90-day guided pilot
Test one insurance lane without hiring a billing department.
Give one location a controlled way to turn completed visits into reviewed claim packages. Start narrow, measure the work for 90 days, and decide what to do next.
One location. One export format. Two named approvers. No promise of payer acceptance, payment, or timing.
One locationA clear operating boundary.
One export formatA stable source for visit data.
Two approversOne office and one provider.
Claim pathsConfigured before work starts.
Weekly reviewProof, blocks, and next steps.
Current product
One visit export becomes the next claim package.
The pilot uses one focused flow. Your practice keeps the clinical, coding, and release decisions. Claims Native keeps the work visible and moves each visit to its next clear state.
- 01Visit export
One agreed format starts the work.
- 02Short queue
Only work that needs review stays in view.
- 03Practice rules
Set rules guide holds, corrections, and next steps.
- 04Office approval
The named office approver checks practice facts.
- 05Provider approval
The named provider keeps clinical authority.
- 06Next package
A prepared package moves to its configured path.
What release means: both named approvals are complete and the next claim package is ready for its configured path. Release alone does not prove transmission, payer receipt, acceptance, adjudication, or payment.
Fit comes first
A narrow pilot needs a narrow lane.
The pilot fits a practice that can hold the first lane steady long enough to judge the workflow. It does not fit a practice seeking a full billing service on day one.
Best fit
- An independent outpatient or specialty practice
- One location with a stable visit export
- One insurance lane worth testing before hiring
- One office approver and one provider approver
- A team willing to set rules and join a weekly review
- A practice that wants proof before it expands
Not a fit
- Several locations, exports, or lanes at launch
- A request to replace all billing work at once
- No named office or provider approver
- No stable source for visit and claim facts
- A need for fixed payer or payment dates
- A requirement for guaranteed revenue or reimbursement
90-day outline
Set the lane, run the work, review the proof.
The phases set the work we control. External payer events follow their own timing, so the pilot does not tie completion to a promised response or payment date.
Launch · before week 1
Choose and configure
Confirm the location, export, two approvers, required inputs, practice rules, and claim paths. The $500 guided launch covers this setup.
Weeks 1–2
Check the lane
Review sample visits, test required fields, tune holds, and make sure office and provider decisions stay separate.
Weeks 3–8
Run and review
Move live visit exports through the queue. Each week, review time, corrections, released packages, blocks, and owners.
Weeks 9–13
Judge the proof
Compare workflow results, practice time, artifact quality, unresolved work, and any external outcome backed by source evidence.
A payer acknowledgment, status, remittance, or payment may arrive during the pilot, after it, or not at all. We report the state shown by the source and leave unknown results unknown.
Proof plan
Judge the lane on work you can see.
The weekly review records what moved, how much practice time it took, what the packages contained, and what remained unresolved.
01 · Flow
Workflow works
Count visits that move from export through both approvals to the configured package. Record failed steps, retries, and fixes.
02 · Time
Practice time
Track office review time, provider review time, weekly review time, and any work that falls outside the queue.
03 · Quality
Prepared and released artifacts
Check package completeness, correction reasons, approval records, and the quality of each prepared or released artifact.
04 · Open work
Unresolved work
Keep blocked visits, missing facts, unknown external results, owners, age, and next steps in the weekly record.
Source evidence sets the result.
Payer or payment outcomes count only when source evidence supports them. That evidence may include a clearinghouse or payer acknowledgment, a claim-status response, a remittance, or a deposit record. A prepared package, approval event, test, or dry run is not payer or payment proof.
Pilot questions
Know what the 90 days can prove.
The pilot tests a controlled practice workflow. It does not turn outside payer timing into a promise.
What does the current pilot do?
It turns one visit export into a short approval queue, applies practice rules, records separate office and provider approvals, and prepares the next claim package for the configured claim path.
What does the pilot cost?
$500 guided launch, then $249 per month for 90 days. The monthly fee includes 200 visits; each additional visit is $1.25.
Does release mean the payer got the claim?
No. Release means both named approvers completed the configured review and the next claim package is ready for its configured path. A test or dry run does not count as transmission. Payer receipt or acceptance counts only with source evidence.
How long will a payer take?
Claims Native does not promise exact payer timing. External acknowledgments, claim status, adjudication, remittance, and payment may fall inside or outside the 90-day pilot.
Does the pilot guarantee an outcome?
No. The pilot does not guarantee claim acceptance, reimbursement, payment amount, payment date, revenue, or legal or coding correctness. The practice keeps clinical, coding, and release authority.
What happens after 90 days?
At the end of 90 days, we review workflow, practice time, artifact quality, unresolved work, and any payer or payment result backed by source evidence. The practice then decides whether to stop, adjust, or expand. Post-visit insurance revenue operations are a direction after proof, not part of this pilot.
Start with one lane and a clear proof plan.
Bring one export format, one location, and the lane you want to test. The Insurance Opportunity Review will confirm whether the 90-day pilot fits.