ACCC, its members, and partners have collected new and updated resources to help you develop, implement, and continue to deliver effective financial advocacy services in your cancer program or practice. These resources include guides and tools for building financial advocacy programs, communicating with patients, screening for financial distress, optimizing insurance coverage, performing prior authorizations, handling denials and appeals, and so much more.
Filter Resources By:
ACCC
ACCC guide on manufacturer- and independent foundation-based oncology financial assistance programs, including directions enrollment.
Centers for Medicare & Medicaid Services
Interactive tutorial showing health care providers and suppliers how to properly complete an advance beneficiary notice form.
American Cancer Society
Web-based guide on understanding advance health care directives and its different types.
Worksheet on the relevent patient information needed for applying to available financial assistance.
ACCC
Worksheet to capture time spent on financial advocacy tasks.
ACCC
Form for collecting all relevant information needed to carry out a benefits investigation.
Healthcare Financial Management Association
Guide to best practices for resolving patients' portion of medical bills, and a framework for educating patients about the account resolution process.
ACCC
Webinar addressing high-level information related to coding and billing for oncology services, including how it varies by the care delivery setting where services are performed, geographic location of those services, and payer policies.
CancerInsuranceChecklist.org
Tool to help compare insurance plans.
Cancer Legal Resource Center
Library of educational materials on national and state topics, such as health and disability insurance, finances, estate planning, employment, insurance navigation, genetic discrimination, and more.
ACCC
Flowchart showing the charge capture process.
Johnson & Johnson Health Care Systems, Inc.
Checklist outlining the appeal filing process used when patients' claims for medication or a service is denied.
ACCC
Workflow flowchart for claims production and payment processing.
FACIT Group
Validated financial distress screening tool.
Consumer Financial Protection Bureau
Report outlining a comparison and data analysis of medical debt and consumer credit worthiness.
ACCC
Brief summary of strategies for dealing with patients' anger in an appropriate and professional manner.
St. Luke's Cancer Institute
Workflow diagram on how to assess patients for financial assistance based on their insurance coverage type.
St. Luke's Cancer Institute
Sample guide on how to manage imaging requests.
ACCC
Spreadsheet of useful website bookmarks for financial advocates.
Sample letter template for introducing new patients to a financial advocate.
Triage Cancer
Brief handout outlining what the American Disabilities Act is, who provides it, how to use it, and what a reasonable accomodation is. Handout includes links to additional resources.
Triage Cancer
Brief handout outlining what the Family and Medical Leave Act is, who provides it, who is eligible to take it, and what benefits it has. Handout includes a link to an expanded guide.
US Department of Health and Human Services
Chart of state-specific poverty guidelines, sometimes referred to as the Federal Poverty Level (FPL).
ACCC
Glossary defining key acronyms and terms for undertanding financial advocacy in oncology.
ACCC
Spreadsheet to help financial advocates organize their patient load.
ACCC
Sample position description for a financial and billing coordinator.
ACCC
Profile of the financial services coordination program in a multi-hospital health system, including its structure and metrics.
Leukemia and Lymphoma Society
Booklet describing health insurance options and resources to help patients and their families who are coping with the financial aspects of cancer care.
Needy Meds
Federal Poverty Level (FPL) calculator to determine patients' eligibility for financial assistance programs.
Centers for Medicare and Medicaid Services
Roadmap explaining what healthcare coverage is and how to use it to for primary care and preventive services.
The New England Journal of Medicine
Article highlighting the importance of cost-of-care discussions with patients as a component of clinical decision-making.
PAN Foundation
Patient Access Network Foundation's website for finding financial assistance from various independent, charitable foundations.
Centers for Medicare & Medicaid Services
Glossary of common healthcare terms, including a visual on how insurance cost-sharing works.
Healthcare.gov
Website for the national Health Insurance Marketplace.
ACCC
Knowledge test to assess your patient counseling skills.
ACCC
Patient counseling knowledge test answer key.
ACCC
Brief summary of strategies to ensure patients and their families understand the information being presented to them.
ACCC
Spreadsheet illustrating costs of care associated with different insurance options, when available.
ACCC
Description on the importance of word phrasing when communicating important information to patients, including a quiz on how to phrase certain statements to be more productive.
ACCC
Statement phrasing quiz answer key.
Cancer Legal Resource Center
Guide to the most common legal questions patients with cancer may have, including decision making regarding their work, healthcare coverage, finances, and end-of-life planning.
American Society of Clinical Oncology (ASCO)
Guide for patients on understanding the costs of cancer care and resources for managing or lowering those costs.
Centers for Medicare & Medicaid Services
Checklist of needed information for applying or re-enrolling in Health Insurance Marketplace coverage.
Medicaid.gov
Website on state-by-state eligibility for Medicaid and CHIP (Children's Health Insurance Program).
Kaiser Family Foundation
Report outlining the experience of medical debt through case studies, including a discussion of how provisions of the Affordable Care Act (ACA) may influence factors that contribute to this debt.
