Concierge & DPC Membership Back-Office Outsourcing
A flat-fee, HIPAA-trained outsourced back-office team that runs your membership operation, recurring billing, failed-payment recovery, employer invoicing, onboarding, and retention, on top of the EHR you already use such as Hint Health, Cerbo, Atlas.md, Elation, and OptiMantra. We are the operator layer, never a percentage of membership revenue. Live in 1 to 2 weeks.
Your membership operation, run by a dedicated back-office team.
HIPAA-trained, BAA-signed, working inside the EHR you already use.
Operator-role disclaimer: This page describes administrative and operational staffing services only. Staffingly runs the membership back office on a flat fee and never takes any share of membership revenue, and we do not provide medical, clinical, diagnostic, or prescribing advice; your clinician owns all clinical care. Compliance and tax references here are informational, not legal or tax advice. For your own HIPAA posture, see our HIPAA security overview.
We run your membership operation
This is the operator-layer wedge for membership practices. Every Concierge and Direct Primary Care EHR sells the membership software; almost none of them runs the operation that sits on top of it. Staffingly is the flat-fee outsourced back-office team that runs that operation on top of the EHR you already use: recurring membership billing, failed-card recovery, employer invoicing and roster reconciliation, member onboarding, and retention outreach. We are the people, not another tool. You keep all membership revenue and all clinical care; we run the recurring-revenue back office on a fixed weekly fee, never a share of what your members pay.
Tell us about your membership operation.
Send us your situation and our team will scope the right setup, usually within one business day. No obligation.
DPC fees are now HSA-eligible
Under the One Big Beautiful Bill Act, starting January 1, 2026, Direct Primary Care monthly fees are HSA-eligible, up to $150 per month for an arrangement covering one individual and $300 per month for more than one individual (inflation-adjusted), per IRS Notice 2026-05. The old double-taxation barrier is gone, and that change lands directly on the back office: more members signing up, more recurring billing to run, more employer invoicing to issue, and more onboarding to coordinate. The membership-growth surge is an operations surge, and the operations surge is exactly what we run.
When a tax change makes membership cheaper for the patient, sign-ups rise, and every new member becomes recurring billing to collect, a card that can fail, an employer roster line to keep current, and an onboarding to complete. That is the work our team takes off your front desk so growth does not turn into a back-office backlog. This is general information, not tax advice; consult a tax advisor about your own situation.
The membership back office, run by a HIPAA-trained team
Recurring membership billing operations
We run your monthly, quarterly, and annual membership billing cycle inside your existing system, so every active member is charged on time and your recurring revenue stays clean and predictable.
Failed-card dunning & payment recovery
When a recurring card fails, we run a paced dunning sequence and recover the payment without losing the member relationship. A failed card is treated as a member moment, not a collections event.
Employer invoicing & roster reconciliation
For employer-sponsored membership we issue the monthly employer invoice, keep the covered roster current as members join and leave, and reconcile each invoice against active membership.
Member onboarding
We onboard each new member end to end: welcome contact, membership setup in your system, payment method on file, and a clean handoff so the first visit is ready before it happens.
Retention & silent-churn outreach
Membership churn is quiet; members simply stop paying and you notice late. We watch for the early signals, reach out before a lapse becomes a cancellation, and keep members enrolled.
Lab order coordination
We coordinate lab orders and results routing as an administrative task inside your workflow, so members get their labs handled while your clinician keeps every clinical decision.
Concierge white-glove onboarding
For concierge members we gather outside medical records, schedule the intro physical, set up the full family or household under one membership, and walk each member through your app and portal.
Which membership models we run the back office for
We run the membership back office for Concierge and Direct Primary Care practices across every model, on top of the EHR they already use. Whatever the model, you keep all clinical care and all membership revenue; we run the recurring-revenue operation on a flat fee.
Solo DPC Practice
One provider running a membership panel who needs recurring billing and onboarding handled.
Group / Multi-Site DPC
Multiple providers and locations under one membership operation and one billing cycle.
Concierge Practice
Higher-touch retainer membership with white-glove onboarding for members and families.
Employer-Sponsored DPC
Employer contracts that mean monthly invoicing and a covered roster that changes often.
Hybrid Concierge
Retainer membership alongside insurance for covered services, with two streams to run.
Direct Specialty Care
Specialty practices on a membership or direct-pay model that need the same recurring back office.
The operator layer on top of your EHR
Operator layer on top of your EHR
We run the operation on top of the membership system you already bought. Hint Health, Cerbo, Atlas.md, Elation, and OptiMantra are integration targets we work inside, never competitors we ask you to replace.
Flat fee, never a revenue share
You pay a fixed per-specialist fee. Staffingly never takes any share of your membership revenue and never touches the economics of any member fee. Practices come to us specifically to avoid revenue-share back-office models.
HIPAA-trained and BAA-signed
Our team is trained on PHI handling, works from biometric-secured facilities, signs a Business Associate Agreement from day one, and works inside your own system so nothing is stored on Staffingly systems.
We run the operation, you keep the care
We run billing, dunning, invoicing, onboarding, and retention. Your providers keep all clinical care and every clinical decision. We are the back office, not the practice.
How Staffingly works, in practice
Inside the workA BAA-signed Staffingly team works inside your existing EHR and membership system, running recurring billing, dunning, employer invoicing, and onboarding, with clear escalation back to your practice.
What this looks like for a membership practice
A de-identified composite of how the model runs in practice.
