Our Process | Provider Success Partners
How It Works

Up & Running in
2–3 Days. Guaranteed.

We’ve streamlined every step of the onboarding process so your practice can start submitting claims and collecting revenue in as little as 48 hours — not weeks.

⚡ Industry-Leading Onboarding Speed — Most practices go live within 48–72 hours · No disruption to your daily workflow

Step by Step

Our 3-Day Onboarding Process

From first call to fully live — here’s exactly how we get your practice set up for success in 72 hours or less.

1
📞
Day 1 — Morning

Free Discovery Call & Proposal

We start with a focused 30-minute consultation to understand your practice, specialty, current workflow, and revenue goals. By end of day you’ll have a custom proposal — transparent pricing, clear deliverables, no hidden fees.

Practice needs assessment
Current billing audit review
Custom solution designed
Proposal sent same day
1
📋
Day 1 — Afternoon

Agreement & HIPAA Setup

Once you’re ready, we send the service agreement and HIPAA BAA digitally for quick e-signature. Our compliance team immediately sets up your secure, HIPAA-compliant workspace.

Digital e-signature agreement
HIPAA BAA executed
Secure workspace created
Account manager assigned
2
🔗
Day 2 — System Setup

EHR Integration & Payer Access

Our technical team integrates with your existing EHR system and connects to all payer portals. We handle everything behind the scenes — no software changes, no disruption to your clinical workflow.

EHR integration configured
Payer portal access established
Credentials securely stored
Workflow templates built
2
👥
Day 2 — Team Briefing

Meet Your Dedicated Team

Your account manager schedules a quick 20-minute briefing with your staff to walk through the process, communication channels, and reporting dashboard.

Dedicated account manager intro
Staff orientation call
Reporting dashboard activated
Communication preferences set
3
🚀
Day 3 — Go Live! 🚀

First Claims Submitted & Revenue Flowing

By Day 3 your practice is fully live. We begin submitting claims, verifying patient eligibility, and processing documentation immediately. Revenue starts flowing right away.

First claims submitted
Eligibility verification active
Real-time monitoring live
Revenue cycle underway
Your Timeline

From Sign-Up to Full Operation
in Just 2–3 Days

Most practices are fully operational and submitting claims within 72 hours of signing with PSP.

Day 1Today
Morning & Afternoon
Consult & Agreement
Free discovery call, custom proposal, e-signature & HIPAA BAA — all in one day
Day 2Tomorrow
Full Day
Setup & Integration
EHR connected, payer portals configured, team briefing completed
Day 3Go Live! 🚀
You’re Live!
Claims & Revenue
First claims submitted, eligibility verified, revenue cycle running at full speed
Day 1 Includes
  • 30-min discovery consultation
  • Custom proposal delivered
  • Digital agreement signed
  • HIPAA BAA executed
  • Account manager assigned
Day 2 Includes
  • EHR system integration
  • Payer portal setup
  • Secure credentials stored
  • Staff orientation call
  • Reporting dashboard activated
Day 3 Includes
  • First claims submitted
  • Eligibility verification live
  • Real-time monitoring active
  • AR follow-up begins
  • Revenue flowing 💰
Common Questions

Frequently Asked Questions

Everything you need to know about getting started with Provider Success Partners.

How can you onboard in just 2–3 days?

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We’ve invested heavily in streamlined systems, pre-built EHR integrations, and a dedicated onboarding team. Most of the heavy lifting happens on our end — you simply provide access and we handle everything else quickly.

Do I need to change my EHR system?

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No. We integrate with your existing EHR — Epic, Cerner, athenahealth, eClinicalWorks, and 20+ others. No changes needed, no disruption to your clinical workflow.

What happens to my existing AR and unpaid claims?

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We perform a full AR recovery audit from day one and immediately begin working on outstanding balances and denied claims. Nothing falls through the cracks during the transition.

Are there long-term contracts?

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No long-term commitments required. We earn your business every month through results. Our clients stay because we deliver — not because they’re locked in.

How is pricing structured?

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Our pricing is based on a percentage of collections — we only earn when you collect. Contact us for a custom quote based on your specialty and practice size.

Is my patient data safe during onboarding?

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Absolutely. We sign a HIPAA BAA on Day 1, all staff are HIPAA-certified, and all data is encrypted end-to-end from the very first moment we access your systems.

Start Today

Be Live & Collecting Revenue in 3 Days or Less

Schedule your free consultation today and we’ll have your practice up, running, and submitting claims by Day 3.