Financial planning checklist

Below is a checklist of billing and insurance topics to consider in preparing for your visit to Mayo Clinic.

• Written authorization from your HMO or PPO, if applicable
• Insurance, Medicare and Medical Assistance information and cards
• Prescription plan cards
• Pre-certification or second surgical opinion information
• Disability insurance information
• Workers' compensation insurance information if services are work related
• Motor vehicle insurance information if services are motor vehicle related
• Other liability insurance information if accident occurred outside of your residence
• Forms of payment accepted