Most credentialing and licensing engagements start the same way: a 20-minute call where you tell us what you’re trying to do, we tell you whether it’s realistic on your timeline, and we quote the work. No pressure to commit on the call. We’d rather you take the quote home and decide than sign something you regret.
What happens after you book
Step 1 — Scoping call (20 minutes). You tell us specialty, state, payers, target billing or launch date, and current state (do you have NPI? CAQH? a state license? malpractice?). We tell you what’s realistic on your timeline and what we’d recommend doing first.
Step 2 — Written scope and quote (within 2 business days). A scope document listing exactly what we’d do, what we’d need from you, a realistic timeline, and the fee. Flat-fee where possible.
Step 3 — You decide. If you want to move forward, we send a contract. If not, you’ve still got a clean scope you can take to anyone.
What we’ll ask about
To make the scope call productive, come ready with:
- Specialty — including any subspecialty or non-board-certified service lines.
- State or states — primary state of practice, plus any telemedicine states.
- Timeline — when you need to be billing, launching, or seeing patients.
- Current credentialing state — NPI active? CAQH built? Existing payer enrollment anywhere?
- Non-compete status — if you’re leaving employed medicine, the non-compete is the thing we’ll need to look at first. We’re not your lawyer but we can flag patterns and refer you to physician-side employment counsel.
- Existing relationships — billing company, EHR, malpractice carrier. We work alongside, not around.
Talk to our AI advisor first
If you’d rather not book a call right now, talk to our AI advisor on the home page. It can answer most scope questions (timeline reality, what’s involved in a given service, what you’d want to have ready for a scoping call) and hand you off to a human when you’re ready.
A note on the non-compete
If you’re leaving an employed position, the non-compete is real and we read them. Most have practice-radius restrictions and patient-solicitation language. Some have state-specific carve-outs. We’re not employment lawyers and won’t pretend to be, but we’ve seen enough of them to know what’s standard and what’s aggressive, and we know good physician-side counsel in most major markets. Want us to read yours first? Mention it on the scope call.
Related
- Services overview — every service we offer.
- The Credentialing & Enrollment Process — how we actually work.
- Medical Licensing — back to the licensing hub.