NEW LEAF PRIMARY CARE
NEW LEAF BEHAVIORAL HEALTH PLLC
NEW LEAF BILLING, CODING, and AUDITING SOLUTIONS, LLC

Give Me The Cliff Notes of How These Classes are Going to Provide Me a Benefit?
Medical Billing Class – What You’ll Learn
The medical billing class dives deep into the business and compliance side of healthcare reimbursement, giving providers and staff the tools they need to protect their revenue and stay compliant with ever-changing rules. Here’s what you’ll gain:
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Provider Participation & Credentialing
Learn how contracts with insurance companies, credentialing, and provider status (in-network vs. out-of-network vs. opt-out) directly impact how much you get paid. Understand the importance of NPIs and taxonomy codes, and how errors here can cause claim denials or underpayments.
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Claim Forms and Billing Essentials
Master the CMS-1500/837P claim form, the “invoice” every provider must use to bill insurers. You’ll learn how even small mistakes can derail payment, and how to submit clean claims the first time.
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Compliance & Legal Regulations
Understand the difference between fraud and abuse along with getting familiar with key laws that every billing professional must know: the False Claims Act, Stark Law, the Anti-Kickback Statute, and the 60-Day Overpayment Rule. These aren’t just “red tape” violations that can lead to massive penalties or even exclusion from federal programs.
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Fee Schedules, Insurance Coordination, and Patient Responsibility
Discover how insurance companies set reimbursement rates, why your billed charges don’t equal payment, and how to correctly determine primary vs. secondary coverage (including the “birthday rule”). Learn best practices for collecting copays, deductibles, and coinsurance up front because you’re not a bank for insurance companies or patients.
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Revenue Cycle Management (RCM)
Walk through the full billing cycle step-by-step:-
Insurance verification & pre-registration
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Charge capture
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Coding & billing
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Claims management
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Payment posting
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Denial management
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Patient collections & reporting
You’ll see how each step builds on the other and why mistakes in one area can cost you big in the next.
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Denials, Audits & Recoupments
Learn how to read denial codes, appeal claims effectively and prevent repeat errors. Understand payer audits and what triggers them. You’ll also cover recoupments and offsets when insurers try to take back money they already paid and how to fight back.
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ERISA Rights
Most providers don’t realize that employer-sponsored insurance plans are governed by ERISA, which gives you powerful rights when appealing denials. You’ll learn how to use these federal protections to force insurers to pay fairly.
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Downcoding by Insurance Companies
Insurers are increasingly downcoding services (e.g., changing a 99214 to a 99213) to save money. This class shows you how to recognize it, why it happens, and how to challenge it with documentation and appeals.
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Medicare Advantage Plans
Medicare Advantage may look like regular Medicare, but these plans operate under different rules and are notorious for delays and denials. You’ll learn their obligations under CMS, how to demand timely payments, and strategies to hold them accountable.
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Practical, Real-World Strategies
Beyond theory, you’ll leave with actionable steps to:-
Maximize revenue without crossing compliance lines.
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Protect your practice from payer “games.”
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Reduce write-offs and bad debt.
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Stay audit-ready at all times.
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Medical Coding Class – What You’ll Learn
The medical coding class focuses on the critical link between clinical documentation and accurate reimbursement. Coding isn’t just about numbers—it’s about translating what happens in the exam room into the language insurance companies understand, while keeping your documentation audit-proof. Students will learn:
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Documentation & Medical Necessity
You’ll learn why the golden rule in coding is: “If it’s not documented, it didn’t happen.” Every CPT or HCPCS procedure code must be supported by a corresponding ICD-10 diagnosis. We’ll cover how to document clearly and thoroughly so your services are justified, billable, and defensible in an audit.
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ICD-10 to CPT/HCPCS Linking
Discover how to properly connect diagnoses to procedures to show medical necessity. For example: linking an ICD-10 diagnosis of Major Depressive Disorder (F33.1) to a CPT code for a psychiatric evaluation (90791) or a medication management visit (99214). This is where revenue is either gained or lost.
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E/M Coding Under 2023 Guidelines
Master the updated Evaluation & Management (E/M) coding system, which now relies heavily on Medical Decision Making (MDM) or total time spent. You’ll learn how to:-
