customers · sanitized

Three cases. No names.

Three of the customer shapes we work with today, told without revealing who they are. Specialty, stack, scale, what we run, what moved. If you want the names, ask on a sales call — we'll introduce you with their consent.

policyHIPAA + BAA · written consent for any named referencemethodNumbers from our SQLite warehouse, not the slidecontactsriram@getmaxrcm.com
Anchor practice · psychiatric, behavioral health
case 01

Aged A/R recovery + denial defense for an independent psychiatric group.

Tebra + Valant · Trizetto clearinghouse · under NDA

An independent psychiatric and behavioral health group running Tebra and Valant on the Trizetto clearinghouse. We took on ~1,300 active claims with roughly $257K of aged accounts receivable sitting past 60 days. Operations run on a daily rhythm — pull, sort, allocate, work, audit — with denial defense layered on the top 23 codes that account for the majority of bleed.

what runs today
  • Per-owner daily queue with recoverable-dollar sort.
  • Top denial codes drafted-to-appeal before timely runs out.
  • Automated EOB posting nightly into Mahler-equivalent flow.
  • Single audit log across every claim touched.
Outpatient counseling network · Texas
case 02

Multi-state counseling group with chronic-blocker resolution + credentialing in flight.

Mahler EHR · multi-state operations · under NDA

An outpatient counseling network operating across multiple states on the Mahler EHR. ~660 active claims under management. The hard work isn't the volume — it's the long-tail of chronic blockers: missing portal access, payer enrollment gaps, TFL surprises, credentialing in flight for new clinicians and locations. We run a 10-line daily report so owners can see exactly what moved.

what runs today
  • Credentialing queue with per-payer status + ETA.
  • Chronic-blocker registry: missing portals, enrollment gaps, escalations.
  • Per-owner daily report — same format every day, no drift.
  • Cross-payer exception workflow for TFL-sensitive denials.
RCM partner network
case 03

White-label and co-branded deployments for partner billing firms.

Partner billing firms · co-branded · under NDA

RCM and billing firms that want to deliver eligibility, denials, voice and meeting AI to their own customers — without rebuilding the stack themselves. Each partner gets an isolated tenant tree under their brand: their logo, their domain, their pricing on top of ours. We do the platform. They keep the customer relationship. Customer names available under NDA on a sales call.

what runs today
  • Per-partner isolated tenancy — no cross-customer leakage.
  • White-label or co-branded UI surface.
  • Pass-through pricing controls, partner sets retail.
  • Shared support escalation path with named GetMax owner.
why we don't name names

Trust is the product. Naming customers without consent isn't free.

Two reasons. HIPAA— every named reference creates a chain of inferences about a covered entity's patient population, denial profile, and revenue. We don't publish that without a Business Associate Agreement that explicitly allows the disclosure, plus a written approval on each reference.

Business— our customers compete with other practices in their metro and other partners in their region. The competitive edge they get from running on us is theirs, not our marketing material. If they want to be named, we'll name them loudly. If they don't, they get the same quality of work and no logo on our site.

On a sales call we'll happily put you on the phone with a reference customer in your segment — same specialty, same EHR, same payer mix. You hear it from them, not us. That's the trade we make.

want a reference call?

Ask. We'll set it up.

15 minutes with a customer in your specialty. No marketing. They tell you what works, what we got wrong, and how long it took to feel real.

Email Sriram for a reference call →See trust posture