Got a notice or a denial and don’t know where to start? These step-by-step checklists tell you exactly what to do, in order, before your deadline.
A denied insurance claim, an IRS notice, a withheld deposit, a surprise medical bill — the hardest part is usually not the problem itself but the order of operations. Do the wrong thing first, or miss a quiet deadline, and you can weaken your position before you have really started. These checklists exist to remove that guesswork: each one lays out the exact steps for a specific situation, in the sequence that protects your options, with the deadline that matters flagged up front.
They are written for people handling these things without a lawyer or a billing advocate, so each step is concrete: what to gather, what to send, and what to say. Where a document is involved, Main AI can read it and fill in the specifics — the exact deadline, the clause, the amount — so the checklist becomes your document rather than a generic list.
These checklists are general information, not legal, medical, or financial advice. Deadlines and rules vary; confirm anything time-sensitive for your situation.