Once the AI assistant is enabled for your organisation and the necessary AI permissions are granted to user roles, you can create predefined prompts to optimise the claims process.
These prompts can instruct the AI Assistant on various tasks, such as recommending the next appropriate action based on defined parameters or identifying risks and missing documents.
How to set up Claims AI prompts:
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Access the Workbench: Click the Workbench icon in the left-hand blue navigation bar and select the correct Product Module.
- Navigate to AI Prompts: In the grey left-hand navigation bar, click on AI Prompts.
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Create a new prompt: Click on New prompt.
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Fill in details: Enter all the required information for the prompt.
- Prompt name
- Type
- Description
- Prompt context (this is where you need to instruct the AI on what it needs to do)
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Test and validate: Select a reference claim to test the prompt's output. Edit your prompt context and keep testing until you get the exact output you’re looking for.
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Enable and publish:
- Ensure the prompt is enabled for claims using the toggle in the top right.
- If you are satisfied with the result, click Publish.
- Alternatively, click Save as a draft if you need to continue editing later.
To enable your Claims AI assistant, click here for the guide
Disclaimer:
This feature is currently in a beta phase. We welcome any feedback you have while using it, as user input will guide our ongoing improvements to this feature.
Remember that AI is not infallible; always verify and check all responses for accuracy before incorporating them into your workflow.