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Practice Building Forms

Get instant access to downloadable practice management and documentation forms, all constantly updated and conveniently categorized for ease of access. You’ll find documents for every practice need.

Massage Therapy Conversion Form


This form is used to document Manual Therapy and can also be used as a conversion tool for massage therapists.

ICD-9 to ICD-10 GEMs Mapping Tool


This ICD-10 GEMs crosswalk reference contains the most frequently used ICD-9 codes in chiropractic practices. In an Excel format, it allows you to quickly and easily search for your favorite ICD-9 codes and match them with the new ICD-10 format.

DC Daily S.O.A.P. Notes


This comprehensive SOAP note allows doctors to quickly document patient visits and let them focus more on the patient. It includes the 3 items most commonly asked for in a post-payment audit. Consider it audit protection.

HIPAA Business Associates Agreement


This customizable form is a HIPAA requirement. It shields your practice from liability in the case of a breach of Protected Health Information (PHI) by your Business Associates.

Sample Notice of HIPAA Privacy Practices & Receipt Acknowledgment


These forms MUST be used for your practice to be HIPAA Compliant. Don't get caught in a HIPAA audit without providing these forms to your patients.

Staff Office Policy incl. Internet, Texting & Social Media


A written Office Policy is a must have to help implement a consistent approach to staff management. From a legal perspective, policies can be a fine tool in reducing perceptions of arbitrary treatment of employees.

Functional Capacities Evaluation & References


Use this form to document your Functional Capacities Evaluation. This battery of tests are safe, inexpensive, time efficient, reliable, and comparable to normative databases. Use it to set and track the progress of functional treatment goals.

Rehab Therapy Evaluation Form



Use this rehab therapy evaluation form to simplify assessment of commonly seen muscle imbalance patterns manifesting in abnormal posture.

Patient Payment Plan Worksheet


Use these tools to create a legal and compliant payment plan for your patients. This worksheet blends insurance, cash and wellness visits into a payment plan that can fit into every patient's budget.

Video Training Modules

Instant learning at your fingertips! These audiovisual modules can be viewed after checkout, so you and your team can access them anywhere, anytime! If you have a promo code, you can enter it at checkout.

ICD-10 Essentials The New Language of Reimbursement


The chiropractic profession is facing the biggest “adjustment” to our diagnostic process in over 30 years. ICD-10 will be transformative and impactful to your practice because it’s a monumental shift in the language used to describe the conditions you treat on a daily basis. ICD-10 is not just about converting and upgrading your diagnosis codes. The truth is that ICD-10 will impact every aspect and department of your practice. We’ll show you how!

Effective Patient Account Collections


Patients who owe money do not get well! The practice who handles finances well is helping the patient to get well. This module will teach you how to effectively master the principle of the Collector's Calendar to dramatically improve your patient account collections

The Right Way to do Multidisciplinary Practice


There is a right and a wrong way to do multidisciplinary practice and this is your opportunity to learn from the experts with hundreds of successes nationwide. Learn how to legally and ethically convert your chiropractic practice to a super-efficient, stress-free, highly profitable multidisciplinary practice.

How to Survive a Post Payment Audit


Due to the increase in post payment audits by the OIG and major insurance companies, it is imperative that doctors and CAs understand how to bullet proof their practices. Doctors, CAs and insurance personnel need to know what auditors look for and, more importantly, what their rights are as health care practitioners. It’s no longer a question of IF your practice will be audited, it’s WHEN. Understanding what auditors are targeting is the first step toward a successful defense.

Eliminate Missed Appointments & No Shows


You rely on appointment scheduling to keep your practice running smoothly and no-shows are the bane of many practices. A missed appointment means your team suddenly find themselves with time on their hands that should have been filled by seeing a revenue-generating patient. In this module you’ll learn the skills that will empower your team to virtually eliminate missed appointments forever!

Marketing Mastery: Attract Unlimited New Patients


In this intense module, you'll rack up years of marketing experience thanks to a rigorous pace loaded with cutting edge information and ideas. It's one marketing seminar you'll walk away from feeling capable, focused and totally inspired. Learn the secrets of master marketers and how to maximize your marketing with high-impact methods of delivering your message and increasing your practice.

The HIPAA Omnibus Rule: Avoid an Audit


HIPAA is an ever-changing beast and with the latest Omnibus Rule, the changes are bigger than ever. HIPAA and awareness programs can't just be repeated each year; it's crucial that training is updated as the rules change. You can count on Breakthrough Coaching for that! This module can save your practice from a painful HIPAA audit!

Evaluation & Management Coding: Code with Confidence


Don't leave money on the table! Receive reimbursement for all funds you’re legitimately due and avoid potential audits and penalties. An essential course on selecting the correct level of E&M service and ensuring documentation supports services provided. Avoid having claims down coded by payers and learn how diagnosis coding and sequencing helps establish medical necessity.

