Audit Medical Bills and Recover Insurance or Provider Overpayments

0/18 · 0%

Gather Every Bill, EOB, and Payment Record
1 hour
Pick a review window: one year of dates of service, or every bill from a single episode of care such as a hospital stay or surgery. Log in to your insurer's member portal and the provider's patient portal, and pull your mail, to collect every document in the window. You need the itemized bill for each date of service, the matching explanation of benefits (EOB), payment receipts or card statements, and your insurance card. Keep bills and EOBs separate — the audit compares them line by line.
- Write down the review window: dates of service from and to.
- List every claim in the window from the member portal's claim history.
- Collect the itemized bill and matching EOB for each date of service.
- Request itemized bills for any summary-only bill, by phone or portal message.
- Gather payment receipts, card statements, and your insurance card.
- File everything in one folder, labeled by provider and date of service.

0/3 done

Contents