> ## Documentation Index > Fetch the complete documentation index at: https://trainings.air.athelas.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Build an Appeal Packet (Beta) ### At a Glance When a payer denies a claim, you can build the appeal packet yourself from the [Claims Page](https://trainings.air.athelas.com/insights_biller/claim_details/claim_details_page.md) and send it without leaving Insights. A packet has three parts: a **cover letter**, the payer's **appeal form**, and your **supporting documents**. Athelas AI drafts the cover letter and fills in the payer form from the claim, so most of your time goes into checking them. > [!NOTE] > > **Beta:** The self-serve appeal packet is in beta. If you don't see **Appeal Packet** under **Send Documents**, ask your Athelas team to turn the feature on for your site. ### Before You Start * The claim needs a **denied** or **partially denied** submission. That submission is the one you appeal. * Have your supporting documents ready, such as chart notes or medical records. You can pick files already on the claim or upload new PDFs (up to 10 MB each). ### Build and Send the Packet Open the denied claim, click **Actions**, then **Send Documents**, and choose **Appeal Packet**. The **Send Appeal Packet** page opens. The flow has four steps, shown at the top right of the page (for example, **1 of 4: Materials**). ![The Actions menu on a claim, with Send Documents open and Appeal Packet in the submenu](https://mintcdn.com/training_air/V9zpknkPN5UyAxU8/images/insights_biller/claim_details/how_to_build_an_appeal_packet/how_to_build_an_appeal_packet_2.webp?fit=max\&auto=format\&n=V9zpknkPN5UyAxU8\&q=85\&s=63be1aa2034991a439b14c88b5dd873b) **1. Choose what goes in the packet** **Submission** shows the denied submission you are appealing. Under **Procedures to include**, check each procedure this packet is for. Under **Supporting documents**, select files already on the claim, or drag new ones in. Click **Continue To Cover Letter**. ![Step 1, Materials, with the denied submission, the denied procedure checked and supporting files selected](https://mintcdn.com/training_air/V9zpknkPN5UyAxU8/images/insights_biller/claim_details/how_to_build_an_appeal_packet/how_to_build_an_appeal_packet_3.webp?fit=max\&auto=format\&n=V9zpknkPN5UyAxU8\&q=85\&s=4eb09cd5dea9e63613b2babd811fe705) **2. Review your cover letter** Athelas AI writes the cover letter from the claim and your documents. This takes about 20 seconds. **Claim details** holds the values on the letter, such as the patient, member ID, date of service, billed amount and payer. Grey fields come from the claim, so edit the claim to change them. **Dispute reasoning** is the body of the letter. Edit it as much as you need, and the preview on the right updates as you type. Click **Continue To Payer Form**, or **Skip Cover Letter** if you don't need one. ![Step 2, Cover letter, with claim details and the dispute reasoning on the left and the letter preview on the right](https://mintcdn.com/training_air/V9zpknkPN5UyAxU8/images/insights_biller/claim_details/how_to_build_an_appeal_packet/how_to_build_an_appeal_packet_4.webp?fit=max\&auto=format\&n=V9zpknkPN5UyAxU8\&q=85\&s=c6901d5749080bcab182c86801109a31) **3. Check the payer form** Athelas AI fills in the payer's appeal form from the claim and your cover letter. Check each field under **Payer form** against the preview, and correct anything that's wrong. Grey fields come from the claim and are locked. Click **Continue To Review**, or **Skip Payer Form** if the payer doesn't need a form. ![Step 3, Payer form, with form fields on the left and the filled payer appeal form on the right](https://mintcdn.com/training_air/V9zpknkPN5UyAxU8/images/insights_biller/claim_details/how_to_build_an_appeal_packet/how_to_build_an_appeal_packet_5.webp?fit=max\&auto=format\&n=V9zpknkPN5UyAxU8\&q=85\&s=f3acb7b459aa154de48dcfdbfb4eb8ac) **4. Review and send** Under **Submission method**, choose how the packet goes out and enter where it goes. Under **Files in the packet**, drag files into the order the payer should read them. Files go out top to bottom. Use the **Packet** preview to page through the whole packet. When it looks right, click the send button at the top right, for example **Send By Mail**. ![Step 4, Review and send, with the submission method, the files in the packet and the Activity log on the left and the packet preview on the right](https://mintcdn.com/training_air/V9zpknkPN5UyAxU8/images/insights_biller/claim_details/how_to_build_an_appeal_packet/how_to_build_an_appeal_packet_6.webp?fit=max\&auto=format\&n=V9zpknkPN5UyAxU8\&q=85\&s=f363d9d1dd496755c0c20916647d8a1d) ### Choose How the Packet Is Sent | Option | What happens | | :- | :- | | **Mail** | Insights mails the packet to the address you enter. | | **Fax** | Insights faxes the packet to the number you enter. | | **Email** | Insights emails the packet to the address you enter. | | **Payer portal** | Choose this when you upload the packet to the payer's portal yourself. | **Note:** Check the payer's appeal address, fax or email before you send. Payers often use a different destination for appeals than for claims, and the destination can differ between first and second level appeals. ### Track Your Changes The **Activity** section on the last step lists what you did to the packet, such as the files you selected, the values you changed on the cover letter, and the files you moved in the packet. ### FAQ > [accordion] Can I send documents without a cover letter or payer form? > > Yes. Click **Skip Cover Letter** or **Skip Payer Form** on that step. If you already changed something on the step, Insights asks you to confirm before it skips. To send only medical records, choose **Medical Records** instead of **Appeal Packet** under **Send Documents**. > [accordion] Can I rewrite the dispute reasoning? > > Yes. The draft is a starting point. Edit the **Dispute reasoning** text in step 2 as much as you need, and the letter preview updates as you type. > [accordion] Which submission does the packet appeal? > > The denied submission shown under **Submission** in step 1. A claim can have several submissions, so check the submission ID and date before you continue. > [accordion] How is this different from Request Appeal Submission? > > **Actions** → **Request** → **Request Appeal Submission**, where your plan includes that service, asks the Athelas team to build the packet for you. **Send Documents** lets you build and send the packet yourself, right away, and choose exactly what goes in. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.