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Year-end Practice Management Checklists

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It’s finally time to wave 2020 goodbye, which means 2021 is right around the corner. Is your practice ready for the new year?

To help your practice prepare, we’ve compiled five of our most popular checklists into one comprehensive Year-End Checklists toolkit. Use these free checklists to bolster your existing patient and payment workstreams or create new policies for your practice.

Our Year-end Checklists toolkit includes:

  • Patient Benefits and Eligibility Checklist
  • Maximizing Patient Collections Checklist
  • Collecting Outstanding Patient Balances Checklist
  • Medical Necessity Checklist
  • 2021 FSA/HSA Planning Worksheet

Download the toolkit today to get started.


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Clinical Documentation

Enjoy speed and ease with a single patient record, simple charting and a robust content library.

Registration & Scheduling

Have everything at your fingertips to streamline patient intake, scheduling and practice management.

Billing & Collections

Grow revenue, cut denials and speed payment with claims management, billing and collections software.

Reporting & Analytics

Gain unparalleled visibility and insight with interactive reporting, performance metrics and analytics.

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Clinicient has been the right choice for my practice. I feel very comfortable recommending Clinicient to anyone who is considering a new EMR system.

James G., Owner at Physical Therapy Practice

The integration of the schedule, billing and the documentation is user friendly. Once you customize your evaluations templates evaluations are a breeze.

Raphael, Physical Therapist at Portera Rehabilitation

Go ahead. See how fast and simple documentation can be.

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