When you decide to trust someone with your medical billing, you’re not just handing over paperwork, you’re handing over a crucial part of your practice’s livelihood. We don’t take that lightly.
At Legacy Medical Billing, we believe that how we start the relationship sets the tone for everything that follows. That’s why our onboarding process is designed to be thorough, thoughtful, and personal so you feel confident and supported every step of the way.
Here’s what you can expect when you join the Legacy family.
A Personalized Welcome – In Person
Unlike many billing companies that rely solely on email and Zoom, we take the time to meet you face-to-face. Every new client begins with a guaranteed in-person onboarding visit. Why?
Because we want to:
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Meet your team
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Learn the flow of your office
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Understand your systems, software, and daily operations
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Build real relationships, not just transactions
That personal connection is the heart of everything we do.
A Custom Billing Plan Built Just for You
We know that billing is not one-size-fits-all. During onboarding, we’ll gather information about your:
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Practice specialty and services
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Scheduling and documentation habits
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Preferred communication methods
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Current pain points and goals
From there, we create a tailored plan that works with your workflow, not against it. Whether you need full-service billing or support in specific areas (like A/R cleanup, patient statements, or insurance follow-up), we’ve got you covered.
Staff Training and Support
A strong billing process depends on a strong front-end workflow. As part of onboarding, we’ll:
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Train your staff on any systems or changes we implement
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Clarify documentation best practices
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Provide guidance on eligibility, authorizations, and coding basics
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Answer questions in real time
Our goal is to ensure your team feels confident and equipped, not overwhelmed or left in the dark.
Secure Setup & Seamless Integration
Security and compliance are non-negotiables for us. We work with your practice to ensure:
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HIPAA-compliant access to your systems
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Clean, organized data flow
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Coordination with your EHR, PM, or billing software
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Efficient communication between our team and yours
Whether you’re using a mainstream platform or a specialty-specific system, we adapt to you, not the other way around.
Ongoing Communication & Relationship-Driven Support
The onboarding experience doesn’t end once the setup is done. We continue to check in regularly, monitor performance metrics, and keep you updated with:
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Monthly reporting
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A dedicated point of contact
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Easy access to our team for any questions or concerns
You’ll never feel like you’re just “another account” with Legacy. We’re in this with you for the long haul.
A Partnership You Can Count On
Onboarding is just the beginning of what we hope will be a long, successful partnership. At Legacy Medical Billing, we become part of your team – invested in your practice, your people, and your peace of mind.
If you’ve been thinking about making a change and are looking for a billing partner who brings both heart and expertise to the table, we’d love to welcome you to the Legacy family.
Warmly,
Carrie Torres
Founder & Owner
Legacy Medical Billing