Payers and credentialingGuided Excel workbookPayer, credentialing, and cash-continuity workbook
One readable offline Excel package for coded relationship mapping, an eight-step payable path, a 26-week cash-timing bridge, authorized fee portability, individual participation scenarios, payment events, safety checks, reviewer questions, definitions, and sources.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 30–50 minutes for a first review
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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XLSX · 12 explained sheets · Fictional coded transition plus guided offline inputs; no payer ranking or payment guarantee · v1.0.0
Initial payer, credentialing, and cash-continuity release.
Eight-step payer credentialing critical path
A coded provider, entity, location, product, network, effective-date, claim, EFT/ERA, and first-paid-claim tracker.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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CSV · Eight controlled rows and 15 fields · Fictional coded relationship; no patient, payer, contract, or credential data · v2026.07
Initial payer, credentialing, and cash-continuity release.
Payer contract and notice calendar
An offline record for agreement, amendment, network-leasing, renewal, termination, delivery, owner, review, and deadline controls.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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CSV · Four example record types and 16 fields · Blank coded calendar; actual agreements remain outside DenQAI · v2026.07
Initial payer, credentialing, and cash-continuity release.
Payer payment-event ledger
Separate duplicate reversals, retroactive eligibility changes, audits or recoupments, refunds or credits, and possible underpayments by service period, cash period, amount, mechanism, evidence, action, and outcome.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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CSV · Five event types and 17 fields · Blank coded ledger; no patient or claim-level data · v2026.07
Initial payer, credentialing, and cash-continuity release.
Individual payer-participation scenarios
Four non-ranked practice scenarios preserving patient access, bank cash, administration, reserve, notice, evidence, and limitations as separate dimensions.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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CSV · Four scenarios and 14 fields · Blank coded scenarios; no collective payer recommendation · v2026.07
Initial payer, credentialing, and cash-continuity release.
Payer-transition patient communication checklist
A planning checklist for current documented status, product and network clarity, estimates, patient options, corrections, and no-identity-billing controls.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 10–20 minutes
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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Markdown · Preparation, communication, control, and recheck sections · Educational checklist; not a patient notice or legal opinion · v2026.07
Initial payer, credentialing, and cash-continuity release.
Purchasing and vendor decision workbook
One readable Excel package that separates documented landed cost from labor, waste, storage, downtime, recurring, installation, and exit scenarios while preserving usable-unit, rebate, sourcing, buying-club, reviewer, and hypothetical-governance checks.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 30–50 minutes for a first review
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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XLSX · 10 explained sheets · Fictional coded offers plus guided inputs; no vendor recommendation · v2.0.0
Major formula repair: documented invoice economics no longer absorb uncertain operating scenarios.
Comparable purchasing request
One request structure for exact configuration, annual quantity, usable units, service, commercial funding, data, sourcing evidence, and exit so vendors answer the same question.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 15–30 minutes after records are gathered
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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CSV · 9 fields · Blank coded request; no vendor or confidential quote data · v2026.07
Major formula repair: documented invoice economics no longer absorb uncertain operating scenarios.
Vendor commercial disclosure
Questions for funding, rebates, administrative fees, sponsorship, placement, referrals, related entities, data use, conflicts, and correction.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 15–30 minutes after records are gathered
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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CSV · 16 fields · Blank educational disclosure; not a vendor certification · v2026.07
Initial governed purchasing release.
GPO or buying-club review
Ten rows for funding, term, commitment, purchasing freedom, item prices, rebates, vendor selection, data, savings evidence, and exit.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 15–30 minutes after records are gathered
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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CSV · 10 fields · Blank educational review; no membership or program endorsement · v2026.07
Initial governed purchasing release.
Hypothetical purchasing-pilot charter
An educational ideal for member control, clinical autonomy, commercial transparency, data restraint, independent decisions, operations, correction, and exit.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 10–20 minutes
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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Markdown · Nine design principles and launch boundaries · Hypothetical educational draft; not bylaws, a contract, or legal advice · v2026.07
Initial governed purchasing release.
Purchasing data-use and portability rules
A plain-language educational draft for data purpose, minimization, access, sharing, security, correction, retention, export, and deletion.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 10–20 minutes
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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Markdown · Nine data-control sections · Hypothetical educational draft; not a privacy program or data-processing agreement · v2026.07
Initial governed purchasing release.
No-pay-to-rank and clinical-autonomy policy
An educational policy ideal separating vendor funding from placement and preserving documented clinical exceptions.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 10–20 minutes
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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Markdown · Commercial and clinical-control principles · Hypothetical educational draft; not an implemented DenQAI policy · v2026.07
Initial governed purchasing release.
Succession decision workbook
One readable Excel package for closing cash, seller notes, holdbacks, earnouts, rollover equity, net terminal proceeds after disposition cost, clinical control, patient stewardship, post-close obligations, safety checks, adviser questions, and definitions.