Assign codes based on complexity, not just length of the visit.
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Correctly use time-based coding when time is the controlling factor.
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Apply psychiatric-specific examples for clarity (e.g., documenting SI/HI risk, med changes, or therapy recommendations).
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Breaking Down the MDM Elements
Learn how to score all three MDM elements that determine the level of service:-
Number & Complexity of Problems Addressed – How sick is the patient and what conditions are you managing today?
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Amount & Complexity of Data Reviewed – Labs, external records, imaging, or collaboration with other providers.
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Risk of Complications/Morbidity/Mortality – The risk tied to the patient’s condition, your treatment decisions, and any medications that require close monitoring.
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New vs. Established Patient Rules
Understand the “3-year rule” and why it matters in determining which E/M codes to use. Learn how coding differs for brand-new patients versus those who have been seen previously, and how mistakes here often lead to costly denials. -
Psychiatry-Specific Codes & Scenarios
The class includes an in-depth look at behavioral health coding, with practical examples and many other codes:-
90791 – Psychiatric diagnostic evaluation
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99213–99215 – Outpatient visits, with real psychiatric chart note examples
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96372 – Injection administration for long-acting injectables (e.g., Abilify Maintena, Invega Sustenna)
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Prolonged service codes (99417) – When time and complexity exceed the standard visit
You’ll learn not just the codes, but also the documentation language needed to justify them.
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Avoiding Common Coding Pitfalls
Insurance companies love to exploit mistakes. We’ll cover how to avoid:-
Downcoding (when insurers reduce your level of service).
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Cloning notes (copy-paste documentation that looks fraudulent in audits).
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Unsupported diagnoses (billing for conditions not actually addressed).
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Vague documentation that doesn’t demonstrate medical necessity.
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Audit-Proof Documentation
Finally, you’ll learn how to document in a way that not only supports billing but also protects you if audited. From phrasing safety risk considerations to showing why you prescribed or didn’t prescribe a medication; your documentation will become your best defense.
By registering for a class, you acknowledge and agree to abide by this policy in full.
Please ensure you are committed to attending before registering. This policy is in place to maintain fairness, respect the time and preparation involved, and ensure program continuity.
If you cancel your registration less than 7 days before class, you will not receive a refund.
This includes cancellations due to illness, injury, scheduling conflicts, emergencies, travel issues, work schedule conflicts, weather conditions, or any other personal or professional reason.
If you do not attend the class (i.e., a “no-show”), no refunds, credits, or transfers will be provided or given under any circumstances.
By submitting payment and reserving a seat in the class, you acknowledge that:
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You have read and understand this policy in full.
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You agree to the terms and conditions outlined herein.
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You understand that no refunds will be issued for cancellations made less than 7 days before class, and no refunds will be issued for failure to attend the class.
Thank you for understanding.
You can click on the Pay Now or use the QR code to pay for the class.
Please ensure you add to Square Invoice your full name, email address, and a good number where you can be reached, so we know where to send the Powerpoint presentation and Zoom link which will be sent a few days before the class.
PLEASE CHECK YOUR SPAM/JUNK FOLDER AS EMAILS CAN END UP IN THERE!
If you have not heard from us 2 days before the class, please reach out to us.
Please do not share the link with others as attendance will be taken during class.
CLASS SCHEDULE
Through the valuable feedback we’ve received, we’ve decided to make some exciting changes to our class format.
We’ve had a tremendous amount of interest specifically in mental health coding, and because billing and coding together cover such an extensive amount of information, we are now splitting the course into separate sections.
This change allows us to go deeper into each area while ensuring that participants have the best possible opportunity to truly learn, retain, and apply the material. Our goal is to give you the strongest foundation to succeed in both billing and coding without overwhelming you in the process.
SEPTEMBER'S CLASS SCHEDULE
Saturday 20 September 2025 Class
Medical Coding Course for Mental Health Providers (MD, DO, PMHNP, LCSW, LSW, LPC, PsyD, etc)
Saturday 20 September 2025
9 am to 3 pm Central Standard Time Zone
$325
Thursday 25 September 2025 Class
ERISA & Medicare Advantage Smackdown: Turning Insurance’s Dirty Secrets Into Your Weapon Against Bullshit Denials
$325

