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Evaluating a Merchant Credit Card Processor — Checklist

Comparing processors to their competitors can be a daunting task. There is no easy way to do an apples-to-apples comparison, but we will provide you with some of the secrets of the trade, including the types of fee and pricing schedules in the marketplace

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How to Conduct a Team Chart Audit

Use this resource to audit charts to ensure financial integrity is being maintained by all people involved.

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Patient Portal Implementation Checklist

Understand how a patient portal can assist your practice with patient communication, record-keeping and overall office efficiency with this resource. Use our checklist to evaluate your practice’s need for a patient portal and valuable features to consider before implementation.

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Receipt of Unsolicited Products or Services

Did you receive products you did not order, and then were invoiced for them? Have you received an invoice for advertising you did not order? Use this sample letter to notify the company that state and federal law allow you, the recipient, to use or dispos

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Records and Documents Retention Guidelines

Use this table to determine how long to keep business records such as payroll and employee records, patient records, EOB's and more.

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