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blogMoney & Bills

Reconcile a dental EOB with policy coverage and contracted rates

At a glance

John Sambrook used Claude Code and an organized insurance repository to explain a dental denial that appeared to create an extra bill. This workflow is listed under Money & Bills, Insurance, Document Organization.

Agents / tools
Claude Code, Git

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What they did

1) Create an insurance Git repository accessible to Claude Code. Add CLAUDE.md describing its organization, a filing and naming schema, a journal and a README; make directories for the insurance categories. 2) Put the dental Explanation of Benefits and the relevant policy documents into that repository. 3) Ask Claude Code to examine the denied claim and explain what is happening, cross-referencing the policy rather than interpreting the EOB alone. 4) Review its breakdown of covered preventive services and excluded restorative services. Compare the full billed amount with the in-network contracted amount and the dentist's existing payment arrangement. 5) Keep the explanation and documents in the organized repository so later correspondence and EOBs can be filed against the same record.

How it went

The author reports about 15 minutes of setup and three minutes of analysis; the $1,316 EOB amount reconciled to an existing $723.83 obligation.

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Prompt excerpt

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