Excel workbook
Insurance reverification checklist and worklist
Organize benefit-period checks, unresolved questions, and staff follow-ups before patients return for their next visit.
Preview the workbookWiz 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
Built to use, share, and print.
Enter your email and the selected resource downloads immediately. No account or extra fields.
By requesting a resource, you agree to receive related Wiz emails. Unsubscribe anytime. Privacy Policy.
Printable PDF
Therapy benefits verification phone script
A practical payer-call guide for checking therapy benefits, financial responsibility, shared visit limits, and authorization questions.
Preview the script
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.
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.
Wiz at a glance
A one-page overview of Wiz products, pricing, customer results, projected savings, and implementation.
Patient estimation software
Understand the workflow and buying criteria before comparing vendors.
Eligibility verification
See what therapy clinics need to verify before estimates and check-in.
Prior authorization
Identify requirements early enough to act before treatment starts.