ClearRoute EDI
How it works

Eleven weeks, written down in advance.

This is our . Weeks are counted from kickoff, not from the day you first called us. Every milestone shows who owns it on each plan.

Insurance companies control their own decision dates. We plan for and we tell you the moment a date is at risk. Nobody honest will promise you an approval date.
  1. Week 1

    Kickoff call and single document request

    One 45 minute call. We confirm your specialty, locations, clinicians and the insurance companies you want to bill. You get one consolidated document request instead of a trickle of emails.

    Full service: We run the call and build your file Do it yourself: You follow the kickoff checklist
  2. Week 1

    filed

    Your federal provider registration goes in first, because almost everything downstream references it.

    Full service: We file and confirm it Do it yourself: You file it using our step-by-step guide
  3. Week 1–2

    and entity details

    Tax registration completed with the correct entity type, legal name and address, matched to your provider record.

    Full service: We file it and check the match Do it yourself: You file it; the checklist shows the exact fields that must match
  4. Week 2

    Business bank account opened

    The account that will receive from insurance companies. We assemble the paperwork banks ask for before you walk in.

    Full service: We prepare the packet and coordinate the appointment Do it yourself: You take our packet to your bank
  5. Week 2–3

    profile built once

    Licence, education, work history, malpractice coverage and references collected into a single verified profile that every insurance company application draws from.

    Full service: We build and verify the profile Do it yourself: You complete our profile template
  6. Week 3–4

    Applications submitted in

    Every goes out in the same window rather than one after another. This is the single biggest reason the timeline compresses.

    Full service: We prepare and submit every application Do it yourself: You submit them yourself in the order we set out
  7. Week 4–8

    Follow-up and corrections

    Applications get returned for small reasons. We watch for them and correct them in days rather than discovering them in month three.

    Full service: We chase every insurance company weekly Do it yourself: You follow up; reminder emails prompt you on schedule
  8. Week 6–10

    Approvals and network effective dates arrive

    Each decision is recorded with its effective date, because you cannot bill for work done before that date.

    Full service: We record and explain each decision Do it yourself: You record decisions in your tracker
  9. Week 8–10

    connection and test claim

    Your billing path is connected and a test is pushed through to prove the route works before real money depends on it.

    Full service: We connect and test it with you Do it yourself: You connect it; our guide covers the settings that break
  10. Week 9–11

    First live claim submitted and paid

    A real claim goes out, and payment arrives by direct deposit with an explaining it.

    Full service: We submit alongside your biller and hand over Do it yourself: You submit; the knowledge base covers refusal codes
  11. Ongoing

    Renewals, new clinicians, new insurance companies

    Credentialing is not one and done. Renewal dates, added clinicians and new insurance companies all need filing again.

    Full service: Optional monthly support keeps this current Do it yourself: You own it; the timeline template includes renewal dates

Who owns what

The same milestones on both plans. The difference is whose hands are on them.

Milestone ownership by plan
MilestoneFull serviceDo it yourself
Gathering your documentsClearRoute requests once and organisesYou, using our checklist
Filing provider and tax registrationsClearRoute filesYou file
Bank account paperworkClearRoute prepares and coordinatesYou, using our packet
Building the credentialing profileClearRoute builds and verifiesYou complete the template
Submitting insurance applicationsClearRoute submits all of themYou submit each one
Following up with insurance companiesClearRoute, weeklyYou, prompted by reminder emails
Monthly meeting and written statusIncludedNot included
Client portal progress trackingIncludedTimeline template only
First claim supportClearRoute submits with youKnowledge base articles

On a narrow screen this table scrolls sideways.

Ready to open, or ready to stop waiting?

Tell us what kind of practice you are opening. We will tell you plainly what it takes, how long it should take, and what it costs.

Request a walkthrough See pricing