Templates & Guides
Practical tools for the insurance side of your practice.
Our templates and guides are built for small mental health practices without an office manager — clear, simple, and ready to use. Browse the full collection in our Payhip shop, or start with these two.
Insurance Credentialing Readiness Checklist
A two-page PDF with 15 checkpoints to help you organize your documents, provider information, and application prep before you submit credentialing applications.
Private Practice Credentialing Tracker
An Excel workbook for keeping payer applications, follow-up tasks, and renewal dates together in one place.
Our checklists and templates are organizational resources. They do not replace payer-specific requirements or guarantee insurance panel acceptance.
Browse the full shop
More templates and guides for medical insurance are available in our Payhip shop.
Rather have us handle it?
If you would rather hand off the billing and credentialing work entirely, we are happy to talk.