PACKAGES

Productized engagements. Scoped to your stage.

Six core packages for the most common operational builds, plus custom engagements when your situation doesn’t fit a box. Final scope and pricing are set in the discovery call after we understand your operation.

Package 1: Practice Launch

For clinicians going independent.

Everything an NP, MD, or clinician-owner needs to go from W-2 to operational on their own taxonomy. Twelve to sixteen weeks. Fixed scope, scoped pricing.

  • Texas LLC formation and registered agent

  • EIN and NPI-2 registration

  • CAQH provider profile build-out

  • Initial credentialing across major commercial and government payers

  • Practice operations playbook

  • Starter policy library (HIPAA, OSHA, basic employee handbook)

  • 30-day post-launch support

Package 2: NCQA Readiness

For health plans, IPAs, and delegated entities.

End-to-end pre-survey readiness for organizations preparing for initial accreditation or re-survey. Scoped based on baseline state.

  • Comprehensive gap analysis against current NCQA standards

  • Policy and procedure remediation

  • Credentialing file audit

  • Delegation oversight program review

  • Mock survey with executive readout

  • Corrective action plan draft

  • Post-engagement Q&A support

Package 3: CVO Build-Out

For organizations standing up a Credentials Verification Organization.

Phase 1 of CVO infrastructure — policies, forms, logs, workflows. Designed to position you for NCQA CVO Certification when ready. Add-on phases available.

  • NPDB Policy Manual

  • Credentialing forms package

  • Master Provider Credentialing Log

  • Primary source verification workflow design

  • QA and internal audit protocols

  • 16-step CVO development roadmap toward NCQA CVO Certification

  • Policy review cycle setup

Package 4: Policy Library

For organizations needing standards-aligned policies.

Productized policy libraries written to NCQA, CMS, and state standards. Choose a library by domain, customize for your brand, deploy. Custom libraries available for non-standard scopes.

  • Credentialing & re-credentialing library

  • Quality management & HEDIS library

  • Utilization management library

  • Member rights & grievance library

  • Delegation oversight library

  • HIPAA / OSHA / operational library

  • Editable, brandable, version-controlled

Package 5: Credentialing-as-a-Service

Ongoing credentialing operations for practices and groups.

Monthly engagement covering full credentialing lifecycle for your providers — initial enrollments, re-credentialing, CAQH maintenance, contract reviews, and pursuit work on stalled applications.

  • Provider applications scoped per engagement

  • Quarterly CAQH attestation and maintenance

  • Re-credentialing cycle management

  • Payer contract review

  • Monthly status reporting

  • Escalation and pursuit support

Package 6: Operational Transitions Package

For health plans, TPAs, and CVOs in motion.

End-to-end operational support during transition events — new product launches, acquisitions, delegation transfers, accreditation cycles, or stand-up of new entities. Scoped to your timeline and your existing infrastructure.

  • Operational current-state assessment

  • Transition plan with milestones and accountability map

  • Credentialing program build-out or remediation

  • Policy and procedure alignment

  • Delegation oversight setup or transition

  • Regulatory and accreditation documentation packages

  • Project management throughout the transition window

  • Post-transition stabilization period

Package 7: Custom Engagements

When your situation doesn’t fit a box.

Most engagements involve some combination of the above. Some don’t fit any of them. Audit response under regulator pressure, payer contract renegotiation, multi-entity operations build-outs, federal contracting support — these are scoped individually after a discovery call.

Every engagement starts with a conversation.

We don’t quote without understanding the operation. Final scope, timeline, and investment come out of the discovery call. We don’t take engagements we can’t deliver.