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Sample appeal letter

This is the letter ClaimKicker generates. No lawyer-speak. Every quote is verbatim from the patient's record.

Synthetic case — Sarah Chen, an imaginary patient whose Aetna knee-MRI claim was denied for "not medically necessary." The letter below is what would go to Aetna for a real case with similar evidence.

Sarah Chen DOB: 1991-08-15 Aetna Member ID: W123456789 Claim Number: AETNA-2026-0315-7782 Date of Service: March 15, 2026

April 12, 2026

Aetna Appeals Department PO Box 14463 Lexington, KY 40512 VIA FAX: 1-877-852-4929

RE: Formal Appeal — Denial of Claim AETNA-2026-0315-7782

Authority: ERISA §503 (29 U.S.C. §1133) and 29 CFR §2560.503-1

To the Appeals Committee:

I am filing this formal internal appeal of the above-referenced claim denial. The denial, dated April 5, 2026, states the claim was rejected as "Not medically necessary (Reason Code N115). Aetna Clinical Policy Bulletin #0171 requires documentation of at least 6 weeks of failed conservative management prior to imaging." and cites Aetna Clinical Policy Bulletin #0171 as the governing policy.

The denial is inconsistent with Aetna's own published medical policy. My medical record demonstrates that every criterion in CPB #0171, Section II.B has been fully satisfied. Below, I map each policy requirement to the documented evidence in my medical record.


Aetna CPB #0171, Section II.B requires:

(1) Conservative treatment has failed for a minimum of 6 weeks, documented by: Trial of NSAIDs or similar anti-inflammatory regimen, AND Physical therapy or home exercise program

(2) Physical examination findings consistent with internal derangement, including one or more of: Joint line tenderness, Positive McMurray, Apley, or Thessaly test, Joint effusion, Locking or mechanical symptoms


Evidence that these criteria are met:

Policy RequirementDocumentation in Record
NSAID trial"Ibuprofen 800mg TID × 3 weeks — inadequate relief" (Dr. Ortho, 3/15/2026)
Physical therapy"Physical therapy (6 sessions, 11/2025 - 12/2025) at Bay Area Sports PT, Dr. Karen Reyes, DPT — focused on quad/hamstring strengthening. Patient compliant. No significant improvement." (Dr. Ortho, 3/15/2026)
Additional conservative tx"Cortisone injection (intra-articular right knee, 01/15/2026) — 3 weeks of partial relief, then return of symptoms" (Dr. Ortho, 3/15/2026)
Total duration6+ months of documented conservative management (September 2025 – March 2026)
Joint line tenderness"Joint line tenderness, medial" (Dr. Ortho, 3/15/2026 physical exam)
Positive McMurray"Positive McMurray sign" (Dr. Ortho, 3/15/2026 physical exam)
Joint effusion"Right knee: moderate effusion (grade 2)" (Dr. Ortho, 3/15/2026 physical exam)

Every requirement of CPB #0171 Section II.B is satisfied, documented, and exceeds the minimum threshold.


Requested Action:

I respectfully request that Aetna reverse this denial and issue payment for the MRI performed on March 15, 2026.

Per 29 CFR §2560.503-1(i), Aetna must issue a decision on this appeal within 60 days of receipt of this letter. If Aetna does not reverse the denial, I will proceed to external review under ACA §2719 (42 U.S.C. §300gg-19) and, if necessary, file a consumer complaint with the California Department of Managed Health Care.

I have also authorized ClaimKicker (an administrative-services company acting as my authorized representative under 29 CFR §2560.503-1(b)(4)) to assist with communications regarding this appeal. All correspondence may be directed to me at the email and phone below, or to ClaimKicker at support@claimkicker.com.

Respectfully,

_________________________________________ Sarah Chen DOB: 1991-08-15 Member ID: W123456789 Email: sarah.chen@example.com Phone: (415) 555-0123


Attachments:

  1. Denial letter dated April 5, 2026
  2. Dr. Robert L. Ortho, MD medical record (office visit, 3/15/2026)
  3. Bay Area Sports PT discharge summary (12/15/2025)
  4. Imaging records (X-ray right knee, 2/20/2026)
Evidence map behind the letter

Before the letter is drafted, the matcher maps each criterion from the insurer's own policy to the verbatim sentence in the doctor's note that proves it was met.

Policy requirementEvidence in recordMet?
Conservative treatment has failed for a minimum of 6 weeks, documented by: Trial of NSAIDs or similar anti-inflammatory regimen, AND Physical therapy or home exercise program
doctor_notesIbuprofen 800mg TID × 3 weeks — inadequate relief
doctor_notesPhysical therapy (6 sessions, 11/2025 - 12/2025) at Bay Area Sports PT, Dr. Karen Reyes, DPT — focused on quad/hamstring strengthening. Patient compliant. No significant improvement.
doctor_notesCortisone injection (intra-articular right knee, 01/15/2026) — 3 weeks of partial relief, then return of symptoms
yes
Physical examination findings consistent with internal derangement, including one or more of: Joint line tenderness, Positive McMurray, Apley, or Thessaly test, Joint effusion, Locking or mechanical symptoms
doctor_notesRight knee: moderate effusion (grade 2)
doctor_notesJoint line tenderness, medial
doctor_notesPositive McMurray sign
yes