Checklists and Guides

Use this helpful checklist to review your current growth actions and develop a comprehensive, proactive growth strategy for 2025 and beyond.

Discover critical 2025 MIPS and MACRA updates affecting your practice’s reimbursement, performance thresholds, and scoring changes you need to know now.

A strong no-show policy not only reduces late and no-show appointments but protects your practice revenue and patient relationships. Here’s how.

Learn how to optimize your practice’s operations — which can help you improve your financial performance, provide exceptional patient experiences, and make your business more profitable.

Accountable Care Organizations (ACOs) are groups of healthcare providers and hospitals that come together to coordinate care for Medicare patients.

The US Healthcare system can be challenging for many patients, especially retirees. Learn how to assist older patients with medicare and other medical challenges.

Regulatory compliance, internal audits, secure software, and patient education are all foundational to protect patient privacy.

Learn how you can get potential patients to take the next steps on your practice website.

Use these practice growth digital strategies to increase patient volume and enrich every patient’s overall experience.

Make starting a medical practice easier with this checklist.

The right medical office equipment can help you enhance efficiency, reduce waste, and optimize resources. Use this checklist to get started.

Streamline your independent practice’s year-end tasks with this checklist that covers everything from patient records to marketing strategy.

Discover the advantages and challenges of both in-person and virtual counseling practices to make an informed decision.

As a mental health professional, you’ve probably asked yourself, “How do I start a private practice?” Access key considerations and tips around establishing your own business.

Artificial intelligence in healthcare is evolving beyond simple task automation.

What’s your medical practice website missing? Here are 11 must-haves — plus a free checklist to track your progress.

Streamline your billing process and claims management to reduce claim denials, minimize reimbursement delays, and shorten payment cycles.

Learn how your practice can protect patient data, maintain HIPAA compliance, and avoid costly penalties with this step-by-step guide.

This guide equips providers with the best knowledge and tools to navigate the complex world of cybersecurity in healthcare.

The HIPAA Security Rule sets national standards for protecting electronic protected health information.

Step-by-step instructions on how to create a sliding fee scale so you can provide affordable healthcare services to patients in need — without sacrificing your practice’s financial health.

Terminating a patient relationship is never easy but sometimes necessary. Here are best practices you need to know, plus sample letter templates.

Follow-up appointments are an important part of patient retention and quality care. Here’s why they matter — and 4 templates to use when you reach out to patients.

Mental health is complex and its treatment requires the well-being of the providers involved.

GLP-1 drug coverage is highly variable, which makes it difficult to track what payers do — and do not — cover.