Patient & Account Management

Finding Patients

• "Find patient John Smith born 03/15/1985"

• "Search for patient with phone number (555) 123-4567"

• "Look up patient ID [ID]"

• "Find patient Maria Garcia with DOB 07/22/1990"

• "Search for patient by last name Johnson"

• "Locate patient with member ID ABC123456"

• "Find patient Robert Chen born in 1975"

• "Search for patient with phone ending in 4567"

• "Look up patient Sarah Williams ID [ID]"

• "Find patient with preferred name Mike instead of Michael"

Patient Demographics & Insurance

• "Show me patient [ID]'s demographics and insurance information"

• "Get all insurance details for patient John Smith"

• "What insurance does patient Maria Garcia have on file?"

• "Show me the complete profile for patient ID [ID]"

• "Display demographics and coverage for patient Chen"

• "Get patient Williams' address and insurance information"

• "Show me all details for patient Anderson including insurances"

• "What's the primary insurance for patient Johnson?"

• "Display patient [ID]'s contact information and coverage"

• "Get complete patient information for Garcia including all insurances"

• "Show me patient Smith's demographics and active insurance policies"

• "What insurance information do we have for patient ID [ID]?"

Account Analysis & Balance Breakdown

• "Show me the complete balance breakdown for patient John Smith"

• "Why does patient Maria Garcia have a balance?"

• "Analyze all charges and payments for patient Robert Chen from January to March 2024"

• "What credits does patient Sarah Williams have available?"

• "Show me the payment history for patient ID [ID]"

• "Break down the outstanding balance for patient Johnson"

• "Explain the charges on patient Garcia's account from last month"

• "What's the total amount owed by patient Smith across all dates of service?"

• "Show me all unpaid charges for patient Chen from 2024"

• "Analyze the credit balance for patient Williams - why do they have a credit?"

• "Review all transactions for patient ID [ID] in the last 6 months"

• "What's causing the high balance alert for patient Anderson?"

• "Show me the detailed breakdown of patient [ID]'s charges from 01/01/2024 to 03/31/2024"

• "Analyze patient Garcia's credits history and current available credits"

Patient Account Actions

• "Write off $150 balance for patient John Smith - reason: financial hardship"

• "Refund $75 cash payment for patient Maria Garcia - duplicate payment"

• "Update insurance information for patient Robert Chen - new policy number ABC123"

• "Write off $200 for patient ID [ID] due to billing error"

• "Process refund of $50 credit card payment for patient Williams - overpayment"

• "Update patient Garcia's secondary insurance to Aetna"

• "Write off copay balance of $25 for patient Smith - sliding fee patient"

• "Refund $100 check payment for patient Chen - services not rendered"

• "Add new primary insurance for patient ID [ID] - Blue Cross policy XYZ789"

• "Write off deductible amount of $300 for patient Johnson - charity care"

• "Process partial refund of $40 for patient Anderson - insurance adjustment"

• "Update group number for patient Williams' insurance to GRP456"

• "Create new insurance for patient [ID] with Cigna policy number POL123"

• "Show me sliding fee history for patient Smith"

Claims & Encounter Management

Finding Encounters

• "Show me all encounters for patient John Smith in 2024"

• "Find encounters from 09/01/2024 to 09/30/2024 for Dr. Johnson"

• "List all denied encounters for patient Maria Garcia"

• "Show encounters for patient ID [ID] from last month"

• "Find all encounters with Dr. Chen as rendering provider this week"

• "List encounters for patient Williams between 06/01/2024 and 08/31/2024"

• "Show me all pending encounters for patient Anderson"

• "Find encounters with billing errors from October 2024"

• "List all completed encounters for Dr. Smith from yesterday"

• "Show encounters for patient Garcia with secondary insurance claims"

• "Find all encounters awaiting primary insurance response"

• "List encounters for patient ID [ID] with outstanding balances"

• "Show me encounters for provider ID [ID] from last week"

• "Find all encounters with billing status issues"

Encounter Details & Analysis

• "Get full details for encounter ID [ID] including billing summary"

• "Show me the timeline for patient Smith's visit on 08/15/2024"

• "What's the current status of encounter [ID]?"

