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Home > Curriculum > Appeals, Refunds & Recoupment Requests

Appeals, Refunds & Recoupment Requests
Expert guidance for navigating Claim Denials and Appeals

Whether the issue is inadequate payment, denial or rejection, participants will return to the office well-equipped to handle the toughest denials.

5 Reasons to Attend

  1. Know what you should be getting paid and pay attention to your EOBs.
  2. "No" doesn't always mean "No" - you don't have to stop at the first level of appeal.
  3. Persistence and familiarity with federal and state laws will provide ammunition when appealing claims.
  4. Understand the claims rejection methodologies that third-party payers use to deny claims.
  5. Receive sample appeal letters and step-by-step instruction on the five levels of appeal.

Protect the practice's bottom line with specialized appeals training for your billing staff.

When correctly-submitted claims are inappropriately reduced, delayed or denied, it is imperative to appeal claims in a timely manner with as much supporting documentation as possible. It is just as important to properly write an appeal in order for your claim to be reconsidered and result in your favor.

This class will explain your rights and responsibilities when appealing claim denials. Receive tools and expert guidance on how to second-guess denials and recoup dollars rightfully due to the provider. The instructor will address questions head-on and provide new insight and tools to help billing staff successfully handle all your appeals, refunds and recoupment requests.

Class Highlights:

  • Understand the reasons claims are delayed/denied
  • Efficient methods for combating denials
  • Modifiers, bundling, downcoding, and other situations that cause a claim to be rejected
  • Appealing bundled or downcoded claims
  • Working within claim guidelines to avoid further delays
  • Write results-oriented appeal letters
  • Effectively respond to inappropriate recoupments
  • Handling payment inconsistencies
  • State and Federal Guidelines for refunds/recoupments
  • Guidance on Prompt-Pay laws
  • Troubleshooting repeat denials
  • Accessing legal guidance if needed

Who Should Attend

This class is ideal for billing and claims processors, physicians, consultants and anyone seeking solutions and for claim denials.


The content covered in this course assumes basic to intermediate knowledge of outpatient billing and carrier reimbursement.

What to Bring

A course manual will be supplied. No supplementary materials are required for this course. Bring questions and get guidance for handling some of your toughest claim denials.

Program Schedule

There are no classes scheduled for this topic at this time. PMI offers a number of distance learning options. Browse Audio Downloads, Live Webinars and the Online Training Center.

Not able to attend a live session?
Check out our self-paced version!

Online Training

Continuing Education Units (CEUs)

PMI CEU APPROVED Earn 3 PMI CEUs for attendance at this program. Practice Management Institute grants CEUs for its certified professionals based on total number of instructional hours (1 CEU per hour of classroom instruction). CEUs may be applied to annual recertification requirements, as directed in the certification renewal requirements for your credential(s).

If you are seeking CEU credits for other certifications or organizations, please contact your organization for pre-approval and credit guidelines. A certificate of attendance will be provided. HOME | Curriculum | Locate a Class | Online Training Center | Discussion Forum | Sitemap | Policies | Contact Us!
Practice Management Institute®
8242 Vicar Dr., San Antonio, TX 78218
tel: 1-800-259-5562 | fax: (210) 691-8972

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