Workflow

Capture Prior Authorization Data on the Intake Call—Not After Booking

Interventional pain clinics lose hours to insurance verification calls after booking. Capture insurance, payer details, and clinical indication during the patient's scheduling call—structured and ready for your staff to review and submit.

How it pays back

Insurance data captured upfront

Rather than scheduling first and then calling insurance later, your staff has the patient's insurance details on file before the appointment is booked. Your authorization team can start the prior auth request immediately—not hours or days later—reducing approval delays.

Clinical indication clarity

The AI asks the patient for their chief complaint and relevant history (e.g., 'six months of left-sided lower back pain radiating to the leg'). This description is returned as a structured summary to your staff, ensuring your authorization team has the clinical context the insurance company needs to review the request.

Staff time savings on verification calls

Your authorization specialist no longer spends time calling to verify insurance details. The AI has already confirmed payer name, plan type, and member information on the intake call. Your team moves straight to submitting the prior auth form.

Fewer denied claims from missing data

Prior auth rejections often stem from incomplete or mismatched patient information. Because the AI captures and structures the data on the intake call, your submissions are complete from the start—fewer resubmissions, faster approvals, faster procedure scheduling.

Insurance data captured on-call

Payer, member ID, group, clinical indication all structured during intake

No re-entry by staff

Structured summary handed off for immediate prior auth submission

Urgent flag available

AI alerts staff if patient or insurance requires expedited authorization

Compliant capture

HIPAA-safe handling of PHI during insurance verification

Frequently asked questions

How does the AI know which insurances require prior authorization?

The AI is configured with a list of your common payers and their prior auth requirements. When a patient names their insurance, the AI knows if that carrier requires pre-authorization for their specific procedure type (e.g., epidural vs. facet block). If yes, the AI captures all the data your staff needs. If no, the booking proceeds with a note for your records.

What if a patient doesn't have their insurance card handy during the call?

The AI can ask the patient to look up their payer online or offer to email a follow-up form. If the patient provides payer name and date of birth, the AI can often retrieve member ID from your EMR or ask the patient to provide it by reply text or portal. Your staff has a complete flag to follow up if the data is incomplete.

Does the AI submit the prior auth request directly to the insurance company?

No. The AI captures and structures the required data and returns it to your staff. Your authorization team reviews, verifies, and submits the formal prior auth request through your EMR or portal. The AI's job is to gather the data so your staff can move faster—not to replace authorization submission.

How is insurance information handled after the call?

Insurance details (payer, member ID, clinical indication) are captured on the call and returned as a structured summary to your staff. This summary is linked to the patient's appointment record and EMR account. Your staff uses this data to submit the prior auth and then stores any insurance verification in your patient chart per your compliance protocol. The data is treated as PHI and secured per HIPAA standards throughout.

Can the AI detect insurance changes between calls?

If a patient has previously called and provided insurance information, the AI can note their prior payer on this new call and ask if coverage has changed. If the patient says 'still the same,' the AI confirms. If coverage has changed, the AI captures the new insurance details. This avoids submitting prior auth under old or invalid insurance.

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