Medical Billing Skill Checklist

How to use this checklist

Use this printable checklist to track your progress. Every checked item is a genuine step toward being interview-ready.

Core knowledge

• ☐ Basic medical terminology.
• ☐ CPT, ICD-10, and HCPCS code structure.
• ☐ Payer types (commercial, Medicare, Medicaid).
• ☐ HIPAA privacy fundamentals.

Software

• ☐ At least one practice management system (Epic, Cerner, athenahealth).
• ☐ One clearinghouse (Availity, Waystar, Change Healthcare).
• ☐ Excel for productivity tracking.

Workflow

• ☐ Submit a clean claim end to end.
• ☐ Work a denial through appeal.
• ☐ Post an insurance payment and adjust the balance.
• ☐ Communicate professionally with a patient about a balance.

Recommended learning path

1. 10-Key Trainer for numeric speed.
2. Bookkeeping Academy — AR and Financial Statements lessons.
3. Excel Lessons through pivot tables.