Claims Intake Checklist - Canva Template (FREE)
Standardized intake documentation for healthcare claims teams
The Claims Intake Checklist – Canva Template is a free, payer-agnostic operational tool designed to support consistent and complete claims intake before claim submission.
This checklist helps healthcare providers, billing teams, and revenue cycle professionals capture required demographic, insurance, provider, and service information in a standardized format—reducing avoidable rework, delays, and downstream follow-up.
This template is intended for internal operational use and may be customized to align with your organization’s workflows and policies.
What This Template Supports
- Standardized claims intake across staff and locations
- Improved documentation consistency
- Reduced missing or incomplete claim data
- Clear intake accountability and readiness verification
This checklist is most effective when used at the front end of the claims process, prior to claim creation or submission.
What’s Included
-
2-page Canva template
- Page 1: Patient, insurance, provider, encounter, authorization, and coding intake checklist
- Page 2: Claim readiness verification and internal tracking & accountability section
- Print-friendly, audit-ready layout
- Fully editable in Canva
Who This Is For
- Healthcare providers
- Billing managers
- Revenue cycle professionals
- Claims and appeals teams
This template is not designed for patients or individuals without healthcare operations experience.
How to Use
- Duplicate the Canva template
- Customize fields as needed for internal workflows
- Use at intake, claim review, or resubmission
- Store completed checklists with claim documentation
Completion of this checklist indicates intake readiness for downstream claims processing.
Important Notes
- Universal and payer-agnostic
- Does not include payer-specific rules or billing instructions
- Designed to support documentation and workflow consistency
Format & Access
- Format: Canva Template
- Cost: Free
- License: Internal organizational use
Looking for More Structure?
This checklist is designed to work alongside:
- Claims intake workflow forms
- Claims tracking systems
- Claims follow-up and escalation SOPs
Explore additional tools, templates, and systems inside Claims Marketplace to build a complete, scalable claims workflow.
