Medical Claims Analyst Templates

Medical Claims Analyst Templates

There is a huge number of templates that someone in the Medical Claims Analyst role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Medical Claims Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Claims Summary Report
2. Claims Reconciliation Spreadsheet
3. Provider Payment Analysis Template
4. Claims Denial Log
5. Claims Adjustment Request Form
6. Claims Audit Checklist
7. Claims Appeals Tracker
8. Claims Processing Workflow Template
9. Claims Aging Report
10. Claims Performance Dashboard

Reports

Reports are often prepared by a Medical Claims Analyst to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Claims Summary Report
2. Provider Payment Report
3. Denial Analysis Report
4. Claims Aging Report
5. Claims Rejection Report
6. Claims Accuracy Report
7. Claims Processing Time Report
8. Claims Appeals Report
9. Claims Fraud Report
10. Claims Trend Analysis Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Medical Claims Analyst does and how they do it.

1. Claims Processing SOP
2. Claims Investigation SOP
3. Claims Documentation SOP
4. Claims Reimbursement SOP
5. Claims Denial SOP
6. Claims Appeals SOP
7. Claims Fraud Detection SOP
8. Claims Audit SOP
9. Claims Customer Service SOP
10. Claims Reporting SOP

Presentations

Medical Claims Analyst presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Claims Analysis Report
2. Claims Denial Analysis Presentation
3. Provider Network Performance Review
4. Fraud and Abuse Detection Report
5. Customer Satisfaction Survey Results Presentation

Legal Docs

There are several key times when a Medical Claims Analyst needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Medical Authorization Form
2. Claim Denial Letter
3. Medical Release Form
4. Appeal Letter Template
5. Explanation of Benefits (EOB) Form

Health & Safety Templates

Health & Safety templates for a Medical Claims Analyst ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Employee Training Record Template
4. Hazard Identification Template
5. Emergency Response Plan Template

Calendars

Setting up Medical Claims Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Claims Processing Calendar
2. Provider Payment Schedule Calendar
3. Claims Audit and Review Calendar
4. Claims Denial and Appeals Calendar
5. Claims Reporting and Analysis Calendar

Invoice Templates

Several types of Medical Claims Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Provider Invoice
2. Claims Reimbursement Invoice
3. Medical Services Invoice
4. Insurance Claims Invoice
5. Healthcare Provider Invoice

Survey Templates

For a Medical Claims Analyst to get insights related to the work they do, they need to send out Medical Claims Analyst surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Provider Network Survey
3. Claims Processing Efficiency Survey
4. Fraud Detection Survey
5. Policyholder Feedback Survey

Meeting Agendas

Having premade Medical Claims Analyst meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Claims Review Meeting
2. Provider Network Performance Meeting
3. Claims Denial Analysis Meeting
4. Fraud and Abuse Prevention Meeting
5. Quarterly Claims Audit Meeting

Budget Templates

To manage finances well, a Medical Claims Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Medical Claims Analysis Budget Template
4. Insurance Claims Budget Template
5. Financial Forecasting Budget Template

Dashboards

Dashboards are a useful way for a Medical Claims Analyst to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Claims Processing Efficiency Dashboard
2. Claims Denial Rate Dashboard
3. Provider Performance Dashboard
4. Claims Aging Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Medical Claims Analyst needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Claims Analysis Proposal
2. Fraud Detection and Prevention Proposal
3. Cost Reduction Strategies Proposal
4. Claims Process Improvement Proposal
5. Provider Network Evaluation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Medical Claims Analyst templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.