Free RCM & Business Tools, Checklists and Guides

METRICFORGEHQ · FREE RESOURCE LIBRARY

Make the next review clearer.

Practical calculators, checklists and worked examples for revenue-cycle teams and small-business owners. No purchase required for the resources below.

Healthcare revenue cycle

Denial rate and recovery calculator

Compare two explicit measures with fictional examples, input checks and visible denominators.

Open the free calculator

Read the recovery-rate worked example

Vendor review readiness

Prepare assigned A/R, reconciliation, activity, sampled quality, staffing and closure evidence.

Get the free one-page vendor checklist

See the workflow

Watch the denial workbook walkthrough or read the weekly RCM review guide. Product previews are free; full paid downloads are separate.

Small business and receivables

13-week cash planning sample

A separate editable forecast with a fictional example and reserve-shortfall view. No email is required to download it.

Get the free cash planner and weekly checklist

Watch the 45-second actual cash-planner demonstration on YouTube. See how a fictional equipment payment creates a reserve shortfall. English and Spanish captions are available; the workbook and on-screen text are in English. Silent worksheet walkthrough.

A/R follow-up guide

Define days past due, remaining balances, payment promises, owners and follow-up dates.

Read the Excel receivables guide

New search guides

Practice an RCM handoff before you buy

Fictional learning exercise: a payment appears in the bank, but the posting team cannot match it to a remittance. What should the next owner verify before treating the account as resolved?

Reveal the discussion answer

Match the deposit reference, date and amount to the remittance and posting batch; document any unmatched amount, assign an owner and set a follow-up date. A bank receipt alone does not prove correct account allocation. Keep the exception open until the source records reconcile.

Watch an actual RCM Study Guide question and explanation in a 48-second silent preview with English captions. The paid PDF and Excel files are in English.

This original exercise illustrates the learning approach; it is not represented as an excerpt from the paid guide.

Inspect the RCM Study Guide: PDF preview, question bank and included files

Watch before you choose

Compare short product walkthroughs and actual-file demonstrations on MetricForgeHQ’s YouTube channel. Free resources and separately sold products are identified in each description.

For educators and team leaders

Link colleagues to these public pages so they can review the definitions and current instructions. Use fictional examples for demonstrations. Downloaded files remain subject to their included license; public access does not grant redistribution or resale rights.

When you need a complete workflow

Start with a free resource to define your question. If you need a reusable operating workbook, inspect the actual previews, included files, software requirements and license before buying.

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