Resource hub
Pages that help an operator finish the work.
Interactive tools, copy-ready templates, checklists, and payer-specific guides — built for admissions and revenue-cycle teams, free to use, no email gate.
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Interactive tools · your numbers, nothing submitted
Assessment
Admissions workflow audit
Interactive: score your front door across capture, intake, clearance, follow-up, and visibility in 3 minutes and see what to fix first.
Run the auditCalculator
Denied revenue calculator
Interactive: estimate the revenue lost to unappealed claim denials each month, and what a disciplined appeals workflow could recover.
Open the calculatorCalculator
Missed admissions revenue calculator
Interactive: estimate the monthly contribution sitting in missed and after-hours inquiries, from your own numbers.
Open the calculatorCalculator
VOB turnaround calculator
Interactive: quantify the staff hours and cost locked inside manual benefits verification.
Open the calculatorCalculator
Admissions staffing calculator
Interactive: compare inquiry workload against team capacity and see the after-hours gap.
Open the calculatorAdmissions operations
12 resourcesTemplateBehavioral health access center charterDefine population, services, channels, commitments, authority, boundaries, measures, and governance before choosing structure or software.TemplateBehavioral health admissions SOPDefine states, roles, evidence, quality gates, escalation, downtime, measurement, and controlled change for the entire front door.TemplateAdmissions escalation matrixAssign clinical, access, privacy, benefits, scheduling, technology, safety, and leadership escalations with clocks and closed-loop evidence.TemplateAdmissions disposition taxonomyCreate mutually understandable inquiry outcomes, reason codes, evidence requirements, correction history, and governed reporting.TemplateAdmissions service-level agreementSet response, ownership, escalation, handoff, outage, quality, and review commitments without inventing universal benchmarks.ChecklistAdmissions downtime planKeep urgent access, minimum records, escalation, communications, security, recovery, and reconciliation working through an outage.Checklist30-point admissions workflow assessmentScore capture, ownership, intake, handoffs, data, privacy, quality, and improvement against observable evidence.TemplateBehavioral health intake form field guideDesign progressive stages, governed fields, plain-language help, accessibility, routing, corrections, and responsible measurement.ChecklistAdmissions quality assurance scorecardAudit representative calls, messages, intake, decisions, privacy, access, data, scheduling, and closed-loop handoffs.ChecklistAdmissions staff competency checklistMap role competencies, scenario practice, supervised demonstration, coaching, recertification, and change-triggered learning.TemplateTreatment center admissions call scriptA transparent, human-safe conversation guide for routing, progressive intake, deferral, and accountable follow-up.ChecklistTreatment center intake checklistProgressive inquiry, fit, benefits, scheduling, and confirmed-handoff controls for the first appointment.
Verification of benefits
7 resourcesChecklistResidential treatment VOB checklistVerify the exact facility, service, network, benefits, requirements, estimate, evidence, uncertainty, and recheck triggers.TemplatePatient-ready benefits summarySeparate verified facts, service context, estimates, uncertainty, sources, timestamps, disclaimers, and the next responsible action.ChecklistBehavioral health VOB QA checklistReview identity, service, network, benefit, authorization, evidence, uncertainty, handoff, sampling, and correction.CalculatorVOB turnaround measurement guideSeparate queue delay, active work, payer waiting, exception aging, QA, and downstream clearance time.ChecklistGood faith estimate workflowOperational triggers, expected-charge inputs, timing, delivery, changes, reconciliation, and dispute readiness.ChecklistCoordination of benefits workflowResolve multiple coverage identities, payer order, primary and secondary claims, exceptions, and rechecks.TemplateBehavioral health VOB call scriptService-level network, carve-out, cost-share, authorization, source, and follow-up questions.
Compliance & privacy
7 resourcesChecklist42 CFR Part 2 vendor checklistTest current scope, consent, disclosure, rights, contracts, security, breach, workflow evidence, and exit controls.ChecklistAI call recording controlsMap consent and notice analysis, HIPAA and Part 2, vendors, security, retention, AI use, failure paths, and monitoring.ChecklistBehavioral health web-form privacy reviewInventory fields, pixels, browser storage, vendors, network flows, contracts, retention, accessibility, and deployed-form tests.ChecklistBehavioral health vendor security questionnaireSeventy-five evidence-focused questions across data flows, HIPAA, Part 2, access, AI, incidents, resilience, and exit.ChecklistHealthcare software BAA checklistReview service scope, PHI use, safeguards, incidents, subprocessors, individual rights, return, destruction, and termination.ChecklistHIPAA automation buyer checklistReview ePHI flows, BAAs, risk analysis, access, audit evidence, retention, incidents, and Part 2 scope.ChecklistPart 2 vs. HIPAA intake guideTranslate current scope, consent, notices, access, disclosure, breach, and vendor questions into workflow controls.
Software buying & AI governance
9 resourcesChecklistHealthcare AI agent evaluation scorecardTest task outcomes, evidence, tool use, authority, privacy, security, human control, resilience, and cost through must-pass gates.ChecklistCMS 2027 provider readiness trackerScope payer and service readiness, EHR dependencies, end-to-end tests, training, fallback, production cohorts, and outcome measures.ChecklistPrior authorization API vendor checklistEvaluate payer scope, CRD, DTR, PAS, FHIR and X12 boundaries, identity, conformance, failure recovery, ownership, cost, and production gates.TemplateHealthcare AI agent RFPProcure a bounded job with explicit authority, evidence, human controls, identity, security, evaluation, incidents, pricing, implementation, and exit.ChecklistAI agent authorization policy matrixDefine attributable principals, delegation, action-level policy, tool scopes, credentials, limits, approval, audit, revocation, and control tests.TemplateAdmissions software RFPTranslate workflow requirements into testable scenarios, vendor evidence, implementation ownership, pricing, security, and acceptance gates.TemplateBehavioral health AI incident planPrepare detection, evidence preservation, containment, human fallback, notification analysis, recovery gates, and accountable learning.ChecklistTreatment center CRM implementation checklistPlan scope, data, migration, integrations, access, testing, training, launch, reconciliation, and governance.ChecklistBehavioral health AI pilot checklistMove from synthetic scenarios to a bounded production cohort with explicit legal, security, quality, and exit gates.
Measurement & ROI
4 resourcesTemplateAdmissions attribution event dictionaryConnect privacy-reviewed acquisition signals to valid inquiries, access outcomes, contribution, resource use, and workflow-audit intent.CalculatorBehavioral health admissions ROI calculatorModel capacity, recovered access, contribution, full cost, scenarios, and quality guardrails from local evidence.TemplateAdmissions KPI dashboard guideDefine response, recovery, state aging, access resolution, conversion, and handoff measures without vanity benchmarks.CalculatorPayer-work ROI calculatorEstimate staff hours, rework, implementation cost, and capacity using defensible local inputs.
Security direction
Healthcare trust has to be designed in, not added to the sales deck.
Production deployments include least-privilege access, immutable audit events, encryption in transit and at rest, retention controls, vendor BAAs, incident response, and a formal HIPAA risk assessment.