Onboarding

Live in thirty days, not thirty meetings.

  1. Week 101

    Map your workflows

    We sit with your front desk and billers, record call types and write down every rule nobody wrote down.

  2. Week 202

    Connect your systems

    Read and write access to your EHR, phones, calendar and clearinghouse, set up with your IT team.

  3. Week 303

    Shadow mode

    Agents draft every action while your staff approve them. Nothing reaches a patient unchecked.

  4. Week 404

    Go live, with backup

    Agents take the lead and a named Orbitly specialist reviews escalations every day.

  5. Ongoing05

    Monthly tuning

    We review outcomes with you each month and teach agents the new edge cases.

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