Plan Builder

Build your plan, then add codes when ready.

Answer a few quick questions to generate your checklist and next steps. When you have an itemized bill (or billing codes from a phone call), add them here to unlock instant Medicare benchmarking and finish Step 2. Upload is optional and stays on your device until you approve a safe preview.

Already have billing codes? Jump to Step 2 (add codes).

Step 1 · Build your plan

Your action plan

A few quick questions to tailor your checklist and scripts.

Question 1 of 7

Current question

These answers tailor your checklist and scripts. You can edit them anytime.

Step 2 · Add billing codes (optional)

Add billing codes when you have them

When you have an itemized bill or billing codes, add them here to run instant benchmarking and finish your full package. You already paid.

Step 2 · Add billing codes (optional)

Add billing codes

Add an itemized bill with billing codes to finish your package. If you only have codes by phone, start with the call guide.

Upload anytime

Optional (helps with Medicare benchmarking)

A few quick details about this bill

These help us choose the right Medicare table for your codes. If you’re not sure, you can leave these blank.

ZIP code where you received care

Saved for later; v1 uses national benchmarks only.

Year of the visit

Rates change each year.

What kind of bill is this?

If you see two bills, you can pick the closest match.

New · Instant insights

Instant Medicare benchmarking (optional)

Enter codes (from an itemized bill or a phone call). We compare them to Medicare reference data and flag packaged, not-found, and benchmark anchors.

This is a reference anchor, not “what you owe.” We send only codes + context (no bill text).

Setting

Choose the bill line type you’re benchmarking.

Date of service (month/year)

Needed for OPPS to choose the correct quarter.

PFS setting (optional)

If unsure, we’ll use a default with a note.

Codes to benchmark

Start with a phone call

Get your billing codes by phone

We keep the script on screen and let you capture codes and notes live.

If billing refuses to read codes by phone, we will guide you to a written request.

Itemized bill guide

Need a detailed bill? Start here

If your bill does not show short billing codes, ask for a detailed (itemized) statement.

Use the billing phone number on your statement or in the provider portal.

Keep accounts on hold

Start here

Call billing and ask for the codes

Ask for the short codes and line-item amounts. If they cannot read them, request the itemized bill by email.

Ask for short codes and line-item amounts.
Ask to place the account on hold while you review.

What is an itemized bill?

A detailed line-by-line list of each service and charge.

Return here later to add billing codes. You will not be charged again.

Step-by-step request

Call the billing number or use their portal contact form and request:

Short billing codes and line-item amounts
Provider name and billing group
A simple breakdown of charges and adjustments

Email template

Hello, I'm reviewing this bill and need a fully itemized statement with billing codes and line-item amounts. Please let me know when I can expect it, and if possible, place a temporary hold while I review the charges. Thank you.

Include your details:
[Your Name]
[Account / Invoice Number]
[Date(s) of Service]

Phone script

Hi, I'm reviewing a bill and need the billing codes and line-item amounts.

Can you read them to me now? If not, please send the itemized statement.

Could you place a temporary hold while I review the charges?

Terms explained

Itemized bill: Each service listed separately, not a vague summary.
Procedure or service codes: Short billing codes (often 5 digits) that state what was done.
Diagnosis codes: Explain why the service was billed; they should make sense for the visit.
Rendering provider: The clinician who treated you.
Billing provider or group: The company sending the bill; may differ from the facility you visited.
Breakdown of charges, adjustments, and balance: What they charged, reductions/adjustments, what was paid, and why you owe the remainder.
Place the account on hold: Pause collections/letters while the bill is under review. This is a normal request.

Call guide

Ready to call billing

Use the script below and capture the codes as you talk.

Step

Two steps: take quick notes, then enter codes.

Script

If they push back

Ask to put the account on hold

Add call notes (optional)

Build your plan, then add codes when ready.

Your action plan

Check your answers

Your Step 1 Action Plan

Your top 3 actions

Add billing codes when you have them

Add billing codes

A few quick details about this bill

Instant Medicare benchmarking (optional)

Get your billing codes by phone

Need a detailed bill? Start here

Call billing and ask for the codes

Ready to call billing

Your action plan

Check your answers

Your Step 1 Action Plan

Your top 3 actions

Add billing codes when you have them

Add billing codes

A few quick details about this bill

Instant Medicare benchmarking (optional)

Get your billing codes by phone

Reading your bill

We did not find short billing codes in this scan.

Need a detailed bill? Start here

Call billing and ask for the codes

Ready to call billing