Medicare Missed-Revenue Kit
A plain-English 2026 Medicare billing guide plus an Excel self-audit that estimates what your practice may be leaving unbilled.
All guides
Everything in the shop
17 digital downloads for small practices. Some show up in more than one section because they fit in more than one place.
Billing & Revenue
Getting paid for the work you already do.
AI-Assisted Clinic Billing
How to let an AI assistant draft routine eligibility, claim, denial and appeal work while a person still reviews every claim.
Denial Code Cheat Sheet
About 50 common CARC denial codes and 27 key RARC remark codes in plain English, each with the usual cause and the fix.
AWV & Care Management Starter Kit
Checklists, an HRA outline and a monthly time log to start (or tighten up) Annual Wellness Visits and CCM, PCM or APCM.
Prior Authorization Playbook
An 8-step prior-auth workflow from order to approval, with an editable 11-column tracking log and a daily huddle checklist.
Front Office
Fewer surprises at check-in, fewer denials later.
Prior Authorization Playbook
An 8-step prior-auth workflow from order to approval, with an editable 11-column tracking log and a daily huddle checklist.
Insurance Verification Checklist
Verify coverage in three passes (at booking, 2 to 3 days before, at check-in) and tell Original Medicare from Medicare Advantage at a glance.
New-Provider Credentialing Checklist
Step-by-step payer enrollment for a new NP, PA or physician: NPI, PECOS/CMS-855I, reassignment, CAQH, Medicaid and commercial plans.
ABN Guide
When a Medicare ABN is required or voluntary, how to fill out the form field by field, and how the GA, GZ, GY and GX modifiers work.
Front Office & Billing Toolkit
All eight front office and billing guides in one download: 62 pages plus 17 editable Word templates.
Compliance & Quality
The rules that cost you money when nobody owns them.
AWV & Care Management Starter Kit
Checklists, an HRA outline and a monthly time log to start (or tighten up) Annual Wellness Visits and CCM, PCM or APCM.
ABN Guide
When a Medicare ABN is required or voluntary, how to fill out the form field by field, and how the GA, GZ, GY and GX modifiers work.
MIPS Quality Reporting Cheat Sheet
The 2026 MIPS rules on one page, 16 common primary care quality measures with capture tips, and an editable quarterly tracker.
HIPAA Staff Training Handouts
Seven one-page HIPAA refreshers, a 10-question quiz with answer key, and an editable sign-off sheet for your compliance file.
Staff Training
Things I hand a new hire in their first week.
AI-Assisted Clinic Billing
How to let an AI assistant draft routine eligibility, claim, denial and appeal work while a person still reviews every claim.
HIPAA Staff Training Handouts
Seven one-page HIPAA refreshers, a 10-question quiz with answer key, and an editable sign-off sheet for your compliance file.
Front Office & Billing Toolkit
All eight front office and billing guides in one download: 62 pages plus 17 editable Word templates.
Patient Handouts
Plain-language sheets so the front desk isn't explaining Medicare from scratch every time.
Patient Handout Bundle
Five plain-language, large-print Medicare handouts for your patients, each in color PDF, grayscale PDF and editable Word.
Patient: Annual Wellness Visit
A 2-page handout that explains the Medicare Annual Wellness Visit before patients walk in: what it is, what it isn't, what to bring.
Patient: Why Did I Get a Bill?
A calm 2-page explainer of deductibles, 20% coinsurance and preventive vs problem care on the same day, with a made-up example.
Patient: Medicare Advantage Explained
A 2-page Original Medicare vs Medicare Advantage chart: networks, referrals, prior authorization, which card to bring, when to change plans.
Patient: Chronic Care Management
A 2-page CCM explainer for patients that also covers the consent talking points: availability, cost-sharing, one provider per month, the right to stop.
Patient: Preparing for Your Visit
A visit-prep checklist on the front and a fill-in medicine list on the back, so patients and caregivers come in organized.
Bundles
Several guides in one download, for setting up an office or training someone.
Front Office & Billing Toolkit
All eight front office and billing guides in one download: 62 pages plus 17 editable Word templates.
Patient Handout Bundle
Five plain-language, large-print Medicare handouts for your patients, each in color PDF, grayscale PDF and editable Word.
Coming to Amazon: the Medicare guide (Kindle and paperback) and the AI-assisted billing guide (Kindle) are in Amazon's review. I'll post links here when they're live.
Instant downloadA .zip of PDFs and editable files, right after checkout.
Secure checkoutCard or PayPal through Payhip. I never see your card number.
Help by emailQuestions about a file? Email me.
No patient dataNothing here asks for PHI. Every example is made up.