Private practice setup templates
Use these resources to structure the setup work. Some templates open as guides today; downloadable versions and email capture can be layered in as the hub grows.
Interactive checklist
Private practice setup checklist
A phase-by-phase setup tracker from license readiness through first claims.
Open resourceGuide
Credentialing packet checklist
The documents and data to gather before payer applications start.
Open resourceGuide
NPI / CAQH worksheet
A worksheet for keeping NPPES, CAQH, W-9, and payer data consistent.
Open resourceTracker
Payer application tracker
Track submitted date, follow-up date, status, effective date, and claim readiness.
Open resourceScript
Insurance verification script
A structured workflow for eligibility, copay, deductible, coinsurance, and authorization checks.
Open resourceSpreadsheet
Denial tracking spreadsheet
Track denied, rejected, stale, underpaid, and reworked claims.
Open resourceChecklist
Website setup checklist
The basics to publish a clear therapist practice website and referral path.
Open resourceEmail templates
Referral outreach email templates
Starter copy for reaching physicians, schools, attorneys, and community partners.
Open resourcePlan the practice. Bring in Bomi for insurance.
Use the free resources to understand the setup path. Bomi can help when you reach credentialing, insurance verification, claims, denials, balances, and revenue management.
Credentialing is available only to practices enrolled in Bomi Billing, including practices using Bomi EHR. We do not offer credentialing on its own.