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Appeals for counseling and therapy practices, built from your chart.

Appeals turn on the diagnosis, impairment, a treatment plan with measurable goals and notes that show each session's purpose and progress. Matches payer rules to the intake assessment, treatment plan and session notes, for licensed clinical social workers, professional counselors and marriage and family therapists.

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A counselor taking notes during a session with a client seated with their back to the camera

What the reviewer looks for.

These are the points a counseling and mental health therapy appeal has to prove. ClaimDoc checks each one against your record and names the page that proves it, or the document that is missing.

  1. Intake assessment and diagnosis

    An assessment documents the presenting problem, history and diagnosis.

  2. Functional impairment

    The record documents the impairment in daily functioning that treatment addresses.

  3. Treatment plan with measurable goals

    A treatment plan states measurable goals, the approach and the frequency and expected duration of care, and is reviewed over time.

  4. Session notes for the denied dates

    Notes for each denied date record the service, the time where it matters, the interventions and the client's response.

  5. Symptom measures over timewhen it applies

    Standardized scores recorded at intervals show the course of illness and response to treatment.

The records it asks for.

ClaimDoc asks only for what this denial needs, marks what you've uploaded, and says in a line why each one matters.

  • Intake or biopsychosocial assessmentneededEstablishes the diagnosis and the impairment treatment addresses.
  • Treatment plan and its reviewsneededShows measurable goals and why the frequency is needed.
  • Session notes for the denied datesneededShow the service, its time and the client's response.
  • Symptom scores (PHQ-9, GAD-7, PCL-5)Scores over time show severity and progress.

Denials it handles.

Plain words first. For each, what usually decides the appeal.

  • “Not medically necessary”

    Diagnosis, impairment, measurable goals and documented progress.

  • “Visit limit reached”

    Parity requirements and the plan's exception path.

  • “Provider type not covered”

    The plan's credentialing rules for the clinician's license.

The rules ClaimDoc holds for counseling and mental health therapy.

Medicare coverage on file

8 local and national coverage documents from CMS, across 4 Medicare contractors. When a Medicare denial rests on one, the letter names the one for your contractor and asks which provisions applied.

Payers, by how much is known

  • Cigna HealthcareTested end to end
  • Original Medicare (Part A outpatient and Part B)Policy text indexed
  • AetnaPolicy sources on file
  • Aetna Medicare AdvantagePolicy sources on file
  • Alignment HealthcarePolicy sources on file
  • Cigna Medicare AdvantagePolicy sources on file
  • Clover HealthPolicy sources on file
  • Devoted HealthPolicy sources on file
  • HumanaPolicy sources on file
  • Optum Behavioral HealthPolicy sources on file
  • SCAN Health PlanPolicy sources on file

Search every payer

Tested, not promised.

Each of these ran from upload to a finished, verified packet on synthetic records, and every factual sentence traced to a page of the record or a stored policy.

  • Cigna HealthcarePsychotherapy appealed on Cigna's form, with progress shown by symptom scores; 19 of 19 sentences sourced2026-11-12

Fictional patients and clinics. A passing run shows the system behaved correctly on that kind of case, not that a payer will overturn a denial.

Send back proof.

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