• Basic Office Forms and Letters ⇓
• Systems for Building a Successful Practice DVD Training Package ⇓

image of cd of basic forms and letters

Basic Office Forms and Letters

Written and prepared by Lisa Bilodeau in Microsoft Word 97 & 2010 and compiled on a CD.

You can easily customize these forms to meet your needs, such as adding your office name, address, phone number, and print.
Use them as foundations to build or create your own forms.

It is as simple as:
1. Buy
2. Transfer to your computer
3. Customize
4. Print


  • Opening and Closing Check List
  • First Adjustment Doctor’s Call Slip
  • Care Call Slip
  • New Patient Check Lists
  • Routing Slips
  • Promissory Note/Installment Agreement
  • Patient Up-Date Form
  • Insurance Verification Forms
  • Workers’ Compensation Lien Log
  • PI Financial Policy for the State of California
  • Basic Financial Policy for Cash, Insurance, Workers’ Compensation, and Medicare
  • Medicare Explanation of Non-Covered Services
  • Contact Log
  • Audit Form
  • Insurance Verification Forms for Med-Pay, PI Liability, Medicare, and Health Insurance
  • Personal Injury
  • Lien Log
  • Workers’ Compensation Pre-Authorization Log
  • Workers’ Compensation Lien Log
  • Plus More


  • Letters of Intentions
  • Amnesty Letter
  • 10 Day Notice
  • Letter of Forgiveness
  • Request for Additional Information
  • 97140 Denial Letter
  • 97140 Statement
  • 97140 CCI Edit Letter
  • EM Plus CMT Letter
  • Pro-cert Fee Letter
  • PI Med-Pay Reduction Letter
  • Lien Cover Letter
  • Proof of Service
  • Communication Log
  • Attorney Reduction Letter
  • PR-2 Not Allowed Letter
  • Denial of EM and CMT on Same Day Letter
  • Down Coding CMT Letter
  • Denied PR-2 Letter
  • Incorrect PT Reduction Letter
  • Plus More


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Systems for Building a Successful Practice DVD Package

Seminar presentation by Lisa Bilodeau, C.A. President of Chiropractic Success Systems with special guest appearance by chiropractic assistant Trainer Sherry Hodge, C.A. demonstrating proper first visit and report of finding procedures and proper scripts for scheduling, and handling missed appointments, patients who arrive early and late, collecting money, and much, much more.

DVDs and a binder with seminar handouts

Acquire essential skills that every office needs to know, plus learn relationship-building techniques that turn patients into loyal, lifetime-referring patients.

Who will benefit most:
• New Chiropractors (especially if you run the office yourself!)
• C.A.s

What you’ll learn:

  • Job descriptions and daily procedures
  • Psychology of Collections – asking for money and collecting it
  • The power of words that get the results you want
  • Required forms and scripts for presentation and completion
  • Telephone techniques
  • Scheduling guidelines
  • Scripts: Scheduling new patients, first visit, report of findings, scheduling appointments, missed appointments, plus scripts for handling patients who arrive early or late, doctor running behind and other distractions

CLEARANCE $307 $125.00

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