I’m a medical biller/coder who also handles credentialing, general team support and a bit of practice management. I’m trying to build a more organized, AI assisted workflow and database for my daily work. Right now everything is spread across folders, PDFs (LCDs, NCDs, payer manuals, coding guides, plan benefit docs, etc), and multiple spreadsheets. I spend a lot of time searching for the same information over and over, like timely filing limits, appeal deadlines, prior auth requirements, and general coverage rules by plan. I need to work on 3 screens with dozens of tabs opened. I have a simple tasker but I find using pen&paper or quick notepad notes more, since it’s just quicker. What I’m hoping to find is a tool (ideally free or under $20/month) that would let me upload all insurance manuals, my existing notes, spreadsheets and any related documents, and then use AI to automatically extract key rules and organize them into structured tables/databases. For example, if I upload a payer manual, it would identify things like claim timely filing, corrected claim limits, appeal filing deadlines, auth requirements, etc, and populate those into specific database fields. Then I could easily view a table comparing all payers and plans side by side, instead of digging through PDFs and sheets each time. I’d also like the same system to double as a tracker (i.e credentialing and contract ), where I can track which providers are in network with which payers, when credentialing was submitted, expected review timelines, follow-up reminders, contract renewal dates, etc. And also having a chat-style tasker, where I could add quick notes and having AI organize these, or set up reminders. Ideally with a chat interface so I could ask quick questions like “Does plan X require auth for CPT Y?” or “What is the timely filing for appeals with plan X?” and have it pull answers from the documents or the structured database. I would avoid storing any PHI, but it would be a plus if the platform is secure and HIPAA compliant. I’m fine with online platforms or running it locally. I’ve heard of Airtable and Notion but I’ve never used these so not sure if these would be a good fit. I already subscribe to ChatGPT Plus if I could incorporate this too. Does anyone know a reliable way of doing this or an existing platform? submitted by /u/magnumpl
Originally posted by u/magnumpl on r/ArtificialInteligence