Don’t Patch the Pain. Solve the Whole Problem.

Tired of playing whack-a-mole with denials, compliance gaps, rejected claims, or undertrained staff? We get it. That’s why we organized our tools into purpose-built suites — each designed to solve specific revenue cycle breakdowns, fast.

Whether you’re navigating executive oversight gaps, denied claims, or clearinghouse chaos, you’ll find a curated solution here. Pick a suite, explore its plug-and-play components, and streamline your workflow without the burnout.

🛡️ The Shield™ Suite

Strategic RCM Oversight Without Hiring a Full-Time Team
Get leadership-level insight without the cost of a new executive hire. The Shield™ Suite gives you structured oversight, performance visibility, and growth strategy tools — all plug-and-play, tailored to your department scale and budget.

🧭 Navigator Shield™ – Strategic oversight dashboards and planning workflows

Empower your RCM leadership to track trends, monitor issues, and make informed decisions. Ideal for practices needing guidance-level visibility without complex builds.

  • Monthly Navigator – $295
  • Quarterly Navigator – $795

Includes planning dashboards, performance pulse checks, and strategy grid templates.

🛡️ Oversight Shield™ – Executive metrics, escalations, and reporting suite

Turn disconnected reports into executive insights. This toolkit supports decision-makers with real-time escalation paths and metric accountability.

  • Monthly Oversight – $495
  • Quarterly Oversight – $1,250

Includes escalation logs, cross-department reporting frameworks, and quarterly RCM brief templates.

⚙️ Performance Shield™ – Departmental performance tracking with real-time KPIs

Bridge the gap between what’s happening and what needs to improve. Track billing, coding, AR, and intake KPIs without manual guesswork.

  • Monthly Performance – $995
  • Quarterly Performance – $2,685

Includes KPI dashboards, department-level benchmarks, and issue flagging automations.

🚀 Growth Shield™ – High-level RCM expansion strategy, planning decks, and leadership tools

For groups preparing to scale or expand, this suite supports C-level planning, roadmap creation, and team communication around RCM goals.

  • Monthly Growth – $1,495
  • Quarterly Growth – $4,035

Includes leadership planning decks, growth assessment templates, and team vision tools.

🛡️ The Filing Shield™

Get Clean Claims Out the Door — And Get Paid Faster.
Avoid claim delays and rejection cycles. This suite gives you batch-level oversight, claim scrub checklists, and payer-specific submission SOPs.
📅 Filing Deadline Grid™ – Grid of major payer filing deadlines ($199)
📘 Filing SOP & Training Pack™ – Role-specific SOPs for filing, submission, and resubmission workflows ($249)
📂 Filing Shield™ – Rejections log, claim edit checklist, and portal guidance ($349)
🛡️ Filing Defense Bundle™ – Includes all of the above for team-wide use ($495)

🎓 Training Tools Suite™

Onboard Faster. Train Smarter. Empower Your Team.


Cut down on onboarding time and reduce costly mistakes with coaching templates, departmental SOPs, and skill-building tools that empower your staff.


🧠 SOP Training Pack™ – Pre-built departmental SOPs and walkthroughs ($495)
💡 Coding Clarity™ – Modifiers, bundling, NCCI edits, and coding workflow training ($195)
🔥 Appeal Power Hour™ – Appeal letter and follow-up microtraining pack ($149)🎯 The Training Core™ –A one-time bundle of essential training tools—SOPs, coding clarity, and appeal coaching—to build your team’s foundational RCM training. ($795)

🔐 Access Tools Suite™

Tame Front-End Chaos Before It Wrecks the Back-End.


Get control over registration, eligibility, and system access with role-aligned SOPs, monitoring dashboards, and escalation workflows.


🔒 Lockout Watch™ – SOPs for access-related denials and portal lockout prevention ($149)
📊 Access Monitor™ – Intake error metrics dashboard + logging template ($295)
🛡 User Shield™ – Access roles, provisioning SOPs, and field-level security templates ($495)
📦 Access Tools Suite™ Bundle – Full suite bundle for front-end and IT/RevCycle ops ($795)

📘 Training Add-Ons Suite™

Need a Boost? Enhance Your SOPs or Coaching Plans.


Support team leads and trainers with high-impact plug-ins for your existing SOPs or onboarding process.


🧰 SOP Training Pack™ – Same as above, for clinics needing only SOPs ($495)
👥 Role Map Builder™ – Build onboarding maps by function and access level ($149)
📋 Staff Assessment Kit™ – Core skills checklists, self-assessments, and review forms ($195)
📚 The Training Vault™ –A subscription-based training suite with SOPs, assessments, and quarterly updates to keep your team compliant, consistent, and audit-ready. ($1,495/year)

💉 Coding Tools Suite™

Cut Down on Errors. Capture More Revenue.


Empower coders and auditors with smart modifier references, specialty guides, and error-prevention tools.


📘 Modifier Quick Reference™ – One-click access to top-used CPT modifiers by specialty ($149)
🧩 Bundling Navigator™ – NCCI bundling/unbundling reference and job aid ($245)
🧠 Coding Clarity Training Pack™ – Specialty coding scenarios and coding pitfalls ($249)
🔬 Specialty Modifier Guides™ – 25+ guides across major specialties with real-world examples ($195)
💉 Coding Tools Suite™ Bundle – Everything above, bundled for department-wide rollout ($675)

🚫 Denials Tools Suite™

Reverse the Trend. Resolve the Root Cause.


Denials are symptoms — this suite helps you fix the cause. From templated appeal letters to root cause logs and policy-based SOPs, we’ve got your back.


🧰 Denial Toolkit™ – SOPs, root cause trackers, and reporting forms ($395)
📁 Denial Log & Tracker™ – Payer-level denial tracking spreadsheet with reporting templates ($249)
📝 Appeal Letter Library™ – 60+ letters tailored by denial code and payer policy ($349)
⚖️ The Defense Shield™ – Full denial reversal toolkit: templates, SOPs, compliance references, training tools ($995)

🛡️ Compliance Tools Suite™

Protect Your Revenue. Avoid Risk. Pass Every Audit.


Audit-proof your practice with risk assessment templates, credentialing logs, policy builder frameworks, and internal compliance workplans.


⚖️ Compliance Core™ – Monthly/quarterly compliance workplan and policy log ($249)
🕵 Audit Guard™ – Audit readiness SOPs and risk assessment dashboards ($395)
🏗 Policy Builder™ – SOP and policy builder templates ($395)
🛡 Compliance Shield™ – Complete compliance management suite including tracking, policies, SOPs, and workplans ($1,495)

⚡ Not Sure What You Need?

We’ve bundled what works — so you don’t have to guess.
Each product collection is mapped to real roles, real pain points, and real payer compliance needs. If you’re short on time, staff, or confidence… these tools were made for you.


📥 Get Instant Access
✔️ Download in .docx or Google Docs
✔️ Use as-is or customize for your EMR
✔️ Includes internal documentation and call logs
✔️ All content is built from real clinic operations, real payer policies, and real results