Revenue cycle SOP software for teams whose procedures change every time a system does
SOP Studio was built inside HRIS and EHR rollouts at healthcare RCM operators. It keeps patient access, coding, billing, denials, and refund procedures current, acknowledged, and audit-ready through every change.
Framework libraries included
Security & trust
Framework libraries are seeded control sets your team maps SOPs to, not certifications held by SOP Studio. SOC 2 Type II is in progress. See the Trust Center for the full production security posture.
Revenue cycle operations
The document was published. The change was not.
Every rollout we have worked inside produced the same failure: new procedures written, old ones still followed, nobody able to prove which version the floor was trained on. SOP Studio is the system we built so that stops happening.
Survive the system rollout with your SOPs intact
An EHR migration, a new practice management system, or an HRIS change rewrites half the procedures on the floor. Route the rewrites through review, retire the old versions, and re-collect acknowledgment on the new ones.
Answer the client audit in minutes
RCM clients and their auditors ask for the same evidence: the current procedure, who approved it, who was trained on it, and when it was last reviewed. Export the packet for any SOP on demand.
Keep coding, billing, and denials teams on one version
Charge capture, claim scrubbing, denial workflows, credit balance and refund handling, and eligibility verification each carry one owner, one review cycle, and one current version across sites.
Onboard agents against the procedure, not the tribal version
Assign the SOPs a role must follow, track acknowledgment by version, and see the training gap before it shows up as a denial trend.
See it in the product
What audit-ready looks like for an RCM operation.
The workflow your team runs every day is the evidence the client auditor asks for. No separate binder.
Built for the frameworks RCM answers to
Client audits, HIPAA, and SOC 2 from one set of procedures.
Map each procedure to the controls it satisfies once, then export evidence per client, per framework, or per SOP.
HIPAA
Privacy, access, breach, and minimum-necessary procedures for teams that touch PHI all day, with HIPAA Mode restrictions on AI drafting and export.
SOC 2
The control evidence your clients and their auditors ask a BPO for, tied to the operating procedures that actually implement it.
HITRUST
Crosswalk procedures to HITRUST e1 and i1 controls and export a clean evidence package for assessors.
Client contract requirements
Map client-specific requirements as controls, so every SOW obligation has a procedure and an acknowledgment record behind it.
HRIS connectors for Rippling, Workday, ADP, BambooHR, Paylocity, Dayforce, and UKG keep acknowledgment targeting in step with the roster, so a new hire owes the right procedures from day one.
Bring the procedure that changed in your last rollout. We will map the gaps.
A 20-minute walkthrough of one audit-critical SOP: current review path, acknowledgment gaps, evidence burden, and what changes inside SOP Studio. If it is not a fit, we will tell you.
Related reading
Rolling Out a New System Without SOP Rot
An 8-step playbook for HRIS, ERP, QMS, and CRM rollouts.
The Four Moves That Finished a 12-Month Rollout in 8
7,612 labor hours avoided. Almost none of it was about writing better documents.
The Document Was Published. The Change Was Not.
Two different events. Most teams confuse them.