Diagnosing and Deciphering Medical Bills for Your Clients FPA GHV Dinner

Financial Planning Association

Greater Hudson Valley Dinner Program

Tuesday, March 10, 2015

4:30pm – 8:00pm

Sam’s of Gedney Way, White Plains, NY



Diagnosing and Deciphering Medical Bills for Your Clients

This one hour presentation will educate advisors on how to help their clients plan for and understand their health insurance needs. Key points to be discussed include the importance of knowing patient rights; Understanding your health insurance policy, what is covered and what is excluded; How to compare prices for tests and procedures among various facilities and providers; Ascertaining if certain tests are required or really necessary; Options for uninsured or underinsured patients; Deciphering a medical bill’s procedure codes to determine if it is correct; and Ways to save on prescription medications.

 Learning Objectives:

By the end of the session, attendees will

1. Understand the importance of reviewing all aspects of health care coverage with clients.

2. Know how to help clients understand their rights as a patient and exactly what is and is not covered by their insurance policy.

3. Know how to determine whether a client is uninsured or underinsured and help them find ways to fill the gap and save money on tests, procedures and prescriptions.

4. Know how to teach clients how to review their medical bills by learning procedure codes to ensure that the bills are correct.

Level of Complexity: Intermediate


Adria Gross, CEO and founder of MedWise Insurance Advocacy and MedWise Billing, Inc., is a New York State-licensed insurance broker and consultant. She has over 20 years of experience in the insurance business, working extensively with the medical community and numerous insurance companies, handling credentialing and medical billing. Ms. Gross began her career as a claims examiner for Blue Cross/Blue Shield, then went on to claims and underwriting for American International Group before starting MedWise Insurance Advocacy (a division of MedWise Billing, Inc.).

She is certified in medical billing and medical claims consulting. Ms. Gross is an active member of many professional organizations including the American Medical Billing Association, Alliance of Claims Assistance Professionals, and American Academy of Professional Coders. She also serves on the board of Insurance Professionals of Orange County (New York).

She holds degrees from Lasell College and Lesley University, and certifications for medical billing from Orange County Community College.

An active member of her community, Ms. Gross is also a graduate of Leadership Orange, a training program designed to help Orange County, New York residents become leaders and advocates for businesses and residents in their communities.

Adria Gross Has Won the Following Awards:

2008 – Insurance Professional of the Year Award (from the Insurance Professionals of Orange County, N.Y.)

2009 – Pinnacle Leadership Orange Award

2011 – Autism Move-a-thon of Orange County – Volunteer of the Year Award from Mental Health Association of Orange County

2013 – YMCA Special Award in Appreciation for Spirit, Drive and Dedication in Bringing a Y Presence to Southern Orange County, New York.

2013 – “Women of Achievement” by New York’s WCBS



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