Stop Re-Explaining. Start Empowering. Train the Team You Need to Thrive.
Hiring the right people is only the beginning — consistent performance comes from clear workflows, confident onboarding, and ongoing coaching. This suite gives your team the structure and tools to do their job right the first time.
🛠 This Collection Includes:
🛡 The Training Shield™ – On-demand coaching tools, meeting guides, and training templates for RCM staff
📋 The Revenue Cycle SOP Vault™ – Downloadable, audit-ready SOPs by department and EMR
🔄 The Shift Shield™ – Structured handoffs, task checklists, and escalation logs for shift-based teams
🛂 The Intake Shield™ – Front-desk onboarding, scripting, and error-reduction tools
❗ The Reality for Most Clinics
“We train new hires, but it’s inconsistent — and things still fall through the cracks.”
You’re not alone. Most teams struggle with:
❌ Shadowing-based training that varies by trainer
❌ No written procedures or reference tools
❌ Handoff chaos between shifts, especially across time zones
❌ Errors from front desk staff without standardized scripting
❌ Lack of role clarity in cross-functional teams
Training isn’t a one-time event. It’s a system. And you shouldn’t have to rebuild it every time someone quits.
⚡ Who This Is For
✅ RCM leaders developing training programs or upskilling new staff
✅ Compliance managers needing consistent SOPs for audits
✅ Front desk supervisors onboarding non-clinical staff
✅ Clinic managers overseeing multiple departments or locations
✅ Outsourced teams or billing contractors needing standardized expectations
✅ Cross-shift or hybrid teams with task handoff gaps
💸 The Cost of Not Acting
- Higher denial rates due to improper workflows
- Frustrated staff who don’t know expectations
- Inconsistent patient experiences
- Increased audit risk from poor documentation habits
- Time wasted answering the same questions again and again
Well-trained staff aren’t just faster — they’re more confident, more compliant, and more capable.
💡 Choose the Right Tool to Empower Your Team
Each product below is fully standalone. Use them individually or together for maximum enablement.
🛡️ The Training Shield™
On-Demand Coaching for RCM Teams
This toolkit helps you coach without burnout. It includes training plans, role-play templates, documentation examples, and feedback forms.
📦 Two Tiers Available:
| Tier | Price | Description |
|---|---|---|
| Core Toolkit | $495 | Includes 10+ ready-to-use training templates, feedback forms, and huddle scripts |
| With Specialty Packs | $725 | Adds department-specific coaching modules and denial prevention training |
🧰 Ideal for onboarding, remediation, or monthly training refreshes.
👉 Explore The Training Shield™ →
📋 The Revenue Cycle SOP Vault™
Audit-Ready Workflows for Every Department
Don’t reinvent your workflows — download them. This library includes professionally written SOPs by department, EMR, and payer requirement.
📦 EMR-Specific Versions Available:
| EMR System | Starting At |
|---|---|
| Epic, Cerner, NextGen, Meditech, Athena | $995+ per EMR set |
🧰 Includes SOPs for Patient Access, Coding, Billing, A/R, Denials, and more.
🔄 The Shift Shield™
Hand Off Work Without Dropping the Ball
Built for hybrid, remote, or rotating teams. This tool supports smooth transitions across shifts or roles with standardized checklists and escalation logs.
📦 Two Tiers Available:
| Tier | Price | Description |
|---|---|---|
| Core Toolkit | $395 | Task logs, shift checklists, communication templates |
| With Escalation Pack | $545 | Adds escalation workflows, audit trail logs, and manager dashboards |
🧰 Works for multi-clinic teams and outsourced billing groups.
🛂 The Intake Shield™
Train Front Desk Teams to Capture Clean Data From Day One
This tool gives front-end teams the scripting, forms, and workflows they need to get it right — and reduce back-end cleanup.
📦 Two Tiers Available:
| Tier | Price | Description |
|---|---|---|
| Core Toolkit | $425 | Patient intake checklists, insurance capture scripts, documentation guides |
| Plus Training Add-On | $575 | Adds onboarding guides, error tracking logs, and scripting for new hires |
🧰 Built for general practices, FQHCs, and specialty clinics alike.
🧠 Results You Can Expect
✔ Less onboarding confusion
✔ Fewer errors from miscommunication
✔ Faster handoffs between team members
✔ Higher job satisfaction and retention
✔ Fewer questions for supervisors
✔ Improved compliance audit results
“We finally have a way to train consistently — and our new hires are productive in half the time.”
Marcus H.
RCM Supervisor
📦 Product Summary
| Product | Tiers | Starting At |
|---|---|---|
| 🛡️ The Training Shield™ | 2 Tiers | $495 |
| 📋 The SOP Vault™ | EMR-Based | $995+ |
| 🔄 The Shift Shield™ | 2 Tiers | $395 |
| 🛂 The Intake Shield™ | 2 Tiers | $425 |