Start Your Medical Billing Business Kit | Launch Roadmap, Pricing Calculator, Proposal, Service Agreement & Client Onboarding Templates

Ready to work for yourself? Launch your medical billing business with a proven plan.

You already know billing. This kit gives you everything else: how to set up, what to charge, how to find clients, what to say, what to send, and how to keep clients happy, all in professional templates you can use right away.

What's inside:

90-day launch roadmap

Business setup checklist (legal, insurance, HIPAA, tools)

Service menu builder

Pricing worksheet + Excel Pricing & Profit Calculator

Ideal client profile worksheet

4 outreach templates: first email, follow-up, LinkedIn and referral request

Discovery call script

New client intake form

Practice assessment with KPI formulas

Proposal template

Service agreement template with exhibits

Business associate agreement (BAA) checklist

Client onboarding checklist

Monthly client KPI report

Client pipeline tracker

Easy to use: editable Word workbook (works in Google Docs), printable PDF, and an Excel calculator (works in Google Sheets). Fill-in fields are highlighted so nothing gets missed.

Perfect for: experienced medical billers, coders and revenue cycle professionals starting a billing company or freelancing.

What you'll get: one instant-download ZIP file with a Word workbook, a printable PDF and an Excel calculator.

This kit is an educational business resource, not legal, tax or compliance advice. Have an attorney review your service agreement and BAA, and talk with an accountant about your business structure and taxes.

Due to the digital nature of this product, all sales are final. If you have trouble with your download, contact us and we'll help.

© Cortex Revenue Solutions. Licensed for use by one individual. Please do not resell or share.