Get your dashboards configured before you open them for the first time.
Office Setup is a paid configuration service for practices that want their dashboards pre-built — staff names, attorneys, WC carriers, payer lists, and office locations already loaded before your team touches the file.
What Office Setup includes.
Everything in the Complete Suite — plus a paid configuration service so your dashboards are ready on day one, not day ten. Pricing is confirmed before any payment is collected.
Staff names loaded
Your front desk, billing staff, and providers added to assigned-to dropdowns. No typing staff names from scratch on every claim.
Attorneys loaded
Your MVA attorney contacts — name, firm, and phone number — pre-loaded using the contact list you provide during intake.
WC carriers configured
Your most common workers' comp carriers added to the dropdown in the order you use them, based on the carrier list you submit at intake.
Payer list configured
Your top insurance payers prioritized in the payer dropdowns. Less scrolling, faster data entry for your front desk from day one.
Office name and locations
Your practice name and office location(s) pre-filled so every report and export is labeled correctly from the start.
Default settings adjusted
Dropdown defaults, status options, and field order adjusted to reflect your workflow — within the scope outlined in your intake form. Not custom development.
Who this is for.
Office Setup is not for everyone. It's a paid service for practices where correct configuration from the start matters more than the price difference.
Multi-location practices
You have two or more office locations and need each one set up as a separate option across all dashboards from day one.
High MVA or WC volume
You have five or more active attorneys or ten or more WC carrier relationships and need them pre-loaded so billing staff aren't doing setup work on office time.
Billing managers who need it done
You don't have time to configure a tool and you don't want to hand it to a front desk coordinator to figure out. You want it ready when it arrives.
New purchases requiring full setup
You're purchasing the Complete Suite and want it configured at the same time. Office Setup is bundled with a new suite purchase — not a standalone add-on for existing buyers.
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. Self-configuration takes under an hour.
Not a replacement for billing software
Office Setup configures your dashboards. It does not include claim submission, ERA processing, EHR integration, or managed billing services.
How the tiers compare.
How the waitlist works.
Office Setup spots are limited. We work with a small number of offices per batch so each configuration receives proper attention.
Join the waitlist
Fill out the form below with your practice name, specialty, and what you need configured. Takes 2 minutes. No payment at this stage.
We'll reach out
When a spot opens, you'll receive an email with your quoted price, timeline, and next steps. You decide whether to move forward.
You submit your intake form
After confirming, you'll receive a simple intake form. You provide your staff names, attorney contacts, WC carriers, and office locations. We configure from what you send.
Pre-configured dashboards delivered
You receive your dashboards ready to use. Open in Chrome, set your password, and your team can start working immediately.
Join the Office Setup waitlist.
No payment required to join. Pricing is quoted after we review your intake and confirmed before any charge. You're not committing to purchase by joining.
No payment required to join. Pricing confirmed before any charge.