Healthcare · Prior authorization

Know what the payer needs before you submit.

Clinicians own the medical-necessity call. The system catches what's missing before submission and learns from every denial.

Stage 01 Order + clinical intake

An order enters the queue.

Pulled from the EHR the moment the order is signed. The system grabs the order plus the relevant clinical documentation, problem list, imaging, and prior conservative care notes.

EHR · orders requiring prior auth
Live
  • 22 min ago Order #PA-4817 MRI lumbar spine w/o contrast Assembled
  • 11 min ago Order #PA-4819 CT abdomen + pelvis w/ contrast Assembled
  • just now Order #PA-4821 MRI lumbar spine w/o contrast New
Order, clinical notes, and prior care history pulled together Matching to payer policy →
Stage 02 Payer policy matched

Order routed to the exact governing policy.

Code, payer, and plan resolve to the specific medical-necessity policy section. Your payer-policy library is captured and maintained at kickoff, then kept current as plans update.

order_pa_4821.json Order

Order #PA-4821

[Patient] · [Provider]

Service requested

CPT 72148 · MRI lumbar spine without contrast

Indication

Chronic low back pain with radiculopathy

ICD-10 M54.16, M54.5

Coverage

[Payer] · commercial PPO

Plan tier: standard

Policy matched [Payer] MN-RAD-014 v2026.03
Service CPT 72148
Payer [Payer] commercial
Plan PPO standard
Section 3.2 advanced imaging, lumbar
  • Documented symptoms 6+ weeks
  • Failed conservative care: PT or NSAIDs
  • Neurologic deficit or red-flag symptom on exam
  • Imaging will change management
Stage 03 Medical-necessity assessment

Documentation checked against criteria. Gaps surfaced.

Every criterion is compared against the chart. What's satisfied gets cited. What's missing gets listed by name, before anything is submitted. A clinician owns the necessity attestation; the system never auto-clears it.

Order #PA-4821

MRI lumbar · [Payer] MN-RAD-014

Flagged for clinician attestation Not auto-cleared
Symptoms documented 8 weeks · visit notes 03/14, 04/02
NSAID trial documented · 21 days, partial response
Neurologic exam noted · positive straight-leg raise on left
PT trial duration · PT referenced in note but no start date or sessions completed. Policy requires 6 weeks documented.
Change-in-management statement · no explicit note that imaging results will alter the plan. Policy requires this.
Why this matters Gaps are surfaced to [Provider] before submission. The clinician confirms necessity or adds the missing documentation. The system surfaces and assembles. It does not attest.
Stage 04 Packet assembled + submitted

The auth packet writes itself.

Criteria-satisfying evidence pulled, cited inline, and highlighted for the reviewer. Submitted via payer portal or clearinghouse. Full audit trail attached.

Clinical notes attached

3 visit notes, problem list, medication list. Symptom-duration line highlighted.

Cited

Conservative care evidence

NSAID trial dates, PT documentation added by [Provider] post-assessment. Both highlighted for reviewer.

Cited

Necessity attestation

Signed by [Provider]. Clinician affirms criteria met. System logs attestation source and time.

Signed

Submitted to [Payer]

Sent via payer portal. Confirmation #AUT-882-4821 returned at 10:42 AM.

Submitted
Packet complete · criteria-cited · clinician-attested Tracked for determination
Stage 05 Status tracked + appeal-ready

Tracked to determination, appeal basis ready.

Status polls the payer until a determination posts. On denial, the system surfaces the exact appeal basis based on the policy section and the documentation already on file.

Order #PA-4819 · CT abdomen + pelvis

[Payer] MN-RAD-022 · submitted 2 days ago

Denied
Pending 12 in queue
Approved 8 this week
Denied · this order Appeal basis ready

Denial reason from [Payer]

  • Conservative care duration not clearly documented for the 6-week threshold required by MN-RAD-022 section 4.1.

Appeal basis surfaced

Drafted, awaiting clinician sign-off

PT records dated 02/18 through 04/01 already exist in the chart and were not in the original packet. Eight weeks of documented conservative care satisfies section 4.1. Re-submission packet assembled with PT records cited inline. [Provider] reviews and signs.

Stage 06 Denial feedback loop

Every denial sharpens the next assessment.

A denial isn't a dead end. The reason gets tagged, mapped to the policy section, and fed back into the necessity assessment. The next order that touches the same code, payer, and plan gets the harder check up front.

Input

Denial received

Reason: insufficient documentation of conservative care duration.

Tagged

Mapped to policy

Linked to [Payer] MN-RAD-022 section 4.1. Library entry updated with denial pattern.

Sharpened

Next assessment

Future orders flagged sooner. Stricter check on PT documentation before submission.

Denial reason feeds back into Stage 03. The library and the necessity assessment both update. Every denial sharpens the library and the next assessment. Compounding over time.

Captured Every denial reason · tagged + indexed
Mapped To policy section + code + plan
Compounding Library + assessment sharpen together
Outcome What changes

Same clinicians. The back-and-forth disappears.

Your clinicians still own every necessity call. They just stop chasing missing documentation and stop sitting on hold.

2-5 days Under 4 hours Order to submission
18-25% 4-7% Denied on first submission
40-60 / mo 5-10 / mo Peer-to-peer calls
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