Start taking insurance without losing money or breaking a contract. The Insurance Starter Kit is the operational system for credentialing, panels, claims, and rates, built for therapists launching or growing a group practice.

What's inside:

• Start Here Primer (PDF): the right order for NPIs, CAQH, and group credentialing, the two compliance rules you can't break, and how to choose your first panels

• Credentialing Tracker (Excel): one row per clinician per payer, with recredentialing countdowns

• Credentialing Matrix (Excel): who is in network with whom, at a glance

• Panel Comparison (Excel): reimbursement by CPT code as a percentage of your full fee, days to payment, denial rate, and ease

• Claims Workflow Checklist (Excel): 32 steps from benefit verification to the monthly rate review, plus billing targets

• Rate Increase Letter (editable Word template): the letter to send every panel, every year

Instant digital download (.zip). All dollar amounts are illustrative examples. This is a planning tool, not legal, billing, or compliance advice. Verify payer rules with each payer and licensure rules with your state board. For use in your own practice only; not for resale or redistribution.