Session prep
A focused brief pulled from the full session history, not just the last note. Runs automatically 10 minutes before every scheduled session.
Insurance said no. Naturally, your next calling is now appellate brief writer. Your Assistant turns the denial, chart, and relevant clinical rationale into a draft appeal for you to review.
Ask your Assistant
Help me respond to this insurance denial. Use the denial reason and the existing chart to draft a focused appeal that explains medical necessity, addresses the payer's stated concern, and points to supporting documentation without overstating what the record shows.
Help me respond to this insurance denial. Use the denial reason and the existing chart to draft a focused appeal that explains medical necessity, addresses the payer's stated concern, and points to supporting documentation without overstating what the record shows.
Alex · Tue 2:00 PM · Session 14
Draft appeal focus: The denial states that continued weekly treatment is not medically necessary. The chart documents ongoing anxiety with occupational impairment, persistent avoidance of work communication, and partial but incomplete response to treatment.
I would cite the recent notes that document functional impairment and progress, then explain why continued treatment is directed at unresolved symptoms rather than maintenance alone.
Fictional example · No real client data.
The stated reason for denial and requested documentation define what the appeal needs to answer.
Clinical facts, medical necessity, treatment history, and supporting documentation are organized around the payer's rationale.
Confirm every claim, attach the right records, and submit through the appropriate payer process.
Common reasons include missing or invalid client and provider information, wrong CPT or diagnosis codes, expired authorizations, sessions billed outside coverage limits, documentation that does not support medical necessity, and missed timely-filing deadlines. Many denials are correctable.
Read the denial reason on the EOB, gather the note and any authorization, write an appeal that addresses the payer's stated reason in its own terms with supporting documentation, and file within the payer's appeal window. Track it until you get a written decision.
A draft appeal letter written in the payer's language, built from the denial reason, the claim, the note and the relevant clinical rationale. You review and send it; the draft is for your judgment, not a filing.
No. It drafts the letter; you review, sign and send it through your usual channel. Appeals carry deadlines and your name, so the final step stays with you.
Every job on this page is free to try today. Bring your calendar, your notes, and the admin you're tired of doing alone.