The objective
Centralize claims tracking, organize documentation, and reduce repetitive administrative work.
Business Operations / Client Work
Medical Claims Tracking & Workflow
Medical claims documentation and AI-assisted process support during a July–August 2026 project-based contract.
Microsoft Excel · Google Sheets · Claude Code · ChatGPT
My responsibilities
Reviewed and summarized complex medical records for insurance claims processing. Prepared and submitted medical documentation and claims, and followed up on claim progress. Developed a centralized Excel claims management system tracking case status, submission dates, documentation, and critical deadlines. Used Claude Code for AI-assisted claim-form population and ChatGPT for structured medical-record synthesis. Handled sensitive healthcare information and personal identifiers under data privacy and confidentiality requirements. Created SOPs for claims processing, workflow management, and handovers.
The process
Review and summarize records, prepare and follow up on documentation, track case status and deadlines, use AI-assisted form population, and document SOPs with human review.
Deliverables
Centralized Excel claims management system, claims-processing SOPs, structured summaries, and AI-assisted form-population support.
Outcomes & context
Supported consistent claims documentation, clearer case tracking, and organized handovers during a project-based contract in July–August 2026. AI-assisted outputs were reviewed as part of the workflow.
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