SBS — Specialized Billing Service. Where Billing Meets Revenue.

Practical tools · Free XLSX downloads

A clearer view of the work that needs attention.

Four spreadsheet templates for practice teams. Start with fictional examples, assign the next owner and keep review dates and outcomes visible.

No signup. No macros. No live data connection. These templates use operational aliases and are not secure patient systems.

Preview of the primary care billing checklist showing fictional task rows and calculated next actions

XLSX · 2 worksheets · 50 prepared rows

Primary care billing checklist

Daily process checks across intake, encounter reconciliation and payer follow-up.

  • 50 prepared task rows and five fictional examples
  • Owner, review date, status and evidence notes
  • Calculated next-action reminders
Download free workbook ↓Read the workflow guide ↗
Preview of the internal medicine workflow tracker showing fictional task rows and calculated next actions

XLSX · 2 worksheets · 50 prepared rows

Internal medicine workflow tracker

Coordinate recurring administrative exceptions, responsibilities and follow-up.

  • 50 prepared operational work-item rows
  • Opened date, next review and outcome notes
  • Calculated days open and next actions
Download free workbook ↓Read the workflow guide ↗
Preview of the denial & a/r follow-up tracker showing fictional task rows and calculated next actions

XLSX · 2 worksheets · 50 prepared rows

Denial & A/R follow-up tracker

Plan anonymous follow-up work and make overdue reviews and missing owners visible.

  • Fictional USD balances and active-balance summary
  • Review dates chosen by your practice
  • Calculated active items, age and next actions
Download free workbook ↓Read the workflow guide ↗
Preview of the enrollment & authorization register showing fictional task rows and calculated next actions

XLSX · 2 worksheets · 50 prepared rows

Enrollment & authorization register

Track administrative projects from information gathering to a documented outcome.

  • Project-type and status dropdowns
  • Provider/team aliases and outcome references
  • Calculated reminders for ownership and reviews
Download free workbook ↓Read the workflow guide ↗

Start with the process, keep records secure.

  1. Save a working copy and read the Instructions tab. Replace the five fictional samples with anonymous process tasks.
  2. Set the review date, assign owners and enter next reviews. Preserve the calculated columns and use the status dropdowns.
  3. Review missing prerequisites and overdue work. Keep PHI in approved systems; these tools do not determine eligibility, codes or reimbursement.

Put the next step in motion

Talk through your practice’s workflow.

Describe your business needs, location and service interests to Jacksonville-based SBS. We’ll discuss scope, responsibilities and service fit. Please leave patient and claim details out of your first inquiry.

Discuss your practice ↗