Resources
Free tools we use with paying clients
Benchmarks, checklists, and calculators built from years of engagements. Request any guide and we'll send it straight to your inbox.
Downloads
Guides & worksheets
Each one is a working tool, not a brochure — the same materials our consultants hand to clients.
RCM KPI Benchmark Card
The five metrics that run a practice, with target numbers by specialty — print it, pin it, measure against it monthly.
Get the download — RCM KPI Benchmark CardDenial Prevention Checklist
A front-desk-to-back-office checklist covering the four denial causes that account for most preventable revenue loss.
Get the download — Denial Prevention ChecklistCredentialing Timeline Planner
Payer-by-payer timeline worksheets for onboarding a new provider without a revenue gap — including the CAQH prep list.
Get the download — Credentialing Timeline PlannerIn-House vs. Outsourced Cost Worksheet
The complete five-part cost model — including the two line items practices always forget — as a fill-in spreadsheet.
Get the download — In-House vs. Outsourced Cost WorksheetFrom the blog
Latest insights
The most valuable free resource is still the consultation
Thirty minutes with a senior consultant, benchmarked numbers, and a written summary — the health check beats any PDF.