D01 Medium Risk

Denial Intake + Normalization

Auto + HITL edge cases

Convert denial noise into structured, deduplicated cases with deadlines and context. Ingest ERA/EOB, PM denial postings, and payer messages into single cases with normalized codes, amounts, and appeal windows.

Denials & Appeals
D02Medium Risk

Denial Triage + Playbook Routing

HITL initially

Classify denials and route to the right resolution path — fix/resubmit, appeal, eligibility correction, auth recovery, or coding review — consistently across all team members and clients.

Denials & Appeals
D03High Risk

Appeal Readiness Checklist

Assist + Approval

Enforce evidence completeness before any appeal is submitted. Validate required clinical documentation, auth/referral presence, payer policy citations, and timeline compliance.

Denials & Appeals
D04High Risk

Appeal Package Builder

Assist + Approval

Draft the appeal narrative and assemble the submission packet with citations, evidence, and correct formatting per payer requirements. Human approval required before submission.

Denials & Appeals
D05Medium Risk

Root Cause + Prevention Loop

Assist + HITL

Analyze denial patterns, tag root causes with standard taxonomy, and generate prevention tasks. Turn outcomes into upstream improvements that stop repeat denials.

Denials & Appeals
A01Low Risk

High-Dollar AR Prioritizer

Auto + Review

Rank work by cash impact and urgency every day. Create "best next work" queues using dollar amount × age × SLA risk × payer behavior scoring.

AR & Claim Status
A02Medium Risk

Claim Status Follow-up Orchestrator

HITL → Auto

Select the optimal next action for each AR case: portal check, payer call, correction, resubmission, or wait. Enforce cadence rules and escalation triggers.

AR & Claim Status
A03Medium Risk

Stuck Claim Cause-of-Delay

Assist

Explain why a claim is stalled and recommend the highest-probability resolution path, with citations to specific status messages and system notes.

AR & Claim Status
U01Medium Risk

Underpayment Detector

Auto + Review

Compare expected reimbursement against ERA paid amounts. Flag recoverable variances with calculation traces and contract references.

Underpayments & Contracts
U02Medium Risk

Contract Rule Explainer

Assist

Produce defensible "why underpaid" rationale with traceable math. Generate calculation breakdowns tied to specific contract clauses.

Underpayments & Contracts
U03High Risk

Dispute Package Builder

Assist + Approval

Draft payer-ready dispute letters and assemble evidence packages for underpayment recovery. All assertions tied to traceable calculation and contract reference.

Underpayments & Contracts
E01Medium Risk

Eligibility Pre-Claim Gate

Auto + Escalate

Verify active coverage and critical plan fields prior to claim submission. Prevent eligibility-related denials before they happen.

Eligibility & Demographics
E02Medium Risk

COB Conflict Resolver

Assist + HITL

Detect coordination-of-benefits conflicts and recommend exact remediation steps: update payer order, obtain EOB, or rebill in sequence.

Eligibility & Demographics
E03Medium Risk

Demographic Mismatch Fixer

Assist

Identify name/DOB/member ID mismatches that cause rejections. Propose corrections and generate follow-up tasks.

Eligibility & Demographics
P01High Risk

Prior Auth Requirement Checker

Assist + HITL

Determine if authorization is required given CPT, plan, provider, and DOS. Open auth cases with required documentation lists when gaps are found.

Prior Authorization
P02High Risk

Prior Auth Status Tracker

Auto + Escalate

Maintain auth pipeline with follow-up cadence. Capture reference numbers, escalate when service dates approach, and alert on stalled auths.

Prior Authorization
M01Low Risk

Records Request Generator

Auto

Generate standardized medical records requests with case-specific detail, correct recipient routing, and follow-up scheduling.

Medical Records
M02Medium Risk

Records Completeness Validator

Assist

Validate received documents against requirements. Flag missing items and trigger re-requests with specific gap descriptions.

Medical Records
R01Medium Risk

ERA Posting Exception Triage

HITL initially

Classify and route ERA posting exceptions. Determine whether exceptions require correction, manual review, or write-off consideration.

Payment Posting
R02Medium Risk

Deposit Reconciliation Assistant

Assist

Match lockbox deposits against expected payments. Flag variances, missing deposits, and unidentified payments for investigation.

Payment Posting
S01Medium Risk

Patient Balance Explanation

Self-service + Escalate

Answer "Why do I owe this?" with plain-language breakdown backed by ledger data. Present next-step options: pay, plan, dispute, or financial assistance.

Patient Support
S02High Risk

Payment Plan Offer Builder

HITL initially

Determine eligibility and present policy-approved payment plan options. Capture consent and create plans with full policy-version documentation.

Patient Support
S03High Risk

Dispute Intake + Evidence Capture

Assist

Standardize dispute intake with reason classification, required info capture, and case creation with complete evidence for billing team review.

Patient Support
G01Low Risk

Skill Outcome Monitor

Auto + Human decision

Monitor skill outcomes over time. Detect performance drift, degradation, or abnormal error rates. Trigger alerts and suggest rollback or tuning actions.

Governance
G02Medium Risk

Evidence Audit Pack Generator

Auto

Produce audit-ready case packets on demand: complete timeline, evidence index, skill run logs, and executive summary.

Governance
G03Low Risk

SOP-to-Skill Translator

Assist

Convert written SOPs into structured skill configurations. Extract rules, thresholds, evidence checklists, and routing logic for SME review.

Governance