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For print, get paper file folders and label different categories that make sense to you, such as by month, doctor, or other details.
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You have a choice on whether to base your filing system on print documents or electronic versions. This should include bills, invoices, statements, EOBs, and any other correspondence about your insurance coverage and financial aspects of your care. In addition to tracking your appointment details, create a filing system for all the documents you receive about your cancer care. People with Medicare have access to an online tool for storing and accessing personal information. And, be sure to consider how each company is set up to protect your data and privacy so that you feel comfortable that your personal medical and financial details are in a safe place. Some sites may charge a one-time or regular fee. If you do decide to use a third party website or software for managing your medical information, review each one carefully. Some software also provides templates for writing letters to appeal rejected insurance claims. In addition to spreadsheet applications, you can find online software or a template that will help you manage this type of financial information. It also allows you to quickly search, sort, and compare data and it can be easily shared. An online tracking system reduces the chance your paperwork will get lost or damaged. There are different spreadsheet programs, ranging from simple to more complex with advanced features. Add columns for the appointment date, doctor's name, amount paid, insurance claim status, and other important notes.Įlectronic options including tracking this information in a spreadsheet on your computer or phone. With a paper system, it can be as simple as using the same notebook to record medical payments and tracking appointments. The best system is one that you will use consistently. You can use a paper or electronic system for tracking and organizing your financial documents, including medical bills and insurance documents. Tracking information on paper or electronically Your calendar will then become a full history that you can refer to for insurance claims and tax purposes. Use it to record every medical appointment, test, procedure, and prescription drug purchase on the day it happens. How to organize information with a calendarĪ paper or electronic calendar can be a helpful tracking tool. Insurance reimbursements you have receivedĪny insurance claim rejections you have received and appeal letters you have written Records related to your insurer's process for approving care, such as referrals and prior authorization recordsĮxplanation of Benefits (EOB) statements from your insurance company that explain its coverage decision for each claim Insurance claims filed by you, your doctor, or your hospital
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These might include:Ī current copy of your medical insurance coverage or certificate of coverage (COC) It is also helpful to keep all of your health insurance documents in one place. The name and dose of each drug prescribed, which doctor prescribed each medication and when, where you filled the prescription, and any payments you made.Ĭopies of checks and credit card receipts for any medical co-pays and other health care costsĪll bills, invoices, and statements from any health care provider Include any exams, tests, and/or procedures you had during that appointment.
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Tracking this information can help you organize and manage your medical bills and payments.Ĭonsider tracking the following information about your appointments and bills:ĭetails about each appointment, such as the date, time, location, and which health care provider(s) you saw. Common medical bills and health insurance documentsĪ good first step in keeping track of cancer-related financial documents is to keep detailed records about the cancer care and treatment provided to you. Learn more about managing your cancer care and health insurance. This article will provide helpful tips for how to keep your medical bills and health insurance claims organized. And, your system will work best when you organize individual bills and other paperwork on a timely basis as they come in. Keep your system simple so it is easy to find paperwork when you need it. Setting up a system for tracking bills and payments and filing financial documents can help reduce stress and anxiety. Many people with cancer receive a large number of medical bills and health insurance claims because treatment often lasts weeks, months, or longer.