What you'll accomplish
By the end of this guide, you'll have a personalized Claude Project that acts as your on-call reference assistant — with your practice's payer requirements, common protocols, and template library loaded in. Instead of hunting through binders, payer portals, and email threads, you'll ask a question and get an instant answer.
What you'll need
- Claude Pro subscription ($20/month at claude.ai)
- Reference documents from your practice (payer requirements, common protocols, template text) — these don't contain patient PHI, just policies and procedures
- Time needed: 45-60 minutes initial setup; ongoing as you add documents
- Cost: $20/month
How-To Guide: Build Your Personal MA Knowledge Base with Claude Projects
Step 1: Sign up for Claude Pro
Go to claude.ai and create a free account, then click "Upgrade to Pro" for $20/month. Claude Pro includes the Projects feature, which is what makes this guide work.
What you should see: After upgrading, you'll see a "Projects" option in the left sidebar. Troubleshooting: If you don't see Projects immediately, log out and back in.