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Keeping Claims Moving During a PMS Transition, how a Neurospine Facility in Wisconsin Avoided Revenue Disruption

When the unexpected happens, even the most advanced medical centers can find their billing operations suddenly at risk. That’s exactly what occurred for a leading Neurospine Specialty Center in Wisconsin when their Practice Management Software (PMS) vendor went bankrupt, leaving their entire billing infrastructure in limbo. Overnight, their billing operations were paralyzed, and millions of dollars were stuck in pending claims.

The team faced a critical question: How can we keep claims flowing while transitioning to a new vendor, without losing months of revenue?

While most vendors refused to take on their old AR, We Shoreline Healthcare Technologies stepped in and helped the facility recover $2.8 million in claims that everyone else walked away from.

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About The Client

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A Neurospine facility that offers comprehensive neurological, spinal, and pain management services at Wisconsin with advanced surgical and diagnostic technologies, supported by a multi-specialty provider team.

Location:
Southern Wisconsin

Annual patients volume:
approx. 20,000–25,000

Providers:
approx. 15–20

Annual Revenue:
approx. 18–22 million dollar

The Challenge: A $6 Million AR That No Vendor Would Touch

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The facility’s long-time PMS vendor suddenly went bankrupt, leaving them stranded with over $6 million AR pending in the old system. While the practice arranged a contract with a new vendor using an upgraded version of the same PMS with a notice of 3 months transition period. The real problem came when the new vendor refused to take responsibility for the existing AR, citing compatibility issues and liability concerns. The entire backlogs, years of claims and unpaid balances was left behind in an unsupported, outdated system. they refused to take responsibility for the old AR, calling it “unworkable” and advising them to write it off.

For a high-volume specialty practice generating thousands of claims each month, the consequences were serious, delayed reimbursements, interrupted cash flow, and a growing administrative burden. The practice was facing the risk of significant revenue loss unless someone could find a way to retrieve and process the old data quickly.

Our Solution

Shoreline’s Approach: Taking Responsibility Others Avoided

At Shoreline, we don’t walk away from tough billing challenges, we solve them.

Our team immediately took ownership of the entire legacy AR that others rejected. We developed a hybrid workflow to keep both old and new claims active, ensuring complete billing continuity and consistent revenue recovery. Our technical team developed an in-house software tool customized to interface directly with the old PMS. Within a week, we built a secure, cloud-based system capable of reading, mapping, and processing data from the discontinued platform.

Once the tool was ready, our team migrated all the existing AR from the legacy system into our new software, creating a fully functional workspace for claim tracking, payer communication, and reporting. This innovation not only saved the facility from the time and cost of a complete system overhaul but also allowed billing operations to resume without a single day of downtime.

From Continuity to Control

Our team acted swiftly to ensure zero downtime during the migration, and implemented a dual-track billing strategy designed to keep the operations run smoothly at the same time recover the old AR.

PHASE 1
🔎

Rapid AR Extraction & Data Migration

Duration: 1 week

Our engineers extracted all financial data from the old PMS and integrated it into Shoreline’s newly built platform. Every pending claim was indexed, validated, and assigned a recovery workflow.

Key Derivative:
  • Successful migration of over $6 million in legacy AR into a new secure platform within one week.
PHASE 2
⚙️

Manual Claim Validation & Processing

Duration: 2-4 weeks

After migration, Shoreline’s certified RCM specialists began manually reviewing and submitting each claim using our new interface. Claims were cross verified against payer rules to ensure compliance and minimize denials.

Key Derivative:
  • Processed and resubmitted thousands of claims with 100% billing and zero downtime despite the PMS disruption.
PHASE 3
🤝

Parallel Transition to the New Vendor

Duration: Continuous Process

As the client’s IT and vendor teams worked on the new PMS installation, Shoreline established a parallel workflow. All new encounters and claims were entered directly into the new software while legacy claims continued through the old one ensuring there was never a gap in cash flow.

Key Derivative:
  • Seamless migration with uninterrupted claims submission and tracking.
PHASE 4
📈

Year-Long AR Cleanup and Finalization

Duration: 12 months

Within a year, all legacy AR was resolved, and both systems were synchronized for audit readiness. Our team reconciled all payments, closed aged claims, and generated detailed financial reports for the client.

Key Derivative:
  • 100% of old claims cleared within 12 monthszero revenue lost during transition.

The Results: Technology-Driven Recovery That Delivered Real Outcomes

0 billing interruptions during the three-month transition.

All pending claims processed manually through the legacy PMS.

3200+

Claims processed manually during the transition

96%

of First Pass Claim Acceptance

47%

of old AR collected successfully.

2.8M $

AR Recovered

All new claims migrated seamlessly to the new system.

Complete AR resolution achieved within 12 months.

“When our PMS vendor went bankrupt, we feared months of chaos. Shoreline’s team didn’t just stabilize our billing, they kept everything running as if nothing had changed. Their hands-on approach saved us from potential financial loss.”

— Practice Administrator, Neurospine Center in Wisconsin

Testimonials

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Why Choose Shoreline?

We at Shoreline Healthcare Technologies go beyond claim submissions to build lasting partnerships that drives revenue, compliance, and confidence.

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HIPAA-Compliant

Secure & Encrypted Platform. Every process we follow meets 100% HIPAA privacy and security standards.

🎓

Certified RCM Specialists

Expert billing staffs with hands-on experience across multiple specialties.

24/7 Support

Round the clock assistance whether it is a claim update or a reporting query, our support team is just a call or message away.

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Cost-Efficient Solutions

We deliver enterprise-level billing expertise without the heavy overhead.

☁️

Cloud-Based Technology

Secure, easily accessible and interoperable cloud-powered systems.

🗺️

Nationwide Coverage

From solo practices in Texas to large hospitals in New York we cover diverse geographical areas.

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Diverse Client Base

From Billing companies in California to Nurse practitioners in Washington we serve multiple specialities.

Ready to Safeguard Your Revenue?

Whether your practice is upgrading systems, facing claim backlogs, or preparing for a vendor change, Shoreline Healthcare Technologies helps Providers to have a smooth transition.

Contact us today for a free financial audit or start a 15-day free trial of our complete RCM cycle.

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