How to Prepare for a Peer-to-Peer Review

A peer-to-peer review is a phone call between your treating physician and the insurance company's medical reviewer. It's often the fastest way to overturn a denial — but only if your doctor is prepared.

What Is a Peer-to-Peer Review?

When your claim is denied for medical necessity, your doctor can request to speak directly with the insurer's medical reviewer. This physician-to-physician conversation can resolve denials without a formal written appeal.

When to Request

  • After a prior authorization denial
  • After a medical necessity denial
  • When concurrent review cuts off treatment
  • Before filing a formal appeal (can save time)

How to Prepare Your Doctor

Before the Call

  1. Know the denial reason — provide the exact criteria cited
  2. Prepare talking points — specific clinical data, test results, and guidelines
  3. Have records accessible — the reviewer may ask detailed clinical questions
  4. Know the reviewer's specialty — your doctor should be prepared to explain across specialties
  5. Cite guidelines — have relevant clinical guidelines ready to reference

During the Call

  • Be concise and clinical — focus on medical facts
  • Address the specific denial criteria directly
  • Provide context the reviewer may not have from written records alone
  • Ask what additional information would change the decision
  • Take notes during the conversation

After the Call

  • Request written confirmation of the outcome
  • If still denied, the conversation strengthens your formal appeal
  • Document what was discussed and any commitments made

Tips for Success

  • Schedule the call promptly — delays weaken your position
  • If your doctor can't reach the reviewer, document every attempt
  • Some insurers make scheduling deliberately difficult — persist
  • The peer-to-peer overturns denials approximately 30-50% of the time

Need Help Writing Your Appeal?

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Frequently Asked Questions

Can I participate in the peer-to-peer call?

Typically no — it's between physicians. However, you can prepare your doctor with all relevant information and talking points beforehand. Ask your doctor to share the outcome with you immediately after.

What if the insurer won't schedule the call?

Document every attempt and include it in your formal appeal. Many states require insurers to provide peer-to-peer opportunities. If they refuse, cite this in your complaint to the state insurance department.