PlexoMindAppeal automation
Insurance appeal automation demo

Turn claim data into professional appeal packages.

Import an Excel workbook, choose the right appeal type, review every patient row, and generate consistent Word and PDF letters in one downloadable package.

Complete sample ExcelMissing-data ExcelAlternate demo Excel

Demo data is synthetic. No patient information is uploaded to a server.

Current workspaceReady
12Patient rows
8Ready to appeal
$184,310Total billed
Excel loaded Template selected ZIP ready on demand
01

Source data

Review the complete Excel workbook

Every imported column is displayed below in the same left-to-right order as the sample workbook.

PlexoMind sample workbook12 sample patient rows are ready.
12 of 12 selected
Patient NameDOBDOSClaim NumberMember IDPayerPayer AddressDenial DateDenial ReasonDiagnosis CodeProcedure CodeAuthorization NumberBilled AmountProvider NameProvider NPIProvider AddressAppeal DeadlineStatusAppeal
Amelia HartFeb 14, 1984May 8, 2026DEMO-CLM-1001DEMO-MBR-41082Northstar Health Plan1200 Meridian Ave, Denver, CO 80202Jun 15, 2026Medical necessity documentation was not included with the original claim.M17.1127447AUTH-NS-88421$48,750.00Summit Orthopedic Center1932457810455 Ridge Parkway, Denver, CO 80206Aug 4, 2026ReadyView
Marcus LeeSep 3, 1972May 19, 2026DEMO-CLM-1002DEMO-MBR-50719HarborCare Insurance850 Elliott Bay Way, Seattle, WA 98101Jun 22, 2026Prior authorization number was not matched to the submitted claim.M54.1664483AUTH-HC-57119$6,350.00Riverside Spine & Pain1457692038202 Riverfront Plaza, Seattle, WA 98104Aug 8, 2026ReadyView
Sofia RamirezNov 27, 1991Jun 2, 2026DEMO-CLM-1003DEMO-MBR-63824Meridian Benefit Group310 Congress Avenue, Austin, TX 78701Jun 28, 2026The service was denied as investigational despite the submitted clinical record.G43.70964615AUTH-MB-22984$2,980.00Clearview Neurology1760825149742 Medical Arts Drive, Austin, TX 78705Aug 12, 2026Needs reviewView
Ethan BrooksApr 18, 1965Jun 11, 2026DEMO-CLM-1004DEMO-MBR-77213Evergreen Health Network990 Forest Park Blvd, Portland, OR 97205Jul 1, 2026The claim was denied for a coding mismatch between the authorization and claim.I25.11893458AUTH-EH-44108$14,200.00Metro Cardiology Associates128594367188 Heartland Circle, Portland, OR 97210Aug 18, 2026ReadyView
Priya ShahJul 22, 1988Jun 23, 2026DEMO-CLM-1005DEMO-MBR-89456Northstar Health Plan1200 Meridian Ave, Denver, CO 80202Jul 6, 2026Additional clinical notes are required to establish medical necessity.K50.9045380AUTH-NS-90412$4,125.00Lakeside Gastroenterology1023475896640 Lakeview Drive, Denver, CO 80209Aug 22, 2026ReadyView
Olivia ChenJan 30, 1979Jun 30, 2026DEMO-CLM-1006DEMO-MBR-91204HarborCare Insurance850 Elliott Bay Way, Seattle, WA 98101Jul 9, 2026The billed code was not supported by the diagnosis submitted on the claim.E11.6595251AUTH-HC-60142$1,825.00Northwest Endocrine Clinic1679042158315 Pine Street, Seattle, WA 98101Aug 27, 2026ReadyView
Noah WilliamsDec 12, 1958Jul 3, 2026DEMO-CLM-1007DEMO-MBR-32017Evergreen Health Network990 Forest Park Blvd, Portland, OR 97205Jul 12, 2026Prior authorization was not located for the inpatient surgical service.M16.1227130AUTH-EH-51273$42,300.00Cascade Joint Institute1104386725500 Hawthorne Avenue, Portland, OR 97214Sep 1, 2026ReadyView
Grace KimMay 16, 2002Jul 5, 2026DEMO-CLM-1008DEMO-MBR-44890Meridian Benefit Group310 Congress Avenue, Austin, TX 78701Jul 14, 2026The biologic therapy was classified as investigational for the diagnosis.L40.50J1745AUTH-MB-31705$9,750.00Hill Country Rheumatology18472039612210 Westlake Boulevard, Austin, TX 78746Sep 3, 2026Needs reviewView
Liam PatelAug 9, 1986Jul 8, 2026DEMO-CLM-1009DEMO-MBR-56331Northstar Health Plan1200 Meridian Ave, Denver, CO 80202Jul 17, 2026The claim was identified as a duplicate although the corrected coding is distinct.N20.052356AUTH-NS-93376$18,640.00Front Range Urology13967285401090 Cherry Creek Road, Denver, CO 80220Sep 7, 2026HoldView
Ava ThompsonMar 24, 1949Jul 11, 2026DEMO-CLM-1010DEMO-MBR-68142HarborCare Insurance850 Elliott Bay Way, Seattle, WA 98101Jul 20, 2026The record did not demonstrate the medical necessity of the respiratory treatment.J44.194640AUTH-HC-67211$1,640.00Puget Sound Pulmonary1568932470780 Madison Street, Seattle, WA 98104Sep 10, 2026ReadyView
Daniel GarciaOct 4, 1994Jul 14, 2026DEMO-CLM-1011DEMO-MBR-73520Evergreen Health Network990 Forest Park Blvd, Portland, OR 97205Jul 23, 2026The authorization record referenced a different procedure code.S83.512A29888AUTH-EH-58409$29,100.00Oregon Sports Medicine1709426138101 Stadium Way, Portland, OR 97209Sep 13, 2026ReadyView
Maya JohnsonJun 28, 1968Jul 16, 2026DEMO-CLM-1012DEMO-MBR-84673Meridian Benefit Group310 Congress Avenue, Austin, TX 78701Jul 25, 2026The genomic assay was classified as investigational under the current policy.C50.91281519AUTH-MB-39011$4,650.00Central Texas Oncology12159803471601 Medical Parkway, Austin, TX 78756Sep 15, 2026Needs reviewView
Scroll horizontally to inspect all 18 Excel columns.
02

Appeal strategy

Choose a professional letter template

Each option uses a traditional business-letter format without tables.

03

Generate output

Review first or download the full package

Word and PDF versions are included for every patient. Selected ZIP uses the checked rows above.

Review letters