Billing handled.
You stay focused on your clients.
HOW IT WORKS
Getting started with Bluebird is simple. We designed our onboarding process to be clear, organized, and easy — because the last thing you need is more complexity. Here is exactly what working with us looks like from day one.
We Get to Know Your Practice
IT STARTS WITH A FREE CONVERSATION
We begin with a free 30-minute Zoom call to talk about your practice, your current billing situation, and what support would make the biggest difference for you. No pressure, no pitch — just an honest conversation about whether Bluebird is the right fit.
We Set Everything Up
WE HANDLE THE ONBOARDING SO YOU DON'T HAVE TO
Once you choose your package, we send you a simple onboarding form to gather everything we need — your NPI numbers, EHR access, insurance panels, and practice information. We take it from there. We set up your client portal, get access to your billing system, and schedule a one-hour training call to walk you through how everything works.
We Get to Work
BILLING STARTS AND YOU STAY FOCUSED ON YOUR CLIENTS
From your first billing cycle forward, we handle everything included in your package — claims submission, benefits verification, follow-up on unpaid or denied claims, patient communication, and regular reporting so you always know exactly where your revenue stands.
You Stay in the Loop
TRANSPARENT REPORTING.
NO SURPRISES. EVER.
You will receive a biweekly accounts receivable report so you always have a clear picture of your billing. You can reach us through your Bluebird client portal anytime you have a question or need to send us information. We show up, we follow through, and we communicate — always.
We Grow With You
YOUR PRACTICE GROWS. WE GROW WITH IT
As your practice evolves, your billing needs will too. You can upgrade or downgrade your package at any time. Add credentialing support when you are ready to join new insurance panels. Add a la carte services whenever you need something specific handled. Bluebird is built to support you at every stage of your practice.
Just a few items to get started
Free Zoom Call with Emily
Schedule your free 30-minute call to get started. No pressure, just clarity.
Individual NPI Number
Your NPI is your unique provider identifier. If you don't have one yet, you can apply free at nppes.cms.hhs.gov in about 10 minutes. If you bill under a group practice or LLC, you will also need a separate NPI for your business entity.
Tax ID (EIN)
This is your Employer Identification Number obtained from the IRS. If you're a sole proprietor without an EIN, you may use your Social Security Number instead.
DataSpring Powered by CAQH Login
DataSpring Powered by CAQH is the central credentialing database most insurers use. We will help you set this up if you don't have it yet.
EHR System Access
We will need role-based access to your electronic health records system to submit and manage claims on your behalf.
Insurance Panel List
A simple list of every insurance company you are currently in-network with or plan to accept.
Practice & Billing Address
Your physical practice address and the address you want on file with insurance companies for billing purposes.
Client Services Agreement
Our standard agreement outlining the scope of services, fees, and terms. We send this to you — nothing to prepare in advance.
Business Associate Agreement (BAA)
Required by HIPAA for any vendor who handles patient information. We send this to you as well — just sign and return.
COMPLETE TRANSPARENCY. NO SURPRISES. EVER.
What We Handle and What You Handle
Insurance claims submission and follow-up
Benefits verification before appointments (depending on package).
Patient communication about benefits and balances
Accounts receivable reporting
Prior authorization tracking
Credentialing support (depending on your package)
We Handle
All clinical documentation and charting
Granting us role-based access to your EHR
Collecting patient payments through your own system
Notifying us when you receive checks from patients
Providing patient insurance information when it changes
You Handle
We never handle patient money directly. All payments always run through your own system.
FREE 30-MINUTE ZOOM CALL
Not sure where to start?
Schedule a free 30-minute Zoom call with Emily to talk about your practice and where you are right now. She will point you in the right direction — no pressure, no pitch, just clarity.