- Question
- What is certain at closing, what may arrive later, and what control, patient, staff, or post-close burden remains?
- Who completes it
- Seller and independent transaction reviewers
- Time
- 30–50 minutes for a first review
- Records needed
- Offer terms, debt, tax, costs, employment, equity, control, patient, and obligation records
- After completing it
- Challenge the actual agreements and value contingent or illiquid components separately.
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XLSX · 11 explained sheets · Blank guided inputs plus a clearly labeled fictional example · v2.0.0
Major formula repair: terminal disposition cost and terminal net proceeds are now separate, while clinical compensation remains outside ownership value.
Acquisition transfer workbook
One readable Excel package for five non-overlapping dollar adjustments, first-year cash timing, buyer-repeatable collections, restored costs, clinical compensation, practice sources and uses, household reserve, safety checks, adviser questions, and definitions.
- Question
- How much of the seller’s performance may continue for this buyer, and what must be repriced or restructured?
- Who completes it
- Buyer and independent acquisition reviewers
- Time
- 30–50 minutes for a first review
- Records needed
- Provider, procedure, payer, patient-cohort, cost, lease, team, liability, and liquidity records
- After completing it
- Carry the transfer gaps into price, structure, diligence, and walk-away conditions.
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XLSX · 10 explained sheets · Blank guided inputs plus a clearly labeled fictional example · v2.0.0
Major formula repair: stacked retention percentages were replaced with a visible dollar bridge and separate first-year timing and capital sections.
Startup and buildout control workbook
One readable Excel package for the complete capital budget, comparable bids, change control, opening dependencies, working capital, household reserve, safety checks, adviser questions, and definitions.
- Question
- Can the care model, site, complete budget, cash, and opening plan survive the next commitment?
- Who completes it
- Startup owner and project team
- Time
- 30–50 minutes for a first review
- Records needed
- Care model, site and lease, plans, bids, quotes, funding, changes, and opening dependencies
- After completing it
- Clear the next site, design, bid, funding, change, or opening safety check.
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XLSX · 13 explained sheets · Blank guided inputs plus a clearly labeled fictional example · v2026.07
Introduces the human-readable startup workbook standard.
Patient-centered seller mandate
Ten controlled rows for after-tax needs, retirement timing, patients, staff, clinical authority, employment, private-buyer exposure, stewardship, obligations, and the global condition that would pause or change the plan.
- Question
- What is certain at closing, what may arrive later, and what control, patient, staff, or post-close burden remains?
- Who completes it
- Seller and independent transaction reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Offer terms, debt, tax, costs, employment, equity, control, patient, and obligation records
- After completing it
- Challenge the actual agreements and value contingent or illiquid components separately.
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CSV · 8 fields · Blank controlled template; no seller, buyer, employee, or patient data · v2026.07
Initial seller-side succession control release.
Seven-path succession offer normalizer
Common-basis inputs for continued ownership, associate succession, staged buy-in, private sale, seller financing, independent merger, and DSO or group affiliation.
- Question
- What is certain at closing, what may arrive later, and what control, patient, staff, or post-close burden remains?
- Who completes it
- Seller and independent transaction reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Offer terms, debt, tax, costs, employment, equity, control, patient, and obligation records
- After completing it
- Challenge the actual agreements and value contingent or illiquid components separately.
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CSV · 34 fields · Blank controlled template with seven path rows; no transaction data · v2026.07
Initial seller-side succession control release.
Clinical-control matrix
Ten decisions separating contractual authority, practical influence, unilateral change rights, resource dependencies, employment consequences, evidence, and conditions to pause, renegotiate, or walk away.
- Question
- What is certain at closing, what may arrive later, and what control, patient, staff, or post-close burden remains?
- Who completes it
- Seller and independent transaction reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Offer terms, debt, tax, costs, employment, equity, control, patient, and obligation records
- After completing it
- Challenge the actual agreements and value contingent or illiquid components separately.
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CSV · 12 fields · Blank coded template; no counterparty or agreement data · v2026.07
Initial seller-side succession control release.
Patient-stewardship term sheet
Ten transition topics for introductions, open care, records, communication, access, staff, payer changes, seller identity, later control changes, and seller dependency.
- Question
- What is certain at closing, what may arrive later, and what control, patient, staff, or post-close burden remains?
- Who completes it
- Seller and independent transaction reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Offer terms, debt, tax, costs, employment, equity, control, patient, and obligation records
- After completing it
- Challenge the actual agreements and value contingent or illiquid components separately.
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CSV · 10 fields · Blank aggregate template; not a contract, notice, or patient work queue · v2026.07
Initial seller-side succession control release.
Post-close obligation tracker
Eight retained-duty rows for employment, earnout, holdback, equity, guarantees, restrictions, real estate, records, data, name use, and transition services.
