New Patient Welcome Letters

These customizable welcome letter templates help healthcare practices make a strong first impression with new patients. Each letter is designed to communicate professionalism, set clear expectations, and provide essential information about services, policies, and contact details. Use them to build trust from the start, improve patient onboarding, and foster lasting relationships.

This resource provides you with…

First Impressions

Make every new patient feel valued from the start. These letters set a professional and welcoming tone for your practice.

Clear Communication

Provide essential details about services, policies, and contact information. Each template ensures patients know what to expect.

Stronger Relationships

Build trust and improve patient onboarding. These customizable letters help foster lasting connections with your patients.

Other Available Resources...

All
Revenue Cycle Management
Claims
Statements
eLearning
GRC
Patient Engagement

Statement Services Trial

Trial

Experience a personalized trial of our statement and invoice services—designed to showcase your data in professional, branded formats.

View Resource

Denial Management Case Study: The Village Network

Case Study

Discover how The Village Network cut denials by 66% and recovered $300,000+ in revenue with a structured denial management strategy.

View Resource

K2 GRC eLearning Self-Paced Demo

Demo

Explore the K2 GRC platform at your own pace with this guided demo, designed to showcase features that streamline governance, risk, and compliance management.

View Resource

K2 Cyber Self-Paced Demo

Demo

Discover K2 Cyber’s capabilities in this interactive, self-paced demo, built to highlight tools that strengthen your organization’s cybersecurity posture.

View Resource

K2 Compliance Virtual Demo

Demo

See K2 Compliance in action through a virtual walkthrough that demonstrates how to simplify and automate compliance workflows.

View Resource

K2 Compliance Beta

Trial

Try our GRC platform, K2 Compliance. Witness the impressive evolution of a tool initially designed to document HIPAA Security Rule implementation.

View Resource

Statement Services Trial

Trial

Experience a personalized trial of our statement and invoice services—designed to showcase your data in professional, branded formats.

View Resource

Denial Management Case Study: The Village Network

Case Study

Discover how The Village Network cut denials by 66% and recovered $300,000+ in revenue with a structured denial management strategy.

View Resource

Billing Portal Self-Paced Demo

Demo

This self-paced demo is a powerful resource for anyone responsible for patient communication, billing operations, or customer support. It demonstrates how the new portal improves the patient experience and supports your revenue goals through streamlined, modern tools.

View Resource

Sample Appeal Letters

Template

Professionally crafted appeal letter templates to help recover denied or underpaid medical claims.

View Resource

New Patient Welcome Letter Templates for Dentists

Template

This document was created for you and your team. It provides you with professional designs that you can use to explain information about a patient’s first dentist appointment and what they should expect from your practice.

View Resource

Patient Statement Design Checklist

Checklist

This checklist serves as an everlasting tool for you and your team to use. It teaches you professional design concepts that you should keep in mind while explaining their significance from the perspective of your patients. It’s meant to be something that you download, print out and use as a reference every time you design your patient statements.

View Resource

New Doctor Announcement Letters

This document serves as an excellent tool for you to use with your team. It provides you with professional and easy-to-use templates to introduce staff to your community whenever you have a new hire.

View Resource

New Patient Letters for Primary Care

Template

This document is meant to be a collection of templates that you download, customize, and send to new patients. Send a letter to families thanking them for choosing your organization for their medical needs.

View Resource

New Patient Letters for Chiropractors

Template

These templates can help you streamline the letter-creation process for every patient you have. The professional designs help you explain what forms the patient should complete before the first appointment and what they can expect the first day.

View Resource

Past Due Letter Templates

Template

This document serves as an everlasting tool for you and your team to use. It provides you with professional designs that you can use while explaining account information to the recipients of the letters. This document is meant to be a tool that you download, customize, and send every time you send a client a letter explaining a statement is overdue.

View Resource

New Patient Welcome Letters

Template

Ready-to-use welcome letter templates to make a great first impression and set clear expectations for new patients.

View Resource

Timely Filing Limit Guide

Guide

We’ve consolidated a list of 100 health insurance timely filing limits for your reference.

View Resource

Medical Collection Letter Samples

Template

These Medical Collection Letter templates provide an easy way to create and send personalized, easy-to-understand collection letters to clients with outstanding balances.

