{"title":"Ebooks \u0026 Playbooks","description":"\u003cp\u003eChoose a healthcare revenue cycle guide by the review or learning task in front of you. Watch the preview and inspect the actual guide pages before buying.\u003c\/p\u003e\u003csection data-mfhq-guide-route=\"v1\"\u003e\u003ch2\u003eChoose a guide for the decision you need to make\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003ca href=\"\/products\/rcm-master-study-guide-2026-148-medical-billing-questions-excel-tracker\"\u003e\u003cstrong\u003eRCM Study Guide — $29:\u003c\/strong\u003e\u003c\/a\u003e build foundational understanding through questions and practice cases.\u003c\/li\u003e\n\u003cli\u003e\n\u003ca href=\"\/products\/rcm-kpi-diagnostic-improvement-playbook\"\u003e\u003cstrong\u003eRCM KPI Playbook — $59:\u003c\/strong\u003e\u003c\/a\u003e investigate a missed measure and document a corrective action.\u003c\/li\u003e\n\u003cli\u003e\n\u003ca href=\"\/products\/cash-integrity-month-end-close-healthcare-cash-application-operating-manual\"\u003e\u003cstrong\u003eCash Integrity Manual — $49:\u003c\/strong\u003e\u003c\/a\u003e learn cash exception procedures and reviewer release decisions.\u003c\/li\u003e\n\u003cli\u003e\n\u003ca href=\"\/products\/enterprise-denial-management-sop-carc-root-cause-playbook-rcm-director-manual\"\u003e\u003cstrong\u003eDenial Management Playbook — $99:\u003c\/strong\u003e\u003c\/a\u003e structure denial procedures and CARC root-cause review.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003ca href=\"\/collections\/ebooks-playbooks\"\u003eCompare Ebooks \u0026amp; Playbooks\u003c\/a\u003e. These are separate digital purchases. Inspect each listing for file formats, software, license and scope.\u003c\/p\u003e\u003c\/section\u003e\u003cp\u003e\u003cstrong\u003eNeed offshore vendor reporting and SOPs together?\u003c\/strong\u003e \u003ca href=\"\/products\/offshore-rcm-vendor-accountability-pro\"\u003eVendor Accountability PRO\u003c\/a\u003e is a separate Excel and operating-procedure toolkit. It is not included in these ebooks.\u003c\/p\u003e","products":[{"product_id":"rcm-master-study-guide-2026-148-medical-billing-questions-excel-tracker","title":"Revenue Cycle Management Study Guide 2026 | 148 Q\u0026As, Cases \u0026 Excel Tracker","description":"\u003ch2\u003eBuild a working understanding of the revenue cycle, one decision at a time\u003c\/h2\u003e\n\u003cp\u003eRevenue cycle work crosses patient access, clinical documentation, coding, claims, payment, A\/R, denials, and leadership reporting. A new analyst may know one handoff well but struggle to see how an issue travels downstream. This digital study pack organizes those connections into 12 modules with 148 questions and explanations, eight practice cases, and an editable Excel question bank for deliberate review.\u003c\/p\u003e\u003csection data-mfhq-demo=\"catalog-quality-v2\"\u003e\u003ch3\u003eWatch the 20-second product preview\u003c\/h3\u003e\n\u003cp\u003eWhere does your RCM knowledge need practice? This captioned overview combines product previews with a practical setup workflow. Examples are illustrative; this is not a live system connection.\u003c\/p\u003e\n\u003cvideo controls playsinline preload=\"none\" width=\"1080\" height=\"1080\" poster=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/preview_images\/9cd9a297dc1b48a7adce97a081813ddd.thumbnail.0000000000.jpg?v=1790795253\" aria-label=\"RCM Study Guide product workflow preview\" style=\"display:block;width:100%;max-width:560px;height:auto;aspect-ratio:1\/1;object-fit:contain;border-radius:12px\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/9cd9a297dc1b48a7adce97a081813ddd\/9cd9a297dc1b48a7adce97a081813ddd.HD-1080p-2.5Mbps-96045394.mp4\" type=\"video\/mp4\"\u003eYour browser does not support this video. Review the workflow below and the product gallery.\u003c\/source\u003e\u003c\/video\u003e\u003ch4\u003eStart with this workflow\u003c\/h4\u003e\n\u003col\u003e\n\u003cli\u003eChoose one of the 12 learning modules.\u003c\/li\u003e\n\u003cli\u003eAnswer questions and work a practice case.\u003c\/li\u003e\n\u003cli\u003eRecord study status and revisit sources.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eScope to check:\u003c\/strong\u003e Self-directed education; no certification or education credits.