E- Guides/Tools & More
Education is Key!
HCC (Risk Adjustment) Documentation Guide
This is the complete Risk Adjustment & HCC Documentation Guide — a full 10-chapter, consulting-grade resource built for coders, auditors, CDI specialists, and providers who need more than a cheat sheet. This is the deep dive.
Evaluation & Management Quick Tip sheet
Master MDM, Total Time & Documentation – Fast, Clear, and Audit-Ready
Struggling to confidently select the correct E/M level under the 2023 guidelines? This quick tip sheet is designed to simplify Evaluation and Management coding so you can code accurately, reduce errors, and stay compliant.
This free resource introduces key documentation concepts, common HCC coding considerations, and practical tips to help coders, CDI specialists, auditors, providers, and healthcare professionals strengthen documentation and coding accuracy. It’s the perfect starting point before diving into the complete consulting-grade guide.
SDOH Tool-Kit
A multi-section practitioner’s guide covering all six Social Determinants of Health Domains-Professionally formatted and ready to implement today.
A Telehealth E - Guide
Step into the future of healthcare with our Telehealth 2026 E-Guide. Unlock the Future of Remote Healthcare with Our Telehealth E-Guide and FREE Checklist!
HCC (Risk Adjustment) Documentation Guide
When submitting medical records for a RADV audit, health plans must focus attention on established CMS recordkeeping principles; download our free checklist.
SDOH Tool-Kit
A multi-section practitioner’s guide covering all six Social Determinants of Health Domains-Professionally formatted and ready to implement today.
A Telehealth E - Guide
Step into the future of healthcare with our Telehealth 2026 E-Guide. Unlock the Future of Remote Healthcare with Our Telehealth E-Guide and FREE Checklist!
CMS RADV Checklist
When submitting medical records for a RADV audit, health plans must focus attention on established CMS recordkeeping principles; download our free checklist.
Documentation Tips for Behavioral Health
Learn best practices for documentation to enhance the precision and clarity of your patient records, leading to better patient outcomes and streamlined workflows.
Telehealth & SDOH
Telehealth SDOH Toolkit Free Tip Sheet. We’re excited to share our Telehealth SDOH Toolkit, a practical, free downloadable tip sheet designed to help your coding, auditing, or clinical teams integrate social determinants of health (SDOH) into their telehealth workflows.
Medicare Secondary Payer (MSP) Tip Sheet
Always verify if Medicare is primary or secondary! Avoid denials by screening for MSP rules at every visit and using our free front desk tip sheet to stay compliant. Download our full MSP Verification Tip Sheet.
Documentation Chart
DSP (Diagnoses, Support, Plan), MEAT (Monitor, Evaluate, Assess/Address, Treat), or TAMPER (Treatment, Assessment, Monitoring, Patient Engagement, Report) to extract and validate data.
Diagnostic/Screening
Diagnostic tests confirm or rule out a suspected medical condition while screening tests identify asymptomatic diseases.
Heart Failure Tipsheet
Don’t miss the code; capture the care. Proper documentation of heart failure drives accurate risk scores, shows medical necessity, and improves patient outcomes.
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