Train Confidently. File Reliably.

The Filing SOP & Training Pack™ gives your team a standardized, audit-ready workflow for timely claim submission—complete with editable SOPs, training slides, and staff cheat sheets.

The Reality for Most Teams

Even when deadlines are known, filing breakdowns happen.

  • Staff don’t follow the same process for submitting claims
  • Timely filing workflows vary by department or shift
  • New hires are onboarded by “word of mouth”
  • Most organizations have no formal SOPs or filing training
  • Errors happen, denials pile up, and audit exposure grows

Without SOPs, training materials, and visual workflows, your team is guessing—and your revenue is at risk.

When to Choose Filing SOP & Training Pack™

✅ You want a standardized timely filing process
✅ You have inconsistent training across staff or locations
✅ You’re seeing recurring timely filing denials
✅ You want to protect against audit and compliance risk

The Cost of Not Acting

⚠ Increased rate of preventable denials
⚠ Delayed or lost revenue due to inconsistent workflows
⚠ Higher compliance risk and reduced defensibility
⚠ Staff frustration and turnover due to unclear expectations

Meet the Filing SOP & Training Pack™

This complete pack gives your team the tools, scripts, and visual references to file on time, every time. Designed for front office, billing, and compliance leads who need audit-proof documentation and fast onboarding tools.

How It Helps Leaders

🧾 Standardize Workflows – Fully editable SOP for all payer types
📋 Train Faster – Visual one-pagers and slides for onboarding
✅ Improve Accuracy – Reinforce due dates, timelines, and review steps
📎 Defend with Confidence – SOPs show proof of policy and compliance
📣 Align Teams – No more “everyone does it differently”

What’s Included

  • Audit-Ready Filing Logs (Excel/Sheets)
  • Editable Timely Filing SOP (Word/Google Docs)
  • Visual Workflow Diagram (PDF)
  • Payer Filing Cheat Sheet for Staff (1-pager)
  • Training Slides for Team Education

Results You Can Expect

  • Consistent, compliant claim submission across departments
  • Faster onboarding of billing and front-desk staff
  • Fewer internal disputes about timelines and filing order
  • Increased audit defensibility with documented procedures

“We reduced timely filing errors by half in 30 days. The cheat sheets and training slides were a game-changer.”

Chloe D

RCM Manager

One Pack. All the Filing Clarity.

For one flat price, you get the complete SOP, training assets, and tools your team needs to stay compliant, consistent, and denial-free.

Filing SOP & Training Pack™
$249

One SOP. One Standard. No More Guessing.

Set a consistent timely filing process across your entire team with editable SOPs, staff tools, and onboarding assets—ready to deploy today.

Zero-Risk Guarantee

If the Filing SOP & Training Pack™ doesn’t help reduce timely filing denials and improve team consistency within 30 days, we’ll credit your investment toward any other Thrive product—no questions asked.

FAQ

No, this SOP supports billing, front desk, and revenue leadership roles. The tools are designed for cross-functional alignment.

Yes—everything is editable in Word, Google Docs, and PowerPoint. You can adjust language, timelines, and add your payer notes.

No—they work together. The Grid provides payer-specific timelines, while the SOP & Training Pack™ provides the “how” to meet them.

Absolutely. Use ours to replace, update, or validate your current workflows.