Practice onboarding - get started in minutes

Tell us about your practice and what you need. Our onboarding team reviews it, confirms your pricing in writing and plans a smooth switch, with no interruption to your cash flow.

Fill in the onboarding form See pricing

What happens next

Live in days, not months

Within 1 business day: your onboarding manager contacts you
Agreement & BAA: pricing confirmed in writing, HIPAA Business Associate Agreement signed
Set-up: access to your software, credentialing started (free for the first two months)
Go-live: claims go out and monthly reporting begins

No setup fee. 3.99% of collections or a flat monthly fee.

Onboarding checklist

What we will ask for after you submit

Have these ready to make your switch faster. We will send a secure way to share them - never by plain email.

Provider details

NPI numbers, licenses, DEA (if applicable) and CAQH access for each provider.

Practice details

Tax ID (W-9), group NPI, practice address and bank details for payer enrollment.

Software access

A user login for your EHR / practice management system and clearinghouse.

Payer list & contracts

The insurance plans you accept and any fee schedules or contracts you have.

Recent reports

Your latest AR aging and denial reports, so we can start with outstanding claims.

Agreement & BAA

Our service agreement with your confirmed pricing and the HIPAA Business Associate Agreement.