Concierge & DPC

Concierge members call for prior auth status, referral coordination, or specialist connections—your AI receptionist handles triage, captures the need, and escalates to your care team

Prior authorization and referral coordination are time-intensive but critical for concierge practices. AI receptionist captures prior auth inquiries, referral requests, and specialist coordination needs, freeing your staff to focus on outreach and problem-solving.

How it pays back

Prior Auth Doesn't Fall Through Cracks

Every prior auth call is logged, timestamped, and routed to your authorization team with complete context. No voicemail, no lost requests.

Care Coordinators Focus on Payer Outreach

Your staff spends time on the phone with payers, resolving denials, and expediting approvals—not answering member voicemails about status.

Member Knows Their Request Was Heard

Members hear confirmation that their prior auth or referral request is being tracked and acted on, improving trust in your care coordination.

Audit Trail for Compliance

Every prior auth inquiry is timestamped and recorded for your documentation and compliance audit trail.

Prior auth calls triaged

Payer, procedure, urgency, and insurance captured in structured format

Referral requests logged

Specialist name, condition, and member preference recorded for care coordinator action

Urgent escalations routed

Denials and missing documentation flagged to your PA or physician instantly

Frequently asked questions

How does the AI capture prior auth details?

The AI asks structured questions: Which insurance company? What procedure or test? When is it needed? Is it urgent? Has there been a denial? The AI documents responses and returns them as a summary for your authorization team to act on.

Can the AI check prior auth status directly with the payer?

No. The AI captures the member's request and escalates to your care coordinator or authorization specialist, who can then contact the payer or access your payer portal. The AI is the triage layer that ensures nothing is missed.

What if a prior auth is denied or urgent?

The AI flags urgent or denied prior auths and routes them immediately to your PA, physician, or care coordinator for escalation. Your staff can then appeal or expedite.

Do referral and prior auth requests write to the EMR?

Appointment bookings and member demographics (name, DOB, phone) sync to your EMR automatically. Prior auth requests and referral details are captured during the call and returned as a structured summary for your staff to review and file in the chart or your prior auth system.

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