Your Roadmap to a Medicare-Ready Practice in 2027

Get the Free End-of-Year Checklist for Therapists taking Medicare

Open enrollment ends December 7. Deductibles reset January 1. And credentialing new clinicians in January is a cluster. This one-page checklist walks you through the 9 things to handle now so your practice starts 2027 with clean claims and no surprises.

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The end of the year moves fast, and a missed step can mean denied claims or surprised clients in January.

Here’s what the checklist covers:

Client plan changes to watch for
The January deductible reset
Revalidation deadlines
Credentialing for the new year
Unpaid and denied claims
Saving your 2026 records
Your 2027 rates
A quick documentation check
Telehealth in 2027

Nine things to handle before January 1, all on one page

What Our Community Members Say

“We passed our first year annual Audit with the state for Agency with zero findings. Apparently, that does not happen very often. Thank you!”

— Josh Wright

“Gabrielle is so down to earth and approachable, I am sure I will use her for individual sessions in the future. But for now, I have attending her Medicare Trainings and they have helped me ease my anxiety and answer so many questions on my mind! So lucky to have found this resource and I am sure I will be using them time and time again!”

— Melanie Fordham

“I PASSED my audit of 41 progress notes. I could not have done it without you and your amazing advice. Thank you so very much!”

— Dr. Judy Fluor Runels, Psychologist

“Gabrielle was so lovely, generous with her time, and helped me understand the governmental system, how it worked, and made practical suggestions as to what I could do. She was honest in her answer even though it was not what I wanted to hear. She is definitely an expert in this area!”

— Melissa K

“Cannot recommend more!! Had many issues with a medicare application - her patience, guidance, and knowledge got me to completed application and approved in about 2 weeks! So thankful!”

— Elizabeth Albino