View Resource

Guide to Improve Collecting Payments from Patients

Guide

This document was created to help you and your team. You can use it as a poster in your office and check off improvements as you implement them. This resource is meant to be a tool that you download for the benefit of your business.

View Resource

Friendly Payment Reminder SMS Templates

Template

Enjoy these free templates of different texts you can send your clients to remind them about their bills.

View Resource

Payment Reminder Email Templates

Template

This document serves as an extensive tool for you to use when dealing with invoices and your bottom line. It provides you with professional and easy-to-use templates to help you manage your revenue and income.

View Resource

Therapist Invoice Templates

Brochure

These therapist invoice templates provide an easy way to generate clear, organized, and professional invoices for your clients. Each invoice is designed to be simple yet effective, ensuring your practice maintains a professional image while streamlining your billing process.

View Resource

Denial Management Case Study: The Village Network

Case Study

Discover how The Village Network cut denials by 66% and recovered $300,000+ in revenue with a structured denial management strategy.

View Resource

Sample Appeal Letters

Template

Professionally crafted appeal letter templates to help recover denied or underpaid medical claims.

View Resource

Timely Filing Limit Guide

Guide

We’ve consolidated a list of 100 health insurance timely filing limits for your reference.

View Resource

Billing Portal Self-Paced Demo

Demo

This self-paced demo is a powerful resource for anyone responsible for patient communication, billing operations, or customer support. It demonstrates how the new portal improves the patient experience and supports your revenue goals through streamlined, modern tools.

View Resource

Patient Statement Design Checklist

Checklist

This checklist serves as an everlasting tool for you and your team to use. It teaches you professional design concepts that you should keep in mind while explaining their significance from the perspective of your patients. It’s meant to be something that you download, print out and use as a reference every time you design your patient statements.

View Resource

Past Due Letter Templates

Template

This document serves as an everlasting tool for you and your team to use. It provides you with professional designs that you can use while explaining account information to the recipients of the letters. This document is meant to be a tool that you download, customize, and send every time you send a client a letter explaining a statement is overdue.

View Resource

Medical Collection Letter Samples

Template

These Medical Collection Letter templates provide an easy way to create and send personalized, easy-to-understand collection letters to clients with outstanding balances.

View Resource

Guide to Improve Collecting Payments from Patients

Guide

This document was created to help you and your team. You can use it as a poster in your office and check off improvements as you implement them. This resource is meant to be a tool that you download for the benefit of your business.

View Resource

Friendly Payment Reminder SMS Templates

Template

Enjoy these free templates of different texts you can send your clients to remind them about their bills.

View Resource

Payment Reminder Email Templates

Template

This document serves as an extensive tool for you to use when dealing with invoices and your bottom line. It provides you with professional and easy-to-use templates to help you manage your revenue and income.

View Resource

Therapist Invoice Templates

Brochure

These therapist invoice templates provide an easy way to generate clear, organized, and professional invoices for your clients. Each invoice is designed to be simple yet effective, ensuring your practice maintains a professional image while streamlining your billing process.

View Resource

K2 GRC eLearning Self-Paced Demo

Demo

Explore the K2 GRC platform at your own pace with this guided demo, designed to showcase features that streamline governance, risk, and compliance management.

View Resource

K2 Cyber Self-Paced Demo

Demo

Discover K2 Cyber’s capabilities in this interactive, self-paced demo, built to highlight tools that strengthen your organization’s cybersecurity posture.

View Resource

K2 Compliance Virtual Demo

Demo

See K2 Compliance in action through a virtual walkthrough that demonstrates how to simplify and automate compliance workflows.

View Resource

ISO 27001 to NIST SP 800-171 Rev 2 Crosswalk

Template

A detailed mapping tool to help you align ISO 27001 controls with NIST SP 800-171 Rev 2 requirements.

View Resource

How to Handle CUI Training Trial

Trial

This training offers a comprehensive guide on CUI training protocols and strategies, designed to equip organizations with the knowledge and tools needed to excel in this critical aspect of compliance.

View Resource

Human Trafficking Awareness Resource Kit

Checklist

Crafted in collaboration with a former DOJ director, our human trafficking awareness training aids hospitality organizations in meeting new state-level mandates, potentially avoiding legal repercussions. This resource trial offers a glimpse into our comprehensive module, designed to equip your team with the knowledge and skills necessary to combat human trafficking within the hospitality sector.

