Front Office
Front Office & Billing Toolkit
All eight front office and billing guides in one download: 62 pages plus 17 editable Word templates.
Patient Handouts
Patient Handout Bundle (all 5)
Five plain-language, large-print Medicare handouts for your patients, each in color PDF, grayscale PDF and editable Word.
Why I made thisThe same five Medicare questions come up at the front desk over and over, especially during open enrollment. These answer them on paper, in big type.
$15
Instant download · card or PayPal via Payhip · Download policy
- Length
- 5 handouts × 2 pages (front and back)
- Format
- US Letter. Color PDF, grayscale PDF for the office copier, and an editable Word .docx. One .zip download.
- License
- One clinic (all of its locations) can print unlimited copies for its own patients and edit the Word file for that use. Please don't resell, share or post the files.
What's inside
- What Is an Annual Wellness Visit?
- Why Did I Get a Bill?
- Your Medicare Advantage Plan Explained
- Chronic Care Management: What It Means for You
- Preparing for Your Visit (checklist + medicine list)
- Large 14 pt+ text, high contrast, about a 6th-grade reading level
- Ready to print as-is; add your clinic name, phone or logo in Word if you like
- Sources cited on each handout (Medicare.gov, CMS; checked October 2026)
Who it's for
- Primary care and geriatric clinics with a lot of Medicare patients
- Front desks during Medicare Open Enrollment (Oct 15 to Dec 7)
- Care coordinators who mail or text handouts before visits
Files you'll download
- 01-annual-wellness-visit/
- 02-why-did-i-get-a-bill/
- 03-medicare-advantage-explained/
- 04-chronic-care-management/
- 05-preparing-for-your-visit/
- README-Start-Here.txt
- (each folder: color PDF, grayscale PDF, editable .docx)
Pairs well with
Billing & Revenue
AWV & Care Management Starter Kit
Checklists, an HRA outline and a monthly time log to start (or tighten up) Annual Wellness Visits and CCM, PCM or APCM.
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.