Centers for Medicare & Medicaid Services
Comprehensive guide on Medicare's health plans and drug coverage.
Centers for Medicare & Medicaid Services
Detailed guide on appeal(s) filing for original Medicare, Medicare Advantage, other Medicare health plans, and/or the Medicare prescription drug plan.
ACCC, with source material from Centers for Medicare & Medicaid Services
Flowchart showing both the standard and expedited Medicare Part C appeals processes.
ACCC, with source material from Centers for Medicare & Medicaid Services
Flowchart showing both the standard and expidited Medicare Part D appeals processes.
ACCC, with source material from Centers for Medicare & Medicaid Services
Flowchart showing both the standard and expedited Medicare Part A and B appeals processes.
Social Security Administration
Medicare form used for appointing a representative to Social Security Administration claimants.
Centers for Medicare & Medicaid Services
Form used to advise Medicare on the person(s)chosen to have access to one's personal health information.
Centers for Medicare & Medicaid Services
Medicare Coverage Database website for its reports that provide key insights into national and local coverage data.
Centers for Medicare & Medicaid Services
Library of materials for health care professionals on the Centers for Medicare & Mediciad Service's programs, policies, and initiatives.
Centers for Medicare & Medicaid Services
Website outlining how to lower prescription drug costs for Medicare eligible patients, including Extra Help.
Centers for Medicare & Medicaid Services
Detailed guide on Medicare's five appeal levels in fee-for-service (original Medicare) Parts A and B, including how providers and suppliers apply the appeals process to their services.
Centers for Medicare & Medicaid Services
Medicare form used for the first level of appeal(s).
Centers for Medicare & Medicaid Services
Website outlining the four Medicare Savings Programs that can help pay patients' premiums, as well as Part A and B deductibles, co-payments, and coinsurance in certain cases. Website includes information on how to apply.
Centers for Medicare & Medicaid Services
Form used to transfer a patient's appeal rights to a healthcare provider or supplier, so they can appeal a decision.
ACCC
Webinar on accessing immunotherapy-specific financial assistance programs for patients.
ACCC
Dictionary of commonly used oncology terms that financial advocates should know.
ACCC
Oncology Issues article from 2014 that outlines the value of financial navigation in oncology and the importance of the growth and expansion of these programs.
St. Luke’s Cancer Institute
Slide deck on training for new financial advocates.
Triage Cancer
Brief guide on Medicare, including costs, Medigap plans, and how to enroll.
ACCC
Sample position description for a patient access coordinator.
ACCC
Sample position description for a patient advocate.
ACCC
Flowchart on the processes for obtaining chemotherapy financial assistance for each insurance coverage type.
ACCC
Sample position description for a financial advocate.
ACCC
Sample position description for a financial counselor.
Triage Cancer
Brief handout outlining what federal disability insurance is, its different types, and who is eligible for it. Handout includes links to expanded resources.
Nuestras Voces (Our Voices) Network and GW Cancer Center
The tip sheet from the GW Cancer Center describes financial toxicity, outlines the role of patient navigators in supporting and mitigating financial toxicity, and provides a list of helpful resources to support financial navigation. Download (PDF) and share it with your partners today!
Social Security Administration
Medicare form used for appealing a determination.
St. Luke's Cancer Institute
Sample workflow for determining coverage and/or assistance options for patients who are initially uninsured.
ACCC
Article outlining this cancer program's multidisciplinary approach to improving reimbursement for services provided and pateint satisfaction.
National Patient Advocate Foundation
Guide for health care providers, case managers, and patient advocates on understanding the importance of cost-of-care discussions with patients and helpful tools for these conversations.
ACCC
Article outlining common errors and appropriate medical record documentation for chemotherapy administration.
Cancer
Article outlining the development and testing of a patient-reported outcome measure (PROM) that specifically describes the financial distress oncology patients experience.
The Oncologist
Article highlighting the experiences of insured patients with cancer who request co-payment assistance to better understand the challenges of being underinsured, describing the impact of costs on patients' well-being, and evaluating the impact of costs on the treatment received by those who are insured.
US Department of Health and Human Services
List outlining what healthcare providers need to know about Marketplace insurance plans.
Patient Advocate Foundation
Glossary of healthcare terms.
ACCC
Article highlighting the key responsibilities of a dedicated financial coordinator/advocate.
ACCC
Ttips for filing paper and electronic claims.
ACCC
Summary of the prior authorization process, including a list of required information to determine medical necessity or obtaining prior authorization.
Triage Cancer
Website providing free education on the practical and legal issues that arise from a cancer diagnosis.
Green Bay Oncology
Form for financial advocates on educating patients about their benefits for commercial and Medicare policies.
ACCC
Basic information about drug lists (also known as formularies).
US Department of Health and Human Services
Website on Medicare eligibility.
Centers for Medicare & Medicaid Services
Detailed guide on how the Medicare prescription drug coverage works, how to get Extra Help, and how the plan works with other drug coverage.