How to Implement Low Tech Rehab: Know When to Start and Stop


A major reason why more chiropractors don't prescribe more exercises for their patients is that it is hard to motivate the patient. Once way to overcome this obstacle is to perform a small battery of quantifiable physical capacity tests to identify the patient's "weak link." If a patient is less than 85% of normal for any specific test, then it will be obvious to both the chiropractor and the patient that some training is required. These tests provide unmistakable evidence to persuade your patients of the value of exercises in your practice.

Decoding the Medicare Reporting System


PQRS: The Time is Now!
In today’s practice environment, federal insurance programs require so much attention that you spend as much time trying to figure out what to do as you do in actually getting it done. One of the most asked questions right now is: “What is PQRS and why do I have to be involved?” What the codes mean and when you will utilize them in billing to ensure proper compliance with the program. How to choose the correct codes to report the quality measures performed by your office on Medicare covered services. Quick tips to make the PQRS system efficient and manageable while demonstrating the effectiveness of your care.

What You Need to Know About The New CMS-1500 Form


Don't leave money on the table! Receive reimbursement for all funds you’re legitimately due and avoid potential audits and penalties. An essential course on selecting the correct level of E&M service and ensuring documentation supports services provided. Avoid having claims down coded by payers and learn how diagnosis coding and sequencing helps establish medical necessity.

P.A.R.T. Medicare Documentation Process


Many doctors are unfamiliar with the P.A.R.T. documentation process and how to implement it in their practice. This module will bring you up to speed on the Medicare utilization guidelines, detailing the P.A.R.T. process and documentation requirements for demonstrating the existence of a subluxation with or without an x-ray.

Books

Our best-selling Breakthrough Books are valuable resources for you, your practice team and your patients.

Breakthrough Coaching: The Book


Breakthrough Coaching: The Book

Dr. Mark Sanna and his team of Coaches have written the definitive practice management book of our time, Breakthrough Coaching: The Book. This book contains information that no chiropractor or chiropractic student should be in our profession without. It is filled with 28 chapters of the most relevant and practical, nut-and-bolts procedural , managerial, and business information vital for success in practice today.

Breakthrough Living


Breakthrough Living - A Journey of Hope and Healing

In Breakthrough Living, the second volume of his best-selling Breakthrough Series, Dr. Mark Sanna has created a tool for healthcare providers and patients to share together. This volume of inspiration is not meant to heal physical ailments - it is designed to enlighten, encourage and bring hope. Each chapter concludes with a series of thought provoking exercises that clarify goals, refine direction and set in motion the action steps that support the healing process.

Breakthrough Thinking


Breakthrough Thinking
Dr. Mark Sanna, CEO of Breakthrough Coaching

Have you ever wondered why some people become successful? If you are not as successful as you would like to be, it may be because you are not thinking your way to success. Dr. Mark Sanna's Breakthrough Thinking will take you on a thinking trip. It could be the trip that makes the difference in the results you produce in your practice and your life?

DVDs & CDs

Training when you want it!

  • Learning library for team training
  • Avoid the pitfalls of post-payment audits
  • Maximize your bottom line with active care protocols.

Wellness Seminar Series


Wellness Seminar Series Presentations That Attract and Keep Patients

7 fully customizable color Power Point presentations, black and white patient handouts, wellness seminar series implementation checklist, customizable promotional Flyer. Seminars include: How to Implement a Wellness Seminar Series, 9 Steps to the Best Sleep Ever, Better Eating for Better Aging, Weight Loss: The Doctor's Solution, Exercise the Right Way, Relaxing Your Body & Mind, and Wellness Orientation.

Peak Performance


Peak Performance: Rehabilitative Exercise Procedures for the Clinical Practice

This comprehensive training video has been carefully developed as a tool to help instruct clinical staff in fundamental rehabilitation procedures. This program begins with a step-by-step demonstration of Movement Pattern Analysis, followed by instruction in the Post-Isometric Relaxation, and ends with a six-step, progressive spinal stabilization protocol through Neuromuscular Re-education. The DVD also includes two bonus exercises: Range of Motion and Isometric Exercises for the neck.

Will You Survive Healthcare Reform: Crisis or Opportunity?


The information most vital to your success in the era of healthcare reform... collected in one place and broken down into easy-to-apply action steps that will enable you to transform your practice and meet the rapid-paced demands of the new healthcare marketplace. Filmed in front of a live audience at Parker College of Chiropractic, this proven system will bring you astonishing opportunities and extraordinary results, and pave the way for success, wealth and abundance.

OUR ALLIANCE PARTNERS

THE BENEFITS OF BECOMING A
BREAKTHROUGH COACHING PARTNER

As a leader in the Chiropractic profession, BTC has been extremely selective in forming its group of alliance partnerships. We encourage you to visit our partner's websites and to utilize their services and products. When you become a Member of Breakthrough Coaching you become part of a special "family" unlike any other in the Chiropractic Profession.