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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: __________________________
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: ________________________________________________________________
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The winners in life think constantly in terms of I can, I will, and I am. Losers, on the other hand, concentrate their waking thoughts on what they should have or would have done, or what they can’t do. | Dennis Waitley