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Use caseUC0247

Check a referral against the plan's authorization rules

A referral names a code, a site and a date, and today someone reads it and checks the plan's schedule manually. This app reads the packet, quotes the line behind each fact, and states whether authorization is required.

For the authorization deskTelehealth & Digital Health

Why it matters

Today's manual process, and the same job with the app

An authorization coordinator at a health plan's benefit desk, opening one referral packet at a time.

✕Today's manual process

1Open the referral and find the ordered code, the site and the date buried in the prose.
2Look the code up on the plan's authorization schedule, checking every carve-out manually.
3Count the notice window from the order date, watching for weekends and closures.
4Miss a carve-out and a service goes unauthorized, surfacing weeks later as a denied claim.
Every referral checked from memory

✓With the app

1The packet is read and the code, the site and the date come back with the line each one came from.
2The schedule is checked in code, against every carve-out and the unlisted-code sweep.
3The window is counted in business days, automatically, from the order date.
4The verdict is stated required or not, with the clause that decides it.
Every verdict backed by the schedule

See it work

One real case, read by the app, step by step

A referral orders a miscellaneous equipment code with no row on the schedule, and the app still catches it under the unlisted-code sweep.

Check a referral against the plan's authorization rulesReference appBuilt to be shaped to your process
  1. 1The referral packet The order line, the site and the date it quotes, picked out in blue.
  2. 2One clean code PSC-9955, the one code this order resolves to.
  3. 3Not on the six rows PSC-9955 sits in the unlisted block; the sweep clause requires authorization anyway.
  4. 4The outcome Required, with nine business days of notice inside a five-day window.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
60 of 60referral packets got the right verdictmeasured in 06 Evals →
236 of 240evidence readings matched the packetmeasured in 06 Evals →
19 of 60packets had one reading wrongmeasured in 06 Evals →
1.7¢to check one packetmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour own authorization schedule, carve-outs, notice window and rule order.
Your recordsYour own referral packets, letters and scheduling notes, in the format you already keep them.
Your systemsReads from your referral queue; a verdict can post straight to your authorization system.
Your screensThe fields, codes and wording your benefit desk already uses.

Want this for your team?

Talk to us

We can run this on your own referrals