Assembling Insurance Pre-Authorization Requests
Medical offices submit pre-authorization requests to insurance companies, bundling physician referrals, medical necessity letters, test results, and supporting clinical evidence. Each insurer has different submission requirements and file size limits.
Flujo de trabajo
- Collect the referring physician's letter, medical records, and test results
- Convert any non-PDF documents (faxes, images) to PDF format
- Use the PDF Merger to combine all supporting documents into a single submission
- Use the PDF Page Organizer to place the pre-authorization form as the first page
- Use PDF Compression to meet the insurer's upload size limits
- Submit through the insurer's provider portal
- Retain a copy in the patient's file for reference
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