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CR 2-607 Demystifying Health Insurance Claims & EOBs (3-1)

4 Course items

Instructor: Rebecca Eddy
Total time: 88 minutes
CEUs: 1.5
Conference Year: 2015


Course Description
Dealing with medical bills, health insurance claim forms, and EOBs can be a major challenge to professional organizers. By answering the five questions: Who? What? When? Where? and How? we can identify the claims process, what papers need to be kept, how they can be filed, for how long, what needs to be tracked, and by what method. Learn how to streamline the process and eliminate a lot of overwhelming paper clutter, not to mention worry.

Learning Objectives
1. Identify the different kinds of health insurance and how the claims process works for each.  
2. Identify what papers need to be kept and appropriate filing procedures. 
3. Identify what can be thrown out and when.
4. Identify what needs to be tracked and by what method. 

Code Words
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.