Step 4
Use the call to lock down the facts
A useful appeal call does not end with vague reassurance. It ends with the deadline, the submission method, the denial reason, the rule they used, and a reference number.
Before the call ends
Do not hang up without the deadline, submission method, denial reason, rule used, and call reference number.
Fill this in before you call
I'm calling about a denied claim for targeted therapy infusion dated March 1, 2026. Please confirm the internal appeal deadline (April 30, 2026), how you want the appeal sent, and whether you require a specific form. Please send the full reason for the denial and the rule you used to make this decision. My authorized representative is Jordan Lee. Please tell me which authorization form you need on file. Before we end, please give me a call reference number and your name and title.
- I'm calling about a denied claim for [service] on [date]. Please confirm the claim number and the denial code.
- I need the appeal deadline, the way you want this sent, and whether you require a specific form.
- Please send me the full reason for the denial and the rule you used to make this decision.
End the call here
"Before we end, please give me a reference number and your name and title for my records."
Repeat the deadline back to the representative and write it down before you move on to anything else.