Negotiation & Appeals

How to Fight Back and Win

18 min read

Every bill is negotiable. Every denial can be appealed.

The system counts on you not knowing this. They send official-looking bills and hope you pay. They deny claims and hope you give up. They use complexity as a weapon, betting that you'll surrender before you figure it out.

Most people do. That's why it works.

But the people who push back — who call, who question, who appeal — get different results. Bills get reduced. Denials get overturned. Payment plans get extended. Debt gets forgiven.

This is how you fight.

The Mindset Shift

Before tactics, you need to understand something:

You are not begging. You are negotiating.

The provider wants to get paid. The insurance company wants to close the claim. Collections wants to recover something. Everyone has an incentive to make a deal.

When you call to negotiate, you're not asking for charity. You're offering a resolution. You have something they want — payment, closure, an end to the back-and-forth. That has value.

They need you to pay. You need a fair price. That's a negotiation, not a favor.

Before You Call — Preparation

Never call unprepared. Gather everything first.

Documents you need:

The bill (every version you've received)

Your Explanation of Benefits (EOB) from insurance

An itemized bill (request one if you only have a summary)

Your insurance policy (know your deductible, out-of-pocket max, co-insurance)

Notes from any previous calls (dates, names, reference numbers)

A calculator and notepad

Research before calling:

What does Medicare pay for this service? (Use Medicare's Physician Fee Schedule lookup)

What's the fair market rate? (Use Healthcare Bluebook or FAIR Health)

What's the hospital's cash price? (Check their price transparency page)

What financial assistance policies does this provider have?

Know your numbers:

What's your out-of-pocket maximum? Have you hit it?

What have you already paid this year toward your deductible?

What can you actually afford to pay — monthly, total?

Negotiating Bills — The Script

When you call, be calm, polite, and persistent. The person on the phone isn't your enemy — they're just doing a job. But they also have authority to make deals.

Opening:

"Hi, I received a bill for [amount] and I'd like to discuss it. Can you help me with that, or should I speak with someone in your financial assistance or billing resolution department?"

Get to someone with authority. Front-line staff may not be able to negotiate.

If the bill seems wrong:

"I'd like an itemized bill showing every charge. The summary I received doesn't give me enough detail."

Review it. Look for duplicate charges, services you didn't receive, or codes that don't match what happened.

"I see a charge for [item]. Can you explain what that is? I don't believe I received that service."

If the bill is correct but too high:

"This amount is more than I can pay. What options do you have for reducing the bill or setting up a payment plan?"

Wait. Let them make the first offer.

"What is your cash-pay or self-pay rate for this service? I'd like to compare that to what I'm being billed."
"I've researched the fair market rate for this service, and it's significantly lower than what I'm being charged. Medicare pays [X] for this. Can you match a more reasonable rate?"

If they resist:

"I want to pay what I owe, but I need this to be a number I can actually afford. If we can't reach an agreement, I'll need to explore other options, including disputing the charges or seeking financial assistance."

This isn't a threat — it's a statement of reality. They'd rather make a deal than send you to collections and get pennies on the dollar.

Closing the deal:

"If I pay [amount], will you consider this account settled in full? Can I get that in writing before I make the payment?"

Always get it in writing. A verbal agreement means nothing if they send you to collections later.

The Cash Pay Gambit

Sometimes the best move is to skip insurance entirely.

When to offer cash:

  • • Your insurance has denied the claim
  • • You haven't hit your deductible and the bill is less than the deductible
  • • The cash price is lower than your co-insurance would be
  • • You're uninsured

The script:

"What is your cash-pay or self-pay rate for this service? I'd like to pay today if the price is right."

Why it works:

Cash is attractive to providers because:

  • • No billing back-and-forth with insurance
  • • No risk of denial
  • • Immediate payment
  • • No collections risk

They'll often discount 20-50% for immediate cash payment. Sometimes more.

"If I pay [amount] today by credit card, can we consider this settled?"

Payment Plans — Setting Your Terms

If you can't pay in full, a payment plan keeps you out of collections while you chip away at the balance.

Key point: You propose the terms, not them.

The script:

"I can't pay this all at once. I'd like to set up a payment plan. I can afford [amount] per month."

If they counter with a higher amount:

"That's more than I can sustain. If I agree to that and miss a payment, we're both worse off. I can reliably pay [your amount] every month. That's better for both of us than a plan I can't keep."

What to confirm in writing:

Monthly payment amount

Total balance

Interest rate (should be 0%)

Length of plan

What happens if you miss a payment

Confirmation they won't send to collections while you're paying

"I have several payment plans running right now. The system accommodates this — they'd rather get something than nothing."

Appealing Insurance Denials

Insurance companies deny claims hoping you won't appeal. But appeals work — studies show 40-60% of appeals are successful.

Types of appeals:

Internal Appeal: You ask the insurance company to review their decision. Required before external appeal.

External Appeal: An independent third party reviews the decision. Insurance company must comply with the result.

Common denial reasons and how to fight them

"Not Medically Necessary"

They're claiming you didn't need the treatment your doctor ordered.

How to fight:

  • • Get a letter from your doctor explaining why it was necessary
  • • Include clinical notes, test results, anything supporting the decision
  • • Cite medical guidelines or studies supporting the treatment
  • • Point out that a doctor examined you; they didn't

Script:

"The determination that this treatment was not medically necessary contradicts the clinical judgment of my treating physician, who examined me and reviewed my full medical history. I request that you review the attached clinical documentation supporting the medical necessity of this treatment."

"Out of Network"

They're saying the provider wasn't in their network.

