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Financial Assistance

Our Mission at Hoag Orthopedic Institute

Our mission is to provide the highest quality health care services to the communities we serve, including Orange County and the surrounding areas. At Hoag Orthopedic Institute, we believe this means providing affordable and accessible treatment options, even for those without coverage.

What is the Patient Financial Assistance Program?

Hoag Orthopedic Institute’s Financial Counseling Department offers free financial screenings for people who don't have health insurance and can't pay their hospital bills. This also extends to patients who have insurance but are unable to pay the portion of the bill insurance doesn't cover.

Our financial counselors will review your eligibility for Medicare, Healthy Families Program, Medi-Cal, or other coverage offered through the California Health Benefit Exchange, California Children’s Services program, other state- or county-funded health coverage, or charity care to find a solution that works. If you already have coverage through one of these programs, please notify our financial counselors immediately. Patients ineligible for government assistance may still qualify for discount or charity programs available through Hoag Orthopedic Institute.

View Hoag Orthopedic Institute’s Financial Assistance and Charity Care Policy.

How & When to Apply for Assistance

Please contact our financial counselors immediately after discharge or completion of services by calling (949) 764-5564 or by e-mail at We can assist with your application and provide the applications needed for Medicare, Healthy Families Program, Medi-Cal, or other coverage offered through the California Health Benefit Exchange, California Children’s Services program, or other state or county-funded health coverage. You may also be referred to for local assistance with your medical bills.

Whether you lack or have inadequate insurance, if you meet the low or moderate-income requirements, you may qualify for discounted payment or charity care. Please remember that access to necessary health care is not affected by eligibility for financial assistance. Hoag Orthopedic Institute is committed to treating all those who come to us for care.

Financial Assistance Applications & Forms:

You may also apply directly for the above programs by accessing their website directly:

Supporting Charity Application Documentation

Please also provide these additional documents for single or both applicants, if married:

  • 2 recent paycheck stubs
  • 2 recent bank statements
  • Copy of your most recent cancelled rent check, lease agreement or mortgage payment
  • Copy of bank statements (checking / savings)
  • Copy of your disability, social security payment statement, unemployment notice of eligible benefits and bank statement reflecting deposits
  • If you do not have a source of income or proof of income, please provide a letter explaining how you support yourself and your family.
  • Written, signed statement from a family member or friend who is proving your room and board and/or income.
  • Copy of your most recent 1040 tax return or W2
  • If your most recent 1040 tax return is not available, we will need one of the following:
    • Social Security Awards Letter
    • Proof of non-filing from the IRS (call 800-829-1040 to obtain a copy)
    • A signed letter explaining why you have not filed a federal tax return or have requested an extension for taxes.

Call Hoag Orthopedic Institute’s Charity Care Specialist at (949) 764-8413 if any questions.​

  • Secure Fax: (949) 764-7246
  • Mail:
    Patient Financial Services
    2975 Red Hill Ave, Suite 200
    Costa Mesa, CA 92626
    Attn: Charity Care Specialist


We understand that the need for financial assistance can be a sensitive and deeply personal issue and are committed to maintaining the confidentiality of all requests, information, and funding.

For more information please contact one of our financial counselors at (949) 764-5564, we are available Monday through Friday from 8:30 AM to 4:30 PM, or by e-mail at