Billing & Revenue
Medicare Missed-Revenue Kit
A plain-English 2026 Medicare billing guide plus an Excel self-audit that estimates what your practice may be leaving unbilled.
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Billing & Revenue
AWV & Care Management Starter Kit (CY2026)
Checklists, an HRA outline and a monthly time log to start (or tighten up) Annual Wellness Visits and CCM, PCM or APCM.
Why I made thisWellness visits and care management are where I've seen the most good work go unbilled. This is the starter binder so the paperwork stops being the reason.
$7
Instant download · card or PayPal via Payhip · Download policy
- Length
- 8 pages + 3 editable Word templates
- Format
- US Letter PDF (full color + low-ink print-friendly) and editable Word .docx (opens in Google Docs and LibreOffice). One .zip download.
- License
- Print and copy inside your own practice (one practice). Please don't resell or share the files.
This is also included in the Front Office & Billing Toolkit, with the other 7 guides in the set.
What's inside
- A visit flow for the Medicare Annual Wellness Visit
- An AWV documentation checklist with 2026 billing points: modifier 25, ACP with modifier 33, the redefined G0136
- A health risk assessment (HRA) outline
- Side-by-side comparison to choose between CCM, PCM and APCM
- Consent, monthly documentation and APCM capability checklists
- A monthly care-management time log; dollar figures are CY2026 national rates
Who it's for
- Primary care and geriatric practices starting an AWV or care-management program
- Care coordinators who track monthly minutes
- Practice managers deciding between CCM, PCM and APCM
Files you'll download
- 06-AWV-and-Care-Management-Starter-Kit.pdf (8 pages, color)
- 06-AWV-and-Care-Management-Starter-Kit-PrintFriendly.pdf
- editable/AWV-Care-Management-Kit-Checklists.docx
- editable/Care-Management-Monthly-Time-Log.docx
- editable/Health-Risk-Assessment-Outline.docx
- README.txt
Pairs well with
Patient Handouts
Patient: Chronic Care Management
A 2-page CCM explainer for patients that also covers the consent talking points: availability, cost-sharing, one provider per month, the right to stop.
Instant downloadA .zip of PDFs and editable files, right after checkout.
Secure checkoutCard or PayPal through Payhip. I never see your card number.
Help by emailQuestions about a file? Email me.
No patient dataNothing here asks for PHI. Every example is made up.
Educational use only. Not legal, billing, coding or medical advice. Rules change and vary by MAC, state and payer, so confirm with the official sources (listed in the staff guides and Medicare kit). All examples are fictional. Not affiliated with or endorsed by CMS, HHS or any payer. Questions? Read the FAQ or email jenny@clinicrevenueguides.com.