View Resource

Human Trafficking Awareness for Hospitality Trial

Trial

We create human trafficking awareness training alongside a former DOJ director, to help hospitality organizations achieve compliance with new state-level mandates to avoid a potential lawsuit. This resource is a trial of our comprehensive hospitality human trafficking awareness module.

View Resource

Phishing Identification Training Trial

Trial

We created a comprehensive phishing identification training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive phishing identification training module.

View Resource

Sexual Harassment Training Trial

Trial

A comprehensive sexual harassment training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive sexual harassment training module.

View Resource

Billing Portal Self-Paced Demo

Demo

This self-paced demo is a powerful resource for anyone responsible for patient communication, billing operations, or customer support. It demonstrates how the new portal improves the patient experience and supports your revenue goals through streamlined, modern tools.

View Resource

30+ HIPAA Quiz Questions

Quizzes & Games

This document was created to help you and your team add a layer of proof that HIPAA is well understood. It provides you with a starting point to formulate questions to ensure employees understand their HIPAA training. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

HIPAA Risk Assessment Workbook

eBook

Guided by regulatory expectations and shaped by real-world user feedback, this tool helps you approach HIPAA risk assessments with clarity, consistency, and efficiency.

View Resource

Human Trafficking Training for Healthcare Providers

Guide

We created a comprehensive human trafficking training in healthcare module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our healthcare human trafficking training module.

View Resource

HIPAA Jeopardy

Quizzes & Games

This digital game was created to help you and your team engage in HIPAA topics. It provides you with questions that enforces the specific terminologies related with HIPAA rights. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

HIPAA Training PowerPoint Template

Guide

This document serves as an excellent tool for you to comply with HIPAA laws. It provides you with professional and easy to use PowerPoint templates to introduce HIPAA topics during the training sessions.

View Resource

Free HIPAA Training Materials

Guide

‍This workbook was designed as a tool to help you cover all of your bases with HIPAA. This workbook includes the topics of the Privacy Rule, Minimum Necessary Standard, Individual rights, and key terms.

View Resource

K2 GRC eLearning Self-Paced Demo

Demo

Explore the K2 GRC platform at your own pace with this guided demo, designed to showcase features that streamline governance, risk, and compliance management.

View Resource

K2 Cyber Self-Paced Demo

Demo

Discover K2 Cyber’s capabilities in this interactive, self-paced demo, built to highlight tools that strengthen your organization’s cybersecurity posture.

View Resource

K2 Compliance Virtual Demo

Demo

See K2 Compliance in action through a virtual walkthrough that demonstrates how to simplify and automate compliance workflows.

View Resource

K2 Compliance Beta

Trial

Try our GRC platform, K2 Compliance. Witness the impressive evolution of a tool initially designed to document HIPAA Security Rule implementation.

View Resource

K2 Compliance for CMMC Brochure

Brochure

An overview of how K2 Compliance supports CMMC readiness, helping organizations meet certification requirements efficiently.

View Resource

ISO 27001 to NIST SP 800-171 Rev 2 Crosswalk

Template

A detailed mapping tool to help you align ISO 27001 controls with NIST SP 800-171 Rev 2 requirements.

View Resource

Incident Response Plan Policy Template

Template

Safeguard your organization with our comprehensive guide designed to effectively respond to security incidents. Tailored for versatility, this template ensures a systematic approach to incident handling, minimizing downtime, and protecting sensitive information.

View Resource

Incident Response Plan Starter Kit

Brochure

Our Incident Response Plan Start Kit is designed to help organizations of all sizes create a custom plan that meets their specific needs. From identifying potential risks to executing a response plan, our kit provides the necessary resources to ensure your organization is fully prepared to handle any security incident.

View Resource

CMMC Level 1 Information Security Policy

Brochure

This policy template helps organizations understand and implement the key security practices required by CMMC Level 1. It covers areas such as access control, incident response, and physical security measures.

View Resource

CMMC Level 1 Continuous Monitoring Matrix

Brochure

A practical matrix to guide ongoing monitoring efforts and maintain CMMC Level 1 compliance.

View Resource

CMMC LTP Listings

Brochure

Our list of Licensed Training Providers (LTP) features over 60 listings as the ultimate source to find those that have officially received the designation.

View Resource

Scoping Applicability Matrix

Template

This Scoping Applicability Matrix resource exists to help you document your own scoping guide as it pertains to the 320 assessment objectives of NIST SP 800-171A to the CMMC scope.

