Make good billing automatic: the two tools that do the remembering for you
Most under-billing isn't a knowledge problem. The gap is memory and friction: on a full list, it's hard to recall exactly what to claim and what to document to back it up. The way you close that gap is tools.
A cheat sheet, for the "what to claim" — A one-page MBS cheat sheet keeps the items you actually use, the co-claiming rules, and the commonly-missed ones within arm's reach. It turns "I think there's an item for this" into a two-second glance.
Autofills, for the "how to document it" — A well-built autofill prompts the specific elements an item requires, captures them in the flow of the consult, and leaves you with a note that stands up to review — without holding the rules in your head.
Together, the cheat sheet tells you what you can claim and the autofill makes the documentation effortless and defensible. Under-billing stops being a willpower problem.
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