Checklists
Welcome to the Checklist Library!
Our checklists are designed to help you turn what you're learning into a clear, step-by-step process.
Use them alongside your courses and training to stay organized, reduce missed steps, and build confidence in your workflow.
Use them alongside your courses and training to stay organized, reduce missed steps, and build confidence in your workflow.
Clean Claim Submission Checklist
Before submitting a claim, use this checklist to review key information that can help reduce preventable rejections and denials.
Use it to review areas such as:
Use it to review areas such as:
- Patient information
- Insurance information
- Provider information
- Diagnosis codes
- Procedure codes
- Modifiers
- Authorization requirements
- Claim details
Medical Billing Workflow Checklist
Claims Follow-Up Checklist
Use this checklist when researching unpaid, rejected, or outstanding claims.
It can help guide you through:
It can help guide you through:
- Checking claim status
- Reviewing clearinghouse information
- Contacting the payer
- Documenting reference numbers
- Identifying required corrections
- Establishing the next follow-up date
- Documenting the final resolution
Credentialing Checklist
Using Your Checklists
These checklists are educational resources designed to complement your academy training.
Remember that payer requirements, regulations, and organizational procedures can vary.
Always verify current requirements before applying a checklist to a real-world situation.
Remember that payer requirements, regulations, and organizational procedures can vary.
Always verify current requirements before applying a checklist to a real-world situation.
More Checklists Are Coming
As new courses, workshops, and training topics are added, the Checklist Library will continue to grow.
Check back regularly for new resources.
Check back regularly for new resources.
Ready to Continue?
Copyright © 2026 The Insurance Plug Academy. All Rights Reserved.
Created with
