Clinic Growth Vault
No fluff, no “marketing words.” These are operator-style playbooks and templates built to produce measurable results. No email required.
Use it two ways
- DIY: download templates and implement internally.
- Done-for-you: if you don’t want to manage it, we implement the system and report weekly.
Packs (best place to start)
Each pack is a dense, actionable PDF you can implement immediately.
RCM Playbook Pack (PDF)
Denials + AR system: denial map, 7‑day sprint, CO‑97 decision tree, AR touch rules, weekly KPI report.
OpenClinic Operations Pack (PDF)
Front desk insurance capture, inbound calls framework, no‑show reduction (targeted SMS), schedule fill system, call QA scorecard.
OpenClinic Growth Pack (PDF)
Reviews workflow, referral engine, and patient reactivation sequences that fill schedule gaps.
OpenClinic Management Pack (PDF)
SOP sprint, training system, and a 15‑minute weekly ops meeting that creates action.
OpenTrackers & templates (plug-and-play)
Spreadsheets that make progress visible and keep work consistent.
Denial Tracker (XLSX)
Track denials by payer, CARC/RARC, root cause, fix applied, owner, and recurrence.
OpenNo‑Show Risk & Fill Tracker (XLSX)
Track no‑show %, reasons, confirmation rate, and waitlist fills weekly.
OpenReferral Pipeline Tracker (XLSX)
Partner list + touches + referrals/month + conversion tracking.
OpenReviews Tracker (XLSX)
Track review count, average rating, requests sent, and responses completed.
OpenPlaybooks (deep, practical)
Written like an operator — what to do, what to say, and what to track.
The 7‑Day Denial Reduction Sprint (Fix Repeat Denials Fast)
A sprint clinics use to cut repeat denials by fixing root causes and locking changes into SOPs + QA.
OpenCO‑97 / Bundling Playbook (Fast Decision Tree + Documentation Prompts)
A modern, practical way to handle bundling denials: decide fast, document correctly, prevent repeats.
OpenUnderpayment Detection (The 3‑Way Match Clinics Rarely Do)
How to catch silent revenue leakage: compare contracted expectation vs EOB vs deposit, and work exceptions only.
OpenNo‑Show Reduction That Still Feels Human (Targeted SMS + Fill System)
Modern attendance improvement: targeted reminders, respectful nudges, and a waitlist fill system that prevents revenue loss.
OpenFront Desk That Prevents Denials (Insurance Capture + Eligibility System)
A simple front-desk system that prevents the most common avoidable denials before they ever happen.
OpenAR Triage: Move Dollars With Less Work (Queue Logic + Touch Cadence)
Most AR work is wasted. This playbook shows the queue logic and touch rules that move dollars without burning staff.
OpenInbound Calls: A Calm Framework That Converts (Without ‘Salesy’ Words)
Scripts and structure for front desk and call teams to guide patients to the next step naturally.
OpenReferral Engine: Partners Refer When You Make Them Look Good
A weekly referral system with scripts, a referral guide, and an update loop that drives repeat referrals.
OpenReviews System: More Google Reviews Without Begging
A workflow-based approach to reviews: trigger, ask, send link, respond weekly.
OpenReactivation: Fill Schedule Gaps With Lapsed Patients
A short outreach sequence for patients not seen recently—helpful, compliant, and easy to execute.
OpenSOPs in 1 Week: Turn Chaos Into Consistency (Without a Big Project)
A 5-day SOP sprint that converts tribal knowledge into checklists + QA, so quality stays stable.
OpenThe 15‑Minute Weekly Ops Meeting (Action, Not Talk)
A short meeting structure that keeps the clinic in control: KPI glance, one blocker, one fix, owners + dates.
OpenWhat makes these work
Every resource uses the same discipline: reduce variance (SOPs), catch issues early (QA sampling), and make progress visible (weekly KPIs). That’s what turns “effort” into results.
Want a personalized plan for your clinic?
Send your denial categories (de‑identified). We’ll return root causes, fixes, and KPIs we’d track weekly.
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