View Resource

CMMC System Security Plan Template

Template

The SSP is a great example of how organizations can prepare for upcoming CMMC rules and requirements. This document clearly demonstrates compliance with CUI safeguarding measures, which is a requirement from the government.

View Resource

NIST SP 800-171 Rev 3 Crosswalk Calculator

Calculator

An interactive calculator to compare and align requirements between NIST SP 800-171 and NIST SP 800-53.

View Resource

NIST SP 800-171 vs 800-53 Crosswalk

Template

This crosswalk is a comprehensive guide designed to bridge the gap between two critical cybersecurity frameworks: NIST Special Publication 800-171 (Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations) and NIST Special Publication 800-53 (Security and Privacy Controls for Federal Information Systems and Organizations).

View Resource

The Data Flow Diagram

Guide

Gain a comprehensive understanding of compliance requirements, best practices, and actionable strategies to fortify your data management framework. Explore further to elevate your compliance journey.

View Resource

CMMC Compliance Checklist

Checklist

This checklist serves as a tool for you and your team to use when becoming CMMC compliant. It makes you think about many of the different aspects related to supply chain, gaps in your organization, and the level of compliance you need. This document is meant to be a tool that you download, print out and use as a reference for every step.

View Resource

CMMC Policy Mapping Template

Template

This policy mapping includes all governed controls, assessment objectives they meet and associated procedures.

View Resource

Reynolds Construction Case Study

Case Study

This case study is a practical look at how one company overcame major CMMC hurdles with limited resources.

View Resource

How to Handle CUI Training Trial

Trial

This training offers a comprehensive guide on CUI training protocols and strategies, designed to equip organizations with the knowledge and tools needed to excel in this critical aspect of compliance.

View Resource

Human Trafficking Awareness Resource Kit

Checklist

Crafted in collaboration with a former DOJ director, our human trafficking awareness training aids hospitality organizations in meeting new state-level mandates, potentially avoiding legal repercussions. This resource trial offers a glimpse into our comprehensive module, designed to equip your team with the knowledge and skills necessary to combat human trafficking within the hospitality sector.

View Resource

Human Trafficking Awareness for Hospitality Trial

Trial

We create human trafficking awareness training alongside a former DOJ director, to help hospitality organizations achieve compliance with new state-level mandates to avoid a potential lawsuit. This resource is a trial of our comprehensive hospitality human trafficking awareness module.

View Resource

Sexual Harassment Training Trial

Trial

A comprehensive sexual harassment training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive sexual harassment training module.

View Resource

Clean Desk Policy Poster Samples

Template

These clean desk policy posters serve as an everlasting tool for your team to use. They remind professionals of security risks if they don’t follow your clean desk policy. They also educate on how to go green and reduce stress with less clutter.

View Resource

Social Media Policy Checklist

Checklist

This social media policy checklist is an everlasting tool for you and your team. It provides tips to consider when creating your policy so that your team effectively uses social media while also staying compliant and professional.

View Resource

Hospital Visitor Policy Checklist

Checklist

This checklist serves as a tool for you and your team to use when designing policies controlling the flow of non-patients. It makes you think about many of the different aspects related to privacy, safety, and accountability. This document is meant to be a tool that you download, print out and use as a reference every time you update policies.

View Resource

Email Communication Do's and Dont's Quick Reference Guide

Guide

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

30+ HIPAA Quiz Questions

Quizzes & Games

This document was created to help you and your team add a layer of proof that HIPAA is well understood. It provides you with a starting point to formulate questions to ensure employees understand their HIPAA training. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

HIPAA Risk Assessment Workbook

eBook

Guided by regulatory expectations and shaped by real-world user feedback, this tool helps you approach HIPAA risk assessments with clarity, consistency, and efficiency.

View Resource

Patient Confidentiality Quick Reference Guide for Nurses

Guide

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

Patient Confidentiality Quick Reference Guide for Doctors

Guide

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

Human Trafficking Training for Healthcare Providers

Guide

We created a comprehensive human trafficking training in healthcare module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our healthcare human trafficking training module.

