Prior Authorization Initiation Agent

Automate payer and TPA portal steps for prior authorization initiation while keeping staff in their existing workflow and routing exceptions for human review.

Prior Authorization, Simplified

Automate prior authorization initiation without losing human oversight

Prior authorization initiation automation reduces the repetitive portal work required to start an authorization request. The Infinx Prior Authorization Initiation Agent uses payer and third-party administrator connections to navigate the appropriate workflow, enter available patient and service information, and submit the request according to payer requirements.

Automation varies by payer and workflow. The agent can complete supported steps in the background or act as a copilot, and it pauses for staff review when clinical judgment, missing information, new questions, or other exceptions require human input.

The agent is available as part of Patient Access Plus and works with prior authorization determination, follow-up, analytics, and patient access experts.

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

Automate routine portal steps and route exceptions for review

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

Faq

Questions about Prior Authorization Initiation Agent

It completes supported payer or TPA portal steps required to start an authorization request, including entering available patient and service information and submitting the request according to the connected workflow.

No. Supported steps may run automatically, but staff review is required when the workflow encounters missing information, clinical questions, new payer requirements, or other exceptions that need human judgment.

The workflow begins from the provider’s system and uses supported payer, TPA, API, and automation connections. Exact integration and payer coverage depend on the provider environment and configured workflow.
Evaluate workflow coverage, payer and TPA connectivity, integration with existing systems, exception handling, human oversight, status visibility, analytics, security, implementation requirements, and evidence for the provider’s specialties and volume.

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