Follow this checklist to help ensure a smooth billing process.

Before Your Appointment

  1. Contact your insurance company to make sure you understand your benefits and your plan’s requirements.
  2. Confirm that Cleveland Clinic is a contracted provider of services for your plan.
  3. Obtain a referral, if required by your insurance company.* Discuss this with your primary care physician prior to scheduling an appointment with one of our specialists.
  4. Know the limitations of the referral and obtain an extension or expansion of the scope of the referral if needed.

*Please note: Cleveland Clinic does not require referrals, but your insurance company may require them to provide coverage of your visit or procedure.


Patient Financial Services

Hours: Mon. – Fri., 8 a.m. – 6 p.m.
Phone: 216.445.6249
866.621.6385 (toll-free)

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