Playbooks
Step-by-step billing and practice management playbooks to optimize revenue and maximize practice revenue efficiently.
Revenue Cycle Optimization Playbook
A step-by-step framework to audit your current billing workflow, identify revenue leakage, and implement fixes that increase collections by up to 30%.
- 1Audit current claim denial rate
- 2Identify top denial reasons
- 3Implement pre-claim scrubbing
- 4Set up ERA auto-posting
Credentialing Fast-Track Playbook
Reduce credentialing timelines from months to weeks with this proven workflow covering CAQH setup, payer applications, and follow-up cadences.
- 1Complete CAQH profile
- 2Prioritize top 5 payers
- 3Submit group & individual enrollments
- 4Set 30-day follow-up reminders
Insurance Billing Best Practices Playbook
Maximize reimbursement rates and minimize denials with this comprehensive billing guide covering CPT codes, modifiers, and documentation requirements.
- 1Verify eligibility before every session
- 2Use correct CPT codes & modifiers
- 3Submit claims within 24 hours
- 4Follow up on unpaid claims at 30 days
New Practice Setup Playbook
Everything you need to launch a new therapy practice — from software setup and staff onboarding to insurance credentialing and your first patient intake.
- 1Set up TherapyPM account
- 2Configure scheduling & billing
- 3Begin credentialing with top payers
- 4Onboard first 10 clients
Practice Growth Playbook
Scale your therapy practice confidently. This playbook covers adding new clinicians, opening satellite locations, and diversifying payer mix.
- 1Analyze current capacity
- 2Hire and onboard new therapists
- 3Credential new providers
- 4Expand to new payer contracts
Prior Authorization Management Playbook
Stop letting prior authorization delays disrupt your cash flow. This playbook covers tracking, re-authorization, and appeals to keep sessions uninterrupted.
- 1Track all active authorizations
- 2Set renewal alerts at 30-day intervals
- 3Submit re-authorization 2 weeks early
- 4Build appeals templates for denials
Need a Custom Playbook for Your Practice?
Our practice management experts will create a tailored optimization plan specific to your practice type and payer mix.
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