Medical Billing Startup Checklist for New Practices

Perfect For: Primary care, specialists, dental, behavioral health

Includes:

• Credentialing steps
• Payer enrollment requirements
• Necessary forms & documents
• EHR setup checklist
• First 90-day revenue plan

Insurance Verification Checklist (Front Desk Edition)

What’s Inside:

• Eligibility steps
• Patient responsibility checklist
• Pre-authorization requirements
• High-risk payer rules
• Front desk scripts

Clean Claim Submission Guide

Covers:

• Error-proof charge entry
• Coding accuracy steps
• Documentation requirements
• Best practices for claim scrubbing

Denial Management & Appeal Guide

Includes:

• Top 20 denial reasons
• Root-cause analysis template
• Appeal letter templates
• Payer escalation steps

AR Management Tracking Template

Excel + PDF format.

Includes:

• 0–30, 31–60, 61–90, 91–120, 120+ aging categories
• Payment follow-up logs
• Weekly AR monitoring sheet

Credentialing & Enrollment Guide

Covers:

• Provider setup
• CAQH checklist
• Payer enrollment timelines
• Required documents
• Revalidation reminders

Dental Billing SOP (Standard Operating Procedure)

Contains:

• Verification workflows
• ADA coding basics
• Claim creation steps
• Insurance follow-up templates

HIPAA Compliance Checklist

Includes:

• PHI protection steps
• Staff training guidelines
• Security rule checklist
• Breach protocol