Template library
Private practice setup templates
Use these resources to structure the setup work. Some templates open as guides today; downloadable versions and email capture can be layered in as the hub grows.
Private practice setup checklist
A phase-by-phase setup tracker from license readiness through first claims.
Credentialing packet checklist
The documents and data to gather before payer applications start.
NPI / CAQH worksheet
A worksheet for keeping NPPES, CAQH, W-9, and payer data consistent.
Payer application tracker
Track submitted date, follow-up date, status, effective date, and claim readiness.
Insurance verification script
A structured workflow for eligibility, copay, deductible, coinsurance, and authorization checks.
Denial tracking spreadsheet
Track denied, rejected, stale, underpaid, and reworked claims.
Website setup checklist
The basics to publish a clear therapist practice website and referral path.
Referral outreach email templates
Starter copy for reaching physicians, schools, attorneys, and community partners.
Build the practice, not the billing department
Plan the practice. Bring in Bomi for insurance.
Use the free resources to understand the setup path. Bomi can help when you reach credentialing, insurance verification, claims, denials, balances, and revenue management.