Client Cuts Outstanding Patient Balances by Nearly 50% with intelliStatement®

Learn how a multi-location occupational medicine provider reduced outstanding patient balances by nearly 50% after implementing Etactics IntelliStatement®. By combining automated statement campaigns with improved data visibility, the organization established a sustainable patient collections process and recovered significant revenue.

100 Clients’ Path to Revenue Cycle Excellence

See how 100 healthcare organizations improved revenue cycle performance with a 99.5% clean claim rate across 1.9 million claims processed. This client success story highlights how proactive claims management, denial prevention, and responsive US-based support helped reduce operational friction and improve reimbursement outcomes.

Chiropractor Invoice Templates

Build clearer billing and get paid faster with our free chiropractor invoice templates. These professional templates will help you document care, improve invoice clarity, and boost collections.

RevVitals™ Self-Paced Demo

RevVitals™ is a specialized business intelligence platform that transforms raw clearinghouse data into actionable financial insights, giving healthcare organizations clear visibility into payer performance and revenue cycle health.

Payment Hub Custom Pay Self-Paced Demo

Discover how Payment Hub’s Custom Pay feature streamlines early and recurring payment collection, before documents even exist.

Statement Services Trial

Experience a personalized trial of our statement and invoice services—designed to showcase your data in professional, branded formats.

Denial Management Case Study: The Village Network

Discover how The Village Network cut denials by 66% and recovered $300,000+ in revenue with a structured denial management strategy.

Billing Portal Self-Paced Demo

This self-paced demo is a powerful resource for anyone responsible for patient communication, billing operations, or customer support. It demonstrates how the new portal improves the patient experience and supports your revenue goals through streamlined, modern tools.

Sample Appeal Letters

Professionally crafted appeal letter templates to help recover denied or underpaid medical claims.

New Patient Welcome Letter Templates for Dentists

This document was created for you and your team. It provides you with professional designs that you can use to explain information about a patient’s first dentist appointment and what they should expect from your practice.

Patient Statement Design Checklist

This checklist serves as an everlasting tool for you and your team to use. It teaches you professional design concepts that you should keep in mind while explaining their significance from the perspective of your patients. It’s meant to be something that you download, print out and use as a reference every time you design your patient statements.

New Doctor Announcement Letters

This document serves as an excellent tool for you to use with your team. It provides you with professional and easy-to-use templates to introduce staff to your community whenever you have a new hire.

New Patient Letters for Primary Care

This document is meant to be a collection of templates that you download, customize, and send to new patients. Send a letter to families thanking them for choosing your organization for their medical needs.

New Patient Letters for Chiropractors

These templates can help you streamline the letter-creation process for every patient you have. The professional designs help you explain what forms the patient should complete before the first appointment and what they can expect the first day.

Past Due Letter Templates

This document serves as an everlasting tool for you and your team to use. It provides you with professional designs that you can use while explaining account information to the recipients of the letters. This document is meant to be a tool that you download, customize, and send every time you send a client a letter explaining a statement is overdue.

New Patient Welcome Letters

Ready-to-use welcome letter templates to make a great first impression and set clear expectations for new patients.

Claim Resubmission Guide

Access our comprehensive Claim Resubmission Guide featuring over 100 payer-specific deadlines to help you stay compliant and get paid faster.

Timely Filing Limit Guide

We’ve consolidated a list of 100 health insurance timely filing limits for your reference.

Medical Collection Letter Samples

These Medical Collection Letter templates provide an easy way to create and send personalized, easy-to-understand collection letters to clients with outstanding balances.

Guide to Improve Collecting Payments from Patients

This document was created to help you and your team. You can use it as a poster in your office and check off improvements as you implement them. This resource is meant to be a tool that you download for the benefit of your business.

Friendly Payment Reminder SMS Templates

Enjoy these free templates of different texts you can send your clients to remind them about their bills.

Payment Reminder Email Templates

This document serves as an extensive tool for you to use when dealing with invoices and your bottom line. It provides you with professional and easy-to-use templates to help you manage your revenue and income.

Therapist Invoice Templates

These therapist invoice templates provide an easy way to generate clear, organized, and professional invoices for your clients. Each invoice is designed to be simple yet effective, ensuring your practice maintains a professional image while streamlining your billing process.