How to fight:

  • • If it was an emergency, cite the No Surprises Act
  • • If you weren't informed the provider was out of network, document that
  • • If the in-network provider referred you, that matters
  • • Request they apply in-network rates

Script:

"I was not informed that this provider was out of network prior to receiving care. I received this service at an in-network facility and had a reasonable expectation that all providers involved would be in-network. I request that this claim be reprocessed at in-network rates."

"Prior Authorization Not Obtained"

They're saying approval wasn't obtained before the service.

How to fight:

  • • If it was an emergency, prior auth isn't required
  • • If the provider was supposed to obtain it, that's between them and the provider — not your problem
  • • If you did get prior auth, provide the reference number

Script:

"This service was provided on an emergency basis, where prior authorization is not required. Alternatively, if prior authorization was required, the responsibility for obtaining it lies with the provider, not the patient. I should not be penalized for an administrative failure I had no control over."

"Experimental or Investigational"

They're claiming the treatment isn't proven.

How to fight:

  • • Provide studies showing efficacy
  • • Show FDA approval if applicable
  • • Cite medical society guidelines recommending it
  • • Get a letter from your doctor with clinical rationale

"Timely Filing"

They're claiming the provider submitted the claim too late.

How to fight:

  • • This is between the provider and insurance — not your responsibility
  • • You shouldn't be billed for their administrative failure

Script:

"The timely filing of claims is the responsibility of the provider, not the patient. I should not bear financial responsibility for the provider's failure to submit claims within the required timeframe."

The Appeal Letter Template

[Your Name]
[Your Address]
[Date]
[Insurance Company Name]
[Appeals Department Address]
Re: Appeal of Claim Denial
Member ID: [Your ID]
Claim Number: [Claim number]
Date of Service: [Date]
Provider: [Provider name]
Dear Appeals Department:
I am writing to appeal the denial of the above-referenced claim. The denial reason stated was [quote their reason].
I am requesting that this decision be reversed for the following reasons:
[State your argument clearly. Include specific facts, dates, and documentation references.]
I have attached the following supporting documentation:
- [List attachments: doctor's letter, medical records, studies, etc.]
I request that you complete your review within the timeframe required by law and provide a written determination. If this internal appeal is denied, I intend to pursue an external appeal.
Please contact me at [phone] or [email] if you need additional information.
Sincerely,
[Your signature]
[Your name]

External Appeals — The Nuclear Option

If your internal appeal is denied, you can request an external appeal. An independent reviewer — not employed by the insurance company — reviews your case. Their decision is binding.

How to request:

Your denial letter must include instructions for external appeal. Follow them exactly. There are deadlines — usually 4 months from the internal appeal denial.

Why it works:

External reviewers aren't paid to deny claims. They're paid to make fair decisions. And insurance companies know that losing external appeals looks bad and can trigger regulatory scrutiny.

Most people never get to external appeal because they give up at internal. Don't give up.

Disputing Bills — When Something Is Wrong

If a bill is incorrect — duplicate charges, services not rendered, wrong amounts — don't just negotiate. Dispute.

The script:

"I'm disputing this charge because [specific reason]. I request that you investigate and correct the bill. Please put a hold on this account while the dispute is being resolved."

Follow up in writing:

Send a letter documenting your dispute. Keep a copy. Send it certified mail with return receipt so you have proof they received it.

If they won't correct it:

  • • File a complaint with your state insurance commissioner
  • • File a complaint with the hospital's patient advocate
  • • For billing errors, consider a medical billing advocate (they take a percentage of savings)

Collections — It's Not Over

If a bill goes to collections, you still have options.

Validate the debt:

Within 30 days of first contact, send a debt validation letter. They must prove the debt is yours, the amount is correct, and they have the right to collect it.

Script:

"I am requesting validation of this debt pursuant to the Fair Debt Collection Practices Act. Please provide documentation of the original debt, the amount owed, and your authority to collect."

Negotiate with collections:

Collections agencies buy debt for 10-20 cents on the dollar. They'll take far less than the original amount to settle.

Script:

"I'm willing to settle this debt for [30-50% of the amount]. If you agree, I need a written settlement agreement before I make any payment."

Know the new rules:

  • • Medical debt under $500 can't go on your credit report
  • • Paid medical debt must be removed from credit reports
  • • Medical debt is weighted less heavily in credit scoring

When to Get Help

Sometimes you need reinforcements.

Patient advocates:

Many hospitals have patient advocates who can help navigate billing disputes. Ask for one.

Medical billing advocates:

Professionals who fight bills for a living. They usually take 25-35% of whatever they save you. Worth it for large, complex bills.

State insurance commissioner:

If your insurance company isn't following the rules, file a complaint. Regulators can force them to comply.

State attorney general:

For billing fraud or deceptive practices, your state AG's consumer protection division may help.

Legal aid:

If you're being sued for medical debt or facing bankruptcy, legal aid organizations may provide free help.

The Numbers That Matter

40-60%

of insurance appeals are successful

50-70%

of medical bills contain errors

20-50%

or more can often be negotiated off a bill

10-20¢

on the dollar is what collections pays for debt

The system is betting you won't push back. The numbers say you should.

The Bottom Line

You have more power than you think.

Every bill is an opening offer. Every denial is the first "no," not the last word. Every collections threat is a negotiation tactic.

The people who get crushed by medical debt are the ones who pay the first number they see and accept the first denial they receive. The people who survive are the ones who call, question, appeal, and negotiate.

Be the second kind.

They're counting on you to give up. Don't.

Next Up

Assistance Programs

Charity care, pharma programs, foundations, and how to access them.