View Resource

An Ethical Guide to HIPAA Violation Employee Discipline

Guide

This document was created to help you and your team outline HR policies when it comes to employee discipline. It provides you with a starting point to create policies in regards to HIPAA violations. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

Avoiding HIPAA Violations Pocket Guide

Guide

This pocket guide is a constant reminder to you and your team for avoiding HIPAA violations. It outlines potential risks and how to still maintain data safety.

View Resource

Appointment Reminder Voicemail Templates

Template

This document was created to help you and your team. You can use these templates in your office to stay HIPAA compliant while leaving voicemails to patients. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

HIPAA Jeopardy

Quizzes & Games

This digital game was created to help you and your team engage in HIPAA topics. It provides you with questions that enforces the specific terminologies related with HIPAA rights. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

HIPAA Compliant Voicemail Scripts

Template

These scripts help you and your team make HIPAA compliant phone calls.

View Resource

HIPAA Acknowledgement & Consent Form Templates

Template

Get consent on paper with these forms.

View Resource

HIPAA Training PowerPoint Template

Guide

This document serves as an excellent tool for you to comply with HIPAA laws. It provides you with professional and easy to use PowerPoint templates to introduce HIPAA topics during the training sessions.

View Resource

Free HIPAA Training Materials

Guide

‍This workbook was designed as a tool to help you cover all of your bases with HIPAA. This workbook includes the topics of the Privacy Rule, Minimum Necessary Standard, Individual rights, and key terms.

View Resource

Statement Services Trial

Trial

Experience a personalized trial of our statement and invoice services—designed to showcase your data in professional, branded formats.

View Resource

Denial Management Case Study: The Village Network

Case Study

Discover how The Village Network cut denials by 66% and recovered $300,000+ in revenue with a structured denial management strategy.

View Resource

K2 GRC eLearning Self-Paced Demo

Demo

Explore the K2 GRC platform at your own pace with this guided demo, designed to showcase features that streamline governance, risk, and compliance management.

View Resource

K2 Cyber Self-Paced Demo

Demo

Discover K2 Cyber’s capabilities in this interactive, self-paced demo, built to highlight tools that strengthen your organization’s cybersecurity posture.

View Resource

K2 Compliance Virtual Demo

Demo

See K2 Compliance in action through a virtual walkthrough that demonstrates how to simplify and automate compliance workflows.

View Resource

K2 Compliance Beta

Trial

Try our GRC platform, K2 Compliance. Witness the impressive evolution of a tool initially designed to document HIPAA Security Rule implementation.

View Resource

K2 Compliance for CMMC Brochure

Brochure

An overview of how K2 Compliance supports CMMC readiness, helping organizations meet certification requirements efficiently.

View Resource

ISO 27001 to NIST SP 800-171 Rev 2 Crosswalk

Template

A detailed mapping tool to help you align ISO 27001 controls with NIST SP 800-171 Rev 2 requirements.

View Resource

Incident Response Plan Policy Template

Template

Safeguard your organization with our comprehensive guide designed to effectively respond to security incidents. Tailored for versatility, this template ensures a systematic approach to incident handling, minimizing downtime, and protecting sensitive information.

View Resource

Incident Response Plan Starter Kit

Brochure

Our Incident Response Plan Start Kit is designed to help organizations of all sizes create a custom plan that meets their specific needs. From identifying potential risks to executing a response plan, our kit provides the necessary resources to ensure your organization is fully prepared to handle any security incident.

View Resource

CMMC Level 1 Information Security Policy

Brochure

This policy template helps organizations understand and implement the key security practices required by CMMC Level 1. It covers areas such as access control, incident response, and physical security measures.

View Resource

CMMC Level 1 Continuous Monitoring Matrix

Brochure

A practical matrix to guide ongoing monitoring efforts and maintain CMMC Level 1 compliance.

View Resource

CMMC LTP Listings

Brochure

Our list of Licensed Training Providers (LTP) features over 60 listings as the ultimate source to find those that have officially received the designation.

View Resource

Scoping Applicability Matrix

Template

This Scoping Applicability Matrix resource exists to help you document your own scoping guide as it pertains to the 320 assessment objectives of NIST SP 800-171A to the CMMC scope.

View Resource

CMMC System Security Plan Template

Template

The SSP is a great example of how organizations can prepare for upcoming CMMC rules and requirements. This document clearly demonstrates compliance with CUI safeguarding measures, which is a requirement from the government.

View Resource

NIST SP 800-171 Rev 3 Crosswalk Calculator

Calculator

An interactive calculator to compare and align requirements between NIST SP 800-171 and NIST SP 800-53.

