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.

  1. 01Visit export

    One agreed format starts the work.

  2. 02Short queue

    Only work that needs review stays in view.

  3. 03Practice rules

    Set rules guide holds, corrections, and next steps.

  4. 04Office approval

    The named office approver checks practice facts.

  5. 05Provider approval

    The named provider keeps clinical authority.

  6. 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.

Before work starts

Your practice supplies the facts and authority.

The guided launch checks these inputs before visits enter the pilot. Missing inputs may hold the lane or make it a poor fit.

Required practice inputs

  • One sample and ongoing visit export in the agreed format
  • The chosen insurance lane and its configured claim paths
  • Practice, billing, provider, location, and identifier details needed for the package
  • Patient, coverage, visit, and service facts from named sources
  • Written rules for missing facts, holds, corrections, and release
  • One named office approver and one named provider approver
  • A weekly review time and secure way to share allowed data
  • Source evidence for any payer or payment result the practice wants counted

Clear exclusions

  • Payer contracting, credentialing, and enrollment
  • Clinical judgment or diagnosis, procedure, and modifier choices
  • More than one location, export format, or launch lane
  • Denial appeals, payment posting, patient statements, and collections
  • Any claim that lacks both named approvals
  • Treating a test or dry run as proof of transmission
  • Any promise of payer acceptance, timing, reimbursement, payment, or revenue
  • Legal, regulatory, coding, or coverage guarantees

One proof point before a broader direction

The current pilot ends at the next claim package and the evidence the lane produces. Post-visit insurance revenue operations are a direction after proof, not part of this 90-day scope.

The practice keeps clinical, coding, financial, and release authority. Claims Native makes no guarantee of claim acceptance, legal correctness, reimbursement, payment amount, payment date, or added revenue.

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.