Our Onboarding Process

• Step 1 — Initial Consultation

We discuss your practice goals, current billing workflow, and service requirements.

• Step 2 — Information Collection

Our team securely collects the required documents and account information needed to begin services.

• Step 3 — System Setup

We configure billing workflows and coordinate integration processes as needed.

• Step 4 — Service Activation

Once setup is complete, our team begins managing your billing operations and providing ongoing support.