Use AI to draft a clear talking points memo before advocating for a patient with insurance or utilization review.
When you need to advocate for a patient—whether it's pushing back on a prior authorization denial, requesting an exception to formulary rules, or speaking with a utilization review nurse—it helps to have your argument organized and evidence-backed. AI can help you quickly draft a structured list of talking points that summarizes the clinical rationale, alternative treatments you've tried, and why the requested intervention is medically necessary. This saves you time organizing your thoughts and ensures you don't miss key details during the conversation or appeal. Just describe the patient scenario in general terms (no real names or identifiers) and let AI structure your case. Always review the output and customize it to reflect your clinical judgment and the specific situation before using it.
Try this prompt today
“I need to speak with an insurance utilization reviewer to advocate for approval of a medication. The patient is a 58-year-old with poorly controlled type 2 diabetes despite trying metformin and a sulfonylurea. I want to start a GLP-1 agonist, but it was denied. Draft a concise list of talking points I can use on the phone call, including clinical rationale, prior therapies tried, and why this medication is medically necessary. Keep it professional and evidence-based.”
March 10, 2026
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