Checklists & templates
Checklists and self-assessments for health operations teams.
Practical files, written to be handed straight to your team. For explanations of how things work, see our Guides.
Self-assessment
Is Your HIM Department Ready? A Technology Readiness Self-Assessment
A free 15-page, print-ready workbook to score your HIM department’s readiness for any new technology in about 15 minutes.
PDF · 15 pages · print-ready
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Checklist
CY2027 Medicare Fee Schedule Readiness Checklist
A one-page checklist of what RCM and compliance teams should model before January 1, based on proposed rule CMS-1848-P.
PDF · 1 page
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