A pink piggy bank is wearing medical ribbon and a band aid, with crumpled money surrounding it.

Medical Bills: Tips, Taxes, Appeals, & Financial Help

Learn practical tips to manage medical bills and prepare for tax time! We’ll also cover how to appeal medical bills, find financial assistance, and important terms to know when seeking help.


March 22, 2023

8:30am PT/10:30am CT/11:30am ET
Duration: 90 minutes
Course Level: Beginner

To watch recordings of past webinars, click here!

To register for an upcoming webinar, click here!

Accreditation Information

During this live and interactive webinar, social workers, nurses, and board-certified patient advocates in attendance will learn about medical billing, including tips for managing the medical billing process, tax concerns, the appeals process, and finding financial assistance.

This webinar will provide social workers, nurses, and other types of health care professionals with a foundation to help patients manage the medical billing process and prepare for tax time. All attendees will have the opportunity to ask the speakers questions in real time via a chat box.


Triage Cancer is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation. Nurses who meet the requirements will be awarded 1.5 contact hours.

90 minutes of instruction/60 minutes = 1.5 contact hours

Social Workers

Triage Cancer, #1689, is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved as ACE providers. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Triage Cancer maintains responsibility for this course. ACE provider approval period: 08/26/2020 to 08/26/2023. Social workers completing this course receive 1.5 continuing education credits.

Triage Cancer is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0626. Social workers completing this course will receive 1.5 contact hours.

This course, Medical Bills: Tips, Taxes, Appeals, & Financial Help, Approval #12012022-1, provided by Triage Cancer is approved for continuing education by the New Jersey Social Work Continuing Education Approval Collaborative, which is administered by NASW-NJ. CE Approval Collaborative Approval Period: Monday, January 23, 2023 through August 31, 2024. New Jersey social workers will receive 1.5 Non Clinical CE credits for participating in this course.

Board Certified Patient Advocates

Triage Cancer (Provider Code BCPA-ACE2006) Webinar “Medical Bills: Tips, Taxes, Appeals, and Financial Help” is approved for 1.5 CEs by the Patient Advocate Certification Board to satisfy the requirements for Board Certified Patient Advocates (BCPA). Program Approval Code BCPA-ACE2006.20230322.

Human Resources Professionals

Triage Cancer is recognized by SHRM to offer Professional Development Credits(PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

Other Professionals

If you would like a general certificate of completion, you must indicate that when completing the webinar evaluation form. You must attend the entire event.

Evaluation forms are emailed after the webinar and are required for a certificate. You will also receive a post-test, which is not mandatory, but strongly encouraged.


  • 10:30-10:35am Central – Welcome, Speaker Introduction
  • 10:35am-11:45am Central – Overview of medical billing, including tips for managing the medical billing process, tax concerns, the appeals process, and finding financial assistance
  • 11:45am–11:50am Central – Questions
  • 11:50am-12pm Central – Post Test


  • Attendees will be able to identify practical tools and tips for managing medical bills
  • Attendees will be able to outline the health insurance appeals process
  • Attendees will be able to articulate strategies for locating financial assistance for medical bills

Requirements to Receive Credit (all professionals)

In order to receive CE/contact hour/PDC, attendees must register individually. Participants who “listen in” on another participant’s phone/computer will not be eligible for credit. Participants must attend the entire webinar. No partial credit will be given.

Post-test & Evaluation

Participants will be emailed a link to the online evaluation and post-test one DAY after the completion of the webinar and will have one week to complete both. Participants must receive a passing grade (80%) on the post-test to receive CE/contact hour (only required for nurses and social workers). Participants who do not pass the post-test will be given one opportunity to re-take the test. Instructions and a link to re-take the exam will be emailed to every participant who does not receive a passing grade on the post-test. If participants do not pass the post-test on the second attempt they will not receive credit.


The relevant certificates will be emailed to eligible attendees within 4 weeks of the event.

Accreditation Questions or Grievances

Questions about Triage Cancer’s accreditation can be made by phone at424.456.4628 or via email at CE@TriageCancer.org. Complaints may be filed via fax (424) 258-7064, email CE@TriageCancer.org or by mail to 6348N. Milwaukee Ave. #136, Chicago, IL 60646.

While this educational program has received commercial support from the previously listed sponsors the content of the program has no relation to the commercial interest of the organization’s products or services.

System Requirements

Triage Cancer uses the Zoom platform to host its webinars. Please see Zoom's system requirements for more information.

An email will be sent to you after you register with additional login information.


Presenting this webinar is Triage Cancer Staff Attorney, Amanda Goodstadt, Esq.

Amanda Goodstadt

Amanda Goodstadt, Esq.
Staff Attorney

Read Amanda's Biography




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