A workflow review is a working session, not a sales pitch: we walk your real process — daily entry, weekly documents, submission, payment tracking — and show precisely which steps disappear, what your migration looks like, and whether the fit is real.
We map your current week — where work gets entered, copied, formatted, filed, faxed, and tracked — and mark every step the software eliminates. You leave with the list either way.
Your folder structure, naming conventions, payer list, and code usage — we check each against the product and tell you plainly what configures in an hour and what needs care.
If your state or workflow isn't a fit yet, we say so and tell you what's on the roadmap. A wrong-fit customer costs everyone more than a candid no.
Please don't send client or claim information before a secure review process is set up — the session works entirely with your file structure and synthetic examples.
The people building the product — including the practitioner workflow it was built from. No SDR script.
Just be at the computer where you bill. Screen-sharing your folder structure (no client contents) makes the mapping concrete.
Same conversation. Requesting a trial and booking a workflow review both start with one call: we map your workflow, then set up your 7-day trial around it. This page just describes what that call covers.