Document pack
Medical Bill Help Kit: Itemized Bill Letter, Financial Assistance and Charity Care Checklists, Payment Plan Letter and Appeal Tracker
The letters, checklists and logs for working through a medical bill one step at a time.
$12 one time · Word and PDF · download link by email
Who it is for
Anyone facing a medical bill they can't easily pay, insured or not, especially patients of New Jersey hospitals, and the family members helping them.
Not the right fit if
You want someone to negotiate or appeal for you: these are do-it-yourself letters and logs. Need legal advice? Talk to a lawyer.
Why it is different
- Checked against cms.gov, irs.gov, nj.gov/health and healthcare.gov, November 2026.
- Shows the official rules; never decides what you qualify for.
- Word, PDF and an Excel tracker.
What is inside
- Start here: rules and deadlines. No Surprises Act, good faith estimates, IRS 501(r) financial assistance, NJ Charity Care, appeals and the credit report status, with sources.
- Itemized bill request letter. Ask for a line-by-line bill, the assistance policy and a collections pause.
- Bill error review worksheet. Copy each charge, check common errors and list your questions.
- Financial assistance and Charity Care checklists. Papers to gather for a hospital's policy and for NJ Charity Care.
- Payment plan letter. A budget box, a letter proposing a monthly amount and a payment record.
- Call log. Every call with names, reference numbers and next steps, plus key phone numbers.
- Insurance appeal tracker (Excel). Works out internal appeal and external review dates from the dates you enter.
A look inside
The first pages, as you will get them
Get it
Medical Bill Help Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information and organizing tools, not legal, medical, insurance or financial advice. The provider, hospital, insurer or agency decides what you qualify for. Not affiliated with CMS, the IRS or the NJ Department of Health. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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