Free Resources
Everything we've built — yours to keep
Scripts, cheat sheets, downloadable guides, and tools from a veteran hospital admin insider. No paywalls on the essentials.
8+
free resources
🇺🇸 🇨🇦
US & Canada
0
dollars to download
Smooth Check-In Patient Binder
The free 3-page printable that helps you walk into any appointment prepared — and leave with no surprises on your bill.
- Track symptoms between visits
- Verify billing codes before you leave
- Know your rights at check-in
- Document who you spoke to
⬇️ Download free binder
PDF · 3 pages · No email required
Career Pivot Quiz — Which remote healthcare path fits you?
Answer 7 quick questions about your background and work style. Get a personalized career match + resume starting point.
🇺🇸
US patient resources
Free
🇺🇸 US
Most downloaded
Itemized Bill Audit Checklist
A printable one-pager that walks you through the four most common hospital billing errors — unbundling, upcoding, duplicates, and phantom charges.
Free
🇺🇸 US
Insurance Denial Appeal Script
Word-for-word phone scripts for appealing a denied claim — including what to say when the rep pushes back, and what to document during the call.
Free
🇺🇸 US
New
Prior Authorization Tracker Template
A fillable log to track your PA request from submission to approval — including date sent, reference numbers, and follow-up deadlines.
Free
🇺🇸 US
Charity Care Application Letter Template
A fill-in-the-blank letter to formally request hospital financial assistance — written in the administrative language that billing departments respond to.
🇨🇦
Canadian patient resources
Free
🇨🇦 Canada
Most downloaded
Specialist Referral Follow-Up Script
The exact phrases to use when calling a specialist's office to confirm your referral — and how to ask for the cancellation list without being dismissed.
Free
🇨🇦 Canada
Caregiver Appointment Tracker
A printable log for navigating healthcare on behalf of an elderly parent — track specialists, medications, test results, and who said what at each visit.
Free
🇨🇦 Canada
Coming soon
Provincial Coverage Cheat Sheet
A province-by-province breakdown of what OHIP, MSP, AHCIP, and other plans actually cover — and where private extended benefits kick in.
💼
Healthcare career pivot resources
Free
💼 Career
Most popular
Medical-to-Corporate Resume Template
A Word template that translates clinical and admin language into corporate outcomes — pre-filled with before/after examples for common healthcare roles.
Free
💼 Career
Remote Healthcare Job Board Directory
A curated list of 15+ job boards and platforms where remote healthcare, medical coding, and virtual admin roles are actually posted — not the usual general boards.
Free
💼 Career
Coming soon
Healthcare Burnout Self-Assessment
A printable worksheet to evaluate whether what you're experiencing is burnout, and which career pivot signals make sense for your specific situation.