Insurance Verification & Payer Call Kit | Eligibility Checklist, Payer Call Scripts, Prior Auth Tracker & Call Log for Medical Billers

Every payer call, verified and documented.

This kit gives medical billers and front-desk teams everything needed to verify coverage before the visit, call payers with confidence, and keep a record of every interaction, including the reference number.

What's inside:

Eligibility & benefits verification checklist

"What to ask" quick reference for verification calls

5 payer call scripts: eligibility, prior authorization, claim status, denial clarification and underpayment

A call record with a reference # field on every script

Prior authorization tracker

Payer call log

Payer contact directory

Patient cost estimate worksheet

Plan types & coordination of benefits quick reference

Easy to use: editable in Microsoft Word and Google Docs, with a printable PDF included. Fill-in fields are highlighted, so you can work on screen or on paper.

Perfect for: medical billers, front-desk and patient access staff, A/R specialists, practice managers and freelance billers.

What you'll get: one instant-download ZIP file with a Word (.docx) file and a printable PDF.

Completed forms contain patient information, so store them according to your practice's privacy policies. This kit is a professional resource, not legal advice; always confirm requirements with each payer.

Due to the digital nature of this product, all sales are final. If you have trouble with your download, contact us and we'll help.

© Cortex Revenue Solutions. Licensed for use by one individual or practice. Please do not resell or share.