• "Explain the denial reason for encounter [ID]"

• "Show billing summary for encounter ID [ID]"

• "What procedures were billed on encounter [ID]?"

• "Review the claim history for encounter [ID]"

• "Show me all diagnosis codes for encounter [ID]"

• "What insurance was billed for encounter [ID]?"

• "Explain the submission error on encounter [ID]"

• "Show me the provider and facility for encounter [ID]"

• "What's the total charge amount for encounter [ID]?"

• "Review the payment posting for encounter [ID]"

• "Get the date of service timeline for patient [ID] on 2024-08-15"

• "Show me claim details for claim ID [ID] with billing breakdown"

EOB Processing

• "I want to create an EOB from this attached file"

• "Process EOB posting from the uploaded remittance file"

• "Create EOB from the insurance payment document I attached"

• "Upload and process this EOB file for payment posting"

• "I have an EOB file to process - can you handle it?"

• "Create EOB posting from the attached insurance remittance"

• "Process the EOB document I just uploaded"

• "Handle EOB creation from this insurance payment file"

• "I need to process an EOB from the attached document"

• "Create EOB posting from this remittance advice file"

Appointment Operations

Searching Appointments

• "Show me all appointments for Sarah Wilson today"

• "Find appointments for patient John Smith in October 2024"

• "List all cancelled appointments this week"

• "Show me no-show appointments from last month"

• "Find appointments for Dr. Johnson on 10/31/2024"

• "List all completed appointments for patient Garcia yesterday"

• "Show scheduled appointments for patient ID [ID] next week"

• "Find all appointments at Main Street facility today"

• "List appointments for patient Chen between 09/01 and 09/30"

• "Show me all confirmed appointments for tomorrow"

• "Find physical therapy appointments for patient Williams"

• "List all appointments with Dr. Anderson this month"

• "Show me checked-in appointments for today"

• "Find appointments for patient Smith from 2024-10-01 to 2024-10-31"

Appointment Analysis & Charges

• "What are the suggested charges for appointment ID [ID]?"

• "Show me copay and coinsurance amounts for appointment [ID]"

• "Analyze collections for all appointments on 10/15/2024"

• "What's the deductible amount for appointment [ID]?"

• "Show suggested charges for patient Smith's appointment today"

• "Review copay collection for appointment ID [ID]"

• "What insurance benefits apply to appointment [ID]?"

• "Show me the sliding fee discount for appointment [ID]"

• "Analyze pre-visit charges for appointment [ID]"

• "What's the patient responsibility for appointment [ID]?"

• "Review coinsurance calculation for appointment [ID]"

• "Show me all charge suggestions for appointment [ID]"

• "What payment is due at time of service for appointment [ID]?"

• "Get suggestions and collections for appointments [ID], [ID], [ID]"

• "Show me detailed charge breakdown with rules for appointment [ID]"

Appointment Types & Facilities

• "What appointment types are available at this site?"

• "Show me all facilities for this location"

• "Find facility information for Downtown location"

• "List all available appointment types for scheduling"

• "What facilities can I schedule appointments at?"

• "Show me facility details for Main Street location"

• "What are the different appointment types we offer?"

• "Find facility ID for the Westside clinic"

• "List all active facilities for patient scheduling"

• "What appointment types should I use for physical therapy?"

Provider Management

Finding Providers

• "Find provider Dr. Sarah Johnson"

• "Look up provider with NPI 1234567890"

• "Search for provider Michael Chen MD"

• "Find provider Dr. Maria Rodriguez"

• "Look up provider John Smith with NPI [NPI]"

• "Search for provider Dr. Jennifer Williams"

• "Find provider Robert Anderson MD"

• "Look up provider with name David Lee"

• "Search for provider Dr. Lisa Brown"

• "Find provider with NPI 9876543210"

Financial Operations & Reporting

Payment Transaction Analysis

• "Show me payment transactions for patient [ID] and responsibility requests [ID], [ID]"

• "Get detailed payment breakdown for patient Smith's recent charges"

• "List all transactions for patient [ID] responsibility requests"

• "Show me refund history for patient Garcia"

• "Review payment transactions for patient [ID] from last month"

• "Get transaction details for patient Chen's account"

• "Show me all payments and adjustments for patient [ID]"

