Resources

Playbooks for
billing teams

MCA workflows, Epic configurations, sponsor invoicing checklists, and audit prep guides. Built by billing managers, for billing managers.

Library

Compliance Guides12

Best Practices8

Policy Analysis15

Technical Docs6

Playbook12 min

Cutting MCA Turnaround: From 10 Days to 4 Hours

Step-by-step workflow redesign for billing managers. Includes the exact automation triggers, QA checkpoints, and approval routing that reduced turnaround at three NCI centers.

NCD 310.1 Decision Trees: Routine vs Research

Printable decision trees for the 23 most common procedure categories. When is a CT scan routine? When is lab work research? Clear logic for your analysts.

procedures

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More Resources

Checklist5 min

Sponsor Invoicing QA Checklist

The 12-point checklist used by top-performing billing teams before submitting sponsor invoices. Catches the errors that delay payment.

Technical10 min

Epic Extract Configuration for Research Billing

The exact Epic report columns and filters your team needs to pull clean charge data. Includes mapping to common CTMS systems.

Workflow7 min

Amendment Impact Assessment Workflow

When a sponsor sends Amendment 5, what do you do? This workflow ensures MCA, budget, and billing grid all get updated within 7 days.

Guide9 min

MAC Audit Documentation Requirements

What MAC auditors actually ask for when they review research billing. Sample responses and required documentation templates.

Briefing

The Research Billing Briefing

Monthly regulatory updates, billing policy changes, and operational insights for research finance teams. Written by practitioners, not marketers.

Playbooks forbilling teams