Client Cuts Outstanding Patient Balances by Nearly 50% with intelliStatement®

Learn how a multi-location occupational medicine provider reduced outstanding patient balances by nearly 50% after implementing Etactics IntelliStatement®. By combining automated statement campaigns with improved data visibility, the organization established a sustainable patient collections process and recovered significant revenue.

Chiropractor Invoice Templates

Build clearer billing and get paid faster with our free chiropractor invoice templates. These professional templates will help you document care, improve invoice clarity, and boost collections.

Billing Portal Self-Paced Demo

This self-paced demo is a powerful resource for anyone responsible for patient communication, billing operations, or customer support. It demonstrates how the new portal improves the patient experience and supports your revenue goals through streamlined, modern tools.

Patient Statement Design Checklist

This checklist serves as an everlasting tool for you and your team to use. It teaches you professional design concepts that you should keep in mind while explaining their significance from the perspective of your patients. It’s meant to be something that you download, print out and use as a reference every time you design your patient statements.

Past Due Letter Templates

This document serves as an everlasting tool for you and your team to use. It provides you with professional designs that you can use while explaining account information to the recipients of the letters. This document is meant to be a tool that you download, customize, and send every time you send a client a letter explaining a statement is overdue.

Medical Collection Letter Samples

These Medical Collection Letter templates provide an easy way to create and send personalized, easy-to-understand collection letters to clients with outstanding balances.

Guide to Improve Collecting Payments from Patients

This document was created to help you and your team. You can use it as a poster in your office and check off improvements as you implement them. This resource is meant to be a tool that you download for the benefit of your business.

Friendly Payment Reminder SMS Templates

Enjoy these free templates of different texts you can send your clients to remind them about their bills.

Payment Reminder Email Templates

This document serves as an extensive tool for you to use when dealing with invoices and your bottom line. It provides you with professional and easy-to-use templates to help you manage your revenue and income.

Therapist Invoice Templates

These therapist invoice templates provide an easy way to generate clear, organized, and professional invoices for your clients. Each invoice is designed to be simple yet effective, ensuring your practice maintains a professional image while streamlining your billing process.

CUI Training with K2 GRC eLearning

Navigating Controlled Unclassified Information (CUI) doesn't have to be overwhelming. Watch our free, self-paced demo to see how we simplify CUI training for government contractors and partners.

Security Awareness Training Policy Template

Jumpstart your security awareness program with a customizable policy template designed to help organizations establish clear training requirements, testing practices, and compliance expectations.

K2 GRC eLearning Self-Paced Demo

Explore the K2 GRC platform at your own pace with this guided demo, designed to showcase features that streamline governance, risk, and compliance management.

K2 Cyber Self-Paced Demo

Discover K2 Cyber’s capabilities in this interactive, self-paced demo, built to highlight tools that strengthen your organization’s cybersecurity posture.

K2 Compliance Virtual Demo

See K2 Compliance in action through a virtual walkthrough that demonstrates how to simplify and automate compliance workflows.

ISO 27001 to NIST SP 800-171 Rev 2 Crosswalk

A detailed mapping tool to help you align ISO 27001 controls with NIST SP 800-171 Rev 2 requirements.

How to Handle CUI Training Trial

This training offers a comprehensive guide on CUI training protocols and strategies, designed to equip organizations with the knowledge and tools needed to excel in this critical aspect of compliance.

Human Trafficking Awareness Resource Kit

Crafted in collaboration with a former DOJ director, our human trafficking awareness training aids hospitality organizations in meeting new state-level mandates, potentially avoiding legal repercussions. This resource trial offers a glimpse into our comprehensive module, designed to equip your team with the knowledge and skills necessary to combat human trafficking within the hospitality sector.

Human Trafficking Awareness for Hospitality Trial

We create human trafficking awareness training alongside a former DOJ director, to help hospitality organizations achieve compliance with new state-level mandates to avoid a potential lawsuit. This resource is a trial of our comprehensive hospitality human trafficking awareness module.

Phishing Identification Training Trial

We created a comprehensive phishing identification training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive phishing identification training module.

Sexual Harassment Training Trial

A comprehensive sexual harassment training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive sexual harassment training module.

30+ HIPAA Quiz Questions

This document was created to help you and your team add a layer of proof that HIPAA is well understood. It provides you with a starting point to formulate questions to ensure employees understand their HIPAA training. This resource is meant to be a tool that you download for the benefit of your employees.

