Printable checklists
Print these or use them on screen. Ticks are kept only on this device.
Checklist: Review a medical billUse this before you pay. You do not need to do every step at once.Checklist: Prepare an appealAn appeal asks your plan to look again. Follow the instructions on your own notice.Checklist: Questions to ask an advocateUse these questions before you agree to work with any patient advocate. You decide who helps you and how much.Checklist: Apply for hospital financial assistanceUse this to apply and keep track. Rules differ by hospital, so also follow the instructions on the application.Checklist: Call log and written follow-upKeep a record each time you call a provider, plan, or collector. Use one page for each issue.Checklist: Prepare before careA few questions before planned care can prevent surprises.