By the end of this guide, you'll have Claude Pro set up as a persistent RCM operations assistant that knows your payer mix, common denial patterns, SOP library, and billing team structure — so every conversation with it starts from shared context. Instead of hunting through email threads and binder folders, you ask Claude and get answers drawn from your own operational knowledge base.

• Claude Pro account at claude.ai ($20/month)
• Your key payer policies or coverage criteria documents (PDF or text)
• Your most common denial types documented
• Existing SOPs or billing procedure documents you want to upload
• Time needed: 45-60 minutes initial setup; ongoing additions take 5 minutes each
• Cost: $20/month Claude Pro