Implementation Guide
Getting Started with Claims AI
From a scoped claims workflow to validated claim batches in production in four weeks. This guide walks you through the Forward Deployed Engineer engagement step by step.
The 4-Week Engagement
Try the demo in minutes. Production in 4 weeks with your Forward Deployed Engineer, who scopes, builds, and operates the agent with your team.
Scope (week 1)
Book a build with LynkAI. Your Forward Deployed Engineer scopes one claims workflow with you: claims volume, compliance jurisdiction, payer and clearinghouse integrations, and reviewer roles (administrators, claims reviewers, read-only auditors). Billing, coding, and compliance team members are identified so everyone has access from the start. The output is a written scope with go-live criteria.
Build an agent →Build and shadow mode (weeks 2 to 4)
Your FDE connects Claims AI to your claims management system, EHR, or practice management software through secure API connections, or sets up batch intake in CSV, EDI 837, and structured spreadsheet formats. Validation against current ICD-10, CPT, and HCPCS code sets is configured, then payer-specific rules (documentation requirements, timely filing windows, modifier policies, medical necessity criteria) and organization-level rules such as supervisory sign-off above a dollar threshold are layered on top. Connections are encrypted end-to-end and raw claim data is retained only for the processing window you configure. The agent then runs in shadow mode on live claim batches alongside your team without changing what you submit: each claim receives a status of clean, warning, or error, with the specific rule violated, the field or code in question, and a recommended correction. Your reviewers accept or override, every override with its justification becomes part of the audit trail, and your FDE tunes the rule set until the flags match what your coders would catch.
Explore Claims AI capabilities →Operate (ongoing)
Clean claims proceed to submission through your normal filing channel; flagged claims are routed to the right team member for review. Every action is logged with timestamps and user attribution for compliance traceability. Your FDE keeps operating the agent, updating code sets and payer rules, handling new claim patterns, and shipping improvements under the monthly management fee. Cancel any time with 30 days notice.
Security and compliance details →Related Resources
Claims AI Overview
Full capabilities of the Claims AI agent.
Document AI
Intelligent document processing and extraction.
Security
ISO 27001, encryption, and audit trails.
Build an agent
Scope and deploy your custom claims agent in 4 weeks.
EmailAI
Autonomous email agent for your inbox.
Contact Us
Talk to the team about your requirements.
Frequently Asked Questions
What claims management systems does Claims AI integrate with?
Claims AI integrates with major EHR and practice management systems via secure API connections. Supported platforms include Epic, Cerner, athenahealth, eClinicalWorks, and other systems with standard API interfaces. For organizations using legacy systems or custom platforms, Claims AI also supports batch file upload in EDI 837, CSV, and structured spreadsheet formats. The integration team can assist with custom data mapping for non-standard systems.
How does Claims AI handle compliance validation?
Claims AI validates every claim against current ICD-10, CPT, and HCPCS code sets in real time. It checks code validity, pairing logic, modifier requirements, and medical necessity criteria. On top of code-level validation, the agent enforces payer-specific rules including documentation requirements, timely filing windows, and authorization policies. Rules are updated regularly, and you can layer organization-specific policies on top of the standard rule sets.
How is protected health information handled?
Protected health information is encrypted at rest using AES-256 and in transit using TLS 1.3. Access is role-based with granular permissions, and every action on every claim is logged in an audit trail. Data retention policies are configurable to meet your organizational and regulatory requirements. JediTeck operates under ISO 27001 and ISO 9001, and Data Processing Agreements are available on request.
Ready to Reduce Claim Denials?
Try the demo in minutes. Production in 4 weeks with your Forward Deployed Engineer, who will configure compliance rules for your specific payers.