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAfter purchase:\u003c\/strong\u003e Open the supplied instructions first and save a working copy of the files. For file or download help, \u003ca href=\"\/pages\/contact\"\u003econtact MetricForgeHQ\u003c\/a\u003e with your order number and product name. Please omit confidential information.\u003c\/p\u003e\u003c\/section\u003e\n\u003cp\u003eUse it to structure self-study, orient a new team member, or identify knowledge gaps before an operational discussion. Read a module, answer before checking the explanation, work a case, and record what needs another pass. The included reference links are a starting point for checking current primary guidance; local payer contracts and applicable rules still govern real work.\u003c\/p\u003e\n\u003ch3\u003eWhat this helps you do\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eTrace where an RCM issue begins and where it appears later.\u003c\/li\u003e\n\u003cli\u003eFocus revision with the study-status field in the Excel question bank.\u003c\/li\u003e\n\u003cli\u003ePractice applying concepts through eight cases instead of relying only on definitions.\u003c\/li\u003e\n\u003cli\u003eGive managers a common topic sequence for onboarding conversations.\u003c\/li\u003e\n\u003cli\u003eRevisit primary sources when a policy, contract, or program rule may have changed.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhy the handoffs matter\u003c\/h3\u003e\u003cp\u003eAn eligibility issue can resurface as a rejected claim. A documentation gap may postpone a charge. An unresolved remittance variance can distort A\/R work. Teams often learn those events in separate queues. This pack gives learners a shared vocabulary and asks them to reason through cases across the cycle.\u003c\/p\u003e\n\u003cp\u003eFor leaders, the practical value is better discussion: staff can explain the source of a delay, the next owner, the evidence needed, and the metric that may reveal a pattern. The study pack is an educational aid; operational results depend on local controls, accurate data, training, and execution.\u003c\/p\u003e\n\u003ch3\u003eWhat is in the ZIP\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e19-page PDF with the 12-module learning sequence, 148 answer explanations, eight practice cases, and primary reference links.\u003c\/li\u003e\n\u003cli\u003eEditable XLSX question bank with module labels, references, and a study-status tracker.\u003c\/li\u003e\n\u003cli\u003eQuick-start instructions and internal-use license in a TXT file.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eQuestions before buying\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eIs this a certification course?\u003c\/strong\u003e No. It is self-directed professional education, with no credential, live instruction, or continuing education credit.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCan I use it for a live claim decision?\u003c\/strong\u003e Check current CMS, HHS, OIG, payer, contract, state, and organizational rules before applying any point to a real case. Do not enter patient information into the study tracker.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat software do I need?\u003c\/strong\u003e The guide is PDF and the question bank is XLSX. Microsoft Excel is recommended for editing. The purchase is a ZIP download; no physical item is shipped.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eDoes it include operational dashboards?\u003c\/strong\u003e No. This is a learning product. MetricForgeHQ's separate workbooks are operational tools sold separately.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eGive your team a structured way to discuss the full revenue cycle.\u003c\/strong\u003e Download the study pack and begin with the module closest to your current operational risk.