A clear, step-by-step path to getting credentialed, billing insurance, and growing your practice. Be patient — this process takes months, but we handle every step.
We review your license type, practice goals, patient population, and business structure. We recommend the right plan and answer all your questions — no obligation, no pressure.
You complete our secure online intake form (PDF) with your practice details, license information, malpractice coverage, education history, and work experience. This form provides everything we need to build your CAQH profile and submit payer applications. We guide you through every field — you're never alone in this process.
We create your CAQH ProView profile, register your NPI (if needed), and submit applications to all 8 insurance payers simultaneously. For groups, we also set up your Group NPI (Type 2), PECOS enrollment, and CMS-855R reassignments.
This is the longest phase — and where most providers fail when doing it alone. Payers process at their own pace, and applications can stall without persistent follow-up. We contact each payer bi-weekly, resolve issues immediately, and update your client portal with the latest status. Be patient during this phase — it's normal for it to take several months.
As each payer approves, we set up your Availity account, configure UHC/Optum portal access, and set up insurance billing in SimplePractice. We train you on claims submission — or we submit them for you. The most important part of your work (getting paid) is fully supported from day one. You start seeing insured patients as soon as each panel goes live.
Once all panels are active, you transition to our Growth & Operations plan (starting at $149/mo for solo). We continue managing CAQH, re-credentialing, claims submission, compliance monitoring, and everything that keeps your revenue flowing. This isn't just "maintenance" — it's the operational backbone of your growing practice.
These terms get used interchangeably, but they're actually two different steps in the process.
The insurance company verifies your education, licensure, malpractice, work history, and NPI through CAQH. This is a background check and compliance verification.
After credentialing, the payer offers you a contract with a fee schedule. Once you sign, you're "in-network" and can see their members and bill directly.
Book a free consultation and let us handle the credentialing, billing, and admin — so you can focus on your patients.