Medical Bill Checklist — The Patient Insider
The Patient Insider / Medical Bill Hub
Free Tool

Medical Bill Checklist

Before you pay that medical bill, let's check it together.

Answer five simple yes-or-no questions. We'll help you spot the warning signs before you send a single dollar.

Takes about 2 minutes No sign-up required Nothing is stored

Plain language

No confusing billing codes or jargon.

Clear next step

Know exactly what to do when you finish.

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Step 1 of 5

Patient Information

Let's start with the basics. Check that this bill is actually describing you.

Is your name correct?

Is your date of birth correct?

Is the billing provider correct?

Does this bill belong to you?

i Answer each question above to continue.

Step 2 of 5

Visit Information

Next, let's confirm the details of the visit itself.

Is the date of service correct?

Is the type of visit correct (e.g. office visit, ER, telehealth)?

Is the location or facility correct?

i Answer each question above to continue.

Step 3 of 5

Charges

Now let's look at what you're actually being charged for.

Do all the charges match services you actually received?

Do you see any duplicate charges for the same service?

Were you charged for something you were told would be free or included?

i Answer each question above to continue.

Step 4 of 5

Insurance

Insurance questions depend on where you're located — pick your country to continue.

Which country is this bill from?

United States · EOB Questions

Have you received an EOB (Explanation of Benefits) from your insurer?

Does the amount billed match the "patient responsibility" (the amount you may owe) listed on your EOB?

Has your insurance finished processing this claim?

Canada · Provincial Coverage Questions

Is this service covered by your provincial health plan?

Have you received a statement from your provincial health authority?

Is this bill for a service not covered by your province (e.g. a private clinic)?

i Choose your country above, then answer the questions that appear.

Step 5 of 5

Payment

Last step — a few questions about how you're being asked to pay.

Does the bill include a clear due date?

Is a payment plan option available?

Are you being asked to pay before insurance has finished processing the claim?

i Answer each question above to finish up.

Your Result

Looks Good

Nothing in your answers points to a problem with this bill.

Recommended action

Pay this bill before its due date.

What we noticed

    We didn't find anything that needs a closer look right now.

    Medical Bill Hub

    What would you like to do next?

    Coming soon

    Medical Bill Error Checker

    Scan a bill line by line for common coding and billing errors before you dispute or pay.

    Coming soon

    Medical Bill Calculator

    Estimate what you should actually owe based on your insurance, deductible, and coverage.

    Coming soon

    Medical Bill Analysis Report

    Get a full written breakdown of this bill with specific questions to ask your provider.

    Part of the Medical Bill Hub — a free resource from The Patient Insider.