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You're in the right place. This guide gets Medical Bill Fighter up and running in under 10 minutes — so you can start tracking, disputing, and winning.

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Before you begin: Medical Bill Fighter is a personal organization tool — not legal, medical, or financial advice. Do not store full SSNs or account numbers. This workspace is not HIPAA-compliant. Read the full Limitations, Safety & Legal page.

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After setup, keep optimizing → Tips, Tricks, Trouble & FAQs — covers sharing & permissions, offline mode, mobile tips, backing up your data, and working with the AI agent.

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🗺️ How Medical Bill Fighter Works

Before diving into setup, here's how the key workflows fit together.

💊 Workflow 1 — Fighting a Medical Bill

The core loop: receive, review, dispute, track, follow up.

flowchart TD
    A["📥 Receive Bill or EOB"] --> B["🔍 Review & Compare to EOB"]
    B --> C{"Errors or Overcharges?"}
    C -->|No errors| D["💰 Pay or Set Up Payment Plan"]
    C -->|Yes| E["📞 Call Provider or Insurer"]
    E --> F["📝 Log Call & Get Confirmation #"]
    F --> G{"Issue Resolved?"}
    G -->|Yes| D
    G -->|No| H["⚔️ File Formal Dispute or Appeal"]
    H --> I["📋 Track Deadlines in Appeal Log"]
    I --> J["📞 Follow Up Every Few Days"]
    J --> G

⚔️ Workflow 2 — Appealing a Denial

When insurance says no, this is how you fight back.

flowchart TD
    A["📬 Receive Denial Letter"] --> B["📋 Log Deadline & Denial Reason"]
    B --> C["📎 Gather Evidence"]
    C --> D["✍️ Write Appeal Letter"]
    D --> E["📤 Submit Appeal"]
    E --> F["📝 Log Confirmation #"]
    F --> G["⏰ Wait for Decision"]
    G --> H{"Decision"}
    H -->|Approved| I["✅ Bill Resolved"]
    H -->|Denied| J["⬆️ Escalate"]
    J --> K["External Review or State Complaint"]
    K --> G

🛡️ Workflow 3 — Prior Authorization

Preventing denials before they happen.

flowchart TD
    A["🏥 Doctor Recommends Procedure"] --> B["🛡️ Check If Prior Auth Required"]
    B --> C{"Auth Required?"}
    C -->|No| D["✅ Proceed with Procedure"]
    C -->|Yes| E["📋 Submit Prior Auth Request"]
    E --> F["📝 Log Reference # & Deadline"]
    F --> G["⏰ Wait for Decision"]
    G --> H{"Decision"}
    H -->|Approved| I["✅ Confirm Auth Before Procedure"]
    H -->|Denied| J["📞 Request Peer-to-Peer Review"]
    J --> K{"Overturned?"}
    K -->|Yes| I
    K -->|No| L["⚔️ File Appeal"]

🤖 Workflow 4 — Agent-Assisted Quick Input

For users with Notion AI — drop messy inputs, get clean records.

flowchart TD
    A["📸 Snap Photo, Drop PDF, or Voice Note"] --> B["📥 Drop in Document Inbox"]
    B --> C["🤖 Tell Agent: Process Inbox"]
    C --> D["Agent extracts dates, amounts, IDs"]
    D --> E["Auto-creates entries in trackers"]
    E --> F["👀 Review & Verify Entries"]
    F --> G["📞 Take Next Action"]

Choose Your Setup Path