Our Onboarding Process

From first call to fully operational in under a week

STEP 1

(30 Minutes)

Free Authorization Load Assessment

We review your current authorization volume, payer mix, denial rates, and pain points. We’ll tell you exactly how much staff time and revenue you’re losing - and whether we’re the right fit. No commitment. No pressure.

STEP 2

(1-2 Days)

Onboarding & Credentialing

We execute your BAA, set up delegate access on your payer portals, and get Jennifer credentialed in your EHR with her own login. Your practice maintains full control of all accounts - we work inside your systems, not ours.

STEP 3

(2 Minutes)

Your Team Sends The Auth Request

Your staff sends Jennifer the patient, the payer, and what’s needed - via EHR task, email, fax, or however your practice prefers. That’s it. Under 2 minutes of their time per case.

STEP 4

(Ongoing)

Jennifer Handles Everything

She goes into your EHR, pulls the clinical documentation using her nursing judgment, builds the authorization package, submits it to the correct payer portal through your delegate access, and tracks it through approval. If it’s denied, she fights it - appeals, clinical letters, peer-to-peer coordination, escalations.

STEP 5

(Ongoing)

Approval & Ongoing Management

Weekly status reports every Friday. Full visibility into pending, approved, denied, and in-appeal cases. Reauthorization deadlines are tracked proactively - Jennifer submits renewals before they expire so there’s never a gap in coverage.

We’ve built a structured onboarding process so nothing falls through the cracks from day one.