Resources

Templates, guides, scripts, and downloads to support every stage of your journey

Template

Patient Notification Letter Template

Customizable letter to inform patients about insurance network changes

Free membership required
Template

PPO Termination Letter Template

Professional letter to terminate your contract with a PPO carrier

Free membership required
Script

Front Desk Phone Script: Insurance Questions

Word-for-word scripts for handling patient insurance inquiries

Free membership required
Script

Fee-for-Service Conversation Guide

How to discuss fees confidently with patients

Free membership required
Checklist

PPO Transition Checklist

Step-by-step checklist for dropping a PPO plan

Free membership required
Checklist

Membership Plan Launch Checklist

Everything you need to launch your in-house plan

Free membership required
Guide

The Complete Guide to Dropping PPOs

Comprehensive pillar guide covering strategy, execution, and messaging

Free membership required
Guide

Building a Membership Plan from Scratch

End-to-end membership plan guide with pricing strategies and implementation steps

Free membership required
Spreadsheet

PPO Write-Off Tracking Spreadsheet

Track write-offs by plan, procedure, and month to visualize practice impact

Free membership required
Spreadsheet

Revenue Transition Tracker

Monitor revenue changes during PPO transition to measure practice impact

Free membership required
Guide

Team Training Presentation Deck

Present the case for reducing insurance dependence to your team

Free membership required
Guide

New Patient Marketing Playbook

Attract fee-for-service patients after dropping PPOs

Free membership required

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