\u003c\/p\u003e\u003csection data-mfhq-cross-sell=\"study-tools\"\u003e\u003ch3\u003ePut the concepts into practice\u003c\/h3\u003e\n\u003cp\u003eWhen you are ready to manage operational data, explore the \u003ca href=\"\/products\/rcm-command-center-pro-excel-dashboard\"\u003e\u003cstrong\u003eRCM Command Center PRO Excel dashboard\u003c\/strong\u003e\u003c\/a\u003e for revenue-cycle KPIs and A\/R, the \u003ca href=\"\/products\/medical-billing-denial-recovery-pro-appeal-deadlines-root-cause-payer-analysis-excel-dashboard\"\u003e\u003cstrong\u003eDenial Recovery PRO workbook\u003c\/strong\u003e\u003c\/a\u003e for appeal work, and the \u003ca href=\"\/products\/pt-prior-authorization-visit-utilization-command-center-pro\"\u003e\u003cstrong\u003ePT Authorization Command Center PRO\u003c\/strong\u003e\u003c\/a\u003e for physical therapy authorization operations. Each is sold separately.\u003c\/p\u003e\u003c\/section\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":52453382947104,"sku":"MFHQ-RCM-STUDY-2026","price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/metricforgehq-rcm-master-study-hero-studio.png?v=1790306854"},{"product_id":"enterprise-denial-management-sop-carc-root-cause-playbook-rcm-director-manual","title":"Denial Management SOP \u0026 CARC Root Cause Playbook | RCM Director Manual","description":"\u003ch2\u003eTurn denials into an enterprise-controlled operating program.\u003c\/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003eMetricForgeHQ Enterprise Denial Management Master Manual\u003c\/strong\u003e gives revenue cycle leaders a structured system for denial prevention, recovery, root-cause ownership, payer escalation and executive governance.\u003c\/p\u003e\u003csection data-mfhq-demo=\"catalog-quality-v2\"\u003e\u003ch3\u003eWatch the 20-second product preview\u003c\/h3\u003e\n\u003cp\u003eWho owns prevention and recovery? This captioned overview combines product previews with a practical setup workflow. Examples are illustrative; this is not a live system connection.\u003c\/p\u003e\n\u003cvideo controls playsinline preload=\"none\" width=\"1080\" height=\"1080\" poster=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/preview_images\/940b0e301d344bbf9442ebcfaa076dba.thumbnail.0000000000.jpg?v=1790795252\" aria-label=\"Denial Management SOP Playbook product workflow preview\" style=\"display:block;width:100%;max-width:560px;height:auto;aspect-ratio:1\/1;object-fit:contain;border-radius:12px\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/940b0e301d344bbf9442ebcfaa076dba\/940b0e301d344bbf9442ebcfaa076dba.HD-1080p-2.5Mbps-96045396.mp4\" type=\"video\/mp4\"\u003eYour browser does not support this video. Review the workflow below and the product gallery.\u003c\/source\u003e\u003c\/video\u003e\u003ch4\u003eStart with this workflow\u003c\/h4\u003e\n\u003col\u003e\n\u003cli\u003eDefine denial groups and root-cause owners.\u003c\/li\u003e\n\u003cli\u003eAdapt SOPs and appeal handoff checklists.\u003c\/li\u003e\n\u003cli\u003eRun the 30\/60\/90-day governance plan.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eScope to check:\u003c\/strong\u003e Leadership resource; Denial Recovery PRO is a separate tracker.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eAfter purchase:\u003c\/strong\u003e Open the supplied instructions first and save a working copy of the files. For file or download help, \u003ca href=\"\/pages\/contact\"\u003econtact MetricForgeHQ\u003c\/a\u003e with your order number and product name. Please omit confidential information.\u003c\/p\u003e\u003c\/section\u003e\n\u003cp\u003eThis is the leadership and SOP companion to \u003cstrong\u003eDenial Recovery PRO\u003c\/strong\u003e. Instead of another denial tracker, this package defines \u003cem\u003ehow the organization should operate\u003c\/em\u003e across Patient Access, Authorization, Clinical\/CDI, Coding, HIM, Billing, AR, Revenue Integrity and Managed Care.\u003c\/p\u003e\n\u003ch3\u003eWhat’s included\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e34-page Enterprise Denial Management Master Manual — PDF + editable Word\u003c\/li\u003e\n\u003cli\u003e30\/60\/90-Day Quick Start implementation guide — PDF + editable Word\u003c\/li\u003e\n\u003cli\u003eOrganization License \u0026amp; Read Me — PDF + editable Word\u003c\/li\u003e\n\u003cli\u003eEnterprise denial grouping and root-cause framework\u003c\/li\u003e\n\u003cli\u003eExpanded CARC operating library with corrective\/preventive actions\u003c\/li\u003e\n\u003cli\u003eEligibility, authorization, coding\/CDI, documentation, billing and AR