Confidential Proposal · October 2026

Revenue Cycle Recovery
& Process Redesign
for MediTrans.

A four-month engagement, with an optional two-month extension, to redesign and stabilize your core revenue cycle processes and provide independent guidance on your technology direction.

Prepared for
MediTrans
Prepared by
Solutions Group Services
Engagement
Four months, three phases + optional Phase 4
Investment
$120,000 fixed fee
01 · Executive Summary

A clear path through
a period of transition.

MediTrans is navigating a period of transition in its revenue cycle function following a recent staffing change and a payer audit that highlighted the need for clearer structure between claims and payment processing. Solutions Group Services (SGS) proposes a four-month engagement, with an optional two-month extension, organized around two parallel efforts: redesigning and stabilizing your core revenue cycle processes, and providing independent guidance on your technology direction as those processes come into focus.

02 · Understanding Your Current Needs

Where MediTrans
is today.

  • Recent departure of your revenue cycle manager has left a gap in day-to-day ownership and structure.
  • A recent payer audit identified the need to separate claims processing from payment processing, with clearer workflow design.
  • A backlog of pending and denied claims needs active management alongside process improvement.
  • Your team needs a dedicated point person and a realistic, transparent timeline to drive this work forward.
  • Your team has also expressed interest in early, independent guidance on technology investments, once current processes are better understood.
  • Long term, MediTrans wants to build internal capability rather than remain dependent on outside support.
03 · Our Approach

Three phases,
plus an optional fourth.

This is a four-month engagement, delivered in three phases, with a fourth optional phase available as an extension. By the end of the four-month term, MediTrans will have a redesigned, documented workflow, a trained internal team operating under it, measurable progress against the pending and denied claims backlog, and a clear, independent point of view on technology options.

  1. 1
    Phase 1Month 1

    Discovery & Assessment

    • Conduct hands-on review of current claims and payment workflows, meeting with key staff to understand how work gets done today.
    • Validate and build on the prior assessment findings, identifying gaps and risk areas in the current process.
    • Begin regular technology guidance sessions with your technology team to understand current systems and pain points.
    • Form a preliminary view of organizational structure and reporting lines, to be refined and finalized in Phase 2.
    Outcome: A discovery summary outlining current-state findings and the direction for workflow redesign in Phase 2.
  2. 2
    Phase 2Months 2–3

    Process Redesign & Implementation

    • Design a workflow that separates claims processing from payment processing, with clear ownership at each step.
    • Finalize an organizational chart that clarifies roles and reporting lines across the claims and payment functions.
    • Implement the redesigned workflow alongside your team, with hands-on coaching for the staff who will own it.
    • Begin active work-down of the pending/denied claims backlog using the new structure.
    • Assist with the hiring process for any roles identified as needed under the new structure.
    • Continue technology guidance sessions, refining recommendations as your needs come into focus.
    Deliverable: A documented, approved claims-to-payment workflow and ownership map, including an organizational chart, with staff trained and operating under it.
  3. 3
    Phase 3Month 4

    Stabilization & Transition Planning

    • Monitor performance against the redesigned workflow and adjust as needed.
    • Formalize documentation so the process is sustainable without ongoing outside support.
    • Deliver a technology readiness assessment and strategic recommendations, for MediTrans's own consideration and decision making. This is guidance only; SGS will not select, purchase, or implement technology on MediTrans's behalf, and any future engagement to support a chosen technology direction would be scoped and quoted separately.
    Deliverable: A final engagement summary, including process documentation and a technology readiness assessment with strategic recommendations.
  4. 4
    Phase 4Months 5–6, OptionalOptional

    Extended Stabilization

    • Continue on-site support to help ensure the redesigned workflow and reporting structure fully take hold.
    • Support onboarding of any newly hired roles under the new structure.
    • Monitor and troubleshoot as needed, within the scope already established in Phases 1 through 3.
    Deliverable: Confirmation that the redesigned workflow and reporting structure is being sustained independently by MediTrans staff, including successful onboarding of any newly hired roles.

    Phase 4 is optional and elected separately from the four-month core engagement; see Investment below.

04 · Engagement Team & Focus

A small, dedicated
SGS team.

This engagement is staffed by a small, dedicated SGS team.

Project Lead

Megan Smith

Leads hands-on process redesign and staff coaching, with regular on-site presence in Lafayette throughout the engagement.

Engagement Lead

Corey Chapman

Provides executive leadership oversight for the engagement, with regular on-site presence to guide the work directly alongside your team.

Technology Guidance Lead

Lavenda Young

Provides executive leadership oversight for the technology guidance work, engaging regularly with your technology team to shape direction and recommendations.

Strategic Oversight

Asbel Montes

Provides senior strategic guidance and quality oversight across the engagement.

05 · Working Together

Communication & Governance

SGS will provide a brief written status update on a weekly basis and host a monthly review session with MediTrans leadership to track progress against the plan. Megan and Corey serve as your primary day to day contacts.

What We Need From You

This engagement depends on partnership from your team. We will need designated MediTrans staff available for coaching sessions and process walkthroughs, along with timely access to relevant systems and data. We will also need a designated contact on your technology team to meet regularly with Lavenda for technology guidance.

06 · Investment

One fixed fee,
no surprises.

Core Engagement · Phases 1–3
$120,000Total fee · four monthly installments of $30,000

A single, fixed fee for the full four-month engagement described above (Phases 1 through 3), billed as four monthly installments of $30,000. This fee is inclusive of the project delivery, on-site meetings, and associated travel specifically related to the agreed scope of work. Any services, travel, or other expenses outside of the agreed scope will be discussed with and require prior written approval from MediTrans before being incurred or billed.

Optional · Phase 4
$20,000per month · up to two additional months

At the conclusion of the four-month core engagement, MediTrans may elect Phase 4, continuing on-site support for up to two additional months at $20,000 per month. During this phase, Megan and Corey will continue as your dedicated resources. Asbel's and Lavenda's involvement is scheduled to conclude at the end of Phase 3; however, if their continued involvement is needed during Phase 4, MediTrans may elect to extend their support at the same pricing and terms applicable during Phases 1–3. To avoid any gap in on-site support, the Phase 4 election, including any request to continue Asbel and/or Lavenda, must be confirmed within 10 days of the Phase 3 closing and delivery of the final materials.

07 · Why Solutions Group

A trusted strategic
healthcare finance partner.

2014
Servicing providers since
100+
Years combined experience
10
Specialties served
7M+
2025 claims managed

Direct access to senior client leadership; your engagement is owned at the leadership level, not handed off to a queue.

08 · Ready When You Are

Questions about
this proposal?

GH
Griffin Hebert, MBA
Business Development Manager
Solutions Group Services