Billing & Revenue
Prior Authorization Playbook
An 8-step prior-auth workflow from order to approval, with an editable 11-column tracking log and a daily huddle checklist.
Front Office
Insurance Verification Checklist 2026
Verify coverage in three passes (at booking, 2 to 3 days before, at check-in) and tell Original Medicare from Medicare Advantage at a glance.
Why I made thisMost of the denials I chase started at the front desk with a card nobody double-checked. This is the checklist I'd want every new receptionist to have.
$7
Instant download · card or PayPal via Payhip · Download policy
- Length
- 8 pages + 2 editable Word templates
- Format
- US Letter PDF (full color + low-ink print-friendly) and editable Word .docx (opens in Google Docs and LibreOffice). One .zip download.
- License
- Print and copy inside your own practice (one practice). Please don't resell or share the files.
This is also included in the Front Office & Billing Toolkit, with the other 7 guides in the set.
What's inside
- Three stages: when the appointment is booked, 2 to 3 days before, and at check-in
- How to tell Original Medicare from Medicare Advantage at a glance, and how to read the MBI
- QMB billing protections in plain language
- A "who pays first" table for common Medicare Secondary Payer situations
- Short desk scripts for awkward coverage conversations
- A fill-in verification form (editable Word)
Who it's for
- Front desk and scheduling staff
- Practices with a lot of Medicare and Medicare Advantage patients
- Managers onboarding a new receptionist
Files you'll download
- 02-Insurance-Verification-Checklist.pdf (8 pages, color)
- 02-Insurance-Verification-Checklist-PrintFriendly.pdf
- editable/Insurance-Verification-Checklists.docx
- editable/Insurance-Verification-Form.docx
- README.txt
Pairs well with
Patient Handouts
Patient: Medicare Advantage Explained
A 2-page Original Medicare vs Medicare Advantage chart: networks, referrals, prior authorization, which card to bring, when to change plans.
Instant downloadA .zip of PDFs and editable files, right after checkout.
Secure checkoutCard or PayPal through Payhip. I never see your card number.
Help by emailQuestions about a file? Email me.
No patient dataNothing here asks for PHI. Every example is made up.
Educational use only. Not legal, billing, coding or medical advice. Rules change and vary by MAC, state and payer, so confirm with the official sources (listed in the staff guides and Medicare kit). All examples are fictional. Not affiliated with or endorsed by CMS, HHS or any payer. Questions? Read the FAQ or email jenny@clinicrevenueguides.com.