SOPs\u003c\/li\u003e\n\u003cli\u003eMedicare, Medicare Advantage, Medicaid\/MCO, commercial, UHC, Aetna, Cigna, Humana, BCBS, workers’ compensation and auto\/no-fault playbooks\u003c\/li\u003e\n\u003cli\u003eAppeal workflow and packet checklist\u003c\/li\u003e\n\u003cli\u003eRCA, 5-Why and corrective-action tools\u003c\/li\u003e\n\u003cli\u003eManager and Director scorecards\u003c\/li\u003e\n\u003cli\u003eRACI accountability matrix\u003c\/li\u003e\n\u003cli\u003eHigh-dollar denial escalation workflow\u003c\/li\u003e\n\u003cli\u003eMonthly Denial Steering Committee package\u003c\/li\u003e\n\u003cli\u003eExecutive reporting templates, payer matrix and audit tools\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eBuilt for leadership\u003c\/h3\u003e\n\u003cp\u003eUse it to standardize denial ownership, identify upstream causes, prioritize recoverable revenue, reduce repeat defects, structure payer escalations and create a consistent governance cadence.\u003c\/p\u003e\n\u003ch3\u003eDesigned to complement Denial Recovery PRO\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003eMaster Manual:\u003c\/strong\u003e policy, prevention, governance, accountability and implementation.\u003cbr\u003e\u003cstrong\u003eDenial Recovery PRO:\u003c\/strong\u003e operational tracking, prioritization, root-cause and payer analytics.\u003c\/p\u003e\n\u003ch3\u003eWho it’s for\u003c\/h3\u003e\n\u003cp\u003eRevenue Cycle Directors and VPs, CFO\/Finance leaders, Patient Access and Authorization leaders, Coding\/CDI\/HIM, Billing and AR managers, Revenue Integrity, Managed Care and healthcare consultants.\u003c\/p\u003e\n\u003ch3\u003eDigital product\u003c\/h3\u003e\n\u003cp\u003eInstant digital resource. No physical item is shipped. Payer rules, contracts, code sets and appeal requirements change; validate current official payer, CMS\/X12 and contractual requirements before operational use.\u003c\/p\u003e\u003ch3\u003eData and use boundaries\u003c\/h3\u003e\u003cp\u003eUse fictional, aggregate, or properly de-identified operational examples. Do not put identifiable patient or insurance information into files you share with MetricForgeHQ or send through storefront support. If you adapt the manual for real operations, your organization is responsible for its approved systems, access controls, privacy review, and current payer and contractual requirements.\u003c\/p\u003e\u003cp\u003ePayer-named sections are workflow examples, not a current coverage determination, payer endorsement, legal opinion, coding instruction, or guarantee of reimbursement or recovery. Validate each rule, deadline and code with current authoritative sources and your organization’s policies before use.\u003c\/p\u003e\u003ch3\u003eChoose the right denial product\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eChoose this Denial Management SOP \u0026amp; CARC Root Cause Playbook\u003c\/strong\u003e for policy, prevention, governance, payer escalation, RACI, corrective action and leadership cadence.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eChoose \u003ca href=\"\/products\/medical-billing-denial-recovery-pro-appeal-deadlines-root-cause-payer-analysis-excel-dashboard\"\u003eMedical Billing Denial Recovery PRO\u003c\/a\u003e\u003c\/strong\u003e when the primary need is an Excel work queue for appeal deadlines, denied dollars, payer\/root-cause analysis, owner workload and recovery follow-up.\u003c\/p\u003e\u003cp\u003eThe two products are complementary but sold separately.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Organization License","offer_id":67578964705568,"sku":"MFHQ-DENIAL-SOP-PRO-ORG","price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/metricforgehq-denial-management-enterprise-gallery.png?v=1790397568"},{"product_id":"rcm-kpi-diagnostic-improvement-playbook","title":"RCM KPI Diagnostic \u0026 Improvement Playbook | Financial Clearance, PFS \u0026 Cash","description":"\u003cp\u003e\u003cstrong\u003eTurn a missed RCM KPI into a documented investigation and corrective action.\u003c\/strong\u003e This original operating playbook connects the calculation, source checks, likely causes, responsible owner and follow-up measurement.