The Monday Billing Routine
A weekly checkpoint that catches revenue problems while they're still small.
Most billing revenue doesn't disappear all at once. It leaks out slowly — an authorization that expired without anyone noticing, a claim that never got resubmitted after a rejection, a patient balance that quietly aged past the point anyone was going to collect it
None of those are one big mistake. They're the natural result of billing being something you handle around everything else — session notes, client care, the actual work of running a practice. Without a fixed weekly checkpoint, small gaps compound, and by the time you notice, they're expensive.
The Monday Billing Routine is that checkpoint. It's a free, structured checklist that walks you through the same set of revenue-protecting checks every week — so problems get caught while they're still a two-minute fix, not a write-off.
What's Inside
A Weekly Checklist — organized around three things: protecting revenue before it's at risk, keeping claims moving, and auditing what's already in motion. Insurance verification for new patients, authorizations expiring soon, claims for signed notes, aging unpaid claims, documentation gaps, and your key weekly numbers.
A Companion Guide — a plain-language explanation of why each step matters, so the routine makes sense instead of just being boxes to check.
A Weekly KPI Tracker — the handful of numbers worth watching every week: claims submitted, claims paid, total A/R, aging balances, and days in A/R. Patterns in these numbers show you a problem before it shows up in your bank account.
Enter your email below and the checklist, companion guide, and KPI tracker are on their way.
What lands in your inbox on occasion
Short, warm, and always worth reading. Here's what to expect.
One Thing to Fix This Week
A single, specific billing or practice-ops fix you can knock out in one sitting — a form to add, a setting to change, a habit to start. Nothing that needs a free afternoon and a system overhaul.
What's Actually Costing Practices Money
Honest breakdowns of the specific mistakes, denial patterns, and workflow gaps that quietly drain revenue in mental health practices — and what to do instead.
A Tool Worth Knowing About
An EHR feature, template, or piece of software that makes billing lighter — reviewed honestly, including where it falls short, not just recommended because it's an affiliate link.