View Resource

NIST SP 800-171 vs 800-53 Crosswalk

Template

This crosswalk is a comprehensive guide designed to bridge the gap between two critical cybersecurity frameworks: NIST Special Publication 800-171 (Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations) and NIST Special Publication 800-53 (Security and Privacy Controls for Federal Information Systems and Organizations).

View Resource

The Data Flow Diagram

Guide

Gain a comprehensive understanding of compliance requirements, best practices, and actionable strategies to fortify your data management framework. Explore further to elevate your compliance journey.

View Resource

CMMC Compliance Checklist

Checklist

This checklist serves as a tool for you and your team to use when becoming CMMC compliant. It makes you think about many of the different aspects related to supply chain, gaps in your organization, and the level of compliance you need. This document is meant to be a tool that you download, print out and use as a reference for every step.

View Resource

CMMC Policy Mapping Template

Template

This policy mapping includes all governed controls, assessment objectives they meet and associated procedures.

View Resource

Reynolds Construction Case Study

Case Study

This case study is a practical look at how one company overcame major CMMC hurdles with limited resources.

View Resource

How to Handle CUI Training Trial

Trial

This training offers a comprehensive guide on CUI training protocols and strategies, designed to equip organizations with the knowledge and tools needed to excel in this critical aspect of compliance.

View Resource

Human Trafficking Awareness Resource Kit

Checklist

Crafted in collaboration with a former DOJ director, our human trafficking awareness training aids hospitality organizations in meeting new state-level mandates, potentially avoiding legal repercussions. This resource trial offers a glimpse into our comprehensive module, designed to equip your team with the knowledge and skills necessary to combat human trafficking within the hospitality sector.

View Resource

Human Trafficking Awareness for Hospitality Trial

Trial

We create human trafficking awareness training alongside a former DOJ director, to help hospitality organizations achieve compliance with new state-level mandates to avoid a potential lawsuit. This resource is a trial of our comprehensive hospitality human trafficking awareness module.

View Resource

Phishing Identification Training Trial

Trial

We created a comprehensive phishing identification training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive phishing identification training module.

View Resource

Sexual Harassment Training Trial

Trial

A comprehensive sexual harassment training module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our comprehensive sexual harassment training module.

View Resource

Billing Portal Self-Paced Demo

Demo

This self-paced demo is a powerful resource for anyone responsible for patient communication, billing operations, or customer support. It demonstrates how the new portal improves the patient experience and supports your revenue goals through streamlined, modern tools.

View Resource

Sample Appeal Letters

Template

Professionally crafted appeal letter templates to help recover denied or underpaid medical claims.

View Resource

New Patient Welcome Letter Templates for Dentists

Template

This document was created for you and your team. It provides you with professional designs that you can use to explain information about a patient’s first dentist appointment and what they should expect from your practice.

View Resource

Patient Statement Design Checklist

Checklist

This checklist serves as an everlasting tool for you and your team to use. It teaches you professional design concepts that you should keep in mind while explaining their significance from the perspective of your patients. It’s meant to be something that you download, print out and use as a reference every time you design your patient statements.

View Resource

New Doctor Announcement Letters

This document serves as an excellent tool for you to use with your team. It provides you with professional and easy-to-use templates to introduce staff to your community whenever you have a new hire.

View Resource

New Patient Letters for Primary Care

Template

This document is meant to be a collection of templates that you download, customize, and send to new patients. Send a letter to families thanking them for choosing your organization for their medical needs.

View Resource

New Patient Letters for Chiropractors

Template

These templates can help you streamline the letter-creation process for every patient you have. The professional designs help you explain what forms the patient should complete before the first appointment and what they can expect the first day.

View Resource

Past Due Letter Templates

Template

This document serves as an everlasting tool for you and your team to use. It provides you with professional designs that you can use while explaining account information to the recipients of the letters. This document is meant to be a tool that you download, customize, and send every time you send a client a letter explaining a statement is overdue.

View Resource

New Patient Welcome Letters

Template

Ready-to-use welcome letter templates to make a great first impression and set clear expectations for new patients.

View Resource

Clean Desk Policy Poster Samples

Template

These clean desk policy posters serve as an everlasting tool for your team to use. They remind professionals of security risks if they don’t follow your clean desk policy. They also educate on how to go green and reduce stress with less clutter.

