Health Insurance Basics

Premium, deductible, copay, coinsurance, out-of-pocket maximum, in-network, prior authorization, explanation of benefits. Eight terms, all of them defined somewhere in a document nobody reads, and between them they decide almost everything about what a given piece of care ends up costing you. Learning what the words mean is a one-evening job and it makes every subsequent conversation with a plan or a billing office shorter.

Updated 2026-08-28Source: General insurance mechanics as described in standardized plan documents and CMS consumer glossaries. Coverage, amounts, rules and protections vary by plan and by state and change over time; your own plan documents and the number on your card are the only authority for your situation.
The short versionBuildFigure
PremiumWhat you pay to have the plan, whether or not you use it
DeductibleWhat you pay yourself before cost sharing starts
CopayA fixed amount for a specific service
CoinsuranceA percentage rather than a fixed amount
Out-of-pocket maxThe ceiling on your share for covered in-network care in a plan year
EOBNot a bill. A statement of how a claim was processed.
This page cannotTell you what your plan covers. Only your documents can.

What this page can and cannot tell you

It can explain the mechanics — what each word means and how the pieces fit together over a year. That part is stable and worth knowing.

It cannot tell you what your plan covers, what you will owe, whether a particular provider is in your network, what rule applies to your situation, what deadline you are under, or what protection you have. Those depend on your specific plan, your employer or marketplace, your state, and rules that change. Anyone stating them as fact on a web page is guessing on your behalf, and the cost of a wrong guess lands on you. The authoritative sources are your plan documents, the number on the back of your insurance card, and the billing office of the provider in question.

The five cost words

TermWhat it isThe part people miss
PremiumThe recurring amount paid to have coverage at all, usually monthly, often partly by an employerIt buys the plan, not the care. Paying it does not mean a visit costs nothing.
DeductibleAn amount you pay yourself for covered services before the plan begins sharing costsNot everything necessarily counts toward it, and some services may be covered before it is met. Plans differ, and separate deductibles sometimes exist for different categories or for individual versus family.
CopayA fixed amount for a defined service — the same figure regardless of the underlying chargePredictable, which is its virtue. Whether it applies before or after the deductible varies by plan.
CoinsuranceA percentage of the allowed amount rather than a fixed sum, typically after the deductibleBecause it is a percentage of a number you do not know in advance, it is the least predictable item on this list
Out-of-pocket maximumA ceiling on what you pay for covered in-network care within a plan year, after which the plan generally covers the restEvery word matters. Premiums typically do not count toward it, and out-of-network or non-covered charges may not either.

Two structural notes. The plan year resets, and it does not always align with the calendar year — check yours, because a procedure scheduled in December versus January can fall either side of a reset. And a low premium usually pairs with a high deductible and the reverse, so comparing plans on premium alone compares one number out of five.

How they interact over a year

The usual sequence for a plan with all five components is: you pay the premium continuously; early in the year you pay the full allowed amount for services subject to the deductible; once the deductible is met the plan starts sharing, and your share becomes a copay or coinsurance; if your share reaches the out-of-pocket maximum, the plan generally covers covered in-network care for the rest of the year; then the year resets.

Deliberately, there are no numbers in that paragraph. Illustrating it with figures would make it feel like a calculation you could do at home, and you cannot, because the allowed amount for a service is negotiated between the plan and the provider and is not published in a form you can look up reliably. What the sequence gives you is the shape, which is enough to ask the right questions.

The shape does support a few real decisions. If you are near your out-of-pocket maximum late in a year, the timing of elective care is a legitimate question for your plan. If you have a large deductible and an unexpected bill, the fact that it resets is worth knowing. And if you are choosing between plans during enrollment, the comparison to make is total expected cost — premium plus your likely share — under your actual pattern of care, not premium alone. Ask the benefits contact to walk through it; that is what they are there for.

Networks

A network is the set of providers a plan has contracted with. Care from a provider inside the network is generally covered at the plan’s better terms; care outside may be covered at worse terms, or not at all, depending on the plan. Plan types differ in how strictly they handle this and whether a referral is needed to see a specialist.

The complication that catches people is that a single episode of care can involve several billing entities. A facility may be in network while a clinician working there, or the lab that processed a sample, or the imaging read, is not. There are federal and state protections in this area, they have real limits and exceptions, and they change — this page will not describe them, and the correct move if you receive an unexpected out-of-network charge is to call your plan and the provider’s billing office and ask directly what applies. Reading a medical bill covers that conversation.

What is durable advice: verify network status close to the date rather than relying on a directory alone, since directories go stale. Ask the practice directly whether they are contracted with your specific plan, not merely with the insurer, because insurers run many plans. For anything scheduled, ask who else will be involved — anesthesia, pathology, radiology, assistants — and check those too. Write down who told you what, and when.

Prior authorization and referrals

Prior authorization is a plan requiring approval before certain care is provided in order for it to be covered. Which services need it varies by plan and changes, and it commonly applies to imaging, procedures, some medications and some equipment. A referral is a different thing — a requirement in some plan types that a primary clinician direct you to a specialist.

