Insurance and Claims
Capture benefit checks, build claim packets, and review AI-drafted narratives.
Summarize a benefit check
Turn payer notes and uploaded info into a plain-language summary with a missing-info checklist.
Read guideDraft a claim packet narrative
Generate a submission narrative based on the saved checklist and attached items.
Read guideGenerate a follow-up recommendation
Get a suggested timing and message draft for an open follow-up, with escalation when needed.
Read guideCreate a treatment explainer for a patient
Generate plain-language context about a treatment plan that staff reviews before sharing.
Read guideCreate an insurance check
Open a benefit check record so the coordinator can capture payer details and notes.
Read guidePrepare a claim packet checklist
Use the required-items checklist so nothing is missing when the packet leaves your desk.
Read guideReview AI-generated claim narratives
How to read, edit, or reject the narrative an AI drafts from your packet.
Read guide
Related categories
Getting started
Set up your practice workspace, invite teammates, and find your way around ChairNav.
Daily Brief
Use the morning brief to scan the day, see real risks, and act before 9 a.m.
Schedule and No-Show Guard
Protect chair time with the schedule view, confirmation status, and no-show risk reasoning.
Recall Engine
Track recall opportunities, prioritize who to reach today, and prepare safe outreach.
Still need help?
Tell us the practice name and what you were trying to do — we'll help.