Revenue Cycle Strategy & Process
Charge Reconciliation Optimization Strategy
Strategic plan for automating the charge reconciliation workflow and setting KPIs.
The Revenue Cycle Power Plan (Meeting Agendas)
Structured framework, agendas, and email templates for RCM analysis and leadership synchronization meetings.
Claims Reconnaissance (Epic AR Guide)
Interactive playbook for extracting unbilled AR intel from SlicerDicer and Reporting Workbench.
The Revenue Cycle Relay Race (4 Key Reports)
Guide and troubleshooting matrix for using Epic's four core charge reconciliation reports together.
Mastering CFB Error Metrics in Epic
Interactive guide to root cause analysis and strategies for reducing Candidate for Bill (CFB) delays.
Coding & Payer Policy Guides
Audiology & Hearing Aid Charge Decoder
Interactive guide to CPT/HCPCS codes, service unbundling, and the future of hearing aid billing.
Esketamine Clinics: CAH Billing Guide
Comprehensive guide to G2082/G2083 coding, payer coverage, and the Critical Access Hospital (CAH) Method II advantage.
Dry Needling Reimbursement Guide (Checker)
Interactive quick-check tool for CPT 20560/20561 coverage across major Wisconsin payers.
Global OBGYN Billing Guide
Essential guide to the maternity global package, charge capture, and non-global services.
Pediatric Telehealth Video Visit Guide
Compliant billing for video visits, including CPT codes, modifiers (95/93), and Place of Service (POS 02/10) rules.
Lifestyle Management (RD Services) Billing
Definitive guide on why RDs cannot bill under E/M ("incident-to" trap) and compliant self-pay models.
Allergen Immunotherapy Billing (95144-95165)
Guide to compliant billing for allergen vial preparation on the date of absence and split HB/PB charging.
Data & Epic System Intelligence
Power BI Dashboard Technical Build Plan
Step-by-step guide on data modeling (Star Schema), DAX measures, and dashboard mockups for charge reconciliation.
Databricks to Power BI: Collaborative SQL Workflow
A guide for analysts on building and saving data Views in Databricks for seamless reporting integration.
Epic Research & Innovation Plan
Focused agenda for deep dives into existing Epic reporting tools (RWB/SlicerDicer) and future release features (UserWeb).
APC Productivity Tracking Solution
Standardizing APC effort tracking for non-billable services (CPT 77427).
Financial & Personal Planning
HSA HACKS: Wealth Building Guide
Guide to leveraging the HSA's triple tax advantage and using it as a supplemental retirement account.
Trusts: Revocable, Irrevocable, and Land Trusts
Guide to estate planning and asset protection using different types of trusts.
AI Strategic Advisor
Interactive, gamified dashboard for setting and achieving daily and long-term personal goals.
California Dreamin' Itinerary (9-Day)
Interactive timeline for a 9-day road trip through LA, Sequoia, Yosemite, and San Francisco.