The private-practice toolbox
Free tools for the work your team does every day.
Templates, calculators, checklists, and references for intake, billing, eligibility, prior authorization, staffing, revenue, and scheduling. Use what helps—no account required.
Start here
Build the forms behind two critical handoffs.
Customize a blank form in the browser, then print it or save it as a PDF. The builders do not require an account.
Patient Intake Form Template
Build a blank medical intake form around the information your practice actually needs, then print it or save it as a PDF.
- Eight optional sections
- Custom questions
- Print-ready PDF
Superbill Template & Generator
Create a clean charge-capture worksheet with diagnosis and service lines, modifiers, units, charges, and automatic totals.
- Diagnosis pointers
- Automatic totals
- Print-ready PDF
The full library
Choose the queue you want to make easier.
Each tool is designed to solve one concrete problem or make one decision easier. They work independently, so there is no required starting point.
Insurance Verification Form
Download a two-page fillable PDF for recording eligibility, benefits, deductibles, copays, prior authorization, referrals, and payer reference details.
Download the formInsurance Verification Checklist
Generate a tailored pre-visit checklist covering eligibility, benefits, authorization, referrals, and patient responsibility.
Build a checklistAppeal Letter for Insurance Denial
Create an editable letter for a claim, payment, coverage, medical necessity, or prior authorization denial, then copy, download, or print it.
Create an appeal letterPayer PA Contact Directory
Find prior authorization phone numbers, fax numbers, portals, and operational notes for major insurance payers.
Search contactsCPT & ICD-10 Code Lookup
Search common procedure and diagnosis codes with descriptions, operational context, and prior-authorization indicators.
Look up a codeHIPAA Compliance Quick-Check
Work through a 20-question self-assessment to identify privacy and security areas your practice may need to review.
Start the checkPA Staffing & Cost Calculator
Estimate the staff hours, full-time-equivalent workload, and annual labor cost tied to prior authorization work.
Calculate PA costRevenue Leakage Calculator
Estimate the financial impact of no-shows, denials, slow accounts receivable, and under-collection.
Estimate leakageScheduling Efficiency Calculator
Review schedule utilization, no-show impact, and the potential effect of reminders and careful overbooking.
Review schedulingFree tool now. Better system next.
A template fixes the format. A workflow audit fixes the handoff.
Use a tool
Standardize one form, calculation, or decision.
Find the rework
Notice where staff still copy, chase, or rebuild information.
Map the fix
Bring that workflow to a free 30-minute audit.
Bring us the workflow behind the tool
Find the repetitive work your practice can stop doing by hand.
In a free 30-minute audit, we’ll map one back-office workflow, identify the waits and duplicate entry, estimate what the friction costs, and show you the most practical next step.
30 minutes · No obligation · You keep the workflow map