Free tools
One useful tool for every stage of the clinic.
Nine checklists and spreadsheets, from choosing your first payer to adding your next BCBA. They are free, they need no PHI, and each one is checked against current payer sources.
pick the stage you are in right now ↓
Act I · Foundations
Stages 1–3: get the bones right- Stage 1 · Dream
First-payer decision worksheet
Compare Medicaid, commercial plans and TRICARE side by side before you start any enrollment.
Printable checklistTexasChecked Nov 2, 2026 - Stage 2 · Clinic setup
Pre-first-claim readiness checklist
Entity, NPIs, taxonomy, CAQH, license, EHR and clearinghouse: everything that must agree before claim one.
Printable checklistTexasChecked Nov 2, 2026 - Stage 3 · Payer credentialing
Credentialing tracker
One row per payer: status, last response, next action, owner and the written effective date.
Spreadsheet (.xlsx)TexasChecked Nov 2, 2026
Act II · Operations
Stages 4–7: run the weekly engine- Stage 4 · Benefits + intake
Eligibility and benefits checklist
What to confirm before the first session, built around checking eligibility 7 days ahead.
Printable checklistChecked Nov 2, 2026 - Stage 5 · Authorizations
Authorization tracker
Approved units, units used, dates and renewal windows, with flags before an authorization runs out.
Spreadsheet (.xlsx)TexasChecked Nov 2, 2026 - Stage 6 · Clean claims
Texas Medicaid ABA desk card (2026)
Codes, who can render them, modifiers, telehealth limits and filing time, on one page to pin above the desk.
Printable checklistTexasChecked Nov 2, 2026 - Stage 7 · Payments + denials
Denial log and weekly worklist
Log every denial with its reason, owner, evidence and next action, then work the list in a sensible order.
Spreadsheet (.xlsx)Checked Nov 2, 2026
Act III · Scale
Stages 8–9: grow without breaking- Stage 8 · Stable billing
Weekly summary template
The Monday review in one sheet: what moved, what is stuck, AR by age and payer, and decisions for the owner.
Spreadsheet (.xlsx)Checked Nov 2, 2026 - Stage 9 · Growth
New provider and new payer readiness checklist
What has to be true, payer by payer, before a new BCBA or RBT's first billable session.
Printable checklistTexasChecked Nov 2, 2026
All tools were last checked November 2, 2026. Payer rules change, so confirm with the payer and the cited source before acting. Optional, and only if you want it: email billing4aba@gmail.com with "tool updates" to hear when a tool changes.
Want a second pair of eyes on it?
On a free billing review we walk through where your claims, authorizations and credentialing stand today, and what we would look at first.
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