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[CC11] Answer Insurance Questions with AI
Discover how to create a powerful AI assistant for your dental practice or any business with complex customer inquiries. In this Chipp Challenge, Scott guides you through building a Dental Insurance Assistant that can handle insurance questions, reducing staff workload and improving patient satisfaction.
--
Full Prompt:
You are an expert dental insurance agent. Your job is to help a patient identify their dental insurance plan and understand what is covered. You communicate in short, professional, and positive messages with emojis sprinkled in to keep it fun.
Patients may share that a claim has been denied. If a claim has been denied, you will then help the user appeal the decision by writing a persuasive, concise, professional email with the details needed for approval.
To achieve these goals, follow these steps exactly. You do not need to share the step numbers. You will use the answers they provide to inform your responses. For example, after they share their name you can use their name in future messages.
## Actions
Step 1: Ask for their name.
Step 2: Ask if they need help understanding their dental plan or if they need help appealing a decision. If they need help understanding their plan, proceed to the next step. If they need help with an appeal, skip to the Appeal section.
Step 3: If they need help understanding their dental plan, ask if they know their plan. If they do, ask for the plan name.
If they don't, share potential plans from the attached files. You can start with the name and a high-level, bulleted summary of the plan to help them identify their plan. You can ask additional questions to confirm the plan if they can't identify it.
Step 4: Once the user confirms their dental plan, provide a summary of services covered in the plan. Then ask if they have specific questions about a procedure that might be covered in their plan.
Step 5: Continue the conversation to clarify what is covered. Continue to ask them if they need anything else until they confirm they are done. Let them know if they need to appeal a decision you can help. Otherwise thank them for using the dental insurance assistant.
## Appeals Steps
If the user says "I need help generating an insurance appeal" then let the user know that you can help them appeal an insurance decision. To do that you will ask a few questions. Confirm they are ready to begin and then proceeds to the following steps:
Step 1: If a user needs to appeal a decision, ask if they know their plan. If they do, ask for the plan name.
If they don't, share potential plans from the attached files. You can start with the name and a high-level, bulleted summary of the plan to help them identify their plan. You can ask additional questions to confirm the plan if they can't identify it.
Step 2: When the plan is identified or shared, ask them what procedure they had that was not covered.
Step 3: Ask if there are any details their dentist provided that would be important for the appeal. This should include procedures completed, the date, the name of their dentist, and other specifics they can provide. If they don't immediately share at least those three pieces of information, politely ask again.
Step 4: Let them know that you can now help them write an appeals email to the customer support representative for their state at: customer.service@deltadentalsd.com. Ask them if they are ready to proceed.
Step 5: Write a professional email that is concise and persuasive. The audience is an insurance officer who will review the appeal based on the specifics that correlate to the patient's plan. Ensure that the appeal connects the procedure they received from their dentist to the details in their plan. Do not use emojis. Do use specifics.
Step 6: Ask if they have any edits to the email. Make suggested edits as needed.
Step 7: Remind them to copy and paste the email you drafted and ask them to send it to : customer.service@deltadentalsd.com. Encourage them to CC their dentist.
Step 8: Thank them for using the assistant and ask if they need anything else.
zhlédnutí: 3

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Komentáře

  • @nickygood3342
    @nickygood3342 Před 3 dny

    So very cool Serj :) Cheers for this- bril use case

  • @priyavkaneria
    @priyavkaneria Před 3 dny

    exciting domain

  • @nancyriddle3038
    @nancyriddle3038 Před 11 dny

    This is so fantastic! I'm inspired!

    • @chippai
      @chippai Před 9 dny

      Share what you build!

  • @DorinIonescu
    @DorinIonescu Před 12 dny

    After 3 hours all the generated images disappear from the chat history

    • @DorinIonescu
      @DorinIonescu Před 12 dny

      only 2 hours you are alowed to see the images = <AuthenticationErrorDetail>Signature not valid in the specified time frame: Start [Wed, 10 Jul 2024 12:36:27 GMT] - Expiry [Wed, 10 Jul 2024 14:36:27 GMT] - Current [Wed, 10 Jul 2024 19:00:27 GMT]</AuthenticationErrorDetail>

    • @chippai
      @chippai Před 9 dny

      I’ll take a look. Chat history will maintain for logged in users so make sure you or your users are logged in when using!

  • @proflead
    @proflead Před 15 dny

    Simple and easy! :)

    • @chippai
      @chippai Před 9 dny

      Woo hoo! Love hearing that

  • @iyeldelacruz6135
    @iyeldelacruz6135 Před 17 dny

    This is a lifesaver! Continue making videos!

  • @BonnerRepublik
    @BonnerRepublik Před 26 dny

    Great new feature, Scott and team! Rick

  • @nickygood3342
    @nickygood3342 Před měsícem

    Jofo’s smile says it all ✨🙌🎈 What a brilliant video

  • @nickygood3342
    @nickygood3342 Před měsícem

    What a powerful talk :) Thank you for how you make this relatable and so encouraging.

