Operator guides & checklists

The county and state billing playbooks.

Free, sourced guides for the systems Medi-Cal and Medicaid behavioral health operators have to navigate to get paid. Each one is verified against primary sources and tied to a market guide.

Schedule a demo Medi-Cal hub

Free resources

Pick a guide.

LA County · SAPCSage Secondary User Conversion Checklist

The annual LA County SAPC Sage Secondary User conversion, as a step-by-step checklist — the deadlines, the 837 testing, and the certification bar.

LA County · SAPCSAPC Denial Resolution Cheat Sheet

The recurring SAPC Sage claim-denial causes mapped to fixes — diagnosis dates, financial eligibility, authorization groupings, and timely filing.

California · CalAIMCalAIM Documentation Reform Checklist for DMC-ODS Providers

What CalAIM changed for DMC-ODS documentation — the Problem List, fee-for-service coding, and streamlined notes — as a compliance checklist.

Colorado · BHAColorado CoBHRM Transition Guide for BHASO-Contracted Providers

What CoBHRM replaced and what BHASO-contracted providers must submit now — the five legacy data sets, TMS, and the two payer tracks.

Minnesota · DHSMinnesota August 2026 SUD Billing Prep Guide

Prepare for Minnesota's 2026 ASAM-aligned SUD changes — new service types, 15-minute codes, the level-of-care revenue code, and hour limits.

Michigan · MDHHSMichigan Mental Health Framework Deadline Tracker

The moving pieces of Michigan's Mental Health Framework in one tracker — LOCUS/MichiCANS, CHAMPS enrollment, and the planned BH-COVER routing.

See it on your county's workflow.

The guides show the requirements. A demo shows how one clinical record satisfies them and gets you paid.

Schedule a demo Talk to the team

SOC 2 · HIPAA · 42 CFR Part 2 · Drummond-certified ONC Health IT