Smarter Week

How to automate it

How to automate “work denied claims and write appeals”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

120 min
typically, every day
50%
of the time can be automated
Some setup
to set up

Fix 1 of 2

AIBest fix

Have approved AI draft the appeal or letter of medical necessity

AI drafts a clear, well-structured appeal from the denial reason, the policy and the clinical facts. You check every fact and sign. Use only your organization's BAA-covered AI for anything with patient details.

Typically saves about 45% of the time10 min to set up
  1. 1Gather the denial letter, the payer policy and the key clinical facts.
  2. 2Use only your organization's approved, BAA-covered AI tool. If you do not have one, remove all patient identifiers first.
  3. 3Use the prompt below.
  4. 4Check every clinical fact and code before sending.
Prompt to copy
Draft an appeal letter for a denied [SERVICE / MEDICATION]. Denial reason: [PASTE REASON]. Payer policy criteria: [PASTE POLICY TEXT]. Clinical facts: [DIAGNOSIS, HISTORY, TREATMENTS TRIED AND RESULTS, WHY THIS IS NEEDED NOW]. Address each policy criterion one by one with the matching fact. Keep it under one page, professional and factual. Mark any criterion without supporting facts as [MISSING]. Do not invent clinical details.

Tools: Your organization's approved, BAA-covered AI assistant

Fix 2 of 2

Process fix

Track the top denial reasons and fix them at the source

Most denials come from a few repeat causes such as eligibility, missing auths or coding. Fixing those upstream prevents work instead of redoing it.

Typically saves about 30% of the time2 h to set up
  1. 1Run a report of denials by reason and payer for the last 90 days.
  2. 2Pick the top three causes.
  3. 3Fix each at the source with the front desk, clinicians or coders.
  4. 4Recheck the numbers monthly.

Tools: Your PM system or clearinghouse reports

Quick wins

Have you tried…

Have you had your organization's approved AI draft an appeal letter?
AI can draft a clear appeal that answers the payer's criteria one by one. Use only the BAA-covered tool your organization approves, and check every fact.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for Practice / clinic managers