⚠️ PSA: If you skipped my main billing class, don’t even try to roll in here. This isn’t Billing 101—it’s Billing with Brass Knuckles.
But if you did take my class?
👉 Buckle up, buttercup—this is calculus with nukes.
Thursday 25 September 2025
9 am to 3 pm Central Standard Time Zone

October's Class Schedule
$325
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$325
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November's class schedule
Saturday 8 November 2025
Medical Billing Course
Saturday 8 November 2025
9 am to 3 pm Central Standard Time Zone
$325

Thursday 20 November 2025
Medical Coding Course for Mental Health Providers (MD, DO, PMHNP, LCSW, LSW, LPC, PsyD, etc)
Thursday 20 November 2025
9 am to 3 pm Central Standard Time Zone
$325
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Saturday 22 November 2025
TBD
Saturday 22 November 2025
9 am to 3 pm Central Standard Time Zone
$325
December's class schedule
Saturday 6 December 2025
Medical Billing Course
Saturday 6 December 2025
9 am to 3 pm Central Standard Time Zone
$325
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Saturday 13 December 2025
Medical Coding Course for Mental Health Providers (MD, DO, PMHNP, LCSW, LSW, LPC, PsyD, etc)
Saturday 13 December 2025
9 am to 3 pm Central Standard Time Zone
$325

Friday 19 December 2025
TBD
Friday 19 December 2025
9 am to 3 pm Central Standard Time Zone
$325
NO RECORDING
To protect the privacy of all participants and the intellectual property of our instructors and organization, audio or video recording of any class, session, or event is strictly prohibited unless explicit, prior written permission has been granted by the instructor.
This includes but is not limited to recording via smartphones, tablets, laptops, voice recorders, or any other digital or analog device. Unauthorized recording is a violation of this policy and may result in immediate removal from the session without refund, denial of future participation, and potential legal action where applicable. We appreciate your cooperation in maintaining a respectful and secure learning environment for everyone involved.
Testimonials
Jessa
“I now know the why and how to code and feel confident that if I get audited my charts will be up to standard.”
“Absolutely! I feel like I know what I am actually doing and why.”
Sara
“I decided to take this class to increase my knowledge. It definitely did that AND greatly increased my confidence in my ability to code and bill effectively along with handling denials, appeals, and more. I highly recommend this class to all of my colleagues and provider friends!”
“Thank you! I feel much more confident, and I absolutely am recommending your class!”
“Absolutely! I feel much more prepared because of the knowledge I've gained.”
Margaret
“I am just opening my first private practice, and was very nervous about the billing aspect. However, Crystal has taught me such valuable information that I would not learn in a typical billing/coding class. She breaks down the complicated system of billing and helps navigate the steps to getting reimbursement even when insurances try to scam us. She also does a great job teaching coding and compliance, which is crucial to ensuring we as providers do not get in trouble. Her perspective as an NP, business owner, and righteous being is really admirable. Now I feel a lot more confident about moving forward and appreciate another resource I can refer to as needed. Thank you Crystal!”
“Thank you for providing this class. Your expertise is so valuable to our field, and to our healthcare system!”
“Yes. I had no idea about the AOB and SPD, and the significant roles they play in ensuring we get paid. I feel a lot better about billing now and am thankful to have learned this before I started seeing any patients in my new private practice.”
Celeste
“This has been one of the best courses I have taken since becoming a PMHNP! This is real world information that is going to significantly improve my practice.”
“Thank you for your help and your advocacy for nurse practitioners.”
“Absolutely. This was extremely helpful, and I know I will benefit from this.”
KW
“Crystal is a wealth of knowledge and I found this class jammed packed with very useful information. She was also willing to answer anyone’s questions throughout and took extra time at the end to ensure everyone’s questions or concerns were met.”
“Yes, with coding. Not yet with billing but a good foundation.”
Rachel
“Not only is Crystal extremely knowledgeable but she is able to break down the material with clear examples."
“PHENOMENAL INFORMATION!!”

Patricia
“Thank you for offering this course, and the thoroughness of the handouts (which I still have to review) were great.”
“Yes, I found the coding/documentation piece to be very helpful.”
