Workflow

AI-powered intake captures insurance and prior authorization needs on the first call—no follow-up calls to verify coverage

Pain practice staff spend hours chasing insurance details and prior auth paperwork. Our AI captures insurance info, group number, and medical history on the call and returns a structured summary for your team to process immediately.

How it pays back

Insurance verified before the visit

Your staff receives the insurance summary on the call. They can begin authorization work immediately, often before the patient hangs up. No second phone call to dig for policy numbers.

Prior auth timeline accelerated

The AI captures medical history, procedure details, and clinical indication during intake. Your staff receives a structured summary with everything needed to submit the auth request the same day—not days later after chasing the patient.

Fewer day-of surprises

Coverage gaps and auth denials are caught before the patient arrives for their procedure. Your team has time to call the patient, get additional info, or pursue appeals before the scheduled appointment.

Administrative staff bandwidth freed

Your team spends less time on callbacks to collect insurance details. The AI does the data collection; staff focuses on verification and submission.

Insurance captured on first call

No callback required for policy or group number

Prior auth flags set automatically

Procedures requiring authorization flagged for staff in the summary

Structured summary for submission

Staff-ready details enable faster carrier outreach and approval

HIPAA-compliant data handling

All insurance and medical information encrypted and securely logged

Frequently asked questions

Does the AI verify insurance eligibility in real time?

No. The AI collects insurance card details and group/member information on the call. Your staff uses this summary to verify coverage directly with the carrier, which is faster and more accurate than real-time lookups.

What medical history does the AI collect?

The AI asks about prior procedures, current medications, allergies, and the reason for the visit. It captures this on the call and returns it as a structured summary for your staff to review and file in the chart.

How does the AI know which procedures require prior authorization?

You configure the AI with your procedure list and associated authorization requirements. For each procedure booked, the AI notes in the appointment whether pre-auth is needed, so your staff knows to prioritize that case.

Can the AI submit prior authorization requests?

No. The AI captures all required details on the call. Your staff uses the structured summary to submit requests to carriers through your normal authorization channels. Some pain practices use clearinghouses or outside services to automate submission.

What if the caller doesn't have their insurance card?

The AI asks for employer name and any insurance info they recall. Your staff receives this partial information and can often look up coverage in the carrier system or call the patient back with a specific request for card details.

Related reading

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Insurance Intake and Prior Authorization Capture for Pain Practices | Medreception AI