Keeping Records

Keeping good records will save you time and trouble down the road. Documenting all communications with your insurance company is essential. After all, disputes happen.

To make things simpler for you, we’ve created a set of forms to help you keep track of insurance-related information.

Download and Print Insurance Record Forms

Essential Records to Keep

• Evidence of Coverage: You should have received Evidence of Coverage when your policy was issued. If you did not, request a copy by calling the customer service number on the back of your insurance card. It’s essential that you fully understand this information and save it in an easily accessible place.
• Summary of Benefits: This summary provides you with a snapshot of your coverage that is easier to follow than your Evidence of Coverage.
• Explanation of Benefits (EOB): This document details what the insurance company paid for a claim and your remaining financial obligation. You may receive an updated EOB after your insurance company pays the doctor, lab, etc. By looking at the claim number you can determine if it applies to the same visit. Make sure any co-pay you made is listed.