What this page helps with (non-medical)
Use this as a checklist to keep a clean record so you can answer simple questions later like: “What am I paying, why, and what changed?”
- Confirming what’s included (membership, visits, messaging, coaching, lab work coordination, pharmacy delivery).
- Tracking out-of-pocket costs (program fees, copays, medication, shipping, lab bills) and what each charge corresponds to.
- Keeping paperwork organized (prior authorization, denial letters, appeals, receipts, visit summaries).
- Maintaining a timeline (requests, approvals, refills, delivery dates, and any gaps).
Fast start (10 minutes): build your “single folder”
Create one place where every related doc lands, then never hunt again. Save:
- Program confirmation email / welcome message
- Any pricing page screenshots (what you were told at sign-up)
- Insurance card photos (front/back)
- Pharmacy profile screenshots (name, address, phone)
- Receipts and invoice PDFs
Questions to ask before you commit (high-intent checklist)
Coverage + billing
- What charges are recurring vs one-time?
- What parts may bill separately (visits, labs, medication, shipping)?
- If insurance is involved, which plan is being billed and under what benefit type?
- Who handles prior authorization paperwork, and what’s the expected turnaround?
Pharmacy + refills
- Which pharmacy fulfills, and is it always the same one?
- What’s the refill cadence, and how early can refills be requested?
- How are shipping delays handled (replacement, reship, refund, escalation path)?
Records + handoffs
- Where do visit notes live (app, portal, email), and how do you export them?
- How do you transfer records if you change providers or programs later?
What to document while you’re enrolled (the “future you” list)
Stick to facts: dates, amounts, names, and screenshots. Avoid conclusions or medical interpretations.
- Timeline: sign-up date, visit dates, refill request dates, ship/delivery dates.
- Money: fee name, amount, date, and a screenshot of what it was for.
- Insurance: prior auth request date, decision date, denial reason codes (if any), appeal dates.
- Messages: key support chats/emails (save as screenshots/PDFs).
- Pharmacy info: NPI/NABP identifiers if listed, store address, phone, hours.
Safety note (non-medical): if you have urgent symptoms or time-sensitive health concerns, use appropriate local emergency/clinical resources. This page is only for organizing information.
How Jabbit helps
- One vault for screenshots, PDFs, receipts, and prior auth paperwork.
- A clean timeline of requests, approvals, refills, and delivery dates.
- Follow-up reminders for “call the plan,” “check shipment,” and “submit appeal docs.”