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.
4 pages 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 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 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 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 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 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 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 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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