audits, and monthly performance reviews. You receive monthly reports on claim volume, denial rates, AR trends, and quality scores. Most practices see measurable claim turnaround improvement within the first 60 days.