Document Library Index

1. Business Start Up
1. Business Plan
2. Setting up a Tax ID, NPI, Liability Insurance, Other Insurance, Website, Etc.
2. Leadership
1. Welcome Email
2. Voicemail Script
3. Patient Visit Log Sheet For RDN Vs. 1
4. Patient Visit Log Sheet For RDN Vs. 2
5. Session Checklist
6. Physician Referral Note Policy
7. Notes Documentation
8. Letterhead
9. Annual Monthly Business To-Do’s
10. Information for CEUs For Your Team
11. Leadership Resources List
12. Team Meeting Class Offerings Data
13. Strategic Team Meeting Agenda
14. RDN Leadership-Filling Their Schedule
15. RDN Leadership-Documentation Training
16. RDN Leadership-Build a Business
17. Monthly Team Meeting Agenda
18. Employees “Favorite Things” survey
19. Business Goal Setting Template
3. Financial
1. Refund Letter
2. Payment Tracking Template
3. NPN Expense Report Blank
4. Final Notice Collections Letter
5. Credit Card Authorization Form
6. Company-Wide Expense Tracking
7. Collection Letter Version 1
8. Annual Budget/Tracker
9. Financial Tracker Spreadsheet
10. Income/Expense Spreadsheet
4. Human Resources
1. Program Director Job Description
2. Office Manager Job Description
3. Employee Termination Letter
4. Intern Observer Student Privacy Agreement
5. Intern Agreement
6. Independent Contractor Agreement
7. Simple Biweekly Timecard 2021
8. Employee Handbook
9. Independent Contractor Agreement Template
10. Employment Agreement - Commission
11. Virtual Assistant - Job Description
12. Blank VA Timesheet
13. Registered Dietitian Version 1 - Job Description PT Short Description
14. Registered Dietitian Version 2 Long Form - Job Description
15. Interview Questions Version 1 Short Form
16. Interview Questions Version 2 Long Form
17. Detailed Monthly Time Card
18. New RDN Onboarding Checklist
19. Employment Offer Letter
20. Start Here Hiring a RDN
21. Business Associate Agreement
22. Call Log Template
5. Contract Work
1. Speakers Agreement
2. Sample Speakers Agreement wo Recording
3. Sample Speakers Agreement with Recording
4. Sample RFP for Client Services
5. RFP for Dietitian Services
6. Office Space
1. Sample Commercial Lease Agreement
2. Annual Budget/Tracker - Owned Office Space
3. Sample Business Plan
4. Sample Bank FInancing Request
7. Private Practice Policies and Procedures
1. SOP Example Template
2. Financial Policy
3. Practice Policies Vs. 2
4. Practice Policies Vs. 1
5. HIPAA Privacy Practices
6. Telehealth Consent Form
7. Informed Consent for Nutrition Services
8. Program Expectations Policy - Available as a Practice Better upload
8. Marketing
1. Thank You Letter for Supporting Small Business
2. Sample Newsletter
3. Physician Outreach Letter
4. Medicare Referral Form Add-On
5. Medical Nutrition Therapy Referral Form
6. Marketing Plan Sample
7. Marketing - Asking for Reviews
8. NPN FAX Medicare Referral 2021
9. Video Testimonial Request
10. Handwritten Notes/Thank you to Referral Partners
11. Marketing to MD Office Script
12. Media Pitch Letter
13. Corporate Wellness Flyer
14. Re-Engage Lost Clients Email
9. Insurance: Billing and Credentialing
1. Verification of Benefits From and Script
2. Understanding CPT Codes and Billing
3. Summary of Sample Insurance Coverage
4. Sample Insurance Enrollment Letter of Interest Negotiation
5. Insurance Credentialing Data Sheet for Applications
6. ABN Advanced Beneficiary Notice for Medicare Non-Covered Services
7. RDN Guide to Accepting Insurances
10.  Metrics Tracking
    1. Marketing Metrics
    2. Appointment Metrics
    3. Referral Tracking
    4. Outreach Tracking
    5. No-Show Tracking

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