Playbooks
Ready-made prompts on Daybook's MCP server: work a denial, chase a flagged payment, post a remit, check a claim, plan a shift.
A playbook is a prompt the server hands your AI app: the steps, the tools to use in order, and what the answer must hold. Pick one and fill in the claim; the agent does the rest. In Claude Code and Cursor they are slash commands, and in Claude they are in the + menu under Daybook.
| Playbook | Use | Takes |
|---|---|---|
work_a_denial | Why a claim was denied, what to do next, and the note to record | claim, and payer if you know it |
chase_underpayment | Lay out one flagged payment and draft the reconsideration request a biller would send | claim |
post_remittance | Go through one remittance: what posted, what waits for review, and what to do with each exception | remittance: its id, trace number or payer |
check_claim_status | Where one claim stands, from its acknowledgments, status answers and remits on file | claim |
plan_my_shift | What to work on this shift, in order, from your worklist and home page | queue, optional |
Running one
/mcp__daybook__work_a_denial CLM-10234 Meridian Healthwork_a_denial opens the claim with get_claim, reads its history with claim_timeline, finds the denial in list_denials, and answers with the codes and their root cause, the amount and the appeal deadline, what was already tried, the next step, and the note it would record. It records the note only when you say so.
The check_claim_status playbook reads what is already on file; the check_claim_status tool asks the payer again over 276/277. Ask for a fresh check when the last answer is old.
What every playbook holds to
- Only figures, codes and trace numbers the tools returned. No outcome the payer has not given.
- Neutral words: a payment is "flagged" or "paid differently", never "underpaid" or "owed".
- Nothing recorded unless you ask. Posting itself stays in the remit inbox in the Daybook app.
Your firm's own playbooks
The playbooks your firm writes in the Daybook app (how you work a CO-197, who you call at Bayline) are readable by any agent through list_firm_playbooks and get_firm_playbook, so Claude follows your way of working, not a generic one. A playbook to add to Daybook's own list: tell your Daybook contact.