Health Β· Do this yourself

Reconcile insurance EOBs against provider bills every week.

βœ… They report $8,000+ in errors found and appeals filed.

Who it’s for

People improving their health, and clinics or coaches who support them. Not a replacement for a doctor.

Adapt it to your industry

  • Fitness coach: weekly plans and check-ins for clients
  • Clinic: draft patient reminders and plain-language handouts
  • Caregiver: keep a clear log of medications and appointments

Step by step

  1. Write your goal and your current routine in a few lines (no sensitive records needed).
  2. Open ChatGPT, Claude or Grok and paste the prompt below.
  3. Ask for a simple plan and a way to track it in a notes app or sheet.
  4. Check anything medical with a doctor or pharmacist before you act on it.
  5. Track for one week, then paste your log back and ask what to adjust.
  6. Keep the plan short so you actually follow it.

Ready-to-copy prompt

Every Monday, match each provider invoice in this folder to an EOB, update the tracker, and list anything denied, underpaid or missing an EOB.

Start with AI

Opens the AI with this guide and the prompt filled in.

Cost
$0–20/month (free tiers or one AI plan)Our estimate
Time
1–2 weekendsOur estimate

How to make money from it

Pricing idea: Coaches can sell monthly plans with AI-assisted check-ins; apps usually sell a monthly or yearly subscription.

Finding your first 10 customers

  • Start with clients or friends you already help.
  • Share honest progress stories (with permission).
  • Partner with a local gym, clinic or practitioner.

Ideas, not promises. Results vary.

Details: source, numbers and tags

What they did

Claude works from a connected folder and an Excel tracker on a weekly schedule, flagging pending, denied, underpaid and missing items.

How it went

They report $8,000+ in errors found and appeals filed. The user submits claims themselves.

Worth knowing

Keep the human submitting claims.

Difficulty
IntermediateOur rating
Time to build
Not reportedOur estimate
Monthly cost
Not reported
Revenue
Not reportedWe only show revenue the source states
Engagement
No public countThe source shows no number

Original builder recipe

  • Claude Cowork
  • A folder of EOBs and invoices
  • Excel tracker
  1. Gather your documents or preferences.
  2. Ask the agent to explain and organize, not diagnose.
  3. Take its questions and summaries to a professional.
  4. Keep sensitive data private.

Tags

Agent Claude
Tool Excel
Role Patient
Industry Health Insurance

Read the original

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