Tools for the work
between the chart and the payment.
Practical templates and checklists for behavioral health and SUD revenue cycle, utilization review, and compliance teams. Each one is free; we ask for a work email and your organization so we know who is using them.
Denial codes cheat sheet for behavioral health and SUD
The thirteen claim adjustment reason codes behavioral health and SUD programs see most, with the typical BH trigger, the prevention step, and the fix for each.
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Medical necessity appeal letter templates for behavioral health
Three editable first-level appeal letters for behavioral health and SUD denials, with a checklist of what to do before writing and the records to attach.
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Payer audit response kit: checklist, cover letter, and deadline tracker
A step-by-step records request checklist, a quality check before anything is sent, a cover letter template, and an Excel tracker that keeps every deadline in view.
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ASAM documentation checklist by level of care
What the record should show to support placement, continued stay, and transition at each level of care, written as checks a reviewer can run against a chart.
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42 CFR Part 2 consent checklist for the 2024 final rule
The required elements of a written consent under the 2024 final rule, how the single consent for treatment, payment, and health care operations works, and the checks to run before each disclosure.
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Denial loss calculator for healthcare revenue cycle teams
An Excel calculator that turns claim volume, reimbursement, and denial rate into dollars denied, dollars recovered, rework cost, and the net annual loss, plus what a lower denial rate would be worth.
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Biopsychosocial assessment template organized by the six dimensions
A structured assessment organized around the six dimensions, with a risk rating and justification for each, ending in a level-of-care recommendation the record can support.
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SUD treatment plan template with measurable goals
An individualized treatment plan organized by the six dimensions, with measurable objectives, interventions, frequency, responsible staff, and review dates, plus a worked example.
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SUD chart audit checklist and scorecard
Score up to ten charts against 24 documentation items weighted by how much each matters to payment, and see which items fail most often.
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Prior authorization request log for behavioral health
Track requests, decisions, peer-to-peer reviews, and the next concurrent review date for every patient, with turnaround and approval rate calculated for you.
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