Checklists and Guides
Cybersecurity in healthcare guide: Stop, respond, recover
This guide equips providers with the best knowledge and tools to navigate the complex world of cybersecurity in healthcare.
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Latest in Checklists and Guides
A guide to medical billing automation and revenue cycle management for your independent practice
Streamline your billing process and claims management to reduce claim denials, minimize reimbursement delays, and shorten payment cycles.
4 steps to protect patient privacy you can implement right now
Regulatory compliance, internal audits, secure software, and patient education are all foundational to protect patient privacy.
How to start a mental health private practice: A step-by-step guide
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.
A guide to conversion marketing for healthcare practices
Learn how you can get potential patients to take the next steps on your practice website.
How to optimize margins and increase revenue at your medical practice
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.
Navigating GLP-1 drug coverage: How physicians can support patients as requirements evolve
GLP-1 drug coverage is highly variable, which makes it difficult to track what payers do — and do not — cover.
Cost-effective HIPAA cybersecurity training for medical practices
Discover free and low-cost HIPAA cybersecurity resources to protect your practice from costly data breaches and compliance penalties.
Automation readiness checklist for independent medical practices
Not all automation saves time. Use this checklist to assess your practice’s readiness, reduce administrative burden, and improve efficiency with the right systems.
Relocation checklist for your counseling practice
The groundwork you lay before leaving your home state is critical.
The ethical private practitioner, part 2: Building ethical systems that last
In a solo practice, you often have to make high-stakes decisions in real time.
The ethical private practitioner, part 1: Navigating high-stakes decisions
All healthcare professionals experience doubts about the “right” course of action.
Top challenges mental health practitioners face — and how to overcome them
Mental health is complex and its treatment requires the well-being of the providers involved.
Balancing a solo mental health practice and parenthood
The excitement and strain of running a private practice serve as a double-edged sword for parents.
HIPAA’s surprise exemptions: What you need to know
Common misconceptions about HIPAA’s scope can lead to issues and non-compliance.
Networking tips for medical billing companies
Discover proven networking strategies to grow your medical billing company’s client base, build industry connections, and generate valuable referrals.
HIPAA and PHI: A practical guide for healthcare providers
Learn how your practice can protect patient data, maintain HIPAA compliance, and avoid costly penalties with this step-by-step guide.
What are the 3 rules of HIPAA?
Together, these rules create a comprehensive framework for safeguarding protected health information and ensuring compliance.
The HIPAA Privacy Rule: Protecting patient information in the digital age
Adhering to the HIPAA Privacy Rule is both a legal obligation and an ethical imperative.
The HIPAA Breach Notification Rule: What to do when the unthinkable happens
Protect your practice and patients: Learn the critical steps for handling HIPAA breaches and maintaining trust.
HIPAA Security Rule checklist: Safeguarding patient data
The HIPAA Security Rule sets national standards for protecting electronic protected health information.
Owning an in-person vs. virtual practice
Discover the advantages and challenges of both in-person and virtual counseling practices to make an informed decision.
Optimizing costs: How to buy medical supplies, medicines, and vaccines
There’s an expensive way to equip your office — and there’s a budget-friendly way to equip your office.
Mental Health Awareness Month: How providers and other healthcare industry professionals can take care of their well-being
This Mental Health Awareness Month, learn practical tips on managing stress, preventing burnout, and ensuring top-notch patient care through personal well-being.
Cybersecurity in healthcare guide: Stop, respond, recover
This guide equips providers with the best knowledge and tools to navigate the complex world of cybersecurity in healthcare.
Terminating a patient relationship: A guide for practices and providers (includes sample letters)
Terminating a patient relationship is never easy but sometimes necessary. Here are best practices you need to know, plus sample letter templates.






















