\u003c\/p\u003e\n\u003cp\u003eBuilt for Financial Clearance managers, Patient Financial Services leaders, cash applications supervisors and finance reviewers who need to explain a variance and decide what happens next.\u003c\/p\u003e\n\u003ch2\u003eWhat your download includes\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e65-page searchable PDF playbook with navigation bookmarks.\u003c\/li\u003e\n\u003cli\u003e40 KPI protocols: 12 Financial Clearance, 12 PFS, 12 Cash Applications\/Close and 4 executive finance measures.\u003c\/li\u003e\n\u003cli\u003eTwo macro-free Excel workbooks: a blank customer workbook and a populated synthetic Demo.\u003c\/li\u003e\n\u003cli\u003e200 corrective-action rows with ownership, due dates, evidence references and completion controls.\u003c\/li\u003e\n\u003cli\u003e12 worked cases with calculations, investigation decisions and follow-up checks.\u003c\/li\u003e\n\u003cli\u003eDaily, weekly and month-end review checklists.\u003c\/li\u003e\n\u003cli\u003e60-second silent instructional demo with an included caption file, plus a quick-start and organization license PDF.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch2\u003eEach KPI follows a practical method\u003c\/h2\u003e\u003col\u003e\n\u003cli\u003eConfirm numerator, denominator, eligible population and reporting clock.\u003c\/li\u003e\n\u003cli\u003eValidate source totals, duplicates, scope and evidence.\u003c\/li\u003e\n\u003cli\u003eInvestigate the payer, location, workflow or timing that explains the variance.\u003c\/li\u003e\n\u003cli\u003eAssign a specific corrective action, owner and due date.\u003c\/li\u003e\n\u003cli\u003eRemeasure using the same definition and review a balancing measure.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch2\u003eWatch the 60-second how-to\u003c\/h2\u003e\u003cvideo controls playsinline preload=\"metadata\" poster=\"https:\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/preview_images\/9aa2a933f8b143cea3914c477bd8f52b.thumbnail.0000000000.jpg?v=1790803292\" style=\"display:block;width:100%;max-width:960px;height:auto;aspect-ratio:4\/3;object-fit:contain;background:#0b1f2d\" aria-label=\"RCM KPI Diagnostic \u0026amp; Improvement Playbook instructional demo\"\u003e\u003csource src=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/9aa2a933f8b143cea3914c477bd8f52b\/9aa2a933f8b143cea3914c477bd8f52b.HD-1080p-2.5Mbps-96058230.mp4\" type=\"video\/mp4\"\u003e\u003c\/video\u003e\u003cp data-mfhq-video-fallback=\"v1\"\u003e\u003ca href=\"https:\/\/cdn.shopify.com\/videos\/c\/vp\/9aa2a933f8b143cea3914c477bd8f52b\/9aa2a933f8b143cea3914c477bd8f52b.HD-1080p-2.5Mbps-96058230.mp4\"\u003eOpen the captioned video preview\u003c\/a\u003e if the embedded player does not load.\u003c\/p\u003e\u003cp\u003eSilent instructional demo with synthetic data. Steps: definition, calculation, source review, investigation, action evidence and follow-up measurement. The customer download includes a caption file.\u003c\/p\u003e\u003ch2\u003eCoverage\u003c\/h2\u003e\u003cp\u003e\u003cstrong\u003eFinancial Clearance:\u003c\/strong\u003e verification, valid authorization scope, readiness, registration accuracy, overdue backlog, financial counseling and rework.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePFS:\u003c\/strong\u003e clearinghouse acceptance, charge and bill delay, initial denials, appeals, billed debit AR aging, underpayment recovery and patient statement readiness.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eCash and finance:\u003c\/strong\u003e posting lag, unposted and unapplied cash, posting accuracy, independent posting\/settlement\/ledger variance measures, credit and refund review, close evidence, net AR days and cost to collect.\u003c\/p\u003e\n\u003ch2\u003eSee the method in one case\u003c\/h2\u003e\u003cp\u003eIn a synthetic authorization example, valid readiness moves from 180 of 200 services (90.0%) to 190 of 200 (95.0%). The guide explains why an approval number alone is insufficient, how to inspect provider\/code\/units\/date mismatches and why access delays should be checked before declaring the correction successful.