Home / How it works

How it works

Live in 2 weeks. We do the heavy lifting.

No new software to buy and no long setup project. Here's exactly what happens after you book your free review.

The three steps to go live

1

Free practice review

Day 1 · 15 minutes

We look at your call volume, claims and schedule, and send you a clear monthly price.

2

Learn your practice

Days 2 to 7

We sign the BAA, document your scripts, providers, payers and escalation rules, and get secure access to your systems.

3

Go live

Week 2

Calls forward to our team, billing work begins, and your Pulseline and MDClaim360 logins are ready the same day.

Healthcare support team
After go-live

You're never left guessing.

  • Live dashboards. Every call in Pulseline, every dollar in MDClaim360.
  • A morning brief. The AI assistant summarizes yesterday in a few lines.
  • A named contact. One person who knows your practice and answers your questions.
  • Monthly check-in. We review results together and adjust hours or services.
What we need from you

About two hours of your team's time, total.

A 45-minute kickoff

Walk us through how your practice runs and what matters most to you.

System access

User accounts for your EHR, practice management and phone system.

A signed BAA

We send it; you sign it electronically before we see any patient data.

Before you go live

What we set up in the first two weeks.

Your phones

Call forwarding or a connection to your VoIP system, your greeting and your call scripts.

Your EHR

A secure integration with your EHR or practice-management system for schedules and billing.

Your billing

Clearinghouse and payer access, fee schedules and open A/R handed over.

Your dashboards

Pulseline and MDClaim360 logins for your team, with the right permissions for each person.

Your BAA

A signed business associate agreement before we touch any patient data.

Your team

A named team that learns your providers, payers and preferences.

Questions

Getting started questions

How long does it take to go live?
Most practices go live within 2 weeks of their free review.
Do we need to change our EHR or phone system?
No. We connect to the systems you already use through secure integrations.
How much of our time does it take?
About two hours of your team's time in total, mostly for one kickoff call and a review of scripts.
Is there a contract?
No long contract. Plans are month to month.
Free · 15 minutes · no obligation

See where your practice is losing time and revenue.

Book a free 15-minute practice review. You get your missed calls, stuck claims and a clear monthly price.

(833) 4-CARE-98