Centralize your appeal follow-up. Maximize your recovery rate.

Turn Appeal Chaos into a Controlled Process

You already have the winning appeal templates—now get the system to manage, track, and close them efficiently.

The Appeal Shield™ gives you the language and documentation you need to win appeals. The Tracker Module Upgrade adds the missing piece—a centralized, structured command center that ensures every appeal is tracked, prioritized, and followed through to resolution.


Why Winning Appeals Still Isn’t Enough

Even the strongest appeal letters can be wasted if follow-up is inconsistent. Most billing teams struggle with:

  • Appeals getting lost between team members
  • Missed follow-up dates leading to automatic denials
  • No easy way to see the status of every active appeal
  • Inconsistent documentation of payer conversations

Without a system, the recovery process is unpredictable—and revenue is left on the tab


A Clear, Simple System to Stay on Top of Every Appeal

We design and implement an appeal tracking tool tailored to your workflows, payer mix, and EHR/PM system. Whether in Excel, Google Sheets, or another platform, your custom tracker will include:

  • 📂 Sortable Fields: Claim ID, denial reason, appeal status, payer contact info, due dates, resolution outcomes
  • 🎯 Prioritization Tools: Color-coded alerts and formulas to flag aging appeals
  • 📊 Outcome Tracking: See win/loss rates and payer-specific trends
  • 🧠 Team Training: 1:1 session to master tracker use, reminders, and documentation best practices
  • 📜 Workflow Templates: Internal process steps for appeals handling
  • Payer Call Scripts: Ready-to-use language for consistent, effective communications

Why This Upgrade Works

  • No More Lost Appeals: One central place to store and track every case
  • Faster Recovery: Focus on appeals that need immediate action
  • Better Reporting: Get real-time insights into your appeals performance
  • Full Integration: Works seamlessly with your Appeal Shield™ templates for an end-to-end appeals solution

What You’ll Receive

  • Custom appeal tracker setup
  • Sample data import for demonstration
  • Quick-start guide for your team
  • 1:1 live training session
  • Optional appeal workflow and call script templates

Requirements


Pricing

💼 Tracker Module Add-On — $299 One-Time Setup


Upsell Opportunities (Post-Purchase Path)