Switching billing partners, without dropping your AR backlog.
The moment most practices worry about when changing billing partners is what happens to claims already in progress. Here's the staged process we run so nothing gets dropped.
A staged process, not a flip of a switch.
Moving billing partners is the moment most practices worry about dropped claims or an AR backlog nobody works. Here's the process we run to make sure that doesn't happen.
Assess
We review your current claims, denial history, and payment patterns — plus run an audit of your existing AR backlog to see what's still within appeal or timely-filing windows.
Plan
A transition plan is built around your specialty, payer mix, and existing EHR/PM system, with a clear cutover date and a plan for who's working the old AR versus new claims.
Transition
Billing moves over in stages. New claims go out clean from day one, while the aged backlog is worked in parallel instead of being abandoned during the switch.
Stabilize
Once the transition is live, we confirm clean claim rates and AR follow-up cadence are holding steady before calling the switch complete.
Optimize
Monthly reporting and specialty-level analytics take over from there, improving clean claim rates and AR turnaround over time.
What practices ask before switching.
As part of onboarding, we run an AR audit of your existing backlog, prioritize claims still within appeal or timely-filing windows, and work those alongside new claims so aged revenue isn't abandoned during the switch.
Most practices are fully transitioned within 2–4 weeks, with billing continuity maintained the entire time. Larger multi-provider groups may run slightly longer depending on payer complexity and existing data cleanup.
No. Our workflows are built to be compatible with the systems already in place — see our technology & compatibility page for details.
Those are exactly what the initial AR audit is built to catch — claims still inside a timely-filing or appeal window are identified and worked, not left behind with the outgoing biller.
Thinking about switching billers?
Let's start with an assessment of where your current backlog stands — no commitment required.