Documents For Clients
Click on any of the links below to download the PDF
Practice Management
- Revenue Cycle Best Practices
- ERISA – Valid Assignment of Benefits for ERISA and PPACA Claims
- Auto Mileage & Expense Form
- ERISA Law – Federal Register
- Practice Assessment Tool Form
- Auth Treat Minor Form
- Baseline Benchmark Analysis Process
Human Resource Management
- Form W-4
- Form I-9
- Employment Application
- Employment Attendance Form
- Attendance Calendar
- Performance Counseling Form
- Personnel File Contents Guidelines
- FMLA – Notice of Eligibility Rights & Responsibilities
- Associated Physician Appraisal Form
- Background Investigation Authorization
Financial & Tax
- Accounts Receivable Analysis Worksheet
- ACH Authorization Form
- Risk Assessment Form
- A/R Follow Up Form
Regulatory Compliance
- Amending Medical Records
- Medicare Preventive Services List
- Annual Wellness Exam Form
- Record Retention Guidelines
Revenue Cycle Management
HIPAA
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