Resource Center
Every assessment, guide, template, and calculator we offer — across all specialties. Filter by specialty to find what fits your practice.
Showing 18 resources across all specialties.
Mental Health Practice RCM Assessment
A 15-minute self-assessment that highlights authorization, parity, and credentialing risks in your current workflow.
Start AssessmentTelehealth Parity Quick Guide
What's changed, what hasn't, and how to bill correctly across major commercial payers.
Authorization Tracking Template
A starter spreadsheet for tracking auths by patient, payer, and unit count.
Hybrid Billing Readiness Assessment
Diagnose where your insurance + cash-pay workflow is leaking revenue or causing patient confusion.
Start AssessmentSuperbill Best-Practices Guide
How to produce superbills that patients can actually get reimbursed on.
Acupuncture Insurance Readiness Assessment
A 10-minute self-assessment that flags coverage, coding, and documentation risk in your current workflow.
Start AssessmentAcupuncture CPT Coding Quick Guide
97810, 97811, 97813, 97814 — units, time rules, and the documentation each requires.
Superbill Template for Out-of-Network Patients
A starter superbill format designed to maximize patient reimbursement.
Med Spa Audit-Risk Assessment
Identify documentation and coding gaps that create medical-side audit exposure.
Start AssessmentCosmetic vs. Medical Coding Guide
When a service crosses from cosmetic to medically necessary — and what documentation has to follow.
Multi-Disciplinary Revenue Diagnostic
Find where coordination gaps between service lines are silently costing your clinic revenue.
Start AssessmentSame-Day Multi-Service Billing Guide
Modifier 59, NCCI, and bundling — what to watch for when one patient sees multiple providers in a day.
Chiropractic Documentation Audit Checklist
Self-audit your SOAP notes against the standards Medicare actually uses on review.
Start AssessmentMedicare Chiropractic Billing Guide
AT, GA, GZ, frequency limits, and what triggers a records request.
8-Minute Rule Self-Audit Template
Audit a sample of recent visits to spot over- and under-billing on unit counts.
Medicare PT Threshold and KX Guide
When thresholds hit, what KX requires, and how to keep claims clean.
SLP Funding-Source Diagnostic
See where your practice's mix of schools, EI, Medicaid, commercial, and parent-pay is creating operational drag.
Start AssessmentMedicaid SLP Documentation Guide
What Medicaid reviewers look for and how to write notes that survive review.