- Question
- What is certain at closing, what may arrive later, and what control, patient, staff, or post-close burden remains?
- Who completes it
- Seller and independent transaction reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Offer terms, debt, tax, costs, employment, equity, control, patient, and obligation records
- After completing it
- Challenge the actual agreements and value contingent or illiquid components separately.
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CSV · 12 fields · Blank coded tracker; no agreement, counterparty, employee, or patient data · v2026.07
Initial seller-side succession control release.
Patient-centered owner mandate
Ten decision rows for clinical philosophy, procedure transfer, access, owner time, cash, household reserve, guarantees, decision rights, evidence, reversal, and exit.
- Question
- Which ownership path fits the same clinical, household, time, cash, and downside rules?
- Who completes it
- Owner, household, and independent advisers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Comparable pay, cash, time, debt, reserve, guarantee, control, and exit assumptions
- After completing it
- Use the comparison to choose which path deserves deeper records—not to pick the largest number.
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CSV · 8 fields · Ten controlled mandate rows; no user data · v2026.07
Initial six-path ownership comparison release.
Six-path comparison input file
Employment, startup, acquisition, modernization, staged succession, and affiliation inputs using the same ten-year financial, time, capital, transfer, control, and evidence contract.
- Question
- Which ownership path fits the same clinical, household, time, cash, and downside rules?
- Who completes it
- Owner, household, and independent advisers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Comparable pay, cash, time, debt, reserve, guarantee, control, and exit assumptions
- After completing it
- Use the comparison to choose which path deserves deeper records—not to pick the largest number.
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CSV · 27 fields · Six fictional example rows · v2026.07
Initial six-path ownership comparison release.
Broker & adviser disclosure worksheet
Thirteen participant rows for client identity, duties, payment, referrals, ownership, data use, supporting documents, limitations, and next actions.
- Question
- Who represents whom, how are they paid, and what relationship or claim needs proof?
- Who completes it
- Buyer, seller, or owner before a first call or engagement
- Time
- 15–30 minutes after records are gathered
- Records needed
- Engagements, disclosures, public service descriptions, and direct questions
- After completing it
- Use the completed questions before an LOI, engagement, or information handoff.
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CSV · 16 fields · 13 controlled question rows; no user data · v2026.07
Initial Patient-Centered Ownership System release.
First broker-call question set
Role, fee, referral, marketing, transferability, and data-boundary questions to ask before revealing a financing anchor or signing a letter of intent.
- Question
- Who represents whom, how are they paid, and what relationship or claim needs proof?
- Who completes it
- Buyer, seller, or owner before a first call or engagement
- Time
- 10–20 minutes
- Records needed
- Engagements, disclosures, public service descriptions, and direct questions
- After completing it
- Use the completed questions before an LOI, engagement, or information handoff.
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Markdown · 23 questions and stop boundary · No user data · v2026.07
Initial Patient-Centered Ownership System release.
Seller private-buyer marketing instructions
Draft directions for buyer type, fair marketing, offer presentation, patient stewardship, data handling, and evidence limits.
- Question
- What is certain at closing, what may arrive later, and what control, patient, staff, or post-close burden remains?
- Who completes it
- Seller and independent transaction reviewers
- Time
- 10–20 minutes
- Records needed
- Offer terms, debt, tax, costs, employment, equity, control, patient, and obligation records
- After completing it
- Challenge the actual agreements and value contingent or illiquid components separately.
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Markdown · Six instruction sections · Educational draft; no user data · v2026.07
Initial Patient-Centered Ownership System release.
Independent-scale readiness file
Twelve capability rows connecting owner need to data, clinical authority, commercial disclosure, review, service levels, and exit.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 15–30 minutes after records are gathered
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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CSV · 15 fields · 12 controlled capability rows; no user data · v2026.07
Initial Independent Scale release.
Total-landed-cost quote comparator
Configuration, acquisition, financing, recurring, service, relationship, provenance, data, clinical-choice, and exit fields.
- Question
- Can independent practices share nonclinical power without surrendering clinical control?
- Who completes it
- Independent owner or governed planning group
- Time
- 15–30 minutes after records are gathered
- Records needed
- Needs, quotes, service terms, governance, data boundaries, and exit rules
- After completing it
- Take the unresolved service, control, and governance questions to specialized counsel.
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CSV · 17 fields · Includes one fictional example row · v2026.07
Initial Independent Scale release.
Payer & network relationship map
Carrier, product, network source, contract, fee schedule, EOB validation, notices, credentialing, burden, limits, and next action.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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CSV · 16 fields · Blank controlled record · v2026.07
Initial Independent Scale release.
Policy evidence and calibration protocol
Five-link authority-to-outcome chain, non-averaged calibration gates, claim levels, comparison designs, owner translation, and privacy boundary.
- Question
- What does a policy authorize, how was it implemented, who was exposed, and what outcome can actually be attributed?
