HelpBetter Academy
Insurance Appeals Playbook
You open the notice, you see the denial, and suddenly you need to figure out the deadline, the next step, and who needs to send what. This playbook breaks that down so you can move one step at a time and make a stronger case.
Start with the situation you are in
Start by finding the deadline, opening one file for the appeal, and writing down why the claim was denied.
Take me thereSay this first
"Before we do anything else, please tell me the appeal deadline, how you want this sent, and the exact reason this claim was denied."
Name the kind of appeal
Figure out whether this is a new denial, an internal appeal, an external review, or Medicare. That changes the clock and the paperwork.
Keep one file
Put the notice, EOB, doctor letter, records, and proof of submission in one place so you can resend it fast.
Leave the call with facts
Get the deadline, submission method, denial reason, rule used, and reference number before you hang up.
If treatment cannot wait, say that in the first minute of the call and ask whether the plan has an expedited appeal process.
Start the Playbook