• "List payment transactions for responsibility requests [ID], [ID], [ID]"

• "Review transaction history for patient Williams"

• "Show me payment methods used for patient [ID]"

Financial Adjustments & Refunds

• "Refund payment ledger [ID] for $100 via credit card - duplicate payment"

• "Process cash refund for ledger [ID] amount $50 - overpayment"

• "Refund check payment ledger [ID] for $75 - services cancelled"

• "Process Smart Pay refund for ledger [ID] - billing error"

• "Refund ACH payment ledger [ID] for $200 - insurance covered"

• "Write off patient [ID] balance for requests [ID], [ID] - financial hardship"

• "Process refund including fees for ledger [ID]"

• "Write off $150 for patient [ID] - charity care adjustment"

• "Refund partial amount $25 from ledger [ID]"

• "Write off copay balance for patient [ID] - sliding fee discount"

Communication & Workflow Management

Patient Statements & Messages

• "Show me patient statements config for email on 2024-10-31"

• "Get patient statements sent on 2024-10-30"

• "Show me text message statements config for today"

• "Review patient statements sent yesterday"

• "Get pre-visit text messages sent on 2024-10-31"

• "Show me workflow config for workflow [ID] on 2024-10-31"

• "Review text message delivery status for 2024-10-30"

• "Get patient statement delivery report for last week"

• "Show me pre-visit message workflow [ID] configuration"

• "Review statement sending history for October 2024"

Navigation & System Actions

Page Navigation

• "Take me to encounter [ID] details"

• "Navigate to import error [ID]"

• "Show me reports for revenue analysis this month"

• "Go to encounter [ID] billing summary"

• "Navigate to patient [ID] account details"

• "Take me to claim [ID] details"

• "Show me reports for appointment scheduling patterns"

• "Go to encounter [ID] for billing review"

• "Navigate to error [ID] for resolution"

• "Take me to reports for payment analysis"

Support & Troubleshooting

Problem Investigation

• "Patient John Smith says they were double-charged - investigate their account"

• "Claim for encounter [ID] was denied - show me the details"

• "Why does patient Maria Garcia have a credit balance?"

• "Patient Chen received a bill but says insurance should have paid - investigate"

• "Encounter [ID] shows an error - what went wrong?"

• "Patient Williams was charged twice for the same visit - review account"

• "Why is encounter [ID] still showing as pending after 30 days?"

• "Patient Anderson's insurance claim was rejected - explain why"

• "Investigate duplicate payments on patient Johnson's account"

• "Why does patient Garcia show a negative balance?"

• "Review billing discrepancy for patient Smith's October visits"

• "Patient Chen says they already paid but still received a bill - investigate"

Support Ticket Creation

• "Create a support ticket for claim submission error on encounter [ID]"

• "I need help with a complex insurance coordination issue for patient Garcia"

• "Submit support ticket for system error when processing payments"

• "Create ticket for encounter [ID] that won't submit to insurance"

• "Need technical support for bulk claim submission failure"

• "Create support ticket for patient portal payment processing issue"

• "Submit ticket for insurance eligibility verification problems"

• "Need help with ERA posting errors for multiple encounters"

• "Create support ticket for sliding fee calculation discrepancies"

• "Submit ticket for appointment scheduling system integration issue"

• "Need assistance with custom report generation problems"

• "Create support ticket for patient statement delivery failures"

• "Get available support ticket forms for my request"

• "Show me fields for support ticket form [ID]"

Guidance & Documentation

• "Explain what CARC code 97 means for encounter [ID]"

• "What steps should I take to resolve this denial?"

• "How do I handle a patient disputing their balance?"

• "What's the process for correcting a claim submission error?"

• "Explain the difference between encounter status and claim status"

• "How do I know when to submit to secondary vs tertiary insurance?"

• "What does 'pending recon' mean for an encounter?"

• "How should I handle a patient requesting a payment plan?"

• "What's the proper way to process an insurance overpayment?"

• "Explain when to use different procedure modifiers"

• "How do I handle coordination of benefits issues?"

• "What's the best practice for following up on unpaid claims?"

• "How do I set up sliding fee schedules for patients?"

• "What's the difference between copay and coinsurance?"