- Who completes it
- Owner, association, researcher, or policy reviewer
- Time
- 10–20 minutes
- Records needed
- Authority, implementation, exposure, response, outcome, counterevidence, and dates
- After completing it
- Stop at the first unsupported link and request the missing evidence.
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Markdown · Protocol and eight calibration gates · No user data; no predictive model · v0.1.0
Initial bounded policy-evidence method.
Policy mechanism register
Seven current mechanisms with jurisdiction, implementation status, authority, source ID, observable change, owner use, minimum measures, claim ceiling, and next review.
- Question
- What does a policy authorize, how was it implemented, who was exposed, and what outcome can actually be attributed?
- Who completes it
- Owner, association, researcher, or policy reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authority, implementation, exposure, response, outcome, counterevidence, and dates
- After completing it
- Stop at the first unsupported link and request the missing evidence.
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CSV · 14 fields · Seven controlled mechanism rows · v2026.07
Initial official-source mechanism register.
Policy evidence plan
A measurement-row schema for authority, implementation, exposure, practice response, outcome, comparison, source, status, and limitation.
- Question
- What does a policy authorize, how was it implemented, who was exposed, and what outcome can actually be attributed?
- Who completes it
- Owner, association, researcher, or policy reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authority, implementation, exposure, response, outcome, counterevidence, and dates
- After completing it
- Stop at the first unsupported link and request the missing evidence.
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CSV · 18 fields · Includes one fictional example row · v2026.07
Initial policy measurement schema.
Private-workspace demand-validation protocol
Jobs, observed-failure standard, local-file experiment, eight cloud launch gates, minimum first release, and framework references.
- Question
- Can this research or product-learning activity proceed without creating unreviewed intake, consent, privacy, or publication risk?
- Who completes it
- Research lead, product owner, privacy reviewer, and any required independent governance reviewer
- Time
- 10–20 minutes
- Records needed
- Protocol, data dictionary, consent design, evidence index, access rules, correction plan, and approval status
- After completing it
- Keep intake closed until every applicable governance, privacy, security, consent, and operating gate is cleared.
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Markdown · Demand tests and eight launch gates · No user data; no cloud intake · v0.1.0-draft
Initial demand-validation protocol; does not authorize persistence.
Local Project evidence register
Eight cross-workstream evidence questions with status, supporting document, source locator, effective period, reviewer, contradiction, and next action.
- Question
- Which ownership path fits the same clinical, household, time, cash, and downside rules?
- Who completes it
- Owner, household, and independent advisers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Comparable pay, cash, time, debt, reserve, guarantee, control, and exit assumptions
- After completing it
- Use the comparison to choose which path deserves deeper records—not to pick the largest number.
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CSV · 15 fields · Eight fictional example rows · v2026.07
Initial workspace-demand validation schema.
Owner case-series pilot protocol
Draft purpose, research questions, eligibility, ceiling, independent evidence axes, analysis rules, privacy boundary, participant control, and seven launch safety checks.
- Question
- Can this research or product-learning activity proceed without creating unreviewed intake, consent, privacy, or publication risk?
- Who completes it
- Research lead, product owner, privacy reviewer, and any required independent governance reviewer
- Time
- 10–20 minutes
- Records needed
- Protocol, data dictionary, consent design, evidence index, access rules, correction plan, and approval status
- After completing it
- Keep intake closed until every applicable governance, privacy, security, consent, and operating gate is cleared.
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Markdown · Protocol and governance gates · No participant data; intake closed · v0.3.0-draft
Pilot-readiness protocol; not approved for recruitment or enrollment.
Owner case data dictionary
Field-level purpose, allowed values, required status, public-release default, sensitivity, and source rule for the coded case and evidence index.
- Question
- Can this research or product-learning activity proceed without creating unreviewed intake, consent, privacy, or publication risk?
- Who completes it
- Research lead, product owner, privacy reviewer, and any required independent governance reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Protocol, data dictionary, consent design, evidence index, access rules, correction plan, and approval status
- After completing it
- Keep intake closed until every applicable governance, privacy, security, consent, and operating gate is cleared.
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CSV · 9 fields · Controlled field definitions; no participant data · v2026.07
Initial pilot-readiness dictionary.
Owner case evidence index
Case-scoped record category, period, local locator, source control, source kind, support relationship, verification state, contradiction, reviewer, limitation, and public-use state.
- Question
- Can this research or product-learning activity proceed without creating unreviewed intake, consent, privacy, or publication risk?
- Who completes it
- Research lead, product owner, privacy reviewer, and any required independent governance reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Protocol, data dictionary, consent design, evidence index, access rules, correction plan, and approval status
- After completing it
- Keep intake closed until every applicable governance, privacy, security, consent, and operating gate is cleared.
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CSV · 18 fields · Includes one fictional example row · v2026.07.2
Replaced the composite evidence grade with independent source-kind, support-relationship, and verification-state fields.
