Confirm site and claim setup before the first visit is billed
Do not assume that a new location will work because the existing clinic is already billing. Confirm how the site appears in the practice’s system and on claims, which providers and services apply there, and whether the relevant payer records require an update. If a payer requires an enrollment update or approval, the practice must resolve it with the payer. Brace does not perform credentialing, prior authorizations, or patient intake; confirm who at the practice owns those steps before the site begins billing.
Check how the EMR and billing workflow populate service-location information, and how the clearinghouse or payer will receive the claim. Confirm where remittances and payments will be posted so the team can identify activity for the new site.
Make location-level work visible
Decide how the team will identify claims and payments associated with the new site. Establish a location-level view of submissions, acknowledgments, rejections, denials, payment posting, and unresolved accounts. If the system does not report by location, document another reliable reconciliation method.
Assign owners for setup questions and unresolved payer responses. Be clear about what the practice handles and what its billing partner handles. Do not assume that responsibilities or payer arrangements at one location automatically apply at another.
Reconcile the first billing cycle
Compare completed visits expected to generate claims with claims submitted and acknowledgments received. Track setup issues with an owner and due date. When the first remittances arrive, compare expected and actual payment using the applicable contract and claim details.
Use the first cycle to confirm the configuration and reporting process—not to claim a performance result from a small or incomplete sample. For practices keeping their current EMR, see how outsourced billing can work with an existing therapy EMR.