SituationPractical handling
Something is being scheduledAsk the practice whether prior authorization is required and who is submitting it. Then confirm with your plan. Both halves are worth doing.
Authorization is pendingAsk for the reference number and the expected decision date, and note who you spoke to
Authorization is deniedA denial is frequently the beginning of a process rather than the end. Ask the plan what the stated reason is, what levels of review exist, what your prescriber can submit, and what the timeframes are — then act promptly, because processes of this kind are usually time-bound and this page cannot tell you the limits.
Care already happened without itAsk both the plan and the billing office what can be done. Sometimes a retrospective review exists.
Emergency careEmergencies are handled differently from planned care. Do not delay going anywhere in order to obtain approval — see ER vs urgent care.

The EOB, which is not a bill

After a claim is processed, the plan sends an explanation of benefits. It is a statement, not a request for money, and it typically says what was billed, what the plan’s allowed amount was, what the plan paid, and what portion is attributed to you. Many carry the phrase "this is not a bill" somewhere on them, which people still miss, and paying an EOB as though it were a bill is a common and avoidable error.

Its real use is as a comparison document. The provider will separately send a bill, and reading the two side by side is how you find out whether they agree. Keep every EOB, at least until the matching bill has arrived and been reconciled. Reading a medical bill covers the comparison in detail, including what to do when the two disagree.

Where to get real answers

QuestionWho answers it
What does my plan cover, and what will I owe?Your plan documents — the summary of benefits and coverage and the full evidence of coverage — and the member services number on your card. Ask for answers in writing or through the plan’s secure messaging, and note the date, the name and any reference number.
Is this provider in network for my specific plan?The plan, and the practice. Check both, close to the date.
Does this need prior authorization?The plan, and the practice scheduling it
What am I being charged for?The provider’s billing office, working from an itemized bill
Why was this denied and what happens next?The plan, in writing, including what review steps exist and by when
I cannot get anywhere with the planAn employer’s benefits or HR contact if it is employer coverage, a hospital patient advocate or financial counselor, your state’s department of insurance or consumer assistance program, and legal aid. These exist, they are used routinely, and asking one of them is not an escalation to be embarrassed about.
Am I eligible for a program or assistance?The program itself, or the hospital’s financial assistance office. Eligibility rules are specific and change; nothing on the internet can confirm yours.

A practical habit that makes all of the above work better: keep a log of every call, with the date, who you spoke to and any reference number. It costs nothing and it is the difference between a claim that gets resolved and one that restarts from scratch each time you call.

A note on the parts of your budget this touches

Two things are worth planning for even though the amounts are unknowable in advance. The first is that a plan year reset means a January or a new-job month can bring a concentration of costs. The second is that medical expenses are one of the most common reasons an emergency fund gets used, which is an argument for having one rather than an argument about insurance — see emergency fund basics and, if a bill is already competing with other obligations, debt payoff strategies.

To repeat the thing that matters more than any definition above: this page taught you the vocabulary so you can ask better questions, and it deliberately told you nothing about your own coverage, because it does not know and cannot know. Read your plan documents, call the number on your card, and write down what you are told.

Questions people ask

What is the difference between a copay and coinsurance?

A copay is a fixed amount for a defined service — the same figure regardless of what the underlying charge turns out to be, which makes it predictable. Coinsurance is a percentage of the allowed amount for the service, usually applied after the deductible has been met, which makes it unpredictable because the allowed amount is negotiated between the plan and the provider and is not something you can reliably look up beforehand. Which applies to a given service, and whether it kicks in before or after the deductible, differs between plans, so check your own plan documents.

What does an out-of-pocket maximum actually cover?

It is a ceiling on what you pay for covered in-network services within a plan year, after which the plan generally covers the rest of that care for the remainder of the year. Every word in that sentence is doing work. Premiums typically do not count toward it, out-of-network charges may not, and anything the plan does not treat as a covered service may not either. Plans also reset, and the plan year does not always match the calendar year. Your own plan documents are the only place that answers this for you.

Is an explanation of benefits a bill?

No. An EOB is a statement from your plan describing how a claim was processed — what was billed, the allowed amount, what the plan paid, and what portion is attributed to you. Many say "this is not a bill" directly on them. The provider sends the actual bill separately, and the useful thing to do is keep the EOB and compare it against that bill when it arrives, because that comparison is how billing errors get found. Paying an EOB as though it were an invoice is a common and entirely avoidable mistake.

What is prior authorization?

It is a requirement by some plans that certain care be approved in advance in order to be covered. Which services need it varies by plan and changes over time, and it commonly applies to imaging, procedures, some medications and some equipment. When something is being scheduled, ask the practice whether authorization is needed and who is submitting it, then confirm with your plan and note the reference number and expected decision date. Do not delay emergency care to obtain approval — emergencies are handled differently from planned care.

Who can I call if my insurer will not help?

Several places, and using them is routine rather than an escalation. If it is employer coverage, the benefits or HR contact often has a direct line into the plan. Hospitals commonly have patient advocates and financial counselors who deal with plans daily. Your state’s department of insurance handles complaints about carriers, and many states run a consumer assistance program. Legal aid organizations handle some of these matters. Before you call any of them, gather your plan documents, the bills and EOBs, and your log of previous calls with dates, names and reference numbers.

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