HIPAA Risk Assessment Workbook

Guided by regulatory expectations and shaped by real-world user feedback, this tool helps you approach HIPAA risk assessments with clarity, consistency, and efficiency.

Human Trafficking Training for Healthcare Providers

We created a comprehensive human trafficking training in healthcare module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our healthcare human trafficking training module.

HIPAA Jeopardy

This digital game was created to help you and your team engage in HIPAA topics. It provides you with questions that enforces the specific terminologies related with HIPAA rights. This resource is meant to be a tool that you download for the benefit of your employees.

HIPAA Training PowerPoint Template

This document serves as an excellent tool for you to comply with HIPAA laws. It provides you with professional and easy to use PowerPoint templates to introduce HIPAA topics during the training sessions.

Free HIPAA Training Materials

‍This workbook was designed as a tool to help you cover all of your bases with HIPAA. This workbook includes the topics of the Privacy Rule, Minimum Necessary Standard, Individual rights, and key terms.

CUI Training with K2 GRC eLearning

Navigating Controlled Unclassified Information (CUI) doesn't have to be overwhelming. Watch our free, self-paced demo to see how we simplify CUI training for government contractors and partners.

NIST CSF Ransomware Risk Assessment

Quantify your ransomware exposure with a NIST-aligned risk assessment framework designed to help organizations categorize system impacts, evaluate control maturity, and model financial loss scenarios.

Security Awareness Training Policy Template

Jumpstart your security awareness program with a customizable policy template designed to help organizations establish clear training requirements, testing practices, and compliance expectations.

K2 GRC eLearning Self-Paced Demo

Explore the K2 GRC platform at your own pace with this guided demo, designed to showcase features that streamline governance, risk, and compliance management.

K2 Cyber Self-Paced Demo

Discover K2 Cyber’s capabilities in this interactive, self-paced demo, built to highlight tools that strengthen your organization’s cybersecurity posture.

K2 Compliance Virtual Demo

See K2 Compliance in action through a virtual walkthrough that demonstrates how to simplify and automate compliance workflows.

K2 Compliance Beta

Try our GRC platform, K2 Compliance. Witness the impressive evolution of a tool initially designed to document HIPAA Security Rule implementation.

K2 Compliance for CMMC Brochure

An overview of how K2 Compliance supports CMMC readiness, helping organizations meet certification requirements efficiently.

ISO 27001 to NIST SP 800-171 Rev 2 Crosswalk

A detailed mapping tool to help you align ISO 27001 controls with NIST SP 800-171 Rev 2 requirements.

Incident Response Plan Policy Template

Safeguard your organization with our comprehensive guide designed to effectively respond to security incidents. Tailored for versatility, this template ensures a systematic approach to incident handling, minimizing downtime, and protecting sensitive information.

Incident Response Plan Starter Kit

Our Incident Response Plan Start Kit is designed to help organizations of all sizes create a custom plan that meets their specific needs. From identifying potential risks to executing a response plan, our kit provides the necessary resources to ensure your organization is fully prepared to handle any security incident.

CMMC Level 1 Information Security Policy

This policy template helps organizations understand and implement the key security practices required by CMMC Level 1. It covers areas such as access control, incident response, and physical security measures.

CMMC Level 1 Continuous Monitoring Matrix

A practical matrix to guide ongoing monitoring efforts and maintain CMMC Level 1 compliance.

CMMC LTP Listings

Our list of Licensed Training Providers (LTP) features over 60 listings as the ultimate source to find those that have officially received the designation.

Scoping Applicability Matrix

This Scoping Applicability Matrix resource exists to help you document your own scoping guide as it pertains to the 320 assessment objectives of NIST SP 800-171A to the CMMC scope.

CMMC System Security Plan Template

The SSP is a great example of how organizations can prepare for upcoming CMMC rules and requirements. This document clearly demonstrates compliance with CUI safeguarding measures, which is a requirement from the government.

NIST SP 800-171 Rev 3 Crosswalk Calculator

An interactive calculator to compare and align requirements between NIST SP 800-171 and NIST SP 800-53.

NIST SP 800-171 vs 800-53 Crosswalk

This crosswalk is a comprehensive guide designed to bridge the gap between two critical cybersecurity frameworks: NIST Special Publication 800-171 (Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations) and NIST Special Publication 800-53 (Security and Privacy Controls for Federal Information Systems and Organizations).

