The Peer-to-Peer Review Process: A Complete Guide

Peer-to-peer review lets your doctor speak directly with the insurer's medical director about your case. It's one of the most effective — and underused — tools for overturning medical necessity denials.

How Peer-to-Peer Review Works

The Process

  1. Your doctor or their office requests a P2P with the insurer
  2. A phone call is scheduled (or sometimes happens ad hoc)
  3. Your treating doctor speaks with the insurer's reviewing physician
  4. They discuss clinical rationale for the requested treatment
  5. The insurer's doctor may overturn the denial during or shortly after the call

What They Discuss

  • Patient's diagnosis and clinical presentation
  • Treatment history and failed alternatives
  • Why the requested treatment is medically necessary
  • The insurer's clinical criteria and how the patient meets it
  • Any questions the insurer's doctor has about the case

Preparation Guide for Your Doctor

Before the Call

  • Review the denial letter and specific criteria cited
  • Gather all relevant labs, imaging, and clinical notes
  • Prepare a concise (3-5 minute) clinical summary
  • Anticipate the insurer's objections
  • Have peer-reviewed evidence ready to cite

During the Call

  • Be professional and concise
  • Lead with the clinical urgency
  • Address each denial criterion specifically
  • Mention failed alternative treatments
  • Cite clinical guidelines from specialty societies
  • Ask the reviewing doctor what additional information would be needed

After the Call

  • Document the conversation details (reviewer name, date, discussion points)
  • If the denial is upheld, ask for specific reasons
  • Use the feedback to strengthen the formal written appeal
  • Note any additional documentation requested

Effectiveness

  • P2P reviews can resolve denials in a single phone call
  • Particularly effective for prior authorization denials
  • Many denials are overturned by simply providing clinical context the reviewer didn't have

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Frequently Asked Questions

Can the patient listen to the peer-to-peer review call?

Typically, P2P reviews are between the physicians only. However, you can fully brief your doctor before the call and debrief afterward. Some patient advocates recommend having your doctor take notes during the call.