AI agent for claims review and error detection

This workflow automates the review of healthcare claims to detect anomalies and benchmark pricing against established guidelines. It processes claim documents, extracts relevant data, and generates both structured JSON outputs and natural language summaries for human reviewers.
Vellum Team
Created By
Ben Slade
Click to interact
Created By
Ben Slade
Last Updated
September 22, 2025
Categories
AI Agents

How it Works / How to Build It

  1. TextExtractionUsingLLM: This node extracts the full text from uploaded claim documents, preserving formatting and structure.
  2. ClaimParser: Parses the extracted text to identify and categorize key elements such as CPT codes, ICD codes, charges, and provider information.
  3. SearchQueryGenerator: Generates search queries based on the parsed data to find relevant healthcare guidelines and Medicare fee schedules.
  4. GuidelinesSearch: Searches a database for relevant billing rules and standards using the generated queries.
  5. AnomalyDetection: Analyzes the parsed claim data against the guidelines to identify potential billing anomalies like upcoding or duplicate billing.
  6. BenchmarkAnalysis: Compares claim charges against regional benchmarks and Medicare fee schedules to identify pricing anomalies.
  7. JSONOutput: Generates a structured JSON analysis of the claim review findings, including parsed data, anomaly analysis, and benchmark comparisons.
  8. FinalOutputJSON: Outputs the structured JSON analysis.
  9. SummaryGenerator: Creates a natural language summary of the claim review findings for healthcare administrators.
  10. FinalOutputSummary: Outputs the natural language summary.

What You Can Use This For

  • Healthcare claims auditing
  • Identifying billing anomalies for compliance
  • Benchmarking claim charges against industry standards
  • Generating reports for healthcare administrators and auditors

Prerequisites

  • Vellum account
  • Access to healthcare claim documents in a compatible format (e.g., PDFs)
  • Knowledge of relevant healthcare billing guidelines

How to Set It Up

  1. Create a new workflow in your Vellum account.
  2. Add the TextExtractionUsingLLM node and configure it to accept your claim documents.
  3. Connect the TextExtractionUsingLLM output to the ClaimParser node.
  4. Link the ClaimParser output to the SearchQueryGenerator node.
  5. Connect the SearchQueryGenerator output to the GuidelinesSearch node.
  6. Link the ClaimParser output to both the AnomalyDetection and BenchmarkAnalysis nodes.
  7. Connect the outputs of AnomalyDetection and BenchmarkAnalysis to the JSONOutput node.
  8. Link the JSONOutput to the FinalOutputJSON node.
  9. Connect the outputs of AnomalyDetection and BenchmarkAnalysis to the SummaryGenerator node.
  10. Link the SummaryGenerator to the FinalOutputSummary node.

Related Templates

Discover more AI agent templates to automate different aspects of your business

AI Agents
Data extraction
E-commerce shopping agent
Created By
Anita Kirkovska
AI Agents
Page scraping
Web Search
Retail pricing optimizer agent
Created By
Rasam Tooloee
AI Agents
Data extraction
Evaluation
Web Search
Risk assessment agent for supply chain operations
Created By
Rasam Tooloee
AI Agents
Document extraction
Insurance claims automation agent
Created By
Rasam Tooloee
Content generation
LinkedIn Content Planning Agent
Created By
Nicolas Zeeb
Data extraction
Personalized healthcare explanations of a patient-doctor match
Created By
Lawrence Perera
Data extraction
Document extraction
SOAP Note Generation Agent
Created By
Anita Kirkovska
Document extraction
AI Agents
Agent that summarizes lengthy reports (PDF -> Summary)
Created By
Anita Kirkovska
Data extraction
PDF Data Extraction to CSV
Created By
Anita Kirkovska
AI Agents
Web Search
Page scraping
React Agent for Web Search and Page Scraping
Created By
Aaron Levin
Coding
Automated Code Review Comment Generator for GitHub PRs
Created By
David Vargas
Evaluation
AI Agents
Synthetic Dataset Generator
Created By
Nico Finelli
RAG
Chatbot / Assistant
Q&A RAG Chatbot with Cohere reranking
Created By
Aaron Levin
Document extraction
Data extraction
Evaluation
Financial Statement Review Workflow
Created By
Anita Kirkovska
Content generation
Turn LinkedIn Posts into Articles and Push to Notion
Created By
Anita Kirkovska
Chatbot / Assistant
RAG
Trust Center RAG Chatbot
Created By
Akash Sharma
sucCCESS STORIES

Hear it from our customers

We know the power of AI, but how do we make it secure and ensure that we're not compromising privacy and security while still providing value? Vellum has been a big part of accelerating that experimentation part, allowing us to validate that a feature is high-impact and feasible.
Pratik Bhat
ai Product manager
We sped up AI development by 50 percent and decoupled updates from releases with Vellum. This allowed us to fix errors instantly without worrying about infrastructure uptime or costs.
Jordan Nemrow
Co-Founder & CTO @ Woflow
Vellum helped us quickly evaluate prompt designs and workflows, saving us hours of development. This gave us the confidence to launch our virtual assistant in 14 U.S. markets.
Sebi Lozano
Sr. Product Manager @ Redfin
GET STARTED

Build any AI agent with Vellum

Get started today and transform your business with intelligent automation
👋 Your partners in AI Excellence