Prepare for your free consultation
Think about these questions before you talk to us.
Getting ready to open your practice
Gather these details before starting credentialing and billing setup
Assessment or A/R recovery
Both can help with unpaid claims. The right starting point depends on what you already know
Getting ready
Prepare for your free consultation
Here are a few things to gather before we talk.
Your specialty, state, and number of providers.
Your billing system and the insurance companies you work with.
What you need help with and when you’d like to get started.
Whether you need ongoing billing help, enrollment, setup, or a one-time project.
Please leave patient and claim information out of the website form.
Getting ready
Getting ready to open your practice
Gather these details before starting credentialing and billing setup.
Your professional licenses and the services you plan to offer.
Your business or legal entity details, if applicable, and EIN or Tax ID.
Your business or service address and banking information.
The insurance companies you want to work with, your provider list, and the EHR or practice management system you use, if any.
Ask which payer applications and billing setup tasks are included. We’ll explain how to share sensitive information securely.
Getting ready
Assessment or A/R recovery?
Not sure where to start? These options can help you choose.
Consider an assessment when you need help understanding denials, reports, or overdue balances.
Ask about recovery when you have a specific list of unpaid insurance claims that need follow-up.
Choose Full-Service RCM when you need ongoing billing support.
We’ll explain how to share claim information securely if needed.
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