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What you'll accomplish

By the end of this guide, you'll know how to use Claude to read through lengthy insurance clinical policy documents and extract exactly the information you need — in plain English, in under 5 minutes — so you can submit prior authorization requests that hit every required criterion the first time.

What you'll need

  • A free Claude account (claude.ai) — no credit card required
  • The insurance company's clinical policy document for the procedure you're submitting (downloadable as PDF from most payer websites)
  • The CPT code and procedure name you're researching
  • Time needed: 10 minutes to learn; 3–5 minutes per policy research session
  • Cost: Free (Claude free tier works; Claude Pro at $20/mo handles longer documents better)

How-To Guide: Using Claude to Research Insurance Coverage Policies

Step 1: Create your Claude account

  1. Go to claude.ai
  2. Click "Start for free" or "Sign up"
  3. Enter your email address and create a password
  4. Verify your email

What you should see: The Claude interface — a clean conversation window with a text input at the bottom.