Free Guide:

How to evaluate a billing company


Learn how to compare companies:

Performance vs Price

Reporting Capabilities & Actionable Data


And More


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Performance vs Price

Price comparison model, with examples of quantified estimates to receive for comparison.

Reporting and Dashboards

Monthly reporting packages, summaries by payor, location, and physician. Plus procedure volumes, A/R aging, and acuity.

Technology Investment

Checklist of core billing technologies. Score sheet for online payment options.


How to handle references, and key questions to ask. How to conduct a site visit.


Examples of strong compliance plans and compliance structure. What to look for in the Chief Compliance Officer

PDF Form

Downloadable PDF, easy to save and share across organizations.