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document library policies templates Sep 23, 2021
 
  1. Business Start Up
    1. Sample business plan
  2. Leadership
    1. New client welcome email
    2. Voicemail script
    3. Script to request for a client's video testimonial
    4. Patient visit log sheet for RDN Vs. 2 
    5. Patient visit log sheet for RDN Vs. 1
    6. Simple biweekly timecard 2021
    7. Session checklist
    8. Office policy: sending notes to referring physician 
    9. Office policy: charting best practices 
    10. Sample letterhead
    11. Blank time sheet for VA
    12. Annual and monthly business to-do’s
    13. Detailed monthly timecard
    14. Information for providing CEUs to your team 
    15. Leadership resources list
    16. Metrics tracking: group classes
    17. Sample team meeting agenda
    18. RDN Leadership-filling clinician schedules
    19. RDN Leadership-documentation training
    20. RDN Leadership-build a business
    21. Sample monthly team meeting agenda vs 2
  3. Financial
    1. Refund letter
    2. Payment tracking template
    3. Sample expense Report BLANK
    4. Final notice collections letter
    5. Credit card authorization form
    6. Company-wide expense tracking
    7. Collection letter 
    8. Annual budget/tracker
  4. Human Resources
    1. Intern observer student privacy agreement
    2. Intern agreement
    3. Independent contractor agreement
    4. Employee handbook
    5. Independent contractor agreement template
    6. Employment agreement - commission-based pay
    7. Virtual assistant - job description
    8. Registered Dietitian version 2 long form - job description
    9. Registered Dietitian version 1 - job description PT short description
    10. Interview questions version 2 long form
    11. Interview questions version 1 short form
    12. New RDN onboarding checklist
    13. Employment offer letter
    14. Start here hiring an RDN
    15. Business associate agreement
  5. Contract Work
    1. Speakers agreement
    2. Sample speakers agreement w/o 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 financing request
  7. Private Practice Policies and Procedures
    1. Financial policy
    2. Practice policies Vs. 2
    3. Practice policies Vs. 1
    4. HIPAA privacy practices
    5. Telehealth consent form
    6. Informed consent for nutrition services
  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 to MD office script: in-person or phone
    7. Marketing plan sample
    8. Marketing - asking for reviews
    9. NPN FAX Medicare referral 2021
  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

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