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Medical
Billing
request form

Intake Checklist - Records Needed:

  • Claimant Health Insurance (Copy of ID - Front & Back)

  • Summary of Benefits and Coverage

  • Life Care Plan

  • Medical Bills

  • Medical Records

1. Which Medical Billing Report would you like to order?
Standard Medical Billing Report
Custom Medical Billing Report
2. What should the Medical Billing Report be based on?
Past Medical Bills with Estimated Reimbursement
Future Costs Based on Life Care Plan
Both Past and Future
3. Select reimbursement method
4. Select custom reimbursement method
Commercial Insurance Negotiated Rates
Client’s Actual Insurance Plan Rates
Other Custom Methodology
5. Would you like to include any report add-ons?

(Please provide the insurance company name and plan type. If none, enter N/A.)

Example: Blue Cross Blue Shield PPO, Aetna HMO, UnitedHealthcare Choice Plus

  1. What location should pricing be based on?

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