Consider a Direct Primary Care practice on Atlas.md with a few hundred members and a growing employer contract. The provider left insurance to simplify, but the back office is still spreadsheets: cards fail and nobody notices for weeks, the employer roster drifts out of sync, and new members wait days to be onboarded. Staffingly steps in as the operator layer on top of Atlas.md. Our team runs the recurring billing cycle, works failed cards through a paced recovery sequence, issues and reconciles the monthly employer invoice as the roster changes, and onboards each new member end to end. The provider keeps all clinical care and all membership revenue. We charge a flat weekly fee and report back every week.
How does Staffingly use AI in a membership workflow?
AI handles the repetitive first pass; a specialist owns every member relationship and judgment call; your providers own all clinical care. Everything runs inside your own system, logged under role-based access.
AI flags failed and expiring cards
AI watches for failed and expiring payment methods and drafts the dunning sequence, so a card problem surfaces in minutes instead of weeks and the specialist can act on it right away.
AI reconciles rosters, surfaces churn
AI reconciles employer rosters against active membership and surfaces silent churn, the quiet non-payers and lapses, so the team can reach out before a member drifts away.
A specialist owns every relationship
A dedicated specialist owns every member relationship and every judgment call. AI prepares and flags; the human makes the outreach, recovers the card, and keeps the member enrolled.
Logged under role-based access
Every billing action, invoice, and outreach is logged with an audit trail under role-based access inside your system. Your providers own all clinical care; we run the back office.
From first call to live in 1 to 2 weeks
Six steps. Each one is documented. Nothing is mysterious.
Discovery call
We review your membership operation and pick the queue that hurts most: recurring billing, failed-card recovery, employer invoicing, onboarding, or retention.
BAA + system access
Signed Business Associate Agreement, then role-based access provisioned inside the EHR and membership system you already use.
Playbook + setup
We capture your billing cycle, dunning rules, employer terms, and onboarding steps, then build the operating playbook before the team goes live.
Parallel pilot
Week 2. Your back-office team runs alongside your staff. Daily sync. You see every charge, invoice, and onboarding.
Decision point (day 14)
Results reviewed against the pilot goals. Go or no-go. No penalty if you cancel.
Full handoff
Retention outreach and reporting layered in. Weekly review with your account lead. Monthly QA audit.
Where Can You Get Concierge & DPC Back-Office Support?
Your members are US-based and your practice runs on US time. Your dedicated back-office team works remotely inside your existing EHR and membership system, delivered by accent-neutral, medical-background teams in India, Pakistan, and Bangladesh. Wherever your practice is based, you get the same HIPAA-trained, BAA-signed team running the same compliant membership workflows from those teams in India, Pakistan, and Bangladesh.
One Flat Weekly Rate. No Surprises.
Dedicated membership back-office specialists at a fixed weekly cost. Per specialist FTE, per week. No contracts, no minimums, no percentage of your membership revenue, no hidden fees.
Want to compare against an in-house hire? Use the savings calculator.
Frequently asked questions
Can you run our membership billing on top of Hint Health, Atlas.md, or Cerbo?
Yes. Staffingly is the operator layer that runs the membership operation on top of the EHR you already use, including Hint Health, Atlas.md, Cerbo, Elation, and OptiMantra. We work inside your existing system to run recurring billing, failed-card recovery, employer invoicing, and onboarding. We are not another tool and we are not a replacement EHR; we are the people who run the operation your software was meant to support.
Do you take a percentage of our membership revenue?
No. Staffingly charges a flat per-specialist fee. We never take a percentage of your membership revenue, and we never touch the economics of any individual member fee. You keep all membership revenue; you pay a fixed weekly rate for the team that runs the back office. Membership practices come to us specifically to avoid revenue-share back-office models.
Can you handle employer-sponsored DPC invoicing and rosters?
Yes. Employer-sponsored membership is where invoicing gets heavy: monthly employer invoices, add and drop changes to the covered roster, and reconciliation against what was actually billed. Our team runs the monthly invoice cycle, keeps the employer roster current as members join and leave, and reconciles each invoice so your recurring revenue matches your active membership. Your clinician keeps all clinical care.
How do you recover failed recurring payments without losing the member?
A failed card is a relationship moment, not a collections event. Our team runs a paced dunning sequence: a friendly first notice, a clear card-update path, and human follow-up before any membership is paused. We treat the member as a member, not a past-due account, so you recover the recurring payment and keep the relationship intact. Every step is logged inside your system.
Do you support concierge onboarding (records gathering, intro physical, family setup)?
Yes. Our concierge white-glove onboarding coordinators gather a new member’s outside medical records, schedule the intro physical, set up the full family or household under one membership, and walk each member through your app and portal. The new member feels personally taken care of from day one, and your clinician keeps every clinical decision.
Where this information comes from
The tax and compliance points on this page trace back to primary U.S. government sources. These are informational, not legal or tax advice; confirm specifics with your own counsel and a tax advisor.
Written + Reviewed By
Dan Nandan is the President and CEO of Staffingly, Inc. With 25+ years in IT consulting and healthcare BPO operations, he was one of the earliest U.S. operators to set up an RPO/BPO delivery network in India over 20 years ago. Today his work centers on AI-driven healthcare workflows and helping practices across North America cut administrative costs without compromising care.
Bincy Shiiju Kuriakose is a Clinical Content Reviewer at Staffingly and a U.S. Licensed Registered Nurse (MSN, RN). NCLEX-RN certified with expertise in hospital nursing, telehealth, and nursing education. PhD scholar in Nursing at Peoples’ College of Nursing, Bhopal. Reviews every service page for medical accuracy, compliance, and evidence-based best practices.
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