View Resource

Social Media Policy Checklist

Checklist

This social media policy checklist is an everlasting tool for you and your team. It provides tips to consider when creating your policy so that your team effectively uses social media while also staying compliant and professional.

View Resource

Hospital Visitor Policy Checklist

Checklist

This checklist serves as a tool for you and your team to use when designing policies controlling the flow of non-patients. It makes you think about many of the different aspects related to privacy, safety, and accountability. This document is meant to be a tool that you download, print out and use as a reference every time you update policies.

View Resource

Email Communication Do's and Dont's Quick Reference Guide

Guide

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

30+ HIPAA Quiz Questions

Quizzes & Games

This document was created to help you and your team add a layer of proof that HIPAA is well understood. It provides you with a starting point to formulate questions to ensure employees understand their HIPAA training. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

HIPAA Risk Assessment Workbook

eBook

Guided by regulatory expectations and shaped by real-world user feedback, this tool helps you approach HIPAA risk assessments with clarity, consistency, and efficiency.

View Resource

Timely Filing Limit Guide

Guide

We’ve consolidated a list of 100 health insurance timely filing limits for your reference.

View Resource

Medical Collection Letter Samples

Template

These Medical Collection Letter templates provide an easy way to create and send personalized, easy-to-understand collection letters to clients with outstanding balances.

View Resource

Guide to Improve Collecting Payments from Patients

Guide

This document was created to help you and your team. You can use it as a poster in your office and check off improvements as you implement them. This resource is meant to be a tool that you download for the benefit of your business.

View Resource

Friendly Payment Reminder SMS Templates

Template

Enjoy these free templates of different texts you can send your clients to remind them about their bills.

View Resource

Payment Reminder Email Templates

Template

This document serves as an extensive tool for you to use when dealing with invoices and your bottom line. It provides you with professional and easy-to-use templates to help you manage your revenue and income.

View Resource

Therapist Invoice Templates

Brochure

These therapist invoice templates provide an easy way to generate clear, organized, and professional invoices for your clients. Each invoice is designed to be simple yet effective, ensuring your practice maintains a professional image while streamlining your billing process.

View Resource

Patient Confidentiality Quick Reference Guide for Nurses

Guide

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

Patient Confidentiality Quick Reference Guide for Doctors

Guide

This document was created to help you and your team. You can use it as a poster in your office to remind employees of appropriate, HIPAA-compliant behavior. This resource is meant to be a tool that you download for the benefit of your employees.

View Resource

Human Trafficking Training for Healthcare Providers

Guide

We created a comprehensive human trafficking training in healthcare module to help your organization stay in compliance with government-mandated requirements. This resource is a trial of our healthcare human trafficking training module.

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An Ethical Guide to HIPAA Violation Employee Discipline

Guide

This document was created to help you and your team outline HR policies when it comes to employee discipline. It provides you with a starting point to create policies in regards to HIPAA violations. This resource is meant to be a tool that you download for the benefit of your employees.

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Avoiding HIPAA Violations Pocket Guide

Guide

This pocket guide is a constant reminder to you and your team for avoiding HIPAA violations. It outlines potential risks and how to still maintain data safety.

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Appointment Reminder Voicemail Templates

Template

This document was created to help you and your team. You can use these templates in your office to stay HIPAA compliant while leaving voicemails to patients. This resource is meant to be a tool that you download for the benefit of your employees.

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HIPAA Jeopardy

Quizzes & Games

This digital game was created to help you and your team engage in HIPAA topics. It provides you with questions that enforces the specific terminologies related with HIPAA rights. This resource is meant to be a tool that you download for the benefit of your employees.

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HIPAA Compliant Voicemail Scripts

Template

These scripts help you and your team make HIPAA compliant phone calls.

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HIPAA Acknowledgement & Consent Form Templates

Template

Get consent on paper with these forms.

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HIPAA Training PowerPoint Template

Guide

This document serves as an excellent tool for you to comply with HIPAA laws. It provides you with professional and easy to use PowerPoint templates to introduce HIPAA topics during the training sessions.

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Free HIPAA Training Materials

Guide

‍This workbook was designed as a tool to help you cover all of your bases with HIPAA. This workbook includes the topics of the Privacy Rule, Minimum Necessary Standard, Individual rights, and key terms.

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