Guides and checklists
Working documents for your next contract review or process audit. Answer each item on the page, or print it and work through it on paper.
Nothing to download and no form to fill in. Your answers stay in your browser.
Bill-only process readiness checklist: a self-audit from rep request to paid invoice
A printable self-audit for bill-only implant purchasing, covering rep access, the request, price checks, case reconciliation, device credits and month-end.
Quarterly rebate close checklist: reconciling earned, received and booked
A printable close routine for supplier rebates: check the data, recalculate earned, match receipts, age what is owed, book the accrual and file the evidence.
Rebate contract intake checklist: what to capture from every supplier agreement
A printable checklist of the fields to pull from a supplier rebate agreement at signature, renewal or amendment, so the rebate can be calculated, claimed and defended later.
The rebate worksheets do the arithmetic for one tiered rebate or one share commitment, on numbers you type.
See what your contracts already owe you
Bring one supplier contract and a purchase extract. In a working session we load it, run the numbers and hand you the statement: earned, received, owed.