My workspace / Insurance & calls
Sample workspace
A little look around. These are fictional examples. Nothing you do here is saved. Create your own space ↗
KEEP THE RECEIPTS

Every call, on the record.

Log who you spoke to, what they said and the reference number, so you never have to start from zero again.

MY PLAN AT A GLANCE

Harborview Health Plan (PPO)

Member ID
Ending in 4821
Group number
GRP-20417
Benefits phone
(555) 010-2244
Deductible met$2,125 of $3,500 · 61%
Out-of-pocket maximum met$2,960 of $8,500 · 35%
MY NOTES ON THE FERTILITY BENEFIT

Employer added a fertility benefit this year, run through a separate benefit company (Larkspur Family Benefits). Benefits summary PDF is in my email from HR. Ask them to confirm the details in writing before each new step.

These are numbers you typed in. Check your current details with your insurer.

4 Open follow‑ups
6 Calls this month
4 Preauths waiting

Your notes, in your words. Alongside never tells you what your plan covers.

Call log

7 calls Print view is in your own space
Insurer

Asked how preauthorization works for monitoring visits

Sun, Sep 27, 2026 at 10:15 AM · Spoke with Colleen, member services
REFERENCE NUMBER HV-48213907

Colleen said the request has to come from the clinic, not from me, and that it should be in before the first visit. She said she would add a note about this call to my account. She could not tell me the decision timeline and suggested asking the clinic's billing office.

Follow up by Thu, Oct 1

Ask the clinic billing office to submit the request and send me a copy of what they filed.

Other

Asked about a payment plan for the lab work

Sat, Sep 26, 2026 at 2:40 PM · Spoke with Renee, hospital financial counselor

No reference number noted.

Renee said there is a financial assistance application and a monthly payment option. She will mail the form and the income guidelines.

Follow up by Mon, Oct 5

Fill out the financial assistance form when it arrives and send it back with two pay stubs.

Employer benefits

Where can I find the benefit summary for the coming plan year?

Sun, Sep 20, 2026 at 9:05 AM · Spoke with Theo in HR benefits

No reference number noted.

Theo said the benefit renews with the plan year and that the summary is separate from the health plan booklet. He offered to email it.

Follow-up was due Sat, Sep 26

Theo is emailing the benefit summary PDF. Nudge him if it has not arrived.

Clinic billing ✓ Resolved

Itemized estimate for the frozen transfer cycle

Tue, Sep 15, 2026 at 4:20 PM · Spoke with Lena, billing coordinator
REFERENCE NUMBER CB-2291

Lena emailed an itemized estimate the same afternoon. She said estimates can change if the care team adjusts the plan, and that they would update me if so.

Pharmacy ✓ Resolved

Status of the prior authorization for my medication order

Wed, Sep 9, 2026 at 11:30 AM · Spoke with Tomas, pharmacist
REFERENCE NUMBER RX-77410

Tomas said the pharmacy was still waiting on the plan and that they would call me the day it came back. He gave me the direct line for the specialty desk.

Call back on Friday if I have not heard.

Fertility benefit company ✓ Resolved

How does the benefit track what I have used so far?

Wed, Sep 2, 2026 at 1:10 PM · Spoke with Jordan, care navigator
REFERENCE NUMBER LF-100582

Jordan said usage shows up in the online portal within a few days of a claim. She offered a 20 minute intro call with a navigator, which I booked.

Insurer

Claim from the retrieval visit still shows as pending

Tue, Aug 25, 2026 at 3:55 PM · Spoke with Alex, claims
REFERENCE NUMBER HV-47790341

Alex said the claim was received and was still in review. He said pending can take a few weeks and to call back if it had not changed.

Follow up by Sun, Oct 4

Call back if the claim still shows pending after another two weeks.

Preauthorizations

5 tracked

Monitoring visits and bloodwork

Submitted Sep 23, 2026

Clinic billing said they sent the request. Waiting on the plan to respond. Reference from my call with Colleen: HV-48213907.

Medication order through the specialty pharmacy

More info requested
Submitted Sep 17, 2026

The plan asked for a letter from my doctor. Clinic says it went out on Monday. Ask Tomas at the pharmacy to confirm it arrived.

Carrier screening panel

Appealing
Submitted Aug 30, 2026 · Authorization number PA-58977-D

The first request was denied. The clinic filed an appeal and I am keeping the dates and names in my call log in case they are asked for.

Embryo storage, second year

Not started
Not submitted yet

Ask the clinic whether a request is needed before the renewal.

Frozen embryo transfer cycle

Approved
Submitted Sep 7, 2026 · Authorization number PA-58812-C · Valid until Nov 13, 2026

Approval letter is saved in my documents folder.