Change is intimidating. Transitioning your billing can be scary. You place a large amount of trust in your billing provider, choosing to trust someone new is a big step. Money Tree Billing’s step-by-step process aims to keep this change as painless as possible. Clients moving from in-house, other billing agencies, or other softwares will be thankful to know that we recognize the difficulty of doing so. MTB has taken our own steps to ensure that you’re fully supported throughout the process.
Here’s what the transition process looks like AND how MTB helps you every step of the way.
Step 1: A Dedicated Trainer for a Personalized Transition
Key to our transitional steps, one of our trained professionals will be assigned to help you and your account. Dependable and consistent, you can rest easy in having one place to go for all of your answers. Your transition person acts as a guide, walking you through the entire process, from the first steps to being fully integrated with MTB’s systems.
- Initial Assessment: To begin, your expert will speak with you to understand your current billing setup, processes, and needs. Once this is done, they’ll create a tailored roadmap for your transition so it moves smoothly.
- Custom Approach: No two transitions are the same. Business approaches, goals, and practices all impact how your billing is processed. Which specific steps that are taken first vary per situation but your trainer will manage them all to bring you to the next step, onboarding.
Step 2: Onboarding with Money Tree Billing
Once your transition plan is in place, the onboarding process begins. This phase is focused on setting up your systems and ensuring that your team is comfortable with MTB’s workflows. We start on a smaller scale to allow time to adjust to new software and management.
- System Setup: To set up at Money Tree, we need to review your data, set up integrations, and discuss your internal processes to ensure there are no bumps in the road during your MTB transition. Your trainer will assist you with this.
- Team Training: MTB trains one-on-one with your designated team member, ensuring that everyone understands how to use the new system. This includes training on all things Money Tree including our processes, navigating the software, and how MTB’s features work for your specific billing needs.
During this phase, your dedicated trainer is hands-on, guiding you through every detail until you’re confident and comfortable.
Step 3: One-on-One Support Throughout the Transition
The personal touch doesn’t stop after onboarding. As you begin to use MTB for your billing needs, your trainer remains with you for one-on-one support until you fully integrate into MTB’s standard processes. It is important to us that you are confident and comfortable in our processes before we remove the training wheels.
- Individualized Support: Throughout your transition, you’ll have direct access to your trainer. Common questions or concerns can be addressed immediately, reducing back and forth as you adjust to our process.
- Customized Transition Timeline: The length of time your trainer stays with you will depend on how quickly you and your team adapt. We won’t leave you out to dry, you can depend on us to support you no matter how long the journey takes. Your trainer remains your point of contact until you’re ready to move into MTB’s standard processes and procedures.
Step 4: Moving into Standard Processes
Once you’ve fully transitioned and are comfortable with MTB’s systems, you’ll graduate from the personalized support of your trainer to MTB’s standard procedures.
- Standard Contact Points: After graduation, you’ll be introduced to MTB’s experienced team, who will be your ongoing points of contact for routine support and inquiries. While your trainer won’t be your primary contact anymore, the same level of service and efficiency continues with your dedicated account managers.
- Standard Procedures: By this stage, you’ll be well-versed in MTB’s workflows and processes. With the system running smoothly, you can focus on your core business while MTB handles your billing efficiently.
Transitioning to Money Tree Billing is a carefully guided and structured process. With a dedicated trainer at your side, you receive personalized attention from the very first step to full integration into MTB’s systems. MTB takes the stress out of switching your billing. Personalized, expert support is our secret. Here, you’re never left alone while making big moves. Once you’re fully onboarded, you’ll be confident in the peace of mind that you can trust in Money Tree Billing.
Money Tree Billing is a chiropractic billing company that removes the distraction of billing from your office so you can focus on changing lives through chiropractic care. Money Tree Billing offers complete billing cycle management through a dedicated and seamless billing process. We empower you and your team with support beyond just billing. Focus on your practice and your passion and we’ll focus on getting you paid. We GUARANTEE our work. Money Tree Billing guarantees if your insurance claim goes unpaid due to our error, that we will credit you the amount you would have been paid on that claim. You won’t find another guarantee like it in the industry. To learn more about Money Tree Billing, and our one-of-a-kind guarantee, visit www.moneytreebilling.com.
