Ideas on building a modern, efficient practice.

Personal Injury Intake Checklist: What to Collect Before the First Visit

What a personal injury practice should collect and verify at intake: accident details, prior injuries, the attorney and firm, coverage, and signed consent, lien and records authorization forms.

6 min read

Illustration of a bar chart with a 70th percentile cap line, labeled SB 623 California 2026.

California SB 623: What Changes for Lien-Based Providers in Rideshare Accident Cases

Signed June 2026, SB 623 caps lien-based medical charges in rideshare accident cases from 2027, voids the excess, requires coded bills and makes lien sales and referral relationships discoverable. What practices should do now.

6 min read

Illustration of a lien reduction letter and a balance bar reduced to an agreed amount in writing.

How Clinics Should Respond to a Lien Reduction Request (With a Sample Letter)

When the settlement is small, attorneys ask every provider to reduce its lien. What to ask for before you answer, how to decide, how to put it in writing, and a sample response letter.

7 min read

Illustration of three overlapping circles labeled behavioral health, mental health and psychiatry.

Behavioral Health EHR vs. Mental Health EMR vs. Psychiatry EMR: Which Fits Your Practice?

What behavioral health EHR, mental health EMR and psychiatry EMR usually mean, which features each kind of practice needs, how privacy rules differ, and what changes when patients have a personal injury case.

6 min read

Illustration of a SOAP visit note card next to a simplified spine.

Personal Injury Chiropractic Documentation: What Every Visit Note Should Show

What a chiropractic record should show when the patient has a personal injury case: the initial exam baseline, every visit note, progress at re-exams, missed visits and the report the attorney asks for.

7 min read

Illustration of a chart showing function rising above baseline toward a goal, with a plan-of-care checklist.

Physical Therapy EMR Checklist: Features That Matter When You Treat Injury Patients

What a physical therapy EMR needs: evaluation templates, goals and objective measures, flow sheets, reminders and insurance billing, plus lien billing, progress summaries and attorney access for personal injury cases.

8 min read

Illustration of a signed medical lien document with a seal and a case balance held until settlement.

What Is a Medical Lien? A Guide for Practices That Treat Personal Injury Patients

A medical lien lets a practice treat a personal injury patient now and be paid from the settlement. Here is how liens work for the practice, which kind you likely use, and what to have ready when the case settles.

9 min read

A clinician in a dark polo checks a tablet in a therapy gym.

The Importance of Time Management in Healthcare

Why time management matters in a medical practice, where clinician time goes, and practical changes to scheduling, task handling and documentation that give the team time back.

6 min read

A clinician and a patient review a tablet together during a follow-up visit.

What Is Care Management in Healthcare?

Care management defined, how it differs from care coordination and case management, the Medicare care management codes CMS describes, and how to manage care across specialists.

7 min read

A clinician with glasses reviews a tablet in a comfortable office chair.

How to Use a Mental Health EHR in Your Practice

A day-to-day guide to running a mental health practice on an EHR: setup, intake, recurring scheduling, templates, outcome measures, privacy settings, 42 CFR Part 2 and billing.

6 min read

A clinician writes notes at a desk beside a laptop in a quiet office.

How to Master Mental Health Practice Documentation

What belongs in mental health progress notes, intake and treatment plans, how psychotherapy notes differ from the medical record under HIPAA, and how outcome measures show progress.

7 min read

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Healthcare Trends

Why Evidence-Based Practice Matters in Healthcare

What evidence-based practice is, the five steps from asking a question to assessing outcomes, the barriers practices run into, and how a structured EHR record supports it.

7 min read

A physician shows a patient an image on a tablet during a consultation.

5 Types of Software Used in Healthcare and How They Connect

The five software categories most outpatient practices run, from the EHR to scheduling, billing, patient engagement and e-prescribing, and how to tell whether they share one patient record.

7 min read

A woman in a blazer writes in a notebook at an office desk.

Medical Billing

Ambulatory Surgery Center Billing Services: What They Handle and How to Choose One

The ASC billing rules an outside service has to get right, from facility vs. professional claims and the Medicare covered procedures list to implants and discontinued cases, plus how to evaluate a billing partner.

7 min read

Two colleagues review an image on a tablet together in a clinic.

Top 10 Factors for a Successful EHR Implementation

Ten factors to have in place before and after EHR go-live, from a named project owner and workflow mapping to data migration, role-based training and ONC's SAFER Guides.

6 min read

A man sits on a sofa at home using his phone.

Patient Engagement

Advantages of Patient Portals, and Their Real Limits

What a patient portal does well, where it falls short, and how HIPAA's right of access and the Cures Act information blocking rules apply, including for personal injury patients.

6 min read

A woman in a blazer writes notes at a desk in a bright office.

Medical Billing

The Pros and Cons of In-House vs. Outsourced Medical Billing

In-house and outsourced medical billing compared side by side, with the questions to ask a billing company, what a HIPAA business associate agreement covers, and what changes for lien-based personal injury cases.

7 min read

A man in a blazer reviews a tablet in an office armchair.

Medical Billing

How to Get Clients for a Medical Billing Company

A practical guide for billing companies and independent billers: what practices look for, where clients come from, how to structure contracts, and why personal injury practices need billers who understand liens.

7 min read

An older man walks along a line on a clinic floor during a gait assessment.

Neurological Testing After an Accident: What Each Test Shows and How to Document It

The neurological exam, EMG and nerve conduction studies, imaging, neuropsychological and concussion testing after an accident: what each shows, its limits, and how to document results for attorneys.

7 min read

A nurse in navy scrubs reviews a tablet beside a hospital bed.

What Is a Patient Classification System? Types and Uses

What a patient classification system is, how acuity drives nurse staffing, the main types from prototype and factor tools to triage scales, their limits, and how outpatient practices classify patients.

8 min read

A physician reviews a brain MRI image on a tablet in a clinic office.

Neurology EHR Data: Diagnostics, Imaging and Long-Term Tracking

Which neurology data to capture in the EHR, how to document EMG, nerve conduction and imaging results so they stay usable, and how to track patients over time, including after an accident.

7 min read

A staff member in navy scrubs checks a tablet at a clinic workstation.

What Is Patient Tracking Software?

What patient tracking software is, the main types from in-clinic flow boards to case status tracking, features to look for, and how tracking works across a personal injury case.

6 min read

A woman at home checks an appointment on her phone over a cup of coffee.

Patient scheduling

Patient Scheduling Workflow: A Step-by-Step Guide

An eight-step patient scheduling workflow from first request to follow-up, with owners for each step and a worked example of a new personal injury patient referred by an attorney.

7 min read

A clinician works at a computer showing a gait analysis screen.