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Payers scoring medical necessity under a BAA, not a SaaS helpdesk

The Azure claims stack

Zapier takes the encrypted claim, Azure OpenAI scores it with zero retention, ClickUp is the director queue. Not Cohere triage.

Who owns what

  1. Zapier

    The hop — EHR webhook to Azure to ClickUp. Not the diagnosis.

    Try Zapier (opens in a new tab)
  2. Azure OpenAI Service

    The score — necessity, codes, ZDR. Not the task board.

    Try Azure OpenAI Service (opens in a new tab)
  3. ClickUp

    The review task — medical director, priority. Not PHI inference.

    Try ClickUp (opens in a new tab)

How to use this stack

  1. Encrypted claim hits Zapier. Do not log the body in the orchestrator.
  2. Azure OpenAI with zero retention returns the score JSON. Not a public Claude call.
  3. Zapier opens ClickUp for a human director. One orchestrator.
  4. This is not ticket-triage. Not the Bedrock SOP stack.