A Dozen Steps to Successfully Appeal Denied Claims

Appealing denied claims used to be a simple process.- Copy and attach sections that support your case
A biller working with a physician's office would stampfrom coding manuals, including past issues of the
"APPEAL" in big red letters on a photocopy of theAmerican Medical Association (AMA) CPT Coding
claim, and mail it back to the insurance company.Assistant, a periodical that the AMA publishes to clarify
These days, you'd be wise to put the cost of thatCPT codes.
postage in the bank, and throw away both the- For appeals that concern clinical issues (for example,
APPEAL stamp and its red ink stamp pad. This sort ofmedical necessity), send the appeal to the medical
knee-jerk response won't even make it past thedirector of the insurance company.
insurance company's initial computer screening; they'll- Look at the class action settlements between
likely toss such "appeals" into the trash and you'll neverseveral large physician organizations and a number of
hear anything back from them.national insurance companies; review those
To successfully appeal denied claims, you need to getsettlements to see if anything in there can support
your "A-game" on; otherwise, you won't see a pennyyour position. See the HMO Settlements site for
for your efforts.up-to-date compilation of the settlements, as well as a
Follow these steps to effectively appeal denied claims.list of pending lawsuits.
1. Recognize denials. Insurance companies don't print6. Confirm receipt. Don't just send the appeal and hope
the word "denied" in big letters across the top of thefor the best. Review your submission online, or call the
claim form. In fact, the word "denied" may neverinsurance company to confirm that they received your
appear at all. The insurance company simply declaresappeal, noting the name of the operator, extension
the reimbursement amount to be "$0" and enters annumber, date and time. Place a tickler in your practice
adjustment reason code next to the amount paid. Themanagement system or Microsoft Outlook to follow
key is to identify it as separate and distinct from aup in 30 days.
contractual adjustment, which is - and should be - a7. Set boundaries. Although it might make you feel
write off.better to fight for every dollar, it doesn't pay to
2. Understand why the claim was denied. Before youprepare a third-level appeal of a $2.41 service,
pick up the phone and demand to speak to the claimsparticularly if you only perform it once a year. Establish
representative, determine the root cause of the denial.protocols for dollar thresholds that you'll appeal only
You can't effectively appeal until you know whyonce, twice, etc.
payment for the service was denied. In addition to the8. Don't go overboard. Avoid fighting for a claim that
reason code, there is a remark code. Look up theshould have never been submitted in the first place,
insurance company's definition of that code to getsuch as an undocumented service. Your physician
details about the reason for the denial. WPC maintainsmay have provided the service and feels there should
a complete listing of standard reason and remarkbe some way to get paid, but - as the saying goes - if
codes, available on their website.it wasn't documented, it wasn't done.
3. Don't procrastinate. There is often a timeframe in9. Carbon copy stakeholders. Your appeal to reverse
which you can resubmit a claim after it's been denied.a denial is a matter between you and the insurance
Pull the record, research the code, call the patient, etc.,company, but sometimes pulling in other key
but don't delay: most insurers only allow a few monthsstakeholders helps. Your first, and most important,
to resubmit a claim for reconsideration.advocate is the patient. Although patients may never
4. Follow the insurance company's rules. Each insurerbe held responsible for payment if a denial is ultimately
has an appeal process. The Centers for Medicare andupheld, news of payment disputes certainly get their
Medicaid Services (CMS), for example, has a form toattention. And the patient's attention is just want you
complete when appealing the denial of a Medicarewant. Prompting the patient to contact the insurance
claim called the "Medicare Redetermination Requestcompany directly to encourage payment doesn't
Form". Get familiar with the insurer's protocols toguarantee payment, but it certainly helps.
understand your options if your first appeal is turned10. Develop supportive language in your contract. Your
down. Don't give up; most insurers have multiple levelscontract establishes the relationship between you and
of appeals and even a grievance process if youthe insurance company. Even though the insurer is the
disagree with the outcome after you've exhausted theparty that typically presents the contract to physicians
appeals process.for their signature, it's every bit as much your
5. Make a compelling case. An appeal means that youphysician's contract as it is the insurer's. Proactively
disagree with the insurance company's decision, so putnegotiate the inclusion of language that supports your
your debate cap on and gather supportive evidence toefforts to appeal claims. If you're frustrated by the
present your case. Perhaps the most important aspectappeals process itself or if you keep running into
of your claims letter is the content. The letter should gocertain problems, such as unfair bundling denials, seek
well beyond stating, "please pay my doctor." Build ato include clearer definitions of these processes in the
compelling case for why the claim should be paid:contract.
- Develop a professional letter that begins by11. Compile appeals. Appealing claims one-by-one may
referencing the claim number, date of service andget the results you need, but it is laborious. If you've
patient; then, briefly describe the particulars of theseen the same service denied for the same reason
service in question.multiple times - or your insurer hasn't paid in a timely
- Use the insurer's own language if possible. Formanner, according to your state's prompt payment law
example, to appeal a claim denied because the- compile your appeals and present them together for
insurance company claims the treatment wasreconsideration.
experimental, quote from the insurer's own marketing12. Maintain a hassle folder for each insurance
materials where it declares it seeks to provide thecompany. Keep a record of denied claims - by dollar
best medical care for its beneficiaries.and type. Measure and compare the data on a
- When the insurer questions the necessity orquarterly basis. If you negotiated a good
separate payment for a distinct service, the physicianreimbursement rate with an insurer, but all of your
should type or dictate a paragraph or two about theclaims get denied, the "good" rate is meaningless. It
benefits of the service to the patient. Seek objectivepays to maintain a record of reimbursements and
evidence to support your case from your specialtydenials in order to effectively review your contract for
society and medical literature.its strategic contribution to the practice's bottom line.
- Look to see if Medicare or Medicaid pays for thePreventing denied claims is a key skill of successful
service; if they do, you can argue that even thebillers. But getting some denials will always be a fact of
government has determined that payment islife in today's complicated physician payment system.
appropriate.Appealing denials is your right: it pays to exercise it.