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 · 14-day full refund · Word and PDF · download link by email
Também disponível em português
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Browse the storeWho 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.
Get it
Medical Bill Help Kit
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Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
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.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Medical Bill Help Kit comes as a zip with six documents, each as an editable Word file and a printable PDF: Start Here Rules and Deadlines, Itemized Bill Request Letter, Bill Error Review Worksheet, Financial Assistance and Charity Care Checklists, Payment Plan Letter, and Call Log, plus an Excel workbook (Insurance Appeal Tracker). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information and organizing tools, not legal, medical, insurance or financial advice.
Is it up to date?
It was checked against cms.gov, irs.gov, nj.gov/health and healthcare.gov in November 2026. The provider, hospital, insurer or agency decides what you qualify for.
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