A clear path
to getting started.
Find guidance for your download, software, workbook and license. Start with the product instructions, then reach us with the details needed to understand your question.
Before you contact us
Confirm your software
Review the product description and its stated software requirements and validation scope.
Open the instructions
Read the Quick Start and explore the included demonstration file before preparing a working copy.
Help us locate the issue
Provide your order number, product name, software and version, affected tab or cell, and expected versus actual behavior.
Frequently asked questions
Are these physical products?
No. MetricForgeHQ products are digital files unless a product page clearly states otherwise.
Which software should I use?
Check your product page and included Quick Start. XLSX workbooks use the software and validation scope stated on their product page. PDF guides need a PDF reader; Word and PowerPoint files need compatible editors. Offline casebooks and CSV registers have their own requirements. Google Sheets can change formulas, validation, charts and formatting and is not promised unless the listing explicitly validates it.
Can I share the files?
Use and sharing depend on the license you purchased. Standard licenses are for the purchasing individual or organization. A Consultant Deployment license permits configured client working copies only within its stated scope; for the RCM Executive Revenue Suite, that scope is up to five active client organizations directly served by the purchaser. Source templates cannot be resold, publicly posted or added to a template library. Read the license included in your download before deployment.
Can I send patient information for support?
No. Remove patient names, dates of birth, account numbers, insurance identifiers, medical record numbers, and other protected or sensitive information before requesting help.
Do the products guarantee financial or recovery results?
No. Results depend on data quality, operating conditions, payer rules, workflow design, and execution.
How do I begin with the vendor toolkit?
Read the Quick Start, open DEMO, then prepare CLEAN using approved aggregate inputs. Select the vendor and reporting month in Controls. Review data exceptions before using the metrics. The editable executive slides require manual updates. View the vendor toolkit preview.
How do I begin with an ebook or manual?
Read the supplied starting instructions. Choose one learning module, KPI protocol or procedure and its worked case. The product page identifies any companion workbook or offline casebook. Compare the guides.
Starting with a Hospital or Physician Payer Resolution package
Extract the ZIP, read README and the playbook, then explore fictional Demo mode before saving a secure working copy. Complete the production acceptance checklist and obtain local approval of each applicable payer rule, source, submission route and deadline before live use. A readiness flag is a coordination aid, not approval to submit.
Native Google Sheets and Excel for the web test copies have documented checks; desktop Excel remains untested. Review the compatibility record in your package and the precise validation scope on the Hospital or Physician product page. Preserve editable calculation formulas and a backup.
For download or workbook help, provide your order number, product, software/version, affected tab or cell, and expected versus actual behavior using fictional examples. Do not send PHI, confidential source files or credentials. Payer, clinical and coding decisions remain with your qualified team.
Buying for a team?
The Organization & Team Buying Guide explains organization-license boundaries, consultant deployment scope and the information to include in a licensing question.
Still need a hand?
Email support@metricforgehq.com or use the contact form. Include your order number, product and software version, plus a screenshot with no protected or confidential information.