Skills Lab

Decoding the Bill: A Hands-On Skills Lab for Catching Errors, Appealing Denials, and Knowing Who to Call

When: May 20, 2026 | 9am-10:30 am (PT)
Where: Online via Zoom - Registration Link COMING SOON
Cost: Free to the general public. Purchase 1.0 CE Credit for $10 for HealthAdvocateX Members; $30 for Non-Members.
Medical bills and insurance denials are where patients lose the most money, and where advocates can make the biggest difference. This 90-minute interactive skills lab gives patient advocates practical, immediately usable tools for reviewing itemized bills line by line, spotting the errors that most commonly inflate charges, and building appeals that actually get overturned. Participants will work through real-world billing scenarios, learn which hospital and payer personnel to escalate to (and in what order), and leave with a repeatable workflow they can apply on behalf of their clients and communities starting the next day.

Learning Objectives:

1. Identify the most common billing errors on itemized hospital statements, including duplicate charges, upcoding, unbundling, charges for canceled services, and room/level-of-care discrepancies.

2. Request and interpret an itemized bill (UB-04 / HCFA-1500) and cross-reference charges against the EOB, medical record, and CPT/HCPCS codes to flag discrepancies.

3. Draft a structured appeal letter that includes the key elements payers and hospital billing departments look for: medical necessity documentation, supporting codes, contract/policy references, and a clear requested remedy.

4. Map the escalation path for billing disputes, identifying the right internal contacts (patient financial services, billing supervisors, patient advocates, compliance officers, CFO office) and external avenues (state insurance commissioner, hospital nonprofit compliance, No Surprises Act helpline) to use when initial outreach stalls.

5. Apply a repeatable bill-review and appeals workflow to their own advocacy practice, using templates and checklists provided during the session.

About The Speaker –

Andrew Gordon, LSW / Marshall Allen Project 

Andrew is a Licensed Social Worker, writer, advocate, and researcher dedicated to advancing transparency, affordability, and value in health care for patients, providers, and purchasers. He leads interview-driven research, engages industry leaders, and translates real patient experiences into clear insights that challenge the status quo. Nationally recognized, his current work is funded by a National Science Foundation grant through Princeton University. 

Andrew has a blend of health care and business training — a master’s in social work from Rutgers University and a bachelor’s in marketing & entrepreneurship from Rider University. Before finding health care, he worked at tech startups, including early sales roles at a Khosla Venture backed Software-as-a-Service (SaaS) company. 

He writes patient victory stories for the Marshall Allen Project Substack, reaching nearly 10,000 readers each month, spotlighting how everyday people push back and win against unfair bills and opaque processes. His goal: elevate voices, surface what’s broken, and equip stakeholders with actionable findings that improve access and value. 

NO ONE SHOULD HAVE TO NAVIGATE HEALTHCARE ALONE

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