Downloadable guides, checklists, and templates to help you make informed decisions about practice services.
A step-by-step playbook for independent practices looking to grow their patient panel — covering referral networks, digital presence, employer partnerships, and retention strategies.
View GuideA practical workbook for evaluating, negotiating, and managing a medical office lease or build-out — including space planning checklists, lease clause guidance, and cost benchmarks.
View GuideHow to evaluate, compare, and select malpractice insurance coverage for independent practices — including occurrence vs. claims-made, tail coverage, and specialty-specific considerations.
View GuideA phase-by-phase credentialing roadmap for independent practices — from pre-credentialing setup through re-credentialing calendar, with document checklists and payer submission timelines.
View GuideA comprehensive step-by-step checklist covering everything from entity formation, licensing, and credentialing to EHR selection, staffing, and first-patient readiness. Designed for physicians launching an independent or group practice.
View GuidePlan your credentialing and payer enrollment process with realistic milestones. Includes payer-specific timelines for Medicare, Medicaid, and top commercial payers, plus tips for avoiding common delays.
View GuideA structured scoring framework for comparing revenue cycle management vendors. Rate vendors across 15 criteria including technology, transparency, denial rates, reporting, and customer support.
View GuideA 50-point self-assessment to evaluate your practice's HIPAA readiness. Covers administrative, physical, and technical safeguards with actionable remediation steps for each gap identified.
View GuideKey financial metrics every practice should track monthly. Includes benchmarks for collections ratio, days in A/R, overhead percentage, and revenue per clinician with industry comparison data.
View GuideEssential strategies for negotiating better reimbursement rates with commercial payers. Covers data preparation, fee schedule analysis, negotiation tactics, and contract language to watch for.
View GuideA 15-criteria evaluation scorecard for comparing EHR systems. Includes needs-assessment worksheet, feature comparison matrix, vendor demo checklist, and migration planning template.
View GuideA 60-point audit checklist with 16 red-flag badges covering charge capture, coding accuracy, claims submission, denial management, compliance, and payment posting with actionable remediation steps.
View GuideA 15-section customizable handbook builder for healthcare practices. Covers employment policies, HIPAA compliance, clinical protocols, compensation structures, and onboarding/termination procedures.
View GuideValuation calculator with specialty-specific multiples, readiness scorecard, buy/sell agreement frameworks, and transition timeline planning tools for practice owners considering sale or merger.
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