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Our Consultants

Stephen Smith:

Stephen Smith is the owner of 3 Pie Squared LLC. A Consulting firm which specializes in HR and back end management for small practices, with a focus on HIPAA and medical practice compliance. Stephen is also the Director of Operations of Corner Piece, a leading ABA company. While managing two successful firms, Stephen has also been a major contributor in numerous start-up entities. In addition to being an entrepreneur and business owner, Stephen is also a process engineer. Career highlights while working in this field include the training of production and engineering staff, creation of countless policies and procedures for engineering equipment as well as new inspection systems, team lead on many million dollar installations and the development of process analysis software.

Kim Rosa:
Kim, 3 Pie Squared LLC's Director of Ethics and Standards began her career working with individuals with autism spectrum disorder in 2002. She received her Master’s degree in Clinical Psychology from Adelphi University in 2004 and her post-graduate certificate in Behavioral Interventions in Autism from The University of Massachusetts in 2007. She has been a Board-Certified Behavior Analyst since 2008. Kim received her clinical training and supervision in Applied Behavior Analysis in private autism schools on Long Island and in New York City. Upon relocating to Colorado in 2010, she has worked as a behavioral consultant, assisted new agencies with developing their behavioral intervention programs, and began a private practice which eventually grew into a full day center-based ABA program. Kim joined 3 Pie Squared to assist other entrepreneurs with creating successful and ethical ABA organizations. Kim lives in Colorado Springs with her husband, two dogs, and various farm animal pets. She enjoys traveling and has been to twenty different countries. 

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3 Pie Squared will walk you through any audit prep sheets from the auditing insurance company. If they do not provide this information, we can use our own internal audit preparation checklists to ensure you are ready to take the next step.

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**** This is a physical book, there is no download.*******









Table of Contents

Chapter 1 – Overview
Section 1 – Overview
Section 2 – Delegate! Delegate! Delegate!
Chapter 2 – LLC & Tax ID
Section 1 – LLC
Section 2 – Tax ID
Chapter 3 – CAQH
Section 1 – CAQH
Chapter 4 – NPI
Section 1 – NPI
Chapter 5 – D-U-N-S
Section 1 – D-U-N-S
Chapter 6 – The Right People for the Job
Section 1 – The Right People for the Job
Section 2 – Accountant (CPA)
Section 3 – Human Resources Consultant
Section 4 – HIPAA Consultant
Section 5 – Billing Consultant
Section 6 – Insurance Broker
Section 7 – Attorneys
Chapter 7 – HIPAA
Section 1 – HIPAA Overview
Section 2 – Electronic Forms
Chapter 8 – Branding & Marketing
Section 1 – Naming Your Practice
Section 2 – Trademark
Section 3 – Domain
Section 4 – Marketing Consultant
Section 5 – Consistent Visual Branding
Section 6 – Business Logo
Section 7 – Brochures and Business Cards
Section 8 – Office Signs
Section 9 – Company Website
Section 10 – Social Media
Section 11 – Local Events
Chapter 9 – Employees
Section 1 – Finding the Right People
Section 2 – Background Checks
Section 3 – Policies and Procedures
Chapter 10 – Getting In-Network
Section 1 – Getting In-Network
Chapter 11 – The Office
Section 1 – The Office
Section 2 – Office Supplies
Chapter 12 – Clinical Supplies
Section 1 – Clinical Supplies
Chapter 13 – Training
Section 1 – Training
Chapter 14 – Accounts & Services
Section 1 – Accounts & Services
Section 2 – Software
Chapter 15 – The Experts
Section 1 – The Experts
Master Resource List
Acronym Glossary

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Ready to start rate negotiations but don't know where to start? 

Our team has done a lot of research and now you can have it!    

Rate negotiations can be difficult even with this guide it is important to know that if an insurance company will not move you have to be willing to walk away, possibly work out of network or not work with the funding source at all. 

To ensure you can continue to give your staff rate increases and pay the bills you MUST make every attempt to continuously negotiate rates. This is not a one time thing you must negotiate rates as often as you can. 

What is included?

8 page document with things to consider as you start the process of negotiating rates.

4 page rate negotiation template to send to your funding sources.