Care planning resources

Free printable tools

Open, complete on your device, or print these worksheets. CareFinder does not receive or store what you enter in them.

• Insurance verification call log

  Record the facility, service, plan questions, representative, reference number, and next step from a coverage-verification call.

• Bill and EOB comparison worksheet

  Compare an itemized bill with the explanation of benefits and organize questions without treating either document as a final coverage decision.

• Travel care card

  Prepare a portable itinerary, emergency-contact, medication, pharmacy, and insurance reference for a trip.

Choose the worksheet for your task

Use the insurance call log before non-emergency care. Use the bill and EOB worksheet when a charge needs explanation. Use the travel care card before leaving home. Keep the completed documents private; they may contain sensitive details.

A record is not a coverage decision

A call reference number helps you follow up but is not a payment guarantee. Save the plan documents and written responses. An EOB is not a bill; compare it with an itemized statement before deciding which questions to raise.

• Read the EOB and medical bill guide
• Check a provider’s network

Keep emergency instructions separate

For a possible emergency, call 911. Do not delay care to fill out a worksheet or verify coverage. These tools organize questions; they do not assess symptoms or replace medical advice.