Free Medical Billing Resources, Templates & Tools

PDF Guides (23 files)

Long-form guides covering the whole revenue cycle: claim denials, prior authorization, credentialing, and Medicare, Medicaid, telehealth and workers’ compensation billing. Nine are specialty-specific, including behavioral health, physical therapy, radiology, cardiology, OB/GYN, chiropractic, urgent care, home health, and ambulatory surgery centers.

Checklists (19 files)

Printable step-by-step checklists for recurring billing tasks: claims submission, charge capture, insurance verification, prior authorization, and end-of-day and monthly audits. Others cover onboarding for new patients, new providers and new billing staff, plus HIPAA and annual OIG compliance reviews.

Templates (15 files)

Editable Word and Excel documents you fill in and send: first- and second-level denial appeals, prior authorization and peer-to-peer review requests, overpayment refund letters, and a three-letter collection series. Patient-facing paperwork includes financial responsibility forms, payment plan agreements, ABNs, HIPAA authorizations, and a Notice of Privacy Practices.

Reference Sheets (10 files)

One-page lookup sheets for the codes and deadlines you check most often: the top 50 denial codes, CARC and RARC codes, modifiers, place-of-service and type-of-bill codes, revenue codes, E/M codes, and CPT codes by specialty. Two sheets cover timely filing limits, one by payer and one for Medicare.

Patient Communication (5 files)

Patient-facing letters and handouts written in plain language: a balance-due letter, a letter explaining an insurance denial, a pre-authorization handout, a guide to reading an Explanation of Benefits, and a medical records release form.

Revenue & KPI Tools (5 files)

Excel workbooks for tracking practice performance: an AR aging report, a denial-rate tracker, a payer mix analysis, a fee schedule comparison tool, and a KPI dashboard.

Compliance & Legal (5 files)

Documents for building and evidencing a compliance program: a HIPAA security risk assessment template, an OIG exclusion check log, a written billing compliance policy template, an audit response letter, and a plain-English guide to the Stark Law, Anti-Kickback Statute, and False Claims Act.

Staff Training (4 files)

Material for bringing billing staff up to speed: a 30-day onboarding outline, a word-for-word front desk insurance verification phone script, a 40-question coder competency assessment covering ICD-10 and CPT, and a policy and procedure manual template.