Getting started
Switching to Mohenara, step by step
We plan the handover before anything changes. No patient data moves until the Business Associate Agreement (BAA) is signed, you keep your EMR, and your dashboard is live from the first claim we send.
Two ways in
Pick the one that matches how your practice bills today. Both end with every claim in your live dashboard.
From in-house billing
- 01
Sign the service agreement and the BAA
No patient data moves before the BAA is signed.
- 02
Set up our access to your EMR and clearinghouse
You keep your EMR.
- 03
Share your fee schedule and financial policy
- 04
Name one contact at your front desk
- 05
We list every open claim with an owner and a deadline.
- 06
We agree a start date with you and plan who works claims for visits before and after it.
Your written billing plan names who works each claim sent before your start date, so every one has an owner until it is paid or closed.
- 07
Your dashboard goes live
Every claim, live, from the first one we send. Your first monthly summary follows at month end.
From another billing company
- 01
We plan the handover with you before you give notice.
- 02
Sign the service agreement and the BAA
No patient data moves before the BAA is signed.
- 03
Set up our access
To your EMR and clearinghouse. You keep your EMR.
- 04
Every open claim at handover is listed with an owner.
- 05
Your written billing plan names who works each claim sent before your start date, so every one has an owner until it is paid or closed.
- 06
Remittances move payer by payer
Each insurance company sends a practice's electronic remittances to one clearinghouse at a time, so we move them payer by payer and tell you which are still moving.1
- 07
Your dashboard goes live
Every claim, live, from the first one we send. Your first monthly summary follows at month end.
The payer clocks we plan around
These rules set the pace of any switch, whoever does the billing. We plan your handover around them.
- Earliest day Medicare can pay a clean electronic claimDay 14
Source: CMS, Rev. 13826, 2026-06-112
- Medicare's limit to pay or deny a clean claim30 days
Source: CMS, Rev. 13826, 2026-06-112
- Per insurance company at a time, for electronic remittancesOne clearinghouse
Source: Stedi, 2026-06-241
- Remittance enrollment times on 2021 clearinghouse forms: Medicare Part B through Novitas 5 to 10; WPS 10 to 14; Optum360 10 to 305 to 30 business days
- We plan the handover around these, and tell you which insurance companies are still moving.
What we need from you
Before we start
A signed service agreement and BAA
Before any patient data moves.
Access to your EMR and clearinghouse
You keep your EMR.
Your fee schedule and financial policy
So charges, statements and payment plans follow your rules.
One contact at your front desk
For coverage problems and questions only your practice can answer.
If you leave
You keep your EMR and your records. At the end, the BAA requires us to return or destroy your patients' information and keep no copies, or, where that is not possible, to keep protecting it.5
Questions about switching
No patient data moves until the Business Associate Agreement (BAA) is signed.
We list every open claim with an owner and a deadline. We agree a start date with you and plan who works claims for visits before and after it.
From your start date, every claim shows in your dashboard as it moves, and your first monthly summary follows at month end.
Tell us the date. We will plan the handover around it and tell you what your front desk should keep doing until we take over.
Your written billing plan names who works each claim sent before your start date, so every one has an owner until it is paid or closed.
Next question: what does it cost?
What the fee covers, and what one in-house biller costs.