Switching from another biller
Switch in about 30–45 days. Most of the work is ours.
From your data to go-live, with a parallel run first.
- Kickoff callWeek 1
- A few loginsRead access
- Question formUnder 1 hour
- Weekly check-in15 min
Your EHR and bank stay put.
Only the claim files move.
What stays
- Your EHR or practice system
- Your bank account
- Your payer contracts
- Your providers’ enrollments
What moves
- 837ClaimsOur clearinghouseMoves
- 835RemittancesOur clearinghouseMoves
- EFTPaymentsYour bank, as todayStays
Six steps from data to go-live.
Your part in each is small.
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1Week 1
Data pull
We read 12 months of 835s and start ERA enrollment.
Your partRead access, a few signatures
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2Weeks 1–2
Practice profile
Every denial and adjustment, ranked by dollars.
Your partOne walkthrough call
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3Weeks 1–3
Screen recording
With consent, we turn billing screens into written steps.
Your partOptional. Say yes, or skip it
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4Week 2
Question form
Only what your data can’t explain.
Your partUnder an hour, in pieces
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5Weeks 3–6
Parallel run
The same claims as your current setup, not sent.
Your partNothing new
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6Day 30–45
Go live
We take over submission. AI drafts the codes.
Your partProviders approve codes each visit
Planned timing. Payers set the pace for ERA enrollment and credentialing.
The parallel run turns differences into rules.
When new ones stop, you pick the go-live date.
New differences per week
- W3Modifier 25 missing beside a same-day procedureRule added
- W3Balances under $5 written offConfirmed
- W4Auth number missing on visit 13+Rule added
- W5No new differencesClear
- Check your contractNotice period and data return
- Find who owns each loginClearinghouse, payer portals, CAQH
- Pull your data835s, AR aging, claim history
- Set a cutover dateBy date of service
- Re-point the ERAPayer by payer. EFT stays put.
- Review open denialsNearest deadline first
Leaving a biller? We run the hand-off.
It runs alongside the six steps.
What owners ask about switching.
More questionsMy biller needs 90 days’ notice. Can we start now?
Yes. The data pull, ERA enrollment and parallel run start right away. Go-live lines up with your exit date.
What happens to claims already in flight?
They stay with whoever sent them. We set a cutover by date of service, so every claim has one owner.
Could a payment land in the wrong place?
Payments don’t move. Payers keep paying your bank. Only the remittance file moves, and we track each payer until its first 835 arrives.
Can we stop partway through?
Yes. You can opt out in your first 45 days, no questions asked, which covers the parallel run. Your agreement lists what we hand back.
Start with your data. We’ll draft your hand-off plan.
3.5–5.5% of collections · annual agreement · 45-day opt-out
Rather start with your numbers? Get a free billing audit.