Step 1
Practice Setup
Enter providers and select payors — service line counts will auto-fill from these
Practice / Client Name
Providers
providers entered
Payors
payors selected
Step 2
Service Lines
Counts default from Step 1 — override per line as needed
| Service Type | Providers | Payors | Paperwork | Follow-Up | Total Hrs | |
|---|---|---|---|---|---|---|
|
Providers
Add providers in Step 1
|
Payors
Select payors in Step 1
|
|
||||
| Total Estimated Hours | ||||||
Find Procedure Note: One or more lines have 14+ providers/payors — add 30 min per row, bill separately.
Step 3
Pricing
Hourly Rate
$
Discount
%
Total Hours
Effective Rate
Client Fee
Internal
Cost & Margin
In export
COS / Hour
$
Internal Cost
Gross Margin
Export mode:
v loaded · saves as new version