Sunday: 3 Get-To-Know-You Facts
Monday: Motivational Quote
Tuesday: [TXTVideo] Offer A Freebie
Wednesday: Share A Business Tip
Thursday: [TXTVideo] Share A Customer Review
Friday: Behind-The-Scenes Photo
Saturday: Tell A Life Lesson

Social Media Posting

Lead Handling & Escalation - (NO LEAD LEFT BEHIND SOP)

Campaign Management

High Point Office

Start Here Page (Health First)

Health First Role Training Map

OFFICE HOURS

Health First — Staff Orientation Guide

Archbee Classification Standard

1. WELCOME TO HEALTH FIRST!

2. Understanding Clinic Systems

3. Role- Based Training

4. Process Training

5. Competency Checklists

6. Continuing Education

TRAINING BINDER 2026

Untitled

OFFICE OPENING

OFFICE CLOSING

End Of Week Checklist

Daily Goal Sheet

8 - HIPAA Privacy Notice

Fax cover sheet

Foot_Orthotics_Non-Covered_Waiver

order Xymogen supps

OUTSIDE REFERRAL

Referral Appointment Confirmation

XRay CD Labels -template

FRONT DESK PAPERWORK

SPANISH - Pain Disability Questionnaire

21 - DC Note SPANISH

5 Offices Want to Be Chiro(Spanish)

Advanced Rehab(Spanish)

Appt Insert- 5 offices(Spanish)

Chiropractic Wellness Care Newsletter-Spanish

DC Note SPANISH

DUD- Spanish

HF Stress Tips Spanish

HF+Auto+accident++info+Spanish

LOE- Spanish

Spanish BackOATS

Spanish Cash Price financial plan

Spanish Neck Oats (1)

Spanish NeckOats back page (1)

Spanish QVAS

SPANISH Stick #1

SPANISH FORMS

PCP Decompression Letter

Wellness Certificate - English

PCP Letter + DR NOTE

GOLD Coupons for stick letters

Wellness Stick 1

React Stick Letter

Labels

address labels- plain

Health 1st address labels- longer version

STICK & PCP LETTERS 

Thank You For Your Referral

ABN English 

BCBSHMO_FaxCoverSheet

INSURANCE FORMS

FORMS

Letter of Medical Necessity

work excuse note

School Note

WORK & SCHOOL NOTE 

New Patient Tracker 2026

Tech Stack 2026

Daily Operation

Doctor Information

Employee Folder

Marketing

Mission And Culture

Org Chart - Health 1st

PAYROLL STANDARD OPERATIONAL PROCEDURE

Vision

Voluntary Compliance Manual

Business Folder

Interview Questions For New Hire

FPC Hiring Documents

90-Day Review Questionnaire

HIRING INFORMATION

Safety Data Sheets

Greased Lightning

Material Safety Data Sheets

Harrassment Policy - 2025

Burning CD's

Decompression Information

PATIENT UPDATE Staff Training. docx

Scanning and filing DC notes training

Therapy Information

MISC INFORMATION

X-Ray Documentation

Systems Management

Concussion Documents

Referral Forms

Introduction - TRAINING BINDER 2025

Welcome to Health First!

VISIT TYPES

PHONE OPERATIONS

Scheduling Appointment

CALLING MISSED/RESCHEDULE REQUESTS/CANCELLED PATIENTS

PHONE SCRIPTS AND ETIQUETTE

PHONE SCRIPT FOR CALLING DIABETES/THYROID SEMINAR FOLLOW UP

SEVEN FORBIDDEN PHRASES

CHIROCandy Calls

NEW PATIENT

PHONE SCRIPT

THE PATIENT INTAKE

EMAILING INTAKE TO PATIENTS

PATIENT INTAKE

SELF PAY (CASH) PATIENTS:

MAJOR MEDICAL INSURANCE PATIENTS:

MEDICARE PATIENTS

PERSONAL INJURY

VA PATIENTS

FUNCTIONAL MEDICINE

PATIENT TYPES

E - STIM PLACEMENT

THERAPY ROOM THERAPIES

The Report of Findings Visit

REPORT OF FINDINGS FORM

STICK Letter Training

New Patient STICK Letter 1 (after 2nd visit)

PCP Letter CBJ + DR NOTE

REPORT OF FINDINGS

Auto Accident Patients

CREATING A PERSONAL INJURY

PERSONAL INJURY CASE INFO

Closing Personal Injury

CBJ referral Form.docx

AUTO ACCIDENT CASE

Chiropractic Care Can Help After An Auto Accident

Reason For Gap In Care

Assignment of Benefits

Assignment of Proceeds, Lien and Auth.

AutoMailer

Female Accident Template

HF Auto Accident Info 091713

Male Accident Template

MVA- Back Pain Care Instructions

MVA- Whiplash Care Instructions

MVA-Neck Pain Care Instructions

Pain Disability Questionnaire

PI INFORMATION FOLDER

MEDICARE PATIENTS (65 OLDER, DISABILITY)

SELF PAY (CASH) PATIENTS

PERSONAL INJURY PATIENTS

DEPARTMENT OF VETERAN AFFAIRS PATIENTS (VA)

INSURANCE DEDUCTIBLES & CO-INSURANCE

VERIFYING INSURANCE

INSURANCE MANAGEMENT

Frequently Asked Questions

Insurance Verification/EOB/Claims Look Ups

VERIFYING AETNA = HUMANA

VERIFYING NC BLUECROSS BLUESHIELD/ANTHEM

VERIFYING CIGNA

VERIFYING UMR

VERIFYING UNITED HEALTHCARE

VERIFYING MEDCOST INSURANCE

VERIFYING OUT OF STATE BLUECROSS BLUESHIELD/ANTHEM

Scanning and filing EOB training

CC PAYMENTS

FUNCTIONAL MEDICINE BLOODWORK EXPLAINED

Functional Medicine Lab Order

Email for sending Lab Orders

Functional Medicine/Wellness Program

Detox 360

HF Wellness Binder Cover

Neuropathy+Financial

Order Aptogenix supplements

Order Xymogen supplements

SeminarApptPreferanceSheet

Thyroid Seminar Flyer

Thyroid Seminar Handout Appt Preference

THYROID SEMINAR mini flyers

Thyroid Seminar Sign In

FM/NUERO

COLLECTING CARE CREDIT PROCESS

DEACTIVATING AND REACTIVATING PATIENT ACCOUNTS

ENTERING ACNS

PAYMENT

ENTERING CASH POLICY

POSTING CASH CHARGES

POSTING PI +INSURANCE CHARGES

POSTING PI + INSURANCE CHARGES PART 2

Billing Codes - Common

Insurance Posting Guide

POSTING PI/INSURANCE CHARGES

POSTING MEDICARE CHARGES

Posting Daily Charges Steps

Daily Insurance Activities

RapidPM - Entering Insurance Payments

RapidPM - Posting Medicare Charges+THF

RapidPM - Monthly Outstanding AR Audit

RapidPM - Sending Electronic Claims

RapidPM - Entering Insurance Policies

RapidPM - Posting Cash Charges

RapidPM - Posting Insurance Charges

PROCESSES IN ACOM/RAPID PM

TRAINING BINDER 2025