How It Works

1. Needs Assessment and System Selection
   We begin by evaluating your practice’s specific needs to determine the right EHR, PM, and clearinghouse systems that align with your operational goals. Our team recommends systems that best support your workflow, regulatory requirements, and practice size.
2. Setup and Configuration
   Our experts handle the complete setup and configuration process, ensuring that your EHR and PM systems are integrated correctly. This step includes inputting practice-specific settings, user roles, and permissions to align with your team’s workflow.
3. Data Migration
   If you’re transitioning from an existing system, we manage secure data migration, ensuring a smooth transfer of patient records and practice information. Our team follows strict protocols to maintain data integrity and prevent loss during migration.
4. Clearinghouse Registration and Integration
   We handle clearinghouse registration, enabling secure and efficient submission of insurance claims. Our integration process ensures that claims flow seamlessly from your PM system to the clearinghouse, reducing errors and expediting reimbursements.
5. Training and Support
   Once the systems are set up, we provide comprehensive training for your team, covering best practices for using EHR and PM features, submitting claims, and managing patient data. Ongoing support is available to resolve any technical issues and help your team maximize the systems’ potential.
6. Ongoing System Maintenance and Updates
   We monitor system performance and apply necessary updates to keep your EHR, PM, and clearinghouse connections running optimally. Our team also manages compliance updates, ensuring your systems stay aligned with regulatory changes.

Types of EHR, PM & Clearinghouse Setups

1. Electronic Health Records (EHR) Setup
   Involves configuring a digital system to store, retrieve, and manage patient medical records securely. EHR setup includes customizations for clinical workflows, appointment scheduling, and documentation, enabling accurate, efficient patient care.
2. Practice Management (PM) System Setup
   Establishes a system to handle administrative tasks such as appointment scheduling, patient registration, and billing. PM systems streamline practice operations, reduce administrative workloads, and improve patient communication.
3. Integrated EHR and PM Systems
   This setup combines EHR and PM functions within a single platform, allowing seamless data sharing between clinical and administrative tasks. Integrated systems reduce duplication, enhance accuracy, and improve workflow efficiency.
4. Clearinghouse Registration and Claims Management Setup
   This setup enables secure communication between your practice and insurance providers for claims submission, verification, and remittance. Clearinghouse integration reduces the risk of errors, accelerates payments, and provides real-time claim status updates.
5. Telehealth and Remote Access Integration
   We can integrate telehealth features and remote access within your EHR and PM systems, enabling your team to provide virtual care and access patient information securely from various locations.
6. Patient Portal Setup
   A patient portal setup allows patients to view their records, schedule appointments, and communicate securely with your practice. This addition improves patient engagement and enhances the overall patient experience.