The Data Flow Diagram

Gain a comprehensive understanding of compliance requirements, best practices, and actionable strategies to fortify your data management framework. Explore further to elevate your compliance journey.

CMMC Compliance Checklist

This checklist serves as a tool for you and your team to use when becoming CMMC compliant. It makes you think about many of the different aspects related to supply chain, gaps in your organization, and the level of compliance you need. This document is meant to be a tool that you download, print out and use as a reference for every step.

CMMC Policy Mapping Template

This policy mapping includes all governed controls, assessment objectives they meet and associated procedures.

Reynolds Construction Case Study

This case study is a practical look at how one company overcame major CMMC hurdles with limited resources.

How to Handle CUI Training Trial

This training offers a comprehensive guide on CUI training protocols and strategies, designed to equip organizations with the knowledge and tools needed to excel in this critical aspect of compliance.

Human Trafficking Awareness Resource Kit

Crafted in collaboration with a former DOJ director, our human trafficking awareness training aids hospitality organizations in meeting new state-level mandates, potentially avoiding legal repercussions. This resource trial offers a glimpse into our comprehensive module, designed to equip your team with the knowledge and skills necessary to combat human trafficking within the hospitality sector.

Human Trafficking Awareness for Hospitality Trial

We create human trafficking awareness training alongside a former DOJ director, to help hospitality organizations achieve compliance with new state-level mandates to avoid a potential lawsuit. This resource is a trial of our comprehensive hospitality human trafficking awareness module.

Sexual Harassment Training Trial

A comprehensive sexual harassment training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive sexual harassment training module.

Clean Desk Policy Poster Samples

These clean desk policy posters serve as an everlasting tool for your team to use. They remind professionals of security risks if they don’t follow your clean desk policy. They also educate on how to go green and reduce stress with less clutter.

Social Media Policy Checklist

This social media policy checklist is an everlasting tool for you and your team. It provides tips to consider when creating your policy so that your team effectively uses social media while also staying compliant and professional.

Hospital Visitor Policy Checklist

This checklist serves as a tool for you and your team to use when designing policies controlling the flow of non-patients. It makes you think about many of the different aspects related to privacy, safety, and accountability. This document is meant to be a tool that you download, print out and use as a reference every time you update policies.

Email Communication Do's and Dont's Quick Reference Guide

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

30+ HIPAA Quiz Questions

This document was created to help you and your team add a layer of proof that HIPAA is well understood. It provides you with a starting point to formulate questions to ensure employees understand their HIPAA training. This resource is meant to be a tool that you download for the benefit of your employees.

HIPAA Risk Assessment Workbook

Guided by regulatory expectations and shaped by real-world user feedback, this tool helps you approach HIPAA risk assessments with clarity, consistency, and efficiency.

Patient Confidentiality Quick Reference Guide for Nurses

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

Patient Confidentiality Quick Reference Guide for Doctors

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

Human Trafficking Training for Healthcare Providers

We created a comprehensive human trafficking training in healthcare module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our healthcare human trafficking training module.

An Ethical Guide to HIPAA Violation Employee Discipline

This document was created to help you and your team outline HR policies when it comes to employee discipline. It provides you with a starting point to create policies in regards to HIPAA violations. This resource is meant to be a tool that you download for the benefit of your employees.

Avoiding HIPAA Violations Pocket Guide

This pocket guide is a constant reminder to you and your team for avoiding HIPAA violations. It outlines potential risks and how to still maintain data safety.

Appointment Reminder Voicemail Templates

This document was created to help you and your team. You can use these templates in your office to stay HIPAA compliant while leaving voicemails to patients. This resource is meant to be a tool that you download for the benefit of your employees.

HIPAA Jeopardy

This digital game was created to help you and your team engage in HIPAA topics. It provides you with questions that enforces the specific terminologies related with HIPAA rights. This resource is meant to be a tool that you download for the benefit of your employees.

HIPAA Compliant Voicemail Scripts

These scripts help you and your team make HIPAA compliant phone calls.

HIPAA Acknowledgement & Consent Form Templates

Get consent on paper with these forms.

HIPAA Training PowerPoint Template

This document serves as an excellent tool for you to comply with HIPAA laws. It provides you with professional and easy to use PowerPoint templates to introduce HIPAA topics during the training sessions.

