1
of 5— Log into ChatGPT
What you'll accomplish
By the end of this guide, you'll have a repeatable ChatGPT workflow for the three most time-consuming insurance documentation tasks: claim narratives, prior authorization letters, and appeal letters. Each will take under 5 minutes to produce instead of 20–45 minutes.
What you'll need
- A free or paid ChatGPT account at chat.openai.com
- A list of your most common procedure codes (CDT codes)
- Time needed: 30 minutes to set up; 2-5 minutes per use
- Cost: Free (ChatGPT free tier is sufficient)
How-To Guide: Build a ChatGPT Workflow for Insurance Documentation
Step 1: Log into ChatGPT
Go to chat.openai.com → sign in or create a free account. You'll land on the main chat interface.