Practical workshops
Work through staffing, outreach, service delivery, and documentation in the context of your organization.
Explore learning opportunitiesTurn learning into daily practice with planning tools, focused conversations, and support for the decisions ahead.

Choose one population, one service need, and one workflow. Use what you learn to shape the next phase.
Download editable text worksheets.
Make them your own.
Use this planning template to identify a starting point for your organization.
Map one assignment from receipt through verified completion.
Adapt this checklist to the requesting organization’s actual requirements. It is a planning tool, not a payer-approved submission form.
Implementation becomes more manageable when the work is specific and responsibilities are shared.
Identify existing strengths and what needs to be in place.
Name the people responsible for each handoff and outcome.
Use real implementation experience to improve the workflow.