Choosing a company that would outsource your medical billing is a crucial step and with EZ MedBill, we are aware that a smooth and supportive onboarding experience is the core to building a successful collaboration from the first day. Whether your practice solo or with a group or at a specialty clinic, our onboarding process is structured to be transparent, collaborative and personalized to your demands.

Here’s what you can expect when you become a new EZ MedBill client.

🛠 Step 1: Discovery and Initial Consultation

Every successful interaction starts with understanding your unique wants. During the initial consultation, we discuss:

• Your current billing challenges
• Workflow pain points
• Payer mix and specialties
• Key performance metrics and goals

These steps are useful to tailor our solution to fit your exact structure of practice because we know that no two practices are alike.

📝 Step 2: Contracting and Kick-Off

Once you’re ready about moving forward, we’ll  work to provide a transparent solution agreement that will outline our scope of work, deliverables, pricing and timelines. As there are no hidden fees or clauses you’ll just get transparent terms and mutual expectation.

We’ll also schedule a kick-off call with your internal team for introduction to your dedicated EZ MedBill account manager and billing specialists.

🔄 Step 3: System Integration and Data Transfer

Our team’s job is to closely work with yours for integrating with your already existing EHR/EMR and practice management system. If required, we’ll provide guidance on system access, data migration, and user permissions.

Key onboarding actions include:

• Importing patient demographics and insurance details
• Establishing claim submission workflows
• Setting up secure communication channels and document exchange

We make such processes as non-disruptive and secure as possible to make sure your operations run without delays.

🎯 Step 4: Workflow Customization

No generic templates here your onboarding team will work to map out a personalized workflows that align well with your preferences.

• Claim creation and submission cadence
• Denial handling protocols
• Reporting frequency
• Patient billing preferences
• Eligibility verification routines

Our goal is to seamlessly fit into your existing processes or enhance them where needed.