Track your marketing investments to identify what is working and what is not. Use this simple spreadsheet to track results for all of your marketing channels.
Track the main expense categories and income. Includes suggested guidelines for expense percentages for employee expenses, facilities, and more in one convenient place.
Getting new patients is wonderful, but are you keeping the ones you have? Many offices think they are doing great when they get 30 new patients a month, but what if you're losing 50?
Reporting uncashed checks and credits on patient accounts is a requirement in all fifty states. Return to be filed and funds must be turned over the state annually.
Setting your hourly production goals should be based on your hourly expenses. Use this form to calculate those expenses. Can be linked to our Profit & Loss form.
Have you updated your NPP since the new requirements in 2013? Many offices haven't. Use this sample as a template to customize for your office and choose your specific policies.
Some states allow in house discount plans, some don't. Some states allow a patient to have a discount plan and an insurance plan, some don't. Find your states laws here!
Samples of our Patient Termination letters for a variety of reasons. Should be used when an office wants to terminate the relationship with a patient for any reason.
Some states have time limits and other requirements for an insurer to retroactively cancel a policy and/or request a refund from a provider for an over payment.
