How real teams use GetMax. No personas invented for the page.
These are the four shapes of customer we serve today. If your shop doesn't match one of them, we're probably not the right vendor — we'd rather tell you that on a 15-minute call than convince you over six.
You opened a clinic to treat patients. Not to fight insurance.
You run a psychiatry, counseling or behavioral-health practice with one to ten clinicians. The clinical work is yours. The eligibility surprises, the aged AR, the appeals you never get to — that's the part eating your margin.
- Front desk eats $200–$500 a week on copay/deductible miscalls.
- AR past 60 days creeps up every month because nobody has time to chase it.
- Notes lag claims by 12–24 hours, and that's where the leak starts.
- You're the one writing appeals at 9pm. Or you've stopped writing them.
Start with eligibility. Add denials and calling as your team has bandwidth. Same login, same audit log, same bill.
- Verify200 patients checked the night before you open.
- OrionAged AR + denials worked overnight, queued for your biller's approval.
- EchoVoice agents place the payer calls so your senior biller doesn't sit on hold.
- You run an independent practice in the US — psychiatry, behavioral health, counseling, or any specialty with high commercial-payer mix.
- You use Tebra, Valant, Mahler, or Athena (or you're on CSVs from a billing service).
- You'd rather pay $49/mo and get your evenings back than hire one more biller.
Sound like you? Twenty minutes is enough to know if we're the right fit.
Twenty practices. Two billers. Doesn't scale.
You run a white-label RCM agency. You serve a dozen to a hundred practices. Your hard limit isn't sales — it's how many practices a single biller can keep current, and how cleanly you can show each owner that you're earning the retainer.
- Switching between portals burns 30–60 minutes per practice per day.
- No single audit log spanning all your clients — proving the work is a manual report.
- One mis-routed claim leaks data between tenants. One time is one too many.
- Onboarding a new practice takes 3–6 weeks. Hard to grow when each one is a project.
Multi-tenant Pulse with sub-workspace per practice. One login for your agency, full isolation per client. The same automations your senior biller runs are available to every workspace under your account.
- PulseAgency console — every practice under one login, none leaking into each other.
- OrionShared denial classifier + appeal drafter across your portfolio. Train once, deploy everywhere.
- VerifyBulk eligibility for every practice's morning schedule. Branded reports go to each clinic.
- You're an independent billing or RCM company serving multiple practices.
- You want your customers to see your brand, not ours (white-label is supported).
- You're tired of stitching together a TPS-style ops doc to prove the work — you want the audit log to tell the story.
Sound like you? Twenty minutes is enough to know if we're the right fit.
Your team is good. The volume isn't fair.
You run the billing function inside a clinic or group. Five to thirty billers report to you. They're not the problem — the problem is that denials pile faster than humans can work them, and your best biller burns half her day on hold with payers.
- 23 denial codes show up over and over. 9 of 10 are appealable. Most expire in your queue.
- Your team averages 35–45 minutes on hold per payer call.
- Coverage gaps when senior staff are on leave force you to triage at the dollar level — and recoverable claims age past timely.
- Reporting up to ownership is a Friday afternoon spreadsheet, not a live dashboard.
Plug Orion in beside your existing biller team. The classifier auto-routes the denials, drafts the appeals, and tracks the timely-filing clock. Echo runs the payer calls in parallel — your senior biller approves, doesn't dial.
- OrionDenial classifier + appeal drafter + TFL clock + AR drill-down on every claim.
- EchoSix Twilio lines, four voice personas, parallel payer calls, transcripts logged back to the claim.
- FluxAI inbox triages payer emails and faxes into Needs You / Digest / Noise — routes the urgent ones to the right biller.
- You manage five or more billers and your queue grows faster than they can work it.
- You're at a multi-clinic group or a large independent practice (Tebra, Mahler, Valant, Athena).
- You want a real dashboard for ownership, not a Friday afternoon spreadsheet.
Sound like you? Twenty minutes is enough to know if we're the right fit.
TMHP, TRICARE, twelve payers, and the clinicians still need to see patients.
You run a multi-state behavioral-health practice — Texas-based, expanding into adjacent states. Each new state means a new credentialing fight, a new Medicaid plan, and a new set of authorization rules. The clinical team needs to be in front of patients, not on hold with payers.
- TMHP and TRICARE West eat days a month — each one has its own portal, its own gotchas.
- Credentialing renewals slip because nobody owns the calendar end-to-end.
- Some payers have no real portal. Provider relations only picks up the phone for senior staff.
- Prior-auths for 90837 / 90838 are a perpetual house-keeping job.
Verify covers the multi-payer eligibility + prior-auth flagging the night before. Orion owns credentialing expiry tracking and auto-drafts the renewal packets. Echo handles the IVR + hold-time on the payers with no real portal.
- VerifyMulti-payer eligibility — Availity for commercial, Stedi/pVerify fallback for tricky ones. Prior-auth flags on every check.
- OrionCredentialing expiry calendar + appeal drafter + TFL tracking across every state you operate in.
- EchoVoice agent holds for 40 minutes on TMHP so your senior biller doesn't. Reference numbers logged back to the claim.
- You run a behavioral-health practice in two or more states, with state Medicaid + TRICARE exposure.
- You're on Mahler, Valant or Tebra and credentialing is a recurring fire.
- You've outgrown spreadsheets for tracking payer enrollment, expiry, and re-credentialing dates.
Sound like you? Twenty minutes is enough to know if we're the right fit.
None of these fit? Tell us anyway.
We'd rather hear about a shape we don't serve today than guess at it from a landing page. Fifteen minutes with Sriram, no slides.