Automate prior authorization intake, document collection, and packet preparation.

Collect provider, patient, payer, CPT, diagnosis, and clinical documentation through secure workflows built for prior authorization operations.

Problem

  • Manual prior auth work is slow and error-prone
  • Packets move through PDFs, email, portals, and manual review
  • Missing information delays submission

Workflow

  • Referral or request received
  • Intake form launched
  • Required documents collected
  • Rules validate completeness
  • Internal review
  • Packet generated
  • Submission tracked
  • Audit trail stored

Features

  • Structured intake workflows
  • Required document collection
  • Routing and review
  • Packet generation
  • Audit trail
  • Integrations

Security and audit

  • HIPAA-ready workflow design
  • BAA available for eligible healthcare customers
  • Role-based access
  • Audit logs