Owner case consent design preview
Draft consent elements covering voluntariness, procedures, risks, data use, compensation, conflicts, participant review, withdrawal, and correction.
- Question
- Can this research or product-learning activity proceed without creating unreviewed intake, consent, privacy, or publication risk?
- Who completes it
- Research lead, product owner, privacy reviewer, and any required independent governance reviewer
- Time
- 10–20 minutes
- Records needed
- Protocol, data dictionary, consent design, evidence index, access rules, correction plan, and approval status
- After completing it
- Keep intake closed until every applicable governance, privacy, security, consent, and operating gate is cleared.
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Markdown · Consent design elements · Not an approved consent form; intake closed · v0.1.0-draft
Initial governance preview; cannot be used to enroll anyone.
Local market evidence request
Eighteen source-controlled requests connecting state screening to the actual county, city, ZIP, trade area, parcel, payer segment, and owner scenario.
- Question
- What local demand, access, ownership, capacity, payer, staffing, and entry evidence supports this location?
- Who completes it
- Owner or buyer researching a defined trade area
- Time
- 15–30 minutes after records are gathered
- Records needed
- Official records, direct calls, provider days, payer access, site facts, and planned entrants
- After completing it
- Replace directory counts and statewide averages with a local evidence request.
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CSV · 22 fields · 18 controlled request rows · v2026.07.1
Added per-record review status so a Verified label cannot be counted without review.
Competition fieldbook
People, sites, ownership/control, provider days, payer access, staffing, change signals, verification state, and recheck.
- Question
- What local demand, access, ownership, capacity, payer, staffing, and entry evidence supports this location?
- Who completes it
- Owner or buyer researching a defined trade area
- Time
- 15–30 minutes after records are gathered
- Records needed
- Official records, direct calls, provider days, payer access, site facts, and planned entrants
- After completing it
- Replace directory counts and statewide averages with a local evidence request.
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CSV · 44 fields · Includes one fictional example row · v2026.07
Initial controlled schema.
Competition call log
A source-dated script and log for ordinary patient-access verification.
- Question
- What local demand, access, ownership, capacity, payer, staffing, and entry evidence supports this location?
- Who completes it
- Owner or buyer researching a defined trade area
- Time
- 15–30 minutes after records are gathered
- Records needed
- Official records, direct calls, provider days, payer access, site facts, and planned entrants
- After completing it
- Replace directory counts and statewide averages with a local evidence request.
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CSV · 24 fields · Blank data row · v2026.07
Initial controlled schema.
Community Capacity File
A normalized person/site/control and capacity schema. The filename remains stable for existing links.
- Question
- What local demand, access, ownership, capacity, payer, staffing, and entry evidence supports this location?
- Who completes it
- Owner or buyer researching a defined trade area
- Time
- 15–30 minutes after records are gathered
- Records needed
- Official records, direct calls, provider days, payer access, site facts, and planned entrants
- After completing it
- Replace directory counts and statewide averages with a local evidence request.
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CSV · 27 fields · Includes one fictional example row · v2026.07
Retained the legacy filename while replacing adversarial public wording.
Incentive & accountability ledger
Who pays whom, compensation, desired outcome, evidence, contradiction, conflict disclosure, verification state, and next action.
- Question
- Who represents whom, how are they paid, and what relationship or claim needs proof?
- Who completes it
- Buyer, seller, or owner before a first call or engagement
- Time
- 15–30 minutes after records are gathered
- Records needed
- Engagements, disclosures, public service descriptions, and direct questions
- After completing it
- Use the completed questions before an LOI, engagement, or information handoff.
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CSV · 17 fields · Includes one fictional example row · v2026.07
Initial controlled schema.
Ownership & control fieldbook
Brand, legal entity, NPI, license, property, lien, management, employer, payee, related-site, contradiction, source date, verification state, and next-document fields.
- Question
- What local demand, access, ownership, capacity, payer, staffing, and entry evidence supports this location?
- Who completes it
- Owner or buyer researching a defined trade area
- Time
- 15–30 minutes after records are gathered
- Records needed
- Official records, direct calls, provider days, payer access, site facts, and planned entrants
- After completing it
- Replace directory counts and statewide averages with a local evidence request.
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CSV · 43 fields · Includes one fictional example row · v2026.07
Initial public-record ownership and control schema.
Patient-centered revenue-cycle mandate
Ten owner controls for clinical authority, patient communication, collections, staffing, owner labor, operating reserve, evidence, payer boundaries, privacy, and global stops.
- Question
- Where did care become cash, where did it get stuck, and what cash must remain in the practice?
- Who completes it
- Owner, manager, or revenue-cycle lead
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate production, claim, aging, payment, deposit, bank, cost, and reserve reports
- After completing it
- Assign each exception and reconcile deposits before changing distributions or payer processes.
