Buyer’s guide + scorecard
The Patient Estimation Software Buyer’s Guide for Therapy Clinics
Eleven practical evaluation areas, demo questions, and a printable vendor scorecard for PT, OT, and ST clinic leaders comparing patient estimation software.
Wiz resource library
Practical tools for therapy clinic revenue.
Download the worksheets your team can use now, then go deeper with focused guides for evaluating pre-visit workflows and software.
Downloadable resources
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PDF buyer’s guide
Eligibility Verification: A Buyer’s Guide for Therapy Clinics
A practical PDF guide to therapy-specific benefits, visit limits, payer gaps, reverification, and the eligibility details needed before estimates and authorization.
PDF buyer’s guide
Prior Authorization: A Buyer’s Guide for Therapy Clinics
A practical PDF guide to authorization requirements, referrals, visit thresholds, payer submissions, exception handling, and preventing avoidable denials before treatment.
One-page checklist
The Therapy Clinic Pre-Visit Revenue Checklist
Five checks therapy clinics can complete before the visit to prevent avoidable denials and collect the right patient amount.
Four-page working form
Physical, Occupational & Speech Therapy Eligibility & Verification Worksheet
A one-page fillable worksheet for PT, OT, and speech therapy clinics to record coverage, plan details, financial responsibility, visit limits, and authorization requirements.
Spreadsheet + desk guide
Wiz Health — Prior Authorization Tracker
A simplified Excel tracker for recording authorization requests, approved visits, effective dates, utilization, follow-up dates, and next actions.
21-question assessment
The Pre-Visit Revenue Workflow Self-Assessment
A 21-question assessment for therapy clinic owners and revenue-cycle leaders to evaluate eligibility, authorization, estimates, reverification, handoff, and accountability.
Example output
Sample Patient Estimate
See the clinic-ready estimate Wiz can produce from verified benefits before the patient arrives.
Commercial-intent guides for clinic leaders.
Focused guidance for clinic leaders evaluating revenue workflows and software.