Billing Guides

Billing Guides

Free, readable reference articles for medical billing workflows. All six guides are now live — covering EOBs, denials, clean claims, prior authorization, coordination of benefits, and patient billing.

Explore practical billing workflow guides below. Each guide is a free, readable article designed to help with common medical billing tasks like EOB review, claim denials, clean claims, prior authorization, coordination of benefits, and patient billing.

Guide Index — Billing Workflow Order

Guides ordered to follow a typical claim from intake to patient balance.

Prior Authorization, Without the Chaos

Live

Prior Authorization

Build a repeatable PA workflow that won't leave services unauthorized.

Build a repeatable PA workflow that won't leave services unauthorized.

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Clean Claim Fundamentals

Live

Claim Submission

What goes into a first-pass-accepted claim — and what derails one.

What goes into a first-pass-accepted claim — and what derails one.

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Reading an EOB: A Practical Guide

Live

Payment & EOBs

Understand allowed amounts, adjustments, CARC/RARC codes, and patient responsibility on an EOB.

Understand allowed amounts, adjustments, CARC/RARC codes, and patient responsibility on an explanation of benefits.

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Working Denials: A Step-by-Step Workflow

Live

Denials & Appeals

Triage, document, and resolve denials before they age past appeal deadlines.

Triage, document, and resolve denials before they age past appeal deadlines.

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Coordination of Benefits Explained

Live

Coordination of Benefits

Verify primary and secondary order, bill secondary correctly, and resolve CO-22 and CO-23 denials.

Verify primary and secondary order, use the primary EOB to bill secondary, and work CO-22 and CO-23 denials.

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Patient Billing & Collections Basics

Live

Patient Billing

Bill patients after insurance — statements, payment plans, balance follow-up, and common mistakes.

Bill patients after insurance has processed — statements, payment plans, balance follow-up, and common mistakes to avoid.

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Coming soon

Get the Complete Medical Billing Forms Toolkit

An organized package of every MedicalBillingForms.com template, checklist, worksheet, and appeal letter — paired with the full guide library. Built for billing offices that want everything in one place.

Sold by: Sunshine Summit Network

Billing note: When paid guides launch, your purchase or checkout confirmation will list Sunshine Summit Network as the merchant, and charges may appear on your bank or card statement under that same name.

Want practical templates while guides are in the works? Browse the free forms directory →