Skip to main content

Checklists

Step-by-step checklists you can print and keep.

9 free checklists for the moments that matter most — reviewing a bill, appealing a denial, or getting ready for an appointment. Educational information only, not medical, legal, or financial advice.

Medical Bill Review Checklist

Use this list to check your medical bills for mistakes before you pay them. It helps you compare your bill to your insurance statement.

4 sections · 20 steps

Insurance Phone Call Checklist

Use this checklist to get ready before you call your health insurance company. It will help you remember what to ask and what to write down.

4 sections · 21 steps

Doctor Visit Checklist

Get ready for your doctor's appointment so you do not forget anything important. This list helps you share and get the right information.

4 sections · 22 steps

Appeal Preparation Checklist

Use this checklist if your health insurance refuses to pay for a service. It will guide you through gathering what you need to fight the denial.

4 sections · 20 steps

Prior Authorization Checklist

Sometimes your insurance needs to approve a treatment or medicine before you get it. This list helps you track the approval process.

4 sections · 20 steps

Hospital Stay Checklist

Planning for a hospital stay can be stressful. Use this list to pack what you need and handle important paperwork before you go in.

4 sections · 21 steps

Medication List Template

Keep this list updated with all your medicines, vitamins, and supplements. Share it with your doctors so they can prevent bad drug reactions.

4 sections · 21 steps

Emergency Contact Sheet

Keep this sheet on your fridge or in your wallet. It tells emergency workers who to call and gives them your basic health information.

4 sections · 21 steps

Healthcare Document Organizer

Use this checklist to set up a folder or binder for your health papers. Having everything in one place makes it easier to manage your care.

4 sections · 20 steps

The Murray Standard Navigator

Your Trusted Guide Through Healthcare.

Helping individuals and families navigate healthcare with clarity, confidence, education, and compassion through innovative AI-powered technology.


© 2026 The Murray Standard Navigator. All Rights Reserved.