How it works
A clear path from first call to clear numbers
Four steps, with what we do and what we need from you at each one.
Typical timeline
Audit
Setup
Go-live
First report
Timing depends on your EHR/PM setup, credentialing status and how quickly data is available. We give you a realistic timeline for your practice after the discovery call.
- 1
Getting started
Discovery call and free audit
What Trubill does
- Learn how your practice bills today
- Review a sample of claims, denials and payor contracts
- Share a plain-language summary of where revenue may be leaking
- Propose services and written pricing
What your practice provides
- A 30-minute call with the practice owner or manager
- Recent reports such as A/R aging and denials (no patient details by email)
- Copies of key payer contracts if available
- 2
Onboarding
Access, credentialing check and workflow setup
What Trubill does
- Sign a Business Associate Agreement
- Set up secure access to your EHR/PM and clearinghouse
- Check provider enrollment status with each payer
- Agree on workflows, contacts and turnaround standards
What your practice provides
- User accounts for our team
- Provider and payer details
- A named point of contact
- Your fee schedule
- 3
Go-live
First claims live
What Trubill does
- Begin eligibility checks, charge entry and claim submission
- Post payments and work rejections
- Start working open denials and aged claims
- Send a short weekly update during the first weeks
What your practice provides
- Encounter notes or superbills on the agreed schedule
- Quick answers to charge or documentation questions
- 4
Ongoing
First performance report and review call
What Trubill does
- Share your monthly KPI dashboard
- Walk through collections, denials and A/R on a review call
- Recommend next improvements
- Repeat every month
What your practice provides
- Time for a monthly review call
- Feedback on what is and isn't working
Ready for step one?
A free, no-obligation review of your claims and payor contracts, explained in plain language.