Medical Bill Letter Templates

Professional letter templates for insurance appeals, billing disputes, and financial assistance applications. These templates use proper language and include all necessary elements to improve your chances of approval. All templates are free to use and can be customized for your specific situation.

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Why These Templates Are Effective

✓ Professional Language

Written with terminology that insurance companies and providers respect

✓ Evidence-Based Requests

Demands specific documentation and criteria for stronger appeals

✓ Regulatory Compliance

References relevant laws and regulations that support your case

✓ Clear Next Steps

Includes escalation paths and follow-up procedures

Available Templates

Appeal "Not Medically Necessary" Denial

Challenge insurance denials claiming treatment was not medically necessary

Insurance AppealsHigh Priority

60-180 days to appeal

Use Template
Professional language for stronger appeals
Requests specific denial criteria and documentation
Emphasizes physician expertise and patient safety
Template for follow-up external review requests

Itemized Bill Request Letter

Request a detailed itemized bill with CPT/HCPCS and revenue codes so you can verify charges.

Billing RecordsHigh Priority

Request immediately; review within 7–14 days

Use Template
Asks for CPT/HCPCS and revenue codes
Requests quantities and modifiers
Pauses collections while under review
Accepts delivery by email or portal

Hospital Charity Care Cover Letter

Cover letter to submit with your financial assistance application

Financial AssistanceMedium PriorityComing Soon

Apply within 240-365 days

Coming Soon
Summarizes income and household size
Lists attached documentation
Requests temporary billing hold
Asks for written decision timeline

Medical Billing Error Dispute Letter

Dispute incorrect charges after reviewing an itemized bill

Billing DisputesMedium PriorityComing Soon

Dispute within 60-90 days

Coming Soon
Requests itemized charges and explanations
Challenges coding errors and duplicates
Asks for reprocessing and corrected balance
Cites transparency and billing rules

Denied Claim Appeal Letter (General)

Appeal common denial reasons like coding mistakes, administrative errors, or out‑of‑network routing.

Insurance AppealsHigh PriorityComing Soon

Appeal within your plan’s window

Coming Soon
References plan terms and EOB codes
Requests reprocessing with corrected information
Includes doctor letter and supporting records
Outlines escalation to external review

Payment Plan Request Letter

Ask for a zero or low‑interest payment plan with affordable monthly payments.

PaymentsMedium PriorityComing Soon

Before due date or upon first statement

Coming Soon
Proposes realistic monthly amount
Requests interest and fees to be waived
Asks for written confirmation
Protects credit while plan is active

Prior Authorization Appeal

Appeal denied prior authorization requests for treatments and procedures

Insurance AppealsHigh PriorityComing Soon

30-60 days to appeal

Coming Soon
Emphasizes medical urgency and necessity
Requests expedited review when appropriate
Includes peer-to-peer review requests

How to Use These Templates

1

Choose Your Template

Select the template that matches your situation: insurance denial, billing error, or financial assistance need.

2

Fill in Your Details

Customize the template with your specific information, case details, and supporting documentation.

3

Send & Follow Up

Submit your letter via email, patient portal, or certified mail, and follow up according to the template’s timeline guidance.

Best Practices for Letters

Before You Write:

  • • Gather all relevant medical records, bills, and correspondence
  • • Check your insurance plan; if seeking assistance, review the hospital’s financial assistance policy
  • • Note all deadlines - most appeals have strict time limits
  • • Get a copy of the denial letter or billing statement in question

When Writing Your Letter:

  • • Be specific about what you're appealing and what you want
  • • Include all relevant dates, claim numbers, and reference numbers
  • • Attach copies (not originals) of supporting documents
  • • Keep the tone professional but firm

After Sending:

  • • Send via certified mail with return receipt requested
  • • Keep copies of everything you send
  • • Follow up if you don't hear back within the stated timeframe
  • • Document all phone calls and correspondence

Need a Different Template?

We're continuously adding more letter templates for different situations. In the meantime, these resources can help with most medical billing and insurance issues:

Disclaimer: These templates are for educational purposes only and do not constitute legal advice. While these templates follow best practices, every situation is different. For complex cases or significant amounts, consider consulting with CareRoute's Bill Defense team. CareRoute does not guarantee favorable outcomes from using these templates.