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Checklists and guides

Printable tools for the people who run your practice.

Checklists, timelines and short guides we use with our own clients. Enter your email and the PDF is yours; we also email you the link.

All 8 Billing and denials 3Credentialing 1Front desk 1Practice operations 2PCMH 1
4 pages
Billing and denials

Denial Prevention Checklist

The 25 checks, from scheduling to appeals, that stop the most common denials at the point where they start.

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5 pages
Credentialing

Credentialing Timeline

A week-by-week plan for enrolling a new provider with Medicare, Medicaid and commercial payers, with a tracker to follow every application to its effective date.

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1 page
Front desk

Front Desk Poster

A one-page poster for the check-in desk: eight things to confirm before the patient leaves, in large type.

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3 pages
Billing and denials

Biller Scorecard

Ten questions to ask your billing company or in-house team every month, what a good answer looks like, and a scoring grid to watch the trend.

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12 pages
Practice operations

Your First Practice

A plain-language guide for graduating residents and new practice owners: credentialing, payer contracts, billing setup, coding basics, PCMH and the first 90 days.

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5 pages
PCMH

PCMH Readiness Checklist

A Yes, Partly, No self-check across the six NCQA PCMH concepts, so you can see what is in place and what needs work before you apply.

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3 pages
Practice operations

The 30-Day Switching Plan

A day-by-day plan for moving your billing to a new company or team in 30 days, with no gap in claims and a clear owner for the old accounts receivable.

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3 pages
Billing and denials

Prior Authorization Log

A printable log for tracking every authorization request from the first call to the last visit, with instructions and the fields explained.

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