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Financial and Insurance Call Log

It is helpful to keep track of financial and insurance phone calls. This log can help patients and

caregivers keep track of those calls. Print out several copies, if needed.

Institution called: ____________________________________________________________

Date/time of call: ______________________ Number called: __________________________

Reason for call: ______________________________________________________________

Name of person/s spoke with: ___________________________________________________

Notes/results: ________________________________________________________________

Institution called: ____________________________________________________________

Date/time of call: ______________________ Number called: __________________________

Reason for call: ______________________________________________________________

Name of person/s spoke with: ___________________________________________________

Notes/results: ________________________________________________________________

Institution called: ____________________________________________________________

Date/time of call: ______________________ Number called: __________________________