Insurance and Therapy Organizer: Authorization Log, EOB Tracker and Session Notes

Stop losing therapy paperwork.

A printable organizer for families tracking therapy authorizations, visit counts, EOBs, claims, costs, and provider notes, with an annual reset calendar and a glossary of insurance terms.

WHAT'S INSIDE (29 PAGES)

• Understanding Your Coverage

• The Authorization & Visit-Count Tracker

• The Claims & EOB Tracker

• The Cost & Reimbursement Tracker

• The Session & Progress Log

• The Annual Reset Cycle & Renewal Calendar

• Putting It All Together: Your Filing System

• Glossary of Insurance Terms

• Guided activities you can work through on your own, with your child's team, or with your AI assistant

MADE FOR REAL LIFE

Plain language, short sections, and write-on pages. Use what fits your family and skip the rest.

FILE DETAILS

• 1 PDF, 29 pages, US Letter (8.5 x 11 in)

• Instant digital download. Nothing will be shipped.

• Print at home or fill in with a PDF viewer.

PERSONAL USE ONLY

Print as many copies as you need for your own family. Please do not share, resell, or upload the file.

PLEASE NOTE

This is general information and an organizing tool, not medical, legal, or therapy advice. Every child and family is different. Check details with your child's school team, care providers, insurer, or a licensed professional.