← Codes Health
Codes Health role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Platform that uses AI plus human review to get medical records fast, replacing fax and phone chasing.
Who you'd be calling
Records, claims, and medical review leaders at health plans; claims and case managers at law firms; HIM or revenue cycle leaders at health systems.
Your opener
“Hi [Name], this is [You] from Codes Health. I know I'm calling out of the blue. I work with teams that get stuck waiting weeks on medical records, and I wanted to see if that's something you deal with. Do you have 30 seconds?”
Problems you solve for them
- Record requests take weeks because of faxes, phone trees, and manual follow-up
- Slow records stall claim, legal, and clinical decisions
- Staff time is wasted chasing providers instead of reviewing records
Discovery questions to ask
- How do you request medical records today, and who handles the follow-up?
- How long does a typical request take from start to finish?
- What happens to a claim or case while you wait on the records?
Objections they'll throw at you
“I'm busy right now.”
→ Totally fair, I'll be quick. I just want to know if waiting on records is slowing your team down. Could I grab 10 minutes later this week instead?
“Not interested.”
→ No problem. Most people I call say that before they know what we do. Can I ask just one thing: how long do records take to come back for you now?
“We already use a records retrieval vendor.”
→ Good, so you know how much this matters. What's their turnaround like, and do you ever still end up chasing offices by phone or fax?
“Just send me an email.”
→ Happy to. So I send you something useful, what's the biggest headache with record requests for you: speed, accuracy, or staff time?
Interview tips for this company
- Learn the three buyer types (payers, law firms, healthcare orgs). Each cares about different things, so prepare a short opener for each.
- Be ready to explain 'AI plus human review' simply: AI speeds it up, people check it so the records are accurate.
Written from public information about Codes Health to help you practice. Ask an insider what their role play looked like; it's the best prep there is.