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CSV · 8 fields · Ten controlled mandate rows; no practice or patient data · v2026.07
Initial patient-centered operating-control release.
Cash-conversion control
Defined lines separating production, receivable movement, service-period receipts, payment channels, refunds, deposits in transit, bank-cleared cash, operating payments, tax, debt, capital, clinical compensation, distributions, outside funding, and closing cash.
- Question
- Where did care become cash, where did it get stuck, and what cash must remain in the practice?
- Who completes it
- Owner, manager, or revenue-cycle lead
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate production, claim, aging, payment, deposit, bank, cost, and reserve reports
- After completing it
- Assign each exception and reconcile deposits before changing distributions or payer processes.
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CSV · 8 fields · Controlled definition rows; no practice data · v2026.07
Clarified event, receipt-channel, deposit, and operating-cash bridges.
Aggregate revenue-cycle exception queue
Timing, error, dispute, patient-balance, clearing, unapplied-cash, credit, recoupment, adjustment, and reconciliation exception ownership.
- Question
- Where did care become cash, where did it get stuck, and what cash must remain in the practice?
- Who completes it
- Owner, manager, or revenue-cycle lead
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate production, claim, aging, payment, deposit, bank, cost, and reserve reports
- After completing it
- Assign each exception and reconcile deposits before changing distributions or payer processes.
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CSV · 13 fields · Ten blank aggregate exception rows; no patient data · v2026.07
Initial patient-centered operating-control release.
Private payer-performance review
Coded payer segment, allowed amount, cash, denials, outstanding balance, administrative time, contract evidence, limitations, and next action.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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CSV · 16 fields · Three blank coded-segment rows; no fees, contracts, or patient data · v2026.07
Initial private owner-analysis schema; not a shared fee database.
First 90 days continuity plan
Twelve staged controls for patient and team continuity, daily cash, claim acceptance, measured change, retention, denials, capacity, payers, capital, standard work, and access.
- Question
- Where did care become cash, where did it get stuck, and what cash must remain in the practice?
- Who completes it
- Owner, manager, or revenue-cycle lead
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate production, claim, aging, payment, deposit, bank, cost, and reserve reports
- After completing it
- Assign each exception and reconcile deposits before changing distributions or payer processes.
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CSV · 12 fields · Twelve controlled planning rows; no practice or patient findings · v2026.07
Initial patient-centered operating-control release.
Patient-centered capacity mandate
Seven owner controls for clinical independence, patient access, sustainable scheduling, recall integrity, associate readiness, referral continuity, and global expansion stops.
- Question
- Can patients receive timely, continuous care with the people, rooms, time, and support actually available?
- Who completes it
- Owner and practice operations team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate access, schedule, recall, referral, staffing, room, payer, and mentorship counts
- After completing it
- Act on the smallest real constraint rather than a production target.
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CSV · 8 fields · Seven controlled mandate rows; no practice, employee, or patient data · v2026.07
Initial patient-centered capacity and growth release.
Patient-access funnel definition
Inquiry, qualification, offered appointment, scheduled appointment, arrived visit, and retained second-visit definitions with explicit denominators, sources, periods, exclusions, and limitations.
- Question
- Can patients receive timely, continuous care with the people, rooms, time, and support actually available?
- Who completes it
- Owner and practice operations team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate access, schedule, recall, referral, staffing, room, payer, and mentorship counts
- After completing it
- Act on the smallest real constraint rather than a production target.
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CSV · 10 fields · Six controlled definition rows; no practice or patient data · v2026.07
Initial patient-centered capacity and growth release.
Recall and schedule control
Aggregate sustainable hours, scheduled and completed care, cancellation classes, refill, due cohorts, overdue aging, and arrived reactivation controls.
- Question
- Can patients receive timely, continuous care with the people, rooms, time, and support actually available?
- Who completes it
- Owner and practice operations team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate access, schedule, recall, referral, staffing, room, payer, and mentorship counts
- After completing it
- Act on the smallest real constraint rather than a production target.
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CSV · 15 fields · Eight blank aggregate control rows; no patient data · v2026.07
Initial patient-centered capacity and growth release.
Associate capacity and onboarding readiness
Demand, assistant, room, payer-effective, mentorship, compensation-definition, onboarding, autonomy, guarantee, and collection-lag controls.
- Question
- Which role, capability, coverage, onboarding, or transition gap could interrupt safe and timely care?
- Who completes it
- Owner, practice leader, and the person accountable for the role or onboarding plan
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate schedules, role definitions, training evidence, backup coverage, payer-effective dates, and permitted employment records
- After completing it
- Assign the gap, define observable competence, and establish backup coverage before adding demand.
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CSV · 11 fields · Ten controlled readiness rows; no candidate or employee data · v2026.07
Initial patient-centered capacity and growth release.
