Everything a new practice needs, in plain language.
Six pieces of work. Each one described the same way: what it is, why it matters to you, and exactly what you end up holding.
National Provider Identifier registration
What it is
A registration with the federal provider registry that gives you a permanent ten digit number. We file it, confirm it, and make sure the details match your licence and your business records.
Why it matters to you
Insurance companies will not accept a without this number, and a mismatch between it and your other records is one of the most common reasons an application is sent back.
What you receive
- Your active provider number, in writing
- A registry record that matches your licence and business filings exactly
- Any additional provider numbers needed for a group practice
Tax Identification Number setup
What it is
The federal tax number that identifies your practice as a business, filed with the correct entity type and legal name.
Why it matters to you
Banks, insurance companies and payroll all ask for this number before they will open anything. Filing it under the wrong entity type is painful to unwind later.
What you receive
- Your Tax Identification Number confirmation letter
- Guidance on the entity type that fits how you intend to practise
- Consistent legal name and address across every downstream form
Business bank account setup
What it is
A business account prepared to receive payments from insurance companies electronically, with the paperwork banks ask for already assembled.
Why it matters to you
Practices routinely lose weeks here because the bank asks for a document the practice does not have yet. Money also cannot reach you until this account exists and is registered with each insurance company.
What you receive
- A business account opened and verified
- with each insurance company
- Direct deposit instead of paper cheques from day one
Insurance payer credentialing
What it is
The review each insurance company runs on you: licence, education, work history, malpractice coverage and references.
Why it matters to you
is where the months go. Every insurance company wants the same facts in a different shape, and one missing date restarts the clock.
What you receive
- A single verified profile we reuse for every insurance company
- Licence, education and coverage evidence collected once
- A dated record of what was sent, to whom, and when
Enrollment across insurance companies
What it is
Submitting your approved profile to each insurance company so your practice joins its network and its payment systems.
Why it matters to you
Approval alone does not get you paid. is the step that connects you to the money, and we submit these applications in rather than one at a time.
What you receive
- Every application filed and tracked to a decision
- Corrections handled for you when something is returned
- A live status list you can read in the client portal
Going live and getting paid
What it is
Testing your billing path end to end and submitting your first real through a .
Why it matters to you
This is the only proof that everything above actually worked. It also surfaces the rules that apply to your specialty before they cost you a refused claim.
What you receive
- A test claim and then a first live claim, submitted
- Your requirements written out per insurance company
- A short handover session for whoever bills day to day
Configured for your specialty.
Approval rules, required documents and conditions differ by specialty. We set yours up for the way your practice actually treats patients.
- Dental practices, including group and multi-chair
- Medical practices, solo and multi-clinician
- Behavioral health, including
- Home health agencies
- Chiropractic practices
- Medical spas
Ready to open, or ready to stop waiting?
Tell us what kind of practice you are opening. We will tell you plainly what it takes, how long it should take, and what it costs.