# Insurance claim follow-up

> Twice a week the insurance dog checks every open claim on the payer portals, works out what's missing from the denied ones, and resubmits and chases once you approve.

Canonical: https://alaskanlabs.com/workflows/insurance-claim-follow-up

- For: Dental and medical clinics
- Runs: Tue, Thu · 10:00 AM
- Run by: the denali dog (or the team's lead, if the team has no denali)
- Apps: Google Sheets, Gmail
- JSON: https://alaskanlabs.com/workflows/insurance-claim-follow-up.json (MIT)

## Steps

1. **Read the open claims** (app, Google Sheets) → Check each claim's status on the payer portals
2. **Check each claim's status on the payer portals** (computer) → Sort paid, pending and denied
3. **Sort paid, pending and denied** (think) → Resubmit the denied claims and chase the late ones?
4. **Resubmit the denied claims and chase the late ones?** (decide) → if Resubmit and chase: Resubmit the denied claims with what was missing; if Only chase the late ones: Email the payers about claims over 30 days; if Not now: Log the claim check
5. **Resubmit the denied claims with what was missing** (computer) → Email the payers about claims over 30 days
6. **Email the payers about claims over 30 days** (app, Gmail, changes something: runs only after an approved Decide) → Update the claims sheet
7. **Update the claims sheet** (app, Google Sheets, changes something: runs only after an approved Decide) → Log the claim check
8. **Log the claim check** (write)