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DOWNLOADABLE GUIDES

Practical RCM Guides For Practices Of Every Size

Whether you're a solo or small practice without a dedicated billing specialist, a larger multi-provider group juggling consistency across locations, or a hospital or health system managing compliance and reporting at scale, revenue cycle challenges look a little different at every size. These four guides are practical, no-fluff resources built for whichever one you're dealing with — not sales collateral.

  • Reducing Claim Denials
  • Choosing a Billing Partner
  • RCM KPIs to Track
  • HIPAA, BAAs & Data Security

Use the table of contents below to jump to a guide.

The Practice Owner's Guide to Reducing Claim Denials

Best for: Practices of any size that want to see fewer claims come back unpaid

Denied claims are one of the most common and most fixable sources of lost revenue in a practice. This guide breaks down why claims get denied, how to triage the ones already sitting in your aging report, and what a proactive denial-management habit looks like — whether you handle billing in-house or through a partner.

What's inside:

  • The five most common root causes of denials (eligibility issues, coding errors, missing prior authorization, timely filing misses, and duplicate/bundling errors)
  • A simple triage framework for deciding which open denials to work first
  • A denial-tracking habit any practice can start this week, regardless of billing setup
  • Questions to ask if your current process doesn't include proactive denial follow-up

Related reading: Denial Management services · Glossary: Billing & Claims Basics

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Choosing a Medical Billing Partner: A Due-Diligence Checklist

Best for: Practices evaluating whether to outsource billing, or considering switching partners

Whether you're outsourcing billing for the first time or considering a switch, the questions you ask upfront determine whether the transition goes smoothly. This checklist walks through what to ask about pricing, reporting, onboarding, and compliance before you sign anything.

What's inside:

  • Questions to ask about pricing structure and contract terms
  • Questions to ask about reporting and real-time visibility into your numbers
  • Questions to ask about the transition and onboarding process
  • Questions to ask about compliance and data security
  • A one-page scorecard for comparing prospective partners side by side

Related reading: Medical Billing FAQs: For Small Practices · Case Studies

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RCM KPIs Every Practice Should Track

Best for: Practice administrators and owners at any size who want a clearer read on billing performance

You can't improve what you aren't measuring. This guide covers the six revenue cycle metrics that give the clearest, fastest read on whether your billing process is actually working — what each one means, why it matters, and how to start tracking it.

What's inside:

  • The six KPIs that matter most day to day: Days in A/R, Clean Claim Rate, First-Pass Resolution Rate, Denial Rate, Aging buckets, and Net Collection Rate
  • What each one is measuring and why it matters
  • How to start tracking them even without dedicated reporting software
  • Where to find these automatically in RCMEasy's client portal

Related reading: Glossary: RCM Performance & Metrics · What Is Revenue Cycle Management? (blog)

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HIPAA, BAAs & Data Security: What to Ask Any Billing Partner

Best for: Providers, practices, and health systems evaluating compliance risk before outsourcing

Outsourcing billing doesn't outsource your compliance responsibility — it's shared. This guide covers what a Business Associate Agreement actually does and doesn't cover, what to ask about how a vendor handles PHI, and the red flags that suggest a vendor isn't ready for that responsibility.

What's inside:

  • What a BAA actually covers, in plain language
  • Questions to ask about how PHI is accessed, stored, and limited internally
  • Red flags that suggest a billing vendor isn't compliance-ready
  • How RCMEasy structures administrative, technical, and physical safeguards

Related reading: Security & Compliance (HIPAA) · Glossary: Compliance & Privacy Terms

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