\u003c\/p\u003e\n\u003ch2\u003eStart with one missed target\u003c\/h2\u003e\u003cp\u003eOpen the Demo, read one KPI protocol and review its matching dictionary row. Then use the Blank workbook with approved aggregate inputs. The workbook calculates baseline, current, change and local target status. Missing review evidence remains visible, and closing an action requires follow-up evidence and reviewer fields.\u003c\/p\u003e\n\u003ch2\u003eSoftware, license and scope\u003c\/h2\u003e\u003cp\u003eDigital download only. PDF and macro-free XLSX, intended for current desktop Excel. Native Excel and Google Sheets behavior has not been directly tested. Formulas were calculated and tested in the authoring environment. One organization may adapt the files for internal use; redistribution, resale and multi-client deployment are excluded.\u003c\/p\u003e\u003cp\u003eDemo targets are illustrative, not universal benchmarks. The protocols are original local operating definitions, with common executive finance concepts; this is not an HFMA-certified or endorsed product. No integration, certification, CE credits, live instruction, source extraction, raw 835 parser, contract engine or immutable audit history is included. Human review and approved source controls remain required.\u003c\/p\u003e\n\u003ch2\u003eHow it fits your operating tools\u003c\/h2\u003e\u003cp\u003eUse this playbook to interpret and investigate the KPIs you monitor in a dashboard. Use \u003ca href=\"\/products\/rcm-cash-reconciliation-pro-excel\"\u003eRCM Cash Reconciliation PRO\u003c\/a\u003e for separate transaction-level cash reconciliation and close controls. That product is sold separately.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":67615406096672,"sku":"MFHQ-RCM-KPI-PLAYBOOK-ORG","price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/rcm-kpi-01_product_hero.png?v=1790802956"},{"product_id":"cash-integrity-month-end-close-healthcare-cash-application-operating-manual","title":"Cash Integrity \u0026 Month-End Close | Healthcare Cash Application Operating Manual","description":"\u003csection data-mfhq-summary=\"cash-integrity-v2\"\u003e\u003cp\u003e\u003cstrong\u003eFor healthcare cash application and month-end close teams.\u003c\/strong\u003e A digital operating manual and implementation toolkit for investigating posting differences, assigning corrections and documenting a defensible close decision.\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e50-page searchable PDF manual, 20 procedures and 12 fictional worked cases.\u003c\/li\u003e\n\u003cli\u003eEight blank CSV operating registers, offline browser casebook, Quick Start and 60-second preview.\u003c\/li\u003e\n\u003cli\u003eOrganization license · $49 · digital ZIP delivery after payment.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eScope:\u003c\/strong\u003e no live bank\/EHR connection, automated posting, formula workbook or guaranteed recovery. The Excel reconciliation workbook is sold separately.\u003c\/p\u003e\u003c\/section\u003e\u003ch2\u003eA deposit can tie while cash posting is still wrong\u003c\/h2\u003e\u003cp\u003e\u003cstrong\u003eCash Integrity \u0026amp; Month-End Close\u003c\/strong\u003e is an original healthcare cash application operating manual for posting supervisors, RCM directors and finance reviewers who need to investigate differences and document a defensible close decision.\u003c\/p\u003e\u003csection data-mfhq-cash-howto=\"v1\"\u003e\u003ch3\u003eWatch the 60-second method preview\u003c\/h3\u003e\n\u003cp\u003eSilent preview with on-screen instructions and fictional data. Press play, pause or use full screen.\u003c\/p\u003e\n\u003cvideo controls playsinline preload=\"metadata\" poster=\"https:\/\/metricforgehq.com\/cdn\/shop\/files\/preview_images\/33c65d6aef884300955f5a9c4abc5072.thumbnail.0000000000_2500x.jpg?v=1790815418\" style=\"display:block;width:100%;height:auto;aspect-ratio:4\/3;object-fit:contain;background:#081626;border-radius:12px\" aria-label=\"Cash Integrity manual: five-step instructional preview\"\u003e\u003csource src=\"https:\/\/metricforgehq.com\/cdn\/shop\/videos\/c\/vp\/33c65d6aef884300955f5a9c4abc5072\/33c65d6aef884300955f5a9c4abc5072.HD-1080p-2.5Mbps-96069158.mp4?v=0\" type=\"video\/mp4\"\u003e\u003c\/video\u003e\u003cp data-mfhq-video-fallback=\"v1\"\u003e\u003ca href=\"https:\/\/metricforgehq.com\/cdn\/shop\/videos\/c\/vp\/33c65d6aef884300955f5a9c4abc5072\/33c65d6aef884300955f5a9c4abc5072.HD-1080p-2.5Mbps-96069158.mp4?v=0\"\u003eOpen the captioned video preview\u003c\/a\u003e if the embedded player does not load.