Aggregate referral-closure control
Opening, placed, acknowledged, completed, other-closed, ending-open, and overdue referrals with owner, follow-up, escalation, evidence, and limitation fields.
- Question
- Can patients receive timely, continuous care with the people, rooms, time, and support actually available?
- Who completes it
- Owner and practice operations team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate access, schedule, recall, referral, staffing, room, payer, and mentorship counts
- After completing it
- Act on the smallest real constraint rather than a production target.
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CSV · 15 fields · One blank coded aggregate row; no patient or referral-source data · v2026.07
Initial patient-centered capacity and growth release.
Patient-centered startup mandate
Ten owner questions connecting the care model, opening scope, capacity, expansion, control, total capital, household reserve, site stops, opening readiness, and global condition that would pause or change the plan.
- Question
- Can the care model, site, complete budget, cash, and opening plan survive the next commitment?
- Who completes it
- Startup owner and project team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Care model, site and lease, plans, bids, quotes, funding, changes, and opening dependencies
- After completing it
- Clear the next site, design, bid, funding, change, or opening safety check.
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CSV · 8 fields · Ten controlled mandate rows; no user data · v2026.07
Initial startup and buildout control-system companion.
Startup site fatal-flaw register
Twelve direct-record gates covering use, access, utilities, systems, structure, environmental conditions, life safety, site control, lease economics, future interference, and local opening authority.
- Question
- Can the care model, site, complete budget, cash, and opening plan survive the next commitment?
- Who completes it
- Startup owner and project team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Care model, site and lease, plans, bids, quotes, funding, changes, and opening dependencies
- After completing it
- Clear the next site, design, bid, funding, change, or opening safety check.
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CSV · 12 fields · Twelve controlled gate rows; no findings · v2026.07
Initial startup and buildout control-system companion.
Dental buildout bid-scope matrix
Fourteen common-scope rows comparing three bids as included, excluded, allowance, alternate, owner-supplied, ambiguous, or no response—with schedule, acceptance, questions, and reviewer roles.
- Question
- Can the care model, site, complete budget, cash, and opening plan survive the next commitment?
- Who completes it
- Startup owner and project team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Care model, site and lease, plans, bids, quotes, funding, changes, and opening dependencies
- After completing it
- Clear the next site, design, bid, funding, change, or opening safety check.
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CSV · 14 fields · Fourteen blank comparison rows for three bidders · v2026.07
Initial startup and buildout control-system companion.
Startup change-control ledger
Formal construction-change record with initiator, reason, scope reference, direct and downstream cost, delay, equipment, permit, operating, contingency, owner, decision, and recheck fields.
- Question
- Can the care model, site, complete budget, cash, and opening plan survive the next commitment?
- Who completes it
- Startup owner and project team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Care model, site and lease, plans, bids, quotes, funding, changes, and opening dependencies
- After completing it
- Clear the next site, design, bid, funding, change, or opening safety check.
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CSV · 18 fields · One blank draft row · v2026.07
Initial startup and buildout control-system companion.
Startup opening dependency map
Twelve linked workstreams from site control through controlled opening, with predecessor, owner, evidence, blocker, acceptance, downstream work, decision-changing condition, and recheck.
- Question
- Can the care model, site, complete budget, cash, and opening plan survive the next commitment?
- Who completes it
- Startup owner and project team
- Time
- 15–30 minutes after records are gathered
- Records needed
- Care model, site and lease, plans, bids, quotes, funding, changes, and opening dependencies
- After completing it
- Clear the next site, design, bid, funding, change, or opening safety check.
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CSV · 12 fields · Twelve controlled dependency rows · v2026.07
Initial startup and buildout control-system companion.
Master data request
Financial, patient, clinical, payer, team, asset, legal, and transition records.
- Question
- How much of the seller’s performance may continue for this buyer, and what must be repriced or restructured?
- Who completes it
- Buyer and independent acquisition reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Provider, procedure, payer, patient-cohort, cost, lease, team, liability, and liquidity records
- After completing it
- Carry the transfer gaps into price, structure, diligence, and walk-away conditions.
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CSV · 15 fields · 11 request rows · v2026.07
Initial controlled schema.
Patient-centered buyer mandate
Ten pre-transaction questions that define clinical philosophy, procedure transfer, access, owner time, compensation, cash, liquidity, reserve, decision rights, evidence, and exit before price.
- Question
- How much of the seller’s performance may continue for this buyer, and what must be repriced or restructured?
- Who completes it
- Buyer and independent acquisition reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Provider, procedure, payer, patient-cohort, cost, lease, team, liability, and liquidity records
- After completing it
- Carry the transfer gaps into price, structure, diligence, and walk-away conditions.
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CSV · 8 fields · Ten controlled mandate rows; no user data · v2026.07
Initial five-bridge acquisition workbench companion.
Seller transfer evidence request
Sixteen controlled aggregate requests for provider, clinical, payer, patient, cost, lease, team, liability, liquidity, day-one, and independent-review evidence.