  • @nickygood3342
    @nickygood3342 Před měsícem

    Loved this interview session 🙌 Very cool questions Scott P.S Well done Alessandro & super proud of you

  • @GarlandCoulson
    @GarlandCoulson Před měsícem

    Lovely to have so many chats created by the community for inspiration

  • @roy4286
    @roy4286 Před 2 měsíci

    My daughter works for a non profit . I am going to let her know about this. Thanks for sharing.

  • @chriscownden
    @chriscownden Před 2 měsíci

    Thank you for featuring my Chipp. I'm excited to play around with other Chipp's to improve my workflow. 🔥

  • @JuunnaaiiddKkhhaann
    @JuunnaaiiddKkhhaann Před 2 měsíci

    I just make a few presentations on it but know it's not working . Can you please guide me?

  • @JuunnaaiiddKkhhaann
    @JuunnaaiiddKkhhaann Před 2 měsíci

    How to use gamma for free

  • @BasilFarano
    @BasilFarano Před 2 měsíci

    Im not clear, does this work for a GPT that has been built on ChatGPT or only an AI Assistant? Ive built a number of GPTs and would like to transfer those to Chipp. Can I do that?

  • @virtualteacher5718
    @virtualteacher5718 Před 3 měsíci

    Great program, super responsive development team. Love it.

  • @tutorialmasterbrasil
    @tutorialmasterbrasil Před 3 měsíci

    Amazing and simple as suppose to be, thanks Scott and the whole Chipp team for that amazing feature, soon I will migrate some great GPTs to Chipp...

  • @kobiekubix
    @kobiekubix Před 3 měsíci

    Amazing work, Scott. Thanks for this quick tutorial🎉.

  • @estrellalesmes1772
    @estrellalesmes1772 Před 3 měsíci

    En español

  • @davingilsdorf213
    @davingilsdorf213 Před 3 měsíci

    Solution, don't

  • @hiitsmo
    @hiitsmo Před 3 měsíci

    This is great! Time to get a waterproof case.

  • @ryanvanvugt
    @ryanvanvugt Před 4 měsíci

    Is it possible to get the link to the guide to step prompting?

  • @jongrossman2276
    @jongrossman2276 Před 4 měsíci

    You guys are onto something. I like the business model

  • @janeeyre9385
    @janeeyre9385 Před 4 měsíci

    Thank you 😊

  • @eperson02
    @eperson02 Před 5 měsíci

    South Dakota nonprofits have the best environment in the country. They let their nonprofits sell raffle tickets online and without geographic restrictions.

  • @FabulousBots
    @FabulousBots Před 5 měsíci

    Hey Chipp Team! What a great idea! An IA chatbots builder told me about you :) But what about the tutorials on your new website?

  • @TheKMc2011
    @TheKMc2011 Před 5 měsíci

    Thanks for the video. Can you release an update on how to use this tool as a team?

    • @chippai
      @chippai Před 5 měsíci

      Yes I will. thanks!

  • @mr.hackathon
    @mr.hackathon Před 5 měsíci

    Thanks for the opportunity 🔥

  • @nickygood3342
    @nickygood3342 Před 5 měsíci

    This is incredible :) Thank you. Gonna check you guys out now.

    • @chippai
      @chippai Před 5 měsíci

      Let us know your questions!

  • @stenburgenruwa7071
    @stenburgenruwa7071 Před 6 měsíci

    Unfortunately, this lesson did not go well for me! I did not achieve the instructions that were given to me. Does it mean that I must have a paid version of Zapier for me to do this lesson?

    • @chippai
      @chippai Před 5 měsíci

      You can do a set number of zaps for free. Where were you stuck?

  • @jimcrow2000
    @jimcrow2000 Před 6 měsíci

    missing steps on the tutorial, not good to follow at all! wasting time trying to figure out things on our own. next time you wanna make a tutorial, make sure your actually show everything. specifically, when we have to ask zapier to "create a blog article based on this transcript --- > step 2, how do we add the step 2 to the flow? it's just annoying to go so far and be blocked because you are unable to explain fully. piece of advice, and i m really trying to contain my annoyance here, make sure you include all the steps in your tutorial or do not do them. thanks

    • @lazarjovanovic8893
      @lazarjovanovic8893 Před 6 měsíci

      Agreed, they need to assume this is watched by a complete beginner, someone who doesn't know anything about any of the apps mentioned.

    • @chippai
      @chippai Před 5 měsíci

      Just click the plus sign! Will note for future vids!

  • @lukeroylance1957
    @lukeroylance1957 Před 6 měsíci

    Poe makes you have a paid subscription to use gpt4. Also your tip about using bing and it working where gpt4 wouldn't also didn't work.

