Revenue Protection

Stop losing prior auth requests: AI captures insurance details and flags them for your Kareo team

When patients or providers call requesting prior authorization, MedReception captures insurance information, diagnosis, procedure code, and urgency—and returns a structured summary flagged for your Kareo team to process immediately.

How it pays back

Never lose a prior auth request again

Calls requesting prior authorization are captured, flagged, and queued for your Kareo team. No voicemail, no sticky note, no forgotten request.

Your staff has all information before they call the insurance company

Insurance carrier, member ID, diagnosis, procedure code, and urgency are all in the call transcript. Your team can start the auth immediately instead of calling the patient back to clarify.

Insurance information is collected on the call

The AI asks for member ID and date of birth to confirm identity while the patient is on the phone. Incomplete or incorrect information is clarified immediately and returned in the summary for your team to verify.

Urgent prior auths are prioritized

If a request is time-sensitive (surgery next week, urgent MRI), MedReception flags it red for your staff so it's processed first thing in the morning.

Every prior auth request captured

Insurance, diagnosis, and urgency recorded on first call

No callbacks required for clarification

Information is complete and collected before your team starts

Urgent requests flagged for priority processing

Time-sensitive authorizations don't slip through

Reference to Kareo patient records

Known insurance and diagnosis speed up data collection during the call

Frequently asked questions

How does the AI know whether a call is a prior auth request?

MedReception is configured to recognize keywords like 'authorization,' 'approval,' 'pre-approval,' 'cert,' and specific medical procedures. It can also be trained on your practice's common auth requests.

Can the AI verify the patient's insurance coverage on the phone?

The AI can ask for insurance carrier, member ID, and date of birth to confirm identity. Verification of actual coverage and benefits should be done by your staff when they submit the prior auth, as insurance policies change frequently.

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

If the patient is in your Kareo system, their insurance is often on file. The AI can reference that information or ask the patient to provide it later via your patient portal or at their appointment. The call is still logged with known information.

Do prior auth calls get routed differently than regular appointment calls?

Yes. You can configure MedReception to route prior auth and refill requests separately, flagging them for your admin or clinical team. Routine appointment calls go to your scheduler; auth requests go to your authorization specialists.

How are urgent prior auth requests marked in Kareo?

The call summary is tagged as 'URGENT: Prior Auth' and flagged in your MedReception portal. Your team can set alerts or filters in Kareo to prioritize these flagged messages, or MedReception can send an immediate SMS or email alert to your auth team.

Related reading

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Prior Authorization Requests Handled for Kareo Practices | Medreception AI