Resources
Practical Tools for Behavioral Health Practices
Welcome to the Sage Practice Support Resource Library—a growing collection of practical guides, checklists, and workflow tools created to help behavioral health providers improve efficiency, streamline administrative processes, and spend more time focusing on patient care.
The Busy PMHNP's Practice Efficiency Assessment
Featured Free Resource
25 Proven Ways to Save Time, Reduce Administrative Burden & Improve Practice Workflow
Identify opportunities to improve efficiency, reduce administrative workload, and optimize your daily operations with this complimentary assessment.
Coming Soon
Prior Authorization Workflow
Simplify the prior authorization process with a repeatable workflow that helps reduce delays and denials.
Available Soon
Coming Soon
Appointment Confirmation System
Reduce no-shows with a simple workflow for confirmations, reminders, and follow-up communication.
Available Soon
Coming Soon
Virtual Practice Startup Guide
Essential administrative systems every new behavioral health practice should have in place.
Available Soon
The Sage Saturday Resource Library is a growing collection of practical workflows, checklists, and administrative tools created specifically for psychiatric mental health providers and behavioral health practices. New resources are added regularly to help simplify operations, improve efficiency, and support exceptional patient care.
The Sage Saturday Resource Library
Coming Soon
Medication Consent Workflow
Ensure medication consent forms are completed accurately and consistently before treatment begins.
Available Soon
Coming Soon
New Patient Onboarding Checklist
Create a smooth onboarding experience from referral through the first completed appointment.
Available Soon
Coming Soon
Provider Vacation Coverage Plan
Prepare your practice for planned time away without disrupting patient care or daily operations.
Available Soon
Coming Soon
Medication Refill Workflow
A step-by-step workflow to streamline refill requests while improving patient safety and reducing delays.
Available Soon
Coming Soon
Patient Portal Management
Develop an efficient process for managing patient messages, refill requests, and administrative communication.
Available Soon
Coming Soon
Behavioral Health Practice Operations Checklist
A comprehensive checklist to help keep administrative workflows organized and consistent.
Available Soon
Coming Soon
Administrative Workflow Audit
Evaluate your current systems and identify opportunities to improve efficiency throughout your practice.
Available Soon
Looking for Something Specific?
Don't see the workflow you're looking for? The Sage Saturday Resource Library is continually growing. If there's a workflow, checklist, or practice tool that would benefit your behavioral health practice, we'd love to hear your ideas.