{"id":"ind-hc-itemized-bill-explainer","audience":"healthcare","category":"explaining","technique":"verification","title":"Explain a patient's bill with the balance math first","free":false,"task":"A patient called billing confused about a statement. Write a reply for the portal: the balance she owes in the first sentence, then the math on one line (charges - insurance paid - adjustment = balance), then one sentence on payment options, under 60 words, plain text. Use the corrected insurance payment, and don't give advice about appealing or changing insurance. Write a prompt that gets you exactly that.","materialLabel":"The statement and billing notes (attached to your prompt automatically)","material":"STATEMENT - Riverside Orthopedic Associates (fictional)\nPatient: Marisol Ybarra | Date of service: Sept 22 | Statement date: Oct 15\n\nOffice visit                    $240.00\nX-ray, left wrist               $180.00\nWrist brace                      $65.00\nTotal charges                   $485.00\nInsurance paid (Bluefin Health)  -$262.00\nContractual adjustment          -$98.00\nBALANCE DUE                     $125.00\n\nBILLING NOTES (Nov 6, Andre)\n- Bluefin sent a corrected payment Nov 2: insurance paid $292.00 total, not $262.00 (they reprocessed the brace). Statement hasn't regenerated yet.\n- Adjustment stays $98.00.\n- Payment options: online at riversideortho.example/pay, by phone 555-0152, or a 3-month payment plan with no interest.\n- Marisol asked if she should \"fight it\" with insurance. We don't advise on appeals; she can call Bluefin directly.\n- Office closed Nov 27-28.","rules":[{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 60 words\" and it often lands well over.","fix":"Cap each part instead: \"3 sentences, each under 18 words.\"","checks":["maxWords"]},{"title":"Using the statement's balance","why":"The printed balance is $125, and the AI repeats it.","fix":"Add: \"Use the Nov 2 corrected insurance payment of $292; balance is $95.\"","checks":["r0"]},{"title":"Not showing the math","why":"The AI states a number without how it got there, so she still can't follow her bill.","fix":"Add: \"Show it on one line: charges - insurance - adjustment = balance.\"","checks":["r1"]},{"title":"Giving insurance advice","why":"The AI suggests appealing or calling to dispute.","fix":"Add: \"No advice about appeals or insurance changes.\"","checks":["r2"]},{"title":"Ignoring where it will be pasted","why":"AI loves bold and headings, which show up as stray ** and # symbols in the patient portal.","fix":"Name the place and the format: \"For the patient portal. Plain text, no bold or headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Uses the corrected payment","patterns":["292","correct","nov(ember)? 2","reprocess"]},{"label":"Puts the balance first","patterns":["first sentence","lead with","start with","balance"]},{"label":"Shows the math","patterns":["math","485","show","charges ?-"]},{"label":"Rules out advice","patterns":["appeal","advice","fight"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"Bills confuse people when the math is hidden. Tell the AI which payment is current, to lead with the balance, and to show the subtraction.","rubricLabels":["The first sentence gives the corrected balance of $95.00 (not $125.00)","Shows the math on one line: $485.00 - $292.00 - $98.00 = $95.00 (or the same numbers in equivalent form)","Gives payment options (online, phone or the 3-month no-interest plan) and gives no advice about appealing, fighting the charge or changing insurance"]}