Free Downloadable Tools for Healthcare Organizations.
Guides, ebooks, checklists, and more to help your healthcare organization grow.
RCM Audit Checklist
Identify gaps and optimize your revenue cycle with our expert-built RCM Audit Checklist covering billing, coding, compliance, and patient engagement.
Healthcare Compliance Review Checklist
Evaluate and strengthen your healthcare compliance program with our checklist designed to help identify risks, improve policies, and ensure regulatory alignment.
Cybersecurity Preparedness Checklist
Protect your healthcare organization from cyber threats with this proactive checklist covering policies, access control, backups, vendor risk, and more.
7 Essential Components to Mastering Healthcare Compliance eBook
Master healthcare compliance with our 7-step guide covering leadership, policies, training, monitoring, and future-proofing for long-term success.
RCM Performance Benchmarks & Metrics Guide
Track the right metrics to improve revenue cycle performance with this guide focused on KPIs, benchmarks, and strategies that drive financial success.
Responding to a Cybersecurity Breach Roadmap
Follow this roadmap to guide your healthcare organization through every phase of a cybersecurity breach from detection to recovery and future prevention.
Innovations & Optimization in EHR Systems
Explore how to enhance your EHR system with strategies that improve efficiency patient care security and innovation across your healthcare organization.
How to Manage IT Projects of Any Size
Learn how to successfully manage IT projects of any size with clear steps tools and real world examples to guide your team from planning to completion.
A CEO's Guide to Hiring the Right CIO
Hire the right CIO with confidence using this guide for CEOs seeking strategic IT leadership to improve operations security and digital transformation.
7 Steps Your CIO Makes to Break Down Department Silos in Healthcare
Learn how your CIO can lead the way in breaking down silos improving collaboration and creating integrated systems that boost care quality and efficiency.
Behavioral Health Clinic Summer Readiness Checklist
Use this checklist to assess readiness in EHR optimization, revenue cycle, and workforce planning perfect for clinical and operational leaders.
How to Open a Behavioral Health Practice
Planning to launch a behavioral health clinic? This practical guide walks you through licensing, staffing, billing, and more so you can build a compliant, sustainable practice with confidence.
Business Initiative Charter
Align your team and goals with this easy to use charter template that defines scope timelines success metrics and accountability for any healthcare project.
Change Resilience Self Assessment
Quickly assess your organization’s readiness for change. This Excel-based tool helps identify strengths, gaps, and areas needing support during major transitions.
EHR Vendor Rating Form
Use this structured evaluation tool to score and compare EHR systems during demos. Track functionality, ease of use, and customization all in one easy-to-use, point-based format.
Project Charter
Lay the foundation for a successful healthcare project with this simplified, customizable charter. Define goals, scope, milestones, roles, and risk plans all in one clear, executive-ready format.
How to Transition from One EHR to Another
Switching EHRs is more than an IT project, it’s an organizational transformation. This step-by-step guide helps you plan, implement, and optimize your new EHR system with confidence, from discovery to post-go-live success.