The appeals process in healthcare revenue cycle operations follows a four-step framework: identifying appealable transactions, preparing appeal packets, submitting to payer portals, and tracking the status of appeals. While the structure appears straightforward, managing each step is highly complex and time-consuming.
In this practical webinar, discover how to simplify, accelerate, and automate key stages of your appeals workflow. We’ll break down the four core steps and pinpoint where automation technology can immediately improve productivity and reduce manual errors. You'll gain actionable insights to rethink your approach, streamline complexity, and enhance turnaround times. Learn how to implement a phased strategy for automating appeal submission and tracking to position your team for even greater efficiency gains over time.
Learning Objectives:
After attending this webinar, participants will be able to:
- Outline the four key steps of the appeals process and the challenges at each stage.
- Differentiate between tasks in the appeals workflow requiring human expertise and those ready for automation to improve speed and accuracy.
- Explain how automating appeal submission and tracking can drive measurable productivity improvements.
- Develop a phased, flexible roadmap for implementing an appeals automation strategy for improved efficiency.

Matthew Bridge
Speaker
As senior vice president of RCM services at AGS Health, Matt oversees strategic growth initiatives for the company’s Patient Access and Patient Financial Services business units. He possesses more than 15 years of experience in professional and managed services with expertise throughout the revenue cycle continuum. Matt’s career has provided him with broad experiences covering diverse provider settings and a deep understanding of the challenges facing customers of all provider types. He is passionate about mentoring and coaching others as they pursue their career journeys in revenue cycle and healthcare business management. Matt possesses a bachelor’s degree in business administration and management from Curry College in Milton, MA.

Zahid Shaikh
Speaker
Executive Director, RCM – Service Line Leader, AGS Health
As the Executive Director and Revenue Cycle Management (RCM) Service Line Leader at AGS Health, Zahid drives strategic solutions for automation and technology interventions that deliver significant return on investment (ROI) for customers. With nearly 20 years of diverse industry experience, Zahid’s consultative approach to automation helps improve financial results across the healthcare revenue cycle. His expertise includes identifying automation opportunities, developing ROI models, and crafting strategic automation solutions that effectively blend technology with human expertise. Zahid is a certified Six Sigma Black Belt, awarded by the Indian Statistical Institute, and won a national award for process excellence. He uses his deep understanding of processes to optimize operational efficiency, helping hospitals and healthcare organizations achieve both short- and long-term transformation goals.