1. QUESTIONNAIRE AND/OR INITIAL MEETING
2. SIGN AGREEMENT
3. WELCOME CALL
4. COLLECT INFORMATION
5. NEGOTIATION PROCESS

We begin by asking all prospective clients to complete a brief questionnaire. This form will provide background information to help us determine whether we think we would be successful negotiating with the payers. Once the form has been reviewed by our team, we will contact you to review our findings and talk about potential next steps.

Should a prospective client choose to engage Fulcrum Strategies, we will sign a consulting agreement to make it official. A new client welcome call will then be scheduled to discuss next steps. During this call, you will be introduced to your group’s assigned negotiator and the negotiation process will be explained in greater detail.

We also request some important information to help us get started, including:

Demographic sheet                                                                 Release letter

Payer contact information                                                    W-9 Form

Electronic copies of existing payer contracts                    Utilization data from your practice management system

Once we collect all pertinent information, we will begin the process of negotiating, which includes: data analysis, proposal development, and contacting the payers. The timeframe to expect a single negotiation to be completed and a new contract to be loaded in the payer's system is anywhere from 60 to 180 days.  During your engagement with Fulcrum, we'll negotiate as many contracts as we're able.

You may have as much involvement in the negotiation process as you would like, and your group's assigned negotiator will be your main point of contact throughout your engagement with Fulcrum.