\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:10:\u003c\/strong\u003e trace three independent cash bridges.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:20:\u003c\/strong\u003e identify an $800 posting gap despite a matched deposit.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:30:\u003c\/strong\u003e confirm source completeness, payment identity and authorized allocation.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:40:\u003c\/strong\u003e verify the committed correction using refreshed evidence.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e0:50:\u003c\/strong\u003e document the reviewer’s release or hold decision.\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003eAfter download, open START_HERE, read the Quick Start, then use Case 01 with SOP 05 and the offline casebook.\u003c\/p\u003e\u003c\/section\u003e\u003ch3\u003eYour download\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e50-page searchable PDF manual with procedure and case bookmarks.\u003c\/li\u003e\n\u003cli\u003e20 procedures: ordered actions, hold conditions, evidence and reviewer exit criteria.\u003c\/li\u003e\n\u003cli\u003e12 worked fictional cases, including partial posting, recoupments, fees, reserves, refunds, duplicates, cutoff, wrong entity and missing source data.\u003c\/li\u003e\n\u003cli\u003eEight blank CSV operating registers for sources, mapping, adjustments, exceptions, rollforwards, corrections, setup and close decisions.\u003c\/li\u003e\n\u003cli\u003eInteractive offline browser casebook with three independent cash bridges and a guided $800 posting correction.\u003c\/li\u003e\n\u003cli\u003e60-second silent how-to video with captions.\u003c\/li\u003e\n\u003cli\u003eTwo-page Quick Start and standard organization license.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eLearn the judgment behind the numbers\u003c\/h3\u003e\u003cp\u003eTrace receipt cash to committed posting, bank settlement and mapped ledger activity. Separate timing from error, prevent duplicate repayment, preserve original exception age, refresh evidence after correction and record an authorized release or hold decision.\u003c\/p\u003e\u003ch3\u003eHow it fits your existing tools\u003c\/h3\u003e\u003cp\u003eThis manual teaches operating procedures and reviewer decisions. The \u003ca href=\"\/products\/rcm-cash-reconciliation-pro-excel\"\u003eRCM Cash Reconciliation PRO Excel workbook\u003c\/a\u003e is sold separately and handles payment-activity tracking. The \u003ca href=\"\/products\/rcm-kpi-diagnostic-improvement-playbook\"\u003eRCM KPI Playbook\u003c\/a\u003e is sold separately and focuses on performance measures. No workbook is included in this manual package.\u003c\/p\u003e\u003ch3\u003eSoftware, delivery and license\u003c\/h3\u003e\u003cp\u003eDigital ZIP download only; no physical book ships. PDF reader, current browser with JavaScript, and CSV-compatible editor required. CSV forms contain no formulas, automatic controls or authenticated approvals. The offline demo stores no changes and sends no data. One purchasing organization may adapt the files internally; resale, redistribution and unrelated-client deployment are excluded.\u003c\/p\u003e\u003ch3\u003eScope\u003c\/h3\u003e\u003cp\u003eAll examples are fictional. No bank\/EHR integration, 835 parser, automated posting, journals, immutable audit log, certification, CE credit or guaranteed financial outcome is included. Local accounting treatment, payer\/regulatory requirements and release authority must be approved by the appropriate specialists. Intended application compatibility has not been tested in every native browser, PDF reader, Excel or Google Sheets version.\u003c\/p\u003e","brand":"MetricForgeHQ","offers":[{"title":"Default Title","offer_id":67616879083808,"sku":"MFHQ-CASH-INTEGRITY-MANUAL-ORG","price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1021\/7360\/6176\/files\/cash-integrity-01-premium-hero_89afb7a7-4b67-4188-b320-f6102ca3e6ca.png?v=1790814286"}],"url":"https:\/\/metricforgehq.com\/collections\/ebooks-playbooks.oembed","provider":"MetricForgeHQ","version":"1.0","type":"link"}