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of 6— Create a Claude account
What you'll accomplish
By the end of this guide, you'll have a Claude Project — a dedicated AI assistant that already knows your specialty, your top payers, your common denial types, and how you like appeal letters written. Every conversation you start in this project instantly understands your billing context, so you never explain yourself twice.
What you'll need
- Claude account (free at claude.ai, or $20/month Pro for unlimited usage)
- 30-45 minutes to set up the project
- Your context information ready: specialty, top 5 payers, common CPT codes, common denial types
- Cost: Free tier available; Claude Pro ($20/month) recommended for daily use
How-To Guide: Build a Personal Billing AI Assistant with Claude Projects
Step 1: Create a Claude account
Go to claude.ai and sign up with your email. The free plan works for this guide; Claude Pro gives unlimited conversations and is worth it if you use this daily.
What you should see: After signing in, you'll see the main Claude chat interface.