- Question
- How much of the seller’s performance may continue for this buyer, and what must be repriced or restructured?
- Who completes it
- Buyer and independent acquisition reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Provider, procedure, payer, patient-cohort, cost, lease, team, liability, and liquidity records
- After completing it
- Carry the transfer gaps into price, structure, diligence, and walk-away conditions.
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CSV · 11 fields · 16 controlled request rows; no user data · v2026.07
Initial five-bridge acquisition workbench companion.
Counteroffer evidence ledger
Claim, supporting document, recurring and one-time effects, verification state, double-count control, and concession.
- Question
- How much of the seller’s performance may continue for this buyer, and what must be repriced or restructured?
- Who completes it
- Buyer and independent acquisition reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Provider, procedure, payer, patient-cohort, cost, lease, team, liability, and liquidity records
- After completing it
- Carry the transfer gaps into price, structure, diligence, and walk-away conditions.
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CSV · 16 fields · 11 fictional example rows · v2026.07
Initial controlled schema.
Dental-shell fieldbook
Vacated-office leads, infrastructure, lease, liens, records, remediation, reuse value, and opening timeline.
- Question
- How much of the seller’s performance may continue for this buyer, and what must be repriced or restructured?
- Who completes it
- Buyer and independent acquisition reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Provider, procedure, payer, patient-cohort, cost, lease, team, liability, and liquidity records
- After completing it
- Carry the transfer gaps into price, structure, diligence, and walk-away conditions.
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CSV · 39 fields · Includes one fictional example row · v2026.07
Corrected example-row alignment to the published schema.
Clinical-transfer fieldbook
De-identified provider, cohort, procedure, documentation, consent, remake, refund, retreatment, referral, verification-state, and reviewer fields.
- Question
- How much of the seller’s performance may continue for this buyer, and what must be repriced or restructured?
- Who completes it
- Buyer and independent acquisition reviewers
- Time
- 15–30 minutes after records are gathered
- Records needed
- Provider, procedure, payer, patient-cohort, cost, lease, team, liability, and liquidity records
- After completing it
- Carry the transfer gaps into price, structure, diligence, and walk-away conditions.
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CSV · 32 fields · Includes one fictional de-identified example row · v2026.07
Initial clinical-transfer and independent-review schema.
Lender data-boundary checklist
Recipient mapping and written controls that keep the buyer’s maximum financing from becoming a price anchor.
- Question
- How much of the seller’s performance may continue for this buyer, and what must be repriced or restructured?
- Who completes it
- Buyer and independent acquisition reviewers
- Time
- 10–20 minutes
- Records needed
- Provider, procedure, payer, patient-cohort, cost, lease, team, liability, and liquidity records
- After completing it
- Carry the transfer gaps into price, structure, diligence, and walk-away conditions.
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Markdown · Checklist and copy-ready request · No user data · v2026.07
Initial release.
Fee-schedule comparator
Office, current, and offered allowed amounts with volume, cost, and chair-time fields.
- Question
- Which provider, entity, location, product, network, contract, effective date, and payment path actually apply?
- Who completes it
- Owner, provider, credentialing lead, or authorized payer-contract reviewer
- Time
- 15–30 minutes after records are gathered
- Records needed
- Authorized agreements, fee schedules, applications, approvals, notices, directories, aggregate payment reports, and first-paid-claim evidence
- After completing it
- Resolve the first unsupported payable-path step and protect patient communication and cash during the delay.
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CSV · 7 fields · Blank data rows · v2026.07
Initial controlled schema.
Team transition plan
Gap, cause, action, owner, access, backup, due date, evidence, and recheck.
- Question
- Which role, capability, coverage, onboarding, or transition gap could interrupt safe and timely care?
- Who completes it
- Owner, practice leader, and the person accountable for the role or onboarding plan
- Time
- 15–30 minutes after records are gathered
- Records needed
- Aggregate schedules, role definitions, training evidence, backup coverage, payer-effective dates, and permitted employment records
- After completing it
- Assign the gap, define observable competence, and establish backup coverage before adding demand.
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CSV · 19 fields · Includes one fictional example row · v2026.07
Initial controlled schema.
AI prompt pack
Evidence guardrail and source-controlled prompts for market, acquisition, payer, treatment, billing, staffing, and red-team work.
- Question
- Which bounded task can AI assist without inventing facts, expanding authority, or weakening human review?
- Who completes it
- Owner and the accountable subject-matter reviewer
- Time
- 10–20 minutes
- Records needed
- Permitted de-identified inputs, source records, task instructions, validation criteria, and exception paths
- After completing it
- Run the task on a low-risk example and keep the human reviewer, source, and correction path visible.
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Markdown · Guardrail plus eight prompts · Contains placeholders, not user data · v2026.07
Removed brittle model-name recommendations.