RevCycleAI Pro Library

Playbooks and tools built for RCM teams — new resource added every month.

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RevCycle
AI
📊 Market Intelligence
📊
New — March 2026
RCM Funding Database
Every notable RCM funding round, acquisition, and PE deal — tracked and searchable.
📖 Vendor Playbooks
⚠️
New — Mar 10
Optum Contract & Vendor Evaluation Playbook
7 contract provisions, Optum Real AI governance checklist, competitive alternatives, negotiation leverage points.
📦
New — Mar 17
Ensemble Health Partners: Outsourcing Evaluation Playbook
RFP scorecard (18 weighted criteria), contract red flags checklist, build vs. buy calculator, and 20-item pre-signature audit.
📋
March 2026
R1 RCM Contract Playbook
7 provisions R1's standard MSA leaves out — with negotiation tactics and competitive alternatives for renewal.
📊
March 2026 · NEW
RCM Outsourcing Evaluation Framework
8 vendor scorecards, 15 evaluation questions, contract negotiation checklist, SLA benchmarks, and transition risk assessment. Everything you need before signing.
🤝
March 2026
Ensemble Outsourcing Evaluation Playbook
RFP scorecard, contract red flags checklist, build vs. buy framework, and a 20-item pre-signature audit for full-cycle outsourcing decisions.
🔐
Feb 2026
UHC Prior Auth Deep Dive
How UHC's auth infrastructure shifted, where denials are coming from, and 7 tactics with the highest impact.
🛠️ Interactive Tools
🔍
Feb 2026
Prior Auth Requirements Tracker
50+ procedure categories × 6 payers. Filterable, searchable, updated monthly.
🚫
Feb 2026
Denial Reason Code Playbook
60+ denial codes mapped to root cause, appeal strategy, and payer-specific notes. 7 categories.
📄 Payor-Specific Guides
📄
UnitedHealthcare Prior Auth Strategy Guide
PDF · 6 pages
📄
Aetna Medical Necessity Appeal Template
PDF · 4 pages
📄
BCBS State-by-State Variations Guide
PDF · 5 pages
📄
Cigna Denial Code Decoder
PDF · 5 pages
📄
Humana Appeals Fast-Track Guide
PDF · 4 pages
⚙️ Operations & Workflows
📄
RCM Staff Training Checklist
PDF · 4 pages
📄
Revenue Leakage Audit Checklist
PDF · 5 pages
📄
Peer-to-Peer Discussion Script Template
PDF · 5 pages
📊
RCM KPI Dashboard
Excel · 10 KPIs
📊
Prior Auth Tracking Template
Excel · Ready to use
📊
Denial Appeal Success Rate Tracker
Excel · Auto-calculates
💰 Financial & Contracts
📊
Contract Negotiation ROI Calculator
Excel · Interactive
📊
Fee Schedule Comparison Tool
Excel · Pre-built
📄
Payor Contract Termination Template
PDF · Legal template
📄
Year-End Financial Close Checklist
PDF · Step-by-step
📋 Compliance
📄
Medicare Advantage Compliance Calendar 2026
PDF · 2026 calendar
📄
No Surprises Act Compliance Checklist
PDF · Compliance guide