Workflow

AI flags pre-auth requirements during patient calls — staff knows what to chase before the procedure date

Insurance pre-authorization delays procedure bookings and creates rescheduling chaos. AI identifies pre-auth needs on the initial call and logs them for your staff, so approvals are pursued in parallel with scheduling.

How it pays back

Pre-auth is pursued immediately after booking, not the day before

AI flags pre-auth requirements on the call. Your compliance team can start the pre-auth process while the patient is still on the line, not days later when it's too late to resolve.

Staff knows the insurance status before the procedure date

Patients arrive for their procedure and discover it was never approved. AI logging prevents that. Your team tracks pre-auth status in real time, not during check-in panic.

Insurance details are captured once, not requested twice

Patient provides insurance on the initial call. AI captures it and returns it to your team as a structured summary. No need to call the patient back for coverage info — it's already there for review.

Reduces procedure reschedules caused by denied pre-auth

Early flagging means your staff has days to resolve pre-auth issues, not hours. Fewer last-minute cancellations and reschedules.

Pre-auth requirements flagged on call

Insurance details captured and noted at booking time, not discovered later

Insurance information structured for staff

Carrier, policy number, pre-auth requirements returned as structured summary for your team to review

Pre-auth status tracked in appointment record

Staff can filter for 'pending pre-auth' appointments and prioritize follow-up

HIPAA-secure capture

Insurance data encrypted and stored securely; never left in voicemail or email

Frequently asked questions

What if the patient's insurance doesn't require pre-auth?

The AI makes a note of that too. The appointment is flagged 'no pre-auth required' so your team doesn't waste time chasing an unnecessary approval.

Can the AI verify insurance coverage?

The AI captures insurance details during the call and returns them to your staff as a structured summary. Your team verifies coverage using your insurance verification tool or by calling the carrier. The AI provides the insurance info so your staff has everything needed to verify quickly.

What happens if pre-auth is denied?

The AI has flagged the pre-auth requirement and your staff pursues it. If denial occurs, your team can contact the patient before the procedure date to discuss options or reschedule. Early flagging gives you time to problem-solve.

Does this work with workers' comp and auto accident claims?

Yes. The AI can capture workers' comp claim numbers and auto accident claim details during the call, flag them for pre-auth follow-up, and note any authorization requirements specific to those claim types.

Related reading

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