Tips for a Successful Peer-to-Peer Review

A peer-to-peer review is when your treating physician speaks directly with the insurance company's medical director about your case. This can be one of the most effective ways to overturn a medical necessity denial — if your doctor is well-prepared.

What Is a Peer-to-Peer Review?

During a peer-to-peer (P2P) review:

  • Your doctor calls the insurer's medical director
  • They discuss the clinical rationale for the denied treatment
  • The insurer's doctor can overturn the denial on the spot
  • Usually lasts 10-30 minutes

When to Request P2P

  • Medical necessity denials
  • Prior authorization denials
  • When your doctor has a strong clinical case
  • When the denial seems to misunderstand the clinical situation

Preparation Checklist for Your Doctor

  1. Review the denial reason and insurer's clinical criteria
  2. Have all relevant records ready (lab results, imaging, history)
  3. Prepare a concise clinical argument addressing each denial criterion
  4. Know what alternative treatments have been tried (and why they failed)
  5. Have peer-reviewed evidence ready to cite
  6. Be professional — this is a clinical discussion, not a debate

Common P2P Strategies

  • Frame the discussion around the patient's specific clinical circumstances
  • Address each coverage criterion the insurer cited
  • Emphasize failed conservative treatments (step therapy exhaustion)
  • Cite current clinical guidelines from relevant specialty societies
  • Document the conversation — note the reviewer's name, date, and outcome

If P2P Doesn't Work

  • Proceed to formal internal appeal with the documentation
  • Note what the insurer's reviewer said — address those points in your written appeal
  • Request external review if internal appeal fails

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Frequently Asked Questions

Can the patient participate in a peer-to-peer review?

Typically, peer-to-peer reviews are between physicians only. However, you can prepare your doctor by sharing your perspective, symptoms, and how the denial affects your care.