Prior Authorization Initiation Agent

Automate the submission of prior authorization requests without leaving your system.

Prior Authorization, Simplified

Spend less time navigating portals and more time supporting patients

Managing prior authorization requests can be time-consuming and complex. Staff often have to log into multiple payer portals, click through different screens, and re-enter patient information just to get a request started. Keeping track of it all can slow teams down, add to daily workload, and create delays that impact patient care.

Our Prior Authorization Initiation Agent takes that work off your team’s plate. It connects directly with payers and third-party administrators to streamline how prior authorizations are initiated. The agent automatically enters patient details, navigates the correct portal, and submits authorization requests based on the payer’s requirements.

Because the process runs in the background, staff only need to step in when human review is truly required. That means less manual work, fewer interruptions, and more time to focus on patients and other high-value tasks.

Available as part of our Patient Access Plus, this technology integrates smoothly into your existing workflows.

HOW WE ENHANCE YOUR PRIOR AUTH WORKFLOW

Initiate prior authorizations without leaving your system

Initiating prior authorizations often means leaving your core system, logging into multiple payer or TPA portals, and manually navigating different workflows. At scale, that extra effort slows teams down and pulls focus away from patients.

Our Prior Authorization Initiation Agent handles those steps for you. It initiates requests through the appropriate payer or TPA portal while your staff works from a single system.

Automation adapts to each payer. For some, the agent acts as a copilot, supporting staff by completing repetitive portal tasks. For others, it initiates requests automatically in the background. In both cases, staff only step in when review or input is required.

The result is fewer portal logins, less manual work, and a more consistent authorization process across payers.

Computer showing case status initiated

HOW IT WORKS

A fully automated solution for initiating therapy prior authorization requests

Once a prior authorization request is ready, the prior authorization initiation agent takes over the submission process. Here’s how it works:

Your system triggers the initiation agent

When an authorization request is created, the initiation agent is automatically triggered. It accesses the appropriate payer or TPA portal and begins entering required patient and service information.

The initiation agent completes portal-based steps

The agent handles the initiation workflow end to end, including logging into the portal, completing forms, entering details, and responding to standard questions based on payer requirements.

Human support only when needed

If the initiation agent encounters a step that requires human judgment, such as specific clinical questions, new questions, or exceptions, the workflow pauses and alerts a user. The user addresses the issue, and the initiation agent continues the process.

Status updates flow back to your system

After submission, the prior authorization follow-up agent captures the authorization status and updates your system, so teams have real-time visibility without manual follow-up.

By automating prior authorization initiation across payer and TPA portals, this approach speeds submissions, reduces errors, and frees staff to focus on higher-value work instead of portal navigation.

API CONNECTIONS

Third Party Administrator Connections

Our prior authorization initiation agent uses a mix of API connections and intelligent automation to submit authorization across major insurance providers. Explore details below.

AGENT WITH EVICORE

Prior Authorization Initiation Agent with Evicore

Ready to streamline prior auth submissions?

Our agent automates the submission of PT/OT prior authorization requests to Optum—handling repetitive tasks, reducing manual work, and ensuring faster approvals.

Looking To Save Time With Automation