Practice system integration

Connected to the systems you already use, securely

A clean claim needs the right data: demographics, insurance, clinical notes, remittances. We connect to your practice management system, clearinghouse and payer portals so that data reaches the revenue cycle safely, without spreadsheets in email.

Practice management & EHR

Patient demographics, insurance, appointments, procedures and clinical notes. Cloud or on-premises.

Clearinghouse

Claim submission, acceptance and rejection reports, and claim status.

Payers & remittances

Eligibility, claim status and electronic remittances, for posting and reconciliation.

How we connect

The safest route your system supports

Every practice runs different software, so we choose the connection method per system and agree it with you and your technology team.

Vendor API

Where your software vendor offers an approved API, we use it: scoped to billing data, with its own credentials and an audit trail.

Secure scheduled exports

Where there's no API, your system's standard reports are delivered on a schedule to our encrypted environment. No email, no USB drives.

Standard claim transactions

Claim status and remittance data come through your clearinghouse in the industry-standard electronic formats.

Compliant by design

Only what we need, only where it belongs

  • No patient data moves until the business associate agreement is signed
  • Minimum necessary: we pull only the data the revenue cycle needs
  • Encrypted in transit and at rest, in one controlled environment
  • Individual user accounts for each team member, never shared logins
  • Your software's own activity log plus ours: every access is traceable
  • Access can be withdrawn by you at any time, and your data is returned if you leave
Getting connected

Five steps to go-live

Discovery

A short questionnaire on your systems and workflows. No patient data needed.

BAA signed

The legal gate before any patient data flows.

Access plan

Agreed with you and your technology team: connection method, accounts and permissions.

Dry run

The connection is tested end to end with sample data first.

Go-live

Live data flows, and your dashboards light up.

Tell us what you run

We'll confirm how we'd connect before anything is signed.

Book a discovery call