Nothing useful happens until access, payer rules, and old habits are visible.

The first step is an organized email to hello@cpcmedadvisors.com with specialty, provider count, software, monthly claim volume, payer mix, and the problem that made you look for help. If it looks like a fit, a call is scheduled by appointment. No surprise meetings, no calendar widget, no rushed diagnosis from a half sentence.

On-site kickoff meetings are available within 35 miles of Tulsa; outside that radius, onboarding is handled remotely by secure screen share.

A starter sample shows whether the issue is documentation, coding selection, eligibility, payer setup, posting, appeal timing, or workflow. The first audit notes are normally ready around day 7 of onboarding when access is complete and the sample is readable.

The goal is not to shame old work. The goal is to identify the small repeatable places where revenue leaks out and build a correction rhythm the clinic can actually maintain.

By day 10, if access and samples are complete, the first live billing queue is set up. Claims are sorted by documentation readiness, payer requirements, timely filing limits, and any correction work that should happen before submission.

The first month closes with a written summary of what moved, what stalled, which payer patterns need attention, and what the clinic should change before the next batch of claims repeats the same issue. Monthly billing engagements require a 3-month minimum because payer patterns, posting problems, and provider habits need time to show themselves.