Long-form field guides from the desk.
Whitepapers we publish when the topic is too big for a blog post and too sourced for a sales deck. Each one is research-backed, written by senior practitioners, structured for operators who need a working reference document, not a pitch.
The 2027 ABA Compliance Countdown: certification, licensure, accreditation, and the new CPT codes.
There is no national BCBA-or-RBT-only mandate for January 2027. There are eight real deadlines between August 2026 and December 2027. The full calendar, the Illinois ownership decision tree, and the 90-day operating plan.
The 835 Reconciliation Handbook: post the remit line by line, then tie out to the penny.
835 anatomy, line-level 837 matching, the three-point deposit to remit to posting tie-out, PLB handling, and the exception buckets where recoverable dollars hide.
The PDPM Revenue Integrity Guide: five components, one MDS, and the days your rate quietly decays.
PT, OT, SLP, nursing, and NTA case mix, variable per diem decay, MDS accuracy as revenue integrity, consolidated billing boundaries, and where Medicare Advantage diverges from FFS.
Outpatient Therapy Revenue Integrity: the 8-minute rule, the assistant modifiers, and the threshold that stops the money.
Unit allocation math with worked examples, timed versus untimed codes, CQ and CO assistant modifiers, MPPR, the CY2026 KX threshold, and plan-of-care certification timing.
The Eligibility-First Revenue Defense: stop denials at the front desk, not the appeal queue.
270 and 271 transaction anatomy, verification cadence, coordination of benefits logic, and the 2026 Medicaid redetermination timeline that decides whether a claim was ever payable.
The Prior Auth Command Center: run authorization as a pipeline, not a pile of faxes.
Intake triage, payer portal automation, peer to peer escalation, and the CMS-0057-F deadlines that reshape prior authorization through 2027.
The AR Workdown Operating System: score the inventory, then work it like a factory.
Priority scoring by dollar, collectability, and timely filing risk. Payer tiered queues, caller productivity math, and the weekly melt cadence that clears aged AR.
The Authorization Ledger: utilization is the master metric of ABA revenue.
Approved hours quietly expire and never reach an aging report. The five-step ledger method that holds utilization at 85 to 95 percent, with zero lapsed authorization days.
The Payer You Cannot See: eligibility and coordination of benefits defense.
ABA episodes run for years while insurance changes silently. The monthly surveillance control that caps recoupment exposure at one month instead of twelve: birthday rule, court decrees, phantom terminations.
Unit Economics of the Session: ABA clean claim engineering.
A clean claim costs $1x, a rework $8x, an appeal $25x. The full 97151 to 97156 code family with credential tiers, unit math, and the checkpoints that hold first pass resolution at 96 to 98 percent.
Fifty-Two Jurisdictions, One Claim: multi-state ABA billing compliance.
Every state interprets the same CPT codes differently. Why expansion multiplies the rule surface faster than revenue, and the versioned rule library that replaces memory-based compliance.
The Escalation Ladder: ABA denial management as negotiation, not queue work.
Four rungs from payer representative to state regulator, with every concluded dispute converted into an upstream rule. Includes the regulatory case where 100 percent of denials were overturned.
2026 ABA Payer Policy Survival Guide for Billing.
The 2026 ABA payer policy playbook for CFOs and billing directors: Indiana 6% cut, NC HB 696, Vermont billing ban, Optum, Evernorth, BACB and TRICARE.
AHCCCS SUD Billing & Coding Field Guide.
Arizona Medicaid SUD and behavioral health billing reference: ASAM level to AHCCCS code crosswalk, per-diem and same-day rules, modifiers, authorization paths, and denial prevention.
V28 RAF Optimization Playbook for MA and VBC.
CMS-HCC V28 is 100% phased in for 2026. Fewer payment HCCs compress RAF. Fix it with chronic recapture, suspect funnels, MEAT, and AWV workflows.
DNFB to Cash: The 13-Week DNFB Compression Method.
Compress hospital DNFB from ~11 to ~4 days in 13 weeks: CDI rebuild, coding-queue rework, query turnaround, and a weekly cash-forecast cadence.
Credentialing as Revenue: Enrollment-to-First-Dollar.
Credentialing is the front of the revenue cycle. Measure enrollment-to-first-dollar days, run a provider pipeline with SLA stages, prevent revalidation lapses, and quantify revenue at risk from credentialing delay.
Denial Prevention Field Manual: 12 Root Causes.
First-pass denials run 10-12% and roughly 65% are never reworked. 12 denial root causes with CARC references, the front-end control and KPI for each.
The CMS V28 playbook for risk-adjustment coding teams.
Reference covering the 2,300 ICD-10 codes re-weighted under V28, the 200+ codes removed, the documentation gaps V28 punishes hardest, an 8-step migration timeline for MA and ACO REACH practices, suspect-generation methodology, the recapture window math, and how to stand up a 90-day V28 RAF lift program.
The three-way match handbook for ABA billing teams.
Operational reference on authorization tracking, supervision ratio enforcement, and EHR session note matching across 97151 through 97158. Includes the Pre-Flight Validator rules in plain language, the post-pay takeback math, and the audit pattern that prevents three-way match failures from ever reaching submission.
NCR over GCR: an honest collection framework for FQHCs.
FQHC finance reference. Why GCR misleads under PPS. How to calculate NCR by payer class. AR aging on date-of-service. UDS Table 9 alignment. Wrap reconciliation discipline. The four payer streams that have to be split apart and how to report each one honestly to your CFO and your board.
The 80 denial patterns reference for RCM operations.
Reference cataloging 80 active denial root causes across commercial, Medicaid, and Medicare Advantage. Per pattern: CARC/RARC, payer concentration, prevention rate, recommended correction, dollar exposure benchmark. Built from 18 months of multi-specialty remit analysis. Use it as a training reference for AR teams or as a coding upstream audit checklist.
Cutting BCBA credentialing from 97 days to 22.
CredPro reference. Parallel commercial and Medicaid pipelines, NPPES auto-enrich, BACB lookup, Pre-Flight Validator rule library, Revenue-at-Risk dollar math. A roadmap to sub-30-day TAT for any ABA chain. Includes the 14-state engagement sample where 38 BCBAs billed inside 24 days on average.
A revenue cycle field guide for FQHCs and safety-net hospitals.
Why blended Gross Collection Rate lies under PPS, the four payer streams that have to be split apart (Medicaid PPS, FFS Commercial, FFS Medicare, Self-Pay/Sliding), the rate-letter keystone, internal versus external levers, an anonymized 30-day diagnostic walkthrough on a behavioral-health-heavy FQHC, and eight operating disciplines that separate a 92 percent realized FQHC from a 73 percent one.
A field guide to payer credentialing for new California physician groups.
Why credentialing is harder than it looks, the pipeline framework (commercial, Medicare, Medi-Cal, regional), the Medicare Part B keystone, internal versus external levers, a real case in point, what good execution looks like, and the revenue windows you can hit in year one.
What's coming next.
More whitepapers slated for the next two quarters. Drop your email at the bottom of any of our newsletters to know when each ships.
- An RCM due diligence methodology guide for hospital CFOs
- The 52-state ABA payer policy matrix, refreshed quarterly
- Net Collection Rate vs Gross Collection Rate, when each one is the right gauge
- HCC risk adjustment under V28: the operator's playbook