Start an Engagement
Tell us where the business is getting stuck.
Start with the problem, not a perfect diagnosis. 1st Source will use your initial information to determine the right paid assessment, strategy session or project scope.
No patient information here.
This intake is for business-level information only. Do not submit names, dates of birth, medical records, claim images, member IDs or other protected health information. Secure document exchange will be arranged if needed after engagement.
Choose the closest starting point
We can refine the scope after the initial review.
Unpaid claims, denials, aging balances or revenue that is not moving.
Workflow, staffing handoffs, intake, scheduling or administrative breakdowns.
Payer enrollment, provider files or administrative readiness issues.
Ongoing back-office support without adding another full internal department.
Rebranding, forms, client-facing systems and operational modernization.
Multiple issues, expansion planning or a need for structured business direction.
Preliminary Intake
Start with what you know.
This form is designed to qualify the business need before any detailed records are exchanged.
Detailed case analysis, payer research, billing review and customized recommendations are provided through paid professional engagements.