Our Onboarding Process

From First Call to Fully Operational in Under a Week

Five clear steps. Minimal lift from your staff. No long ramp-ups, no disruption to your practice. Here’s exactly how we work.

Step 01
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 02
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 03
2 Minutes per Case

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 04
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 05
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.

Ready to Start with Step One?

The free authorization load assessment is 30 minutes. We’ll show you what you’re losing and whether we’re the right fit. No commitment.

Request a Free Consultation

or call us at (540) 223-4565