Front Office & Billing Toolkit · all 8 guides
Denials, verification, ABNs, prior auth, credentialing, AWV and care management, MIPS and HIPAA. 62 pages plus 17 editable Word templates. Bought one at a time, the eight guides are $56.
For small primary care & geriatric practices
Billing tools I built at my own front desk.
I'm a practice manager. These are the checklists, cheat sheets and guides I made because I needed them, written in plain English and checked against CMS sources. No fluff, no patient data, no consultant pricing.
A note from me
Hi, I'm Jenny. I run the business side of a small primary care practice that sees a lot of older patients. Billing, front desk, credentialing, the HIPAA binder, the phone call about the bill. All of it ends up on my desk.
What finally got me was watching our providers and nurses do real work, the wellness visits, the advance care planning talks, the calls after a hospital discharge, and then seeing it never make it onto a claim. Not because anyone was careless. Because the rules are scattered across a dozen CMS pages and nobody has time to read them between patients.
So I started writing it down. One page for this, a checklist for that, a spreadsheet to see where we were missing things. That pile became these guides. I sell them for what a small office can actually afford, and if one doesn't help you, I'll give your money back.
Jenny
Questions about anything here? Email me at jenny@clinicrevenueguides.com. I read every one.
Start here
The Medicare Missed-Revenue Kit
If you only get one thing from me, get this. It's a 15-page guide to the Medicare services small practices most often do and don't bill: AWV, advance care planning, CCM, PCM, APCM, RPM, TCM and G2211, with 2026 national rates from the CMS fee schedule.
It comes with an Excel self-audit. You type in counts from your billing reports (no patient names, ever) and it estimates what you may be leaving unbilled across 17 services.
- 15-page CY2026 guide: who qualifies, how often, what to document, common denials
- Excel self-audit workbook, no macros, works in Google Sheets too
- 1-page quick reference of 7 commonly missed codes
The workbook's dashboard, filled in with the sample practice that ships in the file. Your numbers will be different.
Browse by what's on your desk
Everything I've made so far
Billing & Revenue
Getting paid for the work you already do.
5 guides →Front Office
Fewer surprises at check-in, fewer denials later.
5 guides →Compliance & Quality
The rules that cost you money when nobody owns them.
4 guides →Staff Training
Things I hand a new hire in their first week.
3 guides →Patient Handouts
Plain-language sheets so the front desk isn't explaining Medicare from scratch every time.
6 guides →Bundles
Same files, lower price.
2 guides →Bundles
If you're setting up an office or training someone new
Patient Handout Bundle · all 5
Wellness visits, surprise bills, Medicare Advantage, chronic care management and visit prep. Large print, about a 6th-grade reading level. Bought one at a time, they're $25.
Instant downloadA .zip of PDFs and editable files, right after checkout.
Secure checkoutCard or PayPal through Payhip. I never see your card number.
30-day refundNot useful? Email me within 30 days and I'll refund you.
No patient dataNothing here asks for PHI. Every example is made up.
Coming to Amazon
Paperback and Kindle editions
A book version of the Medicare guide (Kindle and paperback) and my AI-assisted billing guide (Kindle) are in Amazon's review right now. I'll add links here once they're live. The book edition of the Medicare guide doesn't include the Excel workbook. For that, get the kit above.