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.

Illustrative product preview using fictional data.
01Structured intake
02Document collection
03Completeness check
04Human review
05Packet handoff

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