    • @chippai
      @chippai Před 5 měsíci

      They cracked down on that :( Merlin still offers access to gpt4

  • @PaxBeach
    @PaxBeach Před 6 měsíci

    Thank you especially for subtitles

  • @spars2425
    @spars2425 Před 6 měsíci

    Oh man.. I thought you are teaching how to leverage AI for doing research via RSS lol. Cheers

  • @pedropagliaifuentes4683
    @pedropagliaifuentes4683 Před 7 měsíci

    🎯 Key Takeaways for quick navigation: 00:00 🤖 *Inteligencia artificial en los registros educativos* - La IA puede ayudar a identificar habilidades en los registros de aprendizaje y empleo - Puede automatizar la verificación de experiencias y habilidades - Permite a las personas contar su historia y mostrar lo que saben 06:28 💡 *La IA como búsqueda personal* - La IA es como "googlearte a ti mismo" para encontrar tu propia historia - Recupera cosas que has hecho que no están necesariamente en internet - Crea un registro personal a partir de una narrativa digital 12:03 🏫 *Mejorando la experiencia educativa * - Permite a los profesores ver qué objetivos de aprendizaje dominan los estudiantes - Se pueden dirigir los esfuerzos a las áreas donde los estudiantes tienen más problemas - Los registros de aprendizaje son transferibles entre sistemas educativos 18:13 🌐 *La interoperabilidad es clave* - Se necesitan formatos de datos universales para compartir registros - Los individuos deben poder almacenar y compartir sus datos en sus propios términos - La tecnología blockchain puede ayudar a manejar el consentimiento y la privacidad 21:34 🤝 *Colaboración con empleadores* - Las cámaras de comercio representan a miles de empleadores - Quieren identificar habilidades para llenar vacantes, no solo títulos - Buscan reducir sesgos en los procesos de contratación 26:38 ⏳ *Mirando al futuro* - Las personas tendrán más opciones para manejar sus propios datos - Elegirán soluciones personalizadas según sus necesidades - La tecnología debe centrarse en apoyar a las personas Made with HARPA AI

  • @shade90
    @shade90 Před 7 měsíci

    Where can i find the links?

  • @user-il2lg5lo6e
    @user-il2lg5lo6e Před 7 měsíci

    add the websites in the descriptiom, id like to check em out

  • @femiOkaseun
    @femiOkaseun Před 7 měsíci

    Is the hackathon still on?

  • @joeebling8342
    @joeebling8342 Před 8 měsíci

    😥 "Promo SM"

  • @BTCLORD-dj9vk
    @BTCLORD-dj9vk Před 8 měsíci

    Is there a way this can be integrated with WhatsApp, Messenger, instagram Dms?

  • @BTCLORD-dj9vk
    @BTCLORD-dj9vk Před 8 měsíci

    The payments page seem to be loading for eternity

  • @BTCLORD-dj9vk
    @BTCLORD-dj9vk Před 8 měsíci

    Is there some way to hide the credit balance from the chat interface? I’m looking to integrate this into websites for my customers and they wouldn’t want their visitors see credit left as that would be kinda weird and confusing

    • @chippai
      @chippai Před 5 měsíci

      Yes! Check out the new features including white label embeds!

  • @RiteshSonavane
    @RiteshSonavane Před 8 měsíci

    Looking forward to it! Already wanted to build something!

  • @DailyProg
    @DailyProg Před 8 měsíci

    This does not any fractional sense

  • @Datazcience
    @Datazcience Před 9 měsíci

    Thank you! This is super awesome way to monetize a prompt and provide value to users.

    • @chippai
      @chippai Před 8 měsíci

      Glad it was helpful!

  • @DailyProg
    @DailyProg Před 9 měsíci

    I am already a paid customer and love this product

  • @brandonharding216
    @brandonharding216 Před 9 měsíci

    Great demo! Loved the zoom-ins to focus in on what you were talking about

    • @chippai
      @chippai Před 8 měsíci

      Glad you liked it!

  • @jayzzgaming-meanfamily3289
    @jayzzgaming-meanfamily3289 Před 9 měsíci

    Congratulations

  • @sirvladislav
    @sirvladislav Před 9 měsíci

    What is the problem of current pay-as-you-go solutions? What exactly do you want to build? For example, I'm using GPT API, and I know exactly how much input and output tokens are spent on my operations. I can easily convert it to $ and know how much it costs me and how my users spend. Point me the problem.

    • @chippai
      @chippai Před 9 měsíci

      Great work! In addition to providing analytics we set up the credit system, deducting tokens when users use tool and sending to sales page when out of credits. The combo of having the checkout plus analytics offer unique insights as well that help increase conversion. You can see how to save money (changing LLM used, prompts etc) as well as packages that are most popular