How it works

Two journeys: how you buy, and how billing runs.

Sales-led enterprise access plus a connected claim-to-cash workflow inside the platform.

Onboarding journey diagram: request demo through discovery, proposal, implementation, training, and go-live

Buying journey

From first conversation to live billing operations.

  1. 1

    Request demo

    Submit the contact form — tell us your organization type, claim volume, and legacy system (if any).

  2. 2

    Discovery

    Guided walkthrough of Command Center, claims, EDI, and reporting mapped to your workflow.

  3. 3

    Proposal

    Tailored pricing based on organization size, claim mix (pro vs institutional), and service model.

  4. 4

    Implementation

    Practice setup, clearinghouse enrollment, user provisioning, and migration planning if replacing legacy RCM.

  5. 5

    Training

    Biller, denials, and manager training on your scoped workflows and reports.

  6. 6

    Go live

    837 submit gates lift after onboarding checks pass — parallel running supported during migration.

ObsidianRCM practice onboarding and go-live readiness checklist

Software workflow — claim to cash

How work moves through ObsidianRCM once your billing team is live. (Billing platform — charge data may arrive from your PM/EHR or import.)

Eligibility
Encounter / charges
Coding review
Claim build
Scrubbing
837 batch
Clearinghouse
Payer
835 ERA
Payment post
Denial / appeal
Patient AR

Exception-only ops: automation handles steps where policy allows; Command Center surfaces what still needs a human.

Obsidian AI — an assistant that watches your work

Turn blockers into clear next actions inside claim workflows.

  • Context-aware guidance: AI sees what you’re looking at on claim detail and tells you what to fix.
  • Next step highlights: one primary action at a time (Claim Lines / Validate / Submit queue).
  • Validation-driven progress: after you edit and re-run validation, AI continues with the next blocker.
  • Human-in-the-loop: AI assists throughout, while you stay in full control.

Designed to feel like an operating layer — not a chat box.

Replacing legacy billing software?

Many teams migrate from aging RCM tools or fragmented billing stacks onto a modern platform.

  • CSV import and structured migration sessions
  • Parallel running before cutover
  • Training on ObsidianRCM billing workflows
  • Go-live checklist with 837 submit gates

Migration guide →

Ready to start?

Request a demo or contact sales to begin discovery.