Patient access & authorization

A stronger claim startsbefore the visit.

Give scheduling and clinical teams a clearer picture of coverage, benefits, referral requirements, and authorization status before services are delivered.

Discuss this support
CLAIM JOURNEY 01

Eligibility and authorization are different checks. Neither is a promise of payment; coverage, medical necessity, and payer adjudication still apply.

THE AGREED SCOPE

Who does what.
Before work begins.

How we prepare the handoff

The work we take on

  1. 01

    Verify active coverage and available benefits against scheduled services.

  2. 02

    Track payer-specific authorization and referral requirements with your team.

  3. 03

    Prepare submissions, follow up on pending requests, and flag missing clinical information.

What stays with your practice

Your clinicians determine medical necessity and supply clinical documentation. Your practice decides whether to proceed, reschedule, or discuss financial responsibility with the patient.

01 / PREPARE

The information
and access we need.

Scheduling data, demographics, ordered services, authorized payer portals, referring-provider details, and the clinical documentation needed for each request.

02 / REVIEW

Quality is part
of the work.

Review identifiers, service dates, rendering providers, and authorized units. Recheck unresolved exceptions before the agreed scheduling cut-off.

03 / COMMUNICATE

A view of progress.
A route for decisions.

A shared exception list tells the front office what is ready, what is pending, and who needs to act. Urgent upcoming services follow a defined escalation path.

MEASUREMENT WITH CONTEXT

Know what’s moving.
Know what needs attention.

Agree definitions, reporting periods, and the opening baseline before interpreting a result. A measure should lead to a useful decision.

Open the sample monthly review

A clearer next step

Let’s definethe work that matters.

Start with your current patient access & authorization workflow, its pressure points, and the support your team needs.

Discuss your revenue cycle

A focused conversation. A scope that fits.