Workflow

Collect insurance pre-auth status and procedure details during intake so your staff verify coverage before the appointment

Interventional pain practices waste time calling patients back to confirm pre-auth or discover missing authorizations at check-in. MedReception's AI captures pre-auth and procedure details during the first call.

How it pays back

Pre-auth status known before appointment day

The AI asks 'Do you have a prior authorization from your insurance for this procedure?' during intake. If the caller has the auth number, it's captured. If not, your staff verify with the payer the same day, preventing day-of-appointment surprises.

Procedure-specific pre-auth requirements

You configure which procedures require pre-auth for each major payer in your market. The AI asks about authorization status only for procedures that actually need it, avoiding unnecessary questions and speeding up intake for pre-auth-exempt procedures.

Structured data for your team to action

The intake summary includes procedure type, pre-auth number (if provided), payer name, and a flag if pre-auth is missing or pending. Your staff can immediately initiate pre-auth requests or contact the payer without re-questioning the patient.

Fewer rescheduled appointments

By identifying pre-auth gaps early, you avoid booking procedure appointments that can't proceed. This reduces cancellations, improves OR utilization, and strengthens your staff's credibility with patients.

Pre-auth status captured at intake

Structured summary for staff verification and EMR filing

Procedure type and payer documented

Ready for instant pre-auth request if needed

New patient record created; appointment booked

Pre-auth flag included in structured intake summary

On-call routing for urgent questions

Complex pre-auth issues escalated to clinical staff without gate-keeping

Frequently asked questions

What if the caller doesn't have a pre-auth number yet?

The AI flags this in the intake summary and still completes the appointment booking. Your staff immediately contact the payer to initiate pre-auth using the procedure type, payer name, and procedure code. The patient is confirmed once auth is granted.

Does the AI file the pre-auth request with the insurance company?

No. The AI captures the data needed for pre-auth (procedure, payer, patient insurance ID). Your staff use this structured summary to file the pre-auth request with the payer via your normal process—phone, online portal, or clearinghouse.

Can we set up different pre-auth rules by payer?

Yes. During setup, you specify which procedures require pre-auth for each major payer in your network. The AI will ask about authorization status selectively, reducing unnecessary questions and speeding up intake.

How is pre-auth information stored in the EMR?

The AI returns pre-auth status, insurance carrier name, authorization number (if available), and a flag indicating if auth is pending. Your staff review and paste this into the EMR's intake or insurance section. The AI does not write directly to insurance fields—this structured summary is reviewed and filed by your team.

What happens if the payer denies the pre-auth?

Your staff contact the patient to discuss denied pre-auth, explore appeals, or discuss alternative procedures. The AI does not make clinical decisions about appeals—your providers and billing team handle that.

Related reading

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Pre-authorization Capture for Interventional Pain Procedures | Medreception AI