Free HIPAA Training Materials

‍This workbook was designed as a tool to help you cover all of your bases with HIPAA. This workbook includes the topics of the Privacy Rule, Minimum Necessary Standard, Individual rights, and key terms.

Client Cuts Outstanding Patient Balances by Nearly 50% with intelliStatement®

Learn how a multi-location occupational medicine provider reduced outstanding patient balances by nearly 50% after implementing Etactics IntelliStatement®. By combining automated statement campaigns with improved data visibility, the organization established a sustainable patient collections process and recovered significant revenue.

100 Clients’ Path to Revenue Cycle Excellence

See how 100 healthcare organizations improved revenue cycle performance with a 99.5% clean claim rate across 1.9 million claims processed. This client success story highlights how proactive claims management, denial prevention, and responsive US-based support helped reduce operational friction and improve reimbursement outcomes.

CUI Training with K2 GRC eLearning

Navigating Controlled Unclassified Information (CUI) doesn't have to be overwhelming. Watch our free, self-paced demo to see how we simplify CUI training for government contractors and partners.

NIST CSF Ransomware Risk Assessment

Quantify your ransomware exposure with a NIST-aligned risk assessment framework designed to help organizations categorize system impacts, evaluate control maturity, and model financial loss scenarios.

Security Awareness Training Policy Template

Jumpstart your security awareness program with a customizable policy template designed to help organizations establish clear training requirements, testing practices, and compliance expectations.

Chiropractor Invoice Templates

Build clearer billing and get paid faster with our free chiropractor invoice templates. These professional templates will help you document care, improve invoice clarity, and boost collections.

RevVitals™ Self-Paced Demo

RevVitals™ is a specialized business intelligence platform that transforms raw clearinghouse data into actionable financial insights, giving healthcare organizations clear visibility into payer performance and revenue cycle health.

Payment Hub Platform Self-Paced Demo

See how Payment Hub simplifies secure online payments, automates recurring transactions, and streamlines your entire payment process.

Payment Hub Custom Pay Self-Paced Demo

Discover how Payment Hub’s Custom Pay feature streamlines early and recurring payment collection, before documents even exist.

NIST SP 800-171 Self Assessment Template

Assess your NIST SP 800-171 readiness with our easy-to-use self-assessment template designed to simplify compliance tracking.

[WEBINAR] ChiroSpring and Etactics Integration

CMMC to HIPAA Security Rule Crosswalk

Explore our CMMC to HIPAA Security Rule Crosswalk, your guide to aligning cybersecurity and compliance requirements across frameworks.

Statement Services Trial

Experience a personalized trial of our statement and invoice services—designed to showcase your data in professional, branded formats.

Denial Management Case Study: The Village Network

Discover how The Village Network cut denials by 66% and recovered $300,000+ in revenue with a structured denial management strategy.

K2 GRC eLearning Self-Paced Demo

Explore the K2 GRC platform at your own pace with this guided demo, designed to showcase features that streamline governance, risk, and compliance management.

K2 Cyber Self-Paced Demo

Discover K2 Cyber’s capabilities in this interactive, self-paced demo, built to highlight tools that strengthen your organization’s cybersecurity posture.

K2 Compliance Virtual Demo

See K2 Compliance in action through a virtual walkthrough that demonstrates how to simplify and automate compliance workflows.

K2 Compliance Beta

Try our GRC platform, K2 Compliance. Witness the impressive evolution of a tool initially designed to document HIPAA Security Rule implementation.

K2 Compliance for CMMC Brochure

An overview of how K2 Compliance supports CMMC readiness, helping organizations meet certification requirements efficiently.

ISO 27001 to NIST SP 800-171 Rev 2 Crosswalk

A detailed mapping tool to help you align ISO 27001 controls with NIST SP 800-171 Rev 2 requirements.

Incident Response Plan Policy Template

Safeguard your organization with our comprehensive guide designed to effectively respond to security incidents. Tailored for versatility, this template ensures a systematic approach to incident handling, minimizing downtime, and protecting sensitive information.

Incident Response Plan Starter Kit

Our Incident Response Plan Start Kit is designed to help organizations of all sizes create a custom plan that meets their specific needs. From identifying potential risks to executing a response plan, our kit provides the necessary resources to ensure your organization is fully prepared to handle any security incident.

CMMC Level 1 Information Security Policy

This policy template helps organizations understand and implement the key security practices required by CMMC Level 1. It covers areas such as access control, incident response, and physical security measures.

CMMC Level 1 Continuous Monitoring Matrix

A practical matrix to guide ongoing monitoring efforts and maintain CMMC Level 1 compliance.

CMMC LTP Listings

Our list of Licensed Training Providers (LTP) features over 60 listings as the ultimate source to find those that have officially received the designation.

Scoping Applicability Matrix

This Scoping Applicability Matrix resource exists to help you document your own scoping guide as it pertains to the 320 assessment objectives of NIST SP 800-171A to the CMMC scope.

CMMC System Security Plan Template

The SSP is a great example of how organizations can prepare for upcoming CMMC rules and requirements. This document clearly demonstrates compliance with CUI safeguarding measures, which is a requirement from the government.

NIST SP 800-171 Rev 3 Crosswalk Calculator

An interactive calculator to compare and align requirements between NIST SP 800-171 and NIST SP 800-53.

NIST SP 800-171 vs 800-53 Crosswalk

This crosswalk is a comprehensive guide designed to bridge the gap between two critical cybersecurity frameworks: NIST Special Publication 800-171 (Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations) and NIST Special Publication 800-53 (Security and Privacy Controls for Federal Information Systems and Organizations).

The Data Flow Diagram

Gain a comprehensive understanding of compliance requirements, best practices, and actionable strategies to fortify your data management framework. Explore further to elevate your compliance journey.

CMMC Compliance Checklist

This checklist serves as a tool for you and your team to use when becoming CMMC compliant. It makes you think about many of the different aspects related to supply chain, gaps in your organization, and the level of compliance you need. This document is meant to be a tool that you download, print out and use as a reference for every step.

CMMC Policy Mapping Template

This policy mapping includes all governed controls, assessment objectives they meet and associated procedures.

Reynolds Construction Case Study

This case study is a practical look at how one company overcame major CMMC hurdles with limited resources.

How to Handle CUI Training Trial

This training offers a comprehensive guide on CUI training protocols and strategies, designed to equip organizations with the knowledge and tools needed to excel in this critical aspect of compliance.

Human Trafficking Awareness Resource Kit

Crafted in collaboration with a former DOJ director, our human trafficking awareness training aids hospitality organizations in meeting new state-level mandates, potentially avoiding legal repercussions. This resource trial offers a glimpse into our comprehensive module, designed to equip your team with the knowledge and skills necessary to combat human trafficking within the hospitality sector.

Human Trafficking Awareness for Hospitality Trial

We create human trafficking awareness training alongside a former DOJ director, to help hospitality organizations achieve compliance with new state-level mandates to avoid a potential lawsuit. This resource is a trial of our comprehensive hospitality human trafficking awareness module.

Phishing Identification Training Trial

We created a comprehensive phishing identification training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive phishing identification training module.

Sexual Harassment Training Trial

A comprehensive sexual harassment training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive sexual harassment training module.

Billing Portal Self-Paced Demo

This self-paced demo is a powerful resource for anyone responsible for patient communication, billing operations, or customer support. It demonstrates how the new portal improves the patient experience and supports your revenue goals through streamlined, modern tools.

Sample Appeal Letters

Professionally crafted appeal letter templates to help recover denied or underpaid medical claims.

New Patient Welcome Letter Templates for Dentists

This document was created for you and your team. It provides you with professional designs that you can use to explain information about a patient’s first dentist appointment and what they should expect from your practice.

Patient Statement Design Checklist

This checklist serves as an everlasting tool for you and your team to use. It teaches you professional design concepts that you should keep in mind while explaining their significance from the perspective of your patients. It’s meant to be something that you download, print out and use as a reference every time you design your patient statements.

New Doctor Announcement Letters

This document serves as an excellent tool for you to use with your team. It provides you with professional and easy-to-use templates to introduce staff to your community whenever you have a new hire.

New Patient Letters for Primary Care

This document is meant to be a collection of templates that you download, customize, and send to new patients. Send a letter to families thanking them for choosing your organization for their medical needs.

New Patient Letters for Chiropractors

These templates can help you streamline the letter-creation process for every patient you have. The professional designs help you explain what forms the patient should complete before the first appointment and what they can expect the first day.

Past Due Letter Templates

This document serves as an everlasting tool for you and your team to use. It provides you with professional designs that you can use while explaining account information to the recipients of the letters. This document is meant to be a tool that you download, customize, and send every time you send a client a letter explaining a statement is overdue.

New Patient Welcome Letters

Ready-to-use welcome letter templates to make a great first impression and set clear expectations for new patients.

Clean Desk Policy Poster Samples

These clean desk policy posters serve as an everlasting tool for your team to use. They remind professionals of security risks if they don’t follow your clean desk policy. They also educate on how to go green and reduce stress with less clutter.

Social Media Policy Checklist

This social media policy checklist is an everlasting tool for you and your team. It provides tips to consider when creating your policy so that your team effectively uses social media while also staying compliant and professional.

Hospital Visitor Policy Checklist

This checklist serves as a tool for you and your team to use when designing policies controlling the flow of non-patients. It makes you think about many of the different aspects related to privacy, safety, and accountability. This document is meant to be a tool that you download, print out and use as a reference every time you update policies.

Email Communication Do's and Dont's Quick Reference Guide

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

30+ HIPAA Quiz Questions

This document was created to help you and your team add a layer of proof that HIPAA is well understood. It provides you with a starting point to formulate questions to ensure employees understand their HIPAA training. This resource is meant to be a tool that you download for the benefit of your employees.

HIPAA Risk Assessment Workbook

Guided by regulatory expectations and shaped by real-world user feedback, this tool helps you approach HIPAA risk assessments with clarity, consistency, and efficiency.

Claim Resubmission Guide

Access our comprehensive Claim Resubmission Guide featuring over 100 payer-specific deadlines to help you stay compliant and get paid faster.

Timely Filing Limit Guide

We’ve consolidated a list of 100 health insurance timely filing limits for your reference.

Medical Collection Letter Samples

These Medical Collection Letter templates provide an easy way to create and send personalized, easy-to-understand collection letters to clients with outstanding balances.

Guide to Improve Collecting Payments from Patients

This document was created to help you and your team. You can use it as a poster in your office and check off improvements as you implement them. This resource is meant to be a tool that you download for the benefit of your business.

Friendly Payment Reminder SMS Templates

Enjoy these free templates of different texts you can send your clients to remind them about their bills.

Payment Reminder Email Templates

This document serves as an extensive tool for you to use when dealing with invoices and your bottom line. It provides you with professional and easy-to-use templates to help you manage your revenue and income.

Therapist Invoice Templates

These therapist invoice templates provide an easy way to generate clear, organized, and professional invoices for your clients. Each invoice is designed to be simple yet effective, ensuring your practice maintains a professional image while streamlining your billing process.

Patient Confidentiality Quick Reference Guide for Nurses

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

Patient Confidentiality Quick Reference Guide for Doctors

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

Human Trafficking Training for Healthcare Providers

We created a comprehensive human trafficking training in healthcare module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our healthcare human trafficking training module.

An Ethical Guide to HIPAA Violation Employee Discipline

This document was created to help you and your team outline HR policies when it comes to employee discipline. It provides you with a starting point to create policies in regards to HIPAA violations. This resource is meant to be a tool that you download for the benefit of your employees.

Avoiding HIPAA Violations Pocket Guide

This pocket guide is a constant reminder to you and your team for avoiding HIPAA violations. It outlines potential risks and how to still maintain data safety.

Appointment Reminder Voicemail Templates

This document was created to help you and your team. You can use these templates in your office to stay HIPAA compliant while leaving voicemails to patients. This resource is meant to be a tool that you download for the benefit of your employees.

HIPAA Jeopardy

This digital game was created to help you and your team engage in HIPAA topics. It provides you with questions that enforces the specific terminologies related with HIPAA rights. This resource is meant to be a tool that you download for the benefit of your employees.

HIPAA Compliant Voicemail Scripts

These scripts help you and your team make HIPAA compliant phone calls.

HIPAA Acknowledgement & Consent Form Templates

Get consent on paper with these forms.

HIPAA Training PowerPoint Template

This document serves as an excellent tool for you to comply with HIPAA laws. It provides you with professional and easy to use PowerPoint templates to introduce HIPAA topics during the training sessions.

Free HIPAA Training Materials

‍This workbook was designed as a tool to help you cover all of your bases with HIPAA. This workbook includes the topics of the Privacy Rule, Minimum Necessary Standard, Individual rights, and key terms.