Get your dashboards set up the way your office actually works.
The Office Setup tier is for practices that want the dashboards pre-configured — your staff names, your attorneys, your WC carriers, your payers, and your workflows already loaded before you open the file for the first time.
What Office Setup includes.
Everything in the Complete Suite — plus custom configuration so your dashboards are ready to use from day one instead of day ten.
Staff names pre-loaded
Your front desk, billing staff, and providers added to the assigned-to dropdowns. No typing staff names from scratch on every claim.
Attorneys pre-loaded
Your MVA attorney contacts — name, firm, phone, email — already in the system before you see your first patient.
WC carriers configured
Your most common workers' comp carriers already in the dropdown in the order you use them. Adjuster contacts pre-loaded where available.
Payer list configured
Your top insurance payers prioritized in the payer dropdowns. Less scrolling, faster data entry for your front desk.
Office name and location
Your practice name and office location(s) pre-filled so every report and export is already labeled for your office.
Specialty workflow adjustments
If your billing workflow has specific quirks — PT, ortho, multi-location — we'll adjust the defaults to match how your office actually works.
Who this is for.
Office Setup is not for everyone — and that's the point. It's for practices where getting the tool configured correctly from the start matters more than the price difference.
Multi-location practices
You have Danbury, South Carolina, or other locations and need each one set up as a separate office option from the start.
High MVA or WC volume
You have 5+ active attorneys or 10+ WC carrier relationships and need them pre-loaded so billing staff aren't doing setup work.
Practices that tried the self-setup version and want help
You purchased the Complete Suite, got it running, and now want it cleaned up and configured properly for your office. Office Setup can handle existing buyers too.
Billing managers who want it done right
You don't have time to configure a tool and you don't want to hand it to a front desk person to figure out. You want it ready when it lands.
Not for solo offices with simple workflows
If you have one location, one provider, and standard insurance — the Complete Suite at $297 is likely all you need. You can self-configure in under an hour.
Not a replacement for billing software
Office Setup configures the dashboards for your workflow. It does not include claim submission, ERA processing, or EHR integration.
How the tiers compare.
How the waitlist works.
Office Setup spots are limited. We work with a small number of offices at a time to make sure setup is done correctly.
Join the waitlist
Fill out the form below with your practice name, specialty, and what you need configured. Takes 2 minutes.
We'll reach out
When a spot opens, you'll get an email with pricing, timeline, and next steps. Spots open in batches.
You send us your info
Staff names, attorney contacts, WC carriers, office locations — we'll send you a simple intake form to fill out.
Pre-configured dashboard templates delivered
You receive your dashboards pre-configured and ready to use. Open in Chrome, set your password, and start working.
Join the Office Setup waitlist.
No payment required to join. We'll contact you when a spot opens with pricing and next steps.
No payment required. We'll email you when a spot opens.
Already have the Complete Suite?
Existing Complete Suite buyers can still join the waitlist for Office Setup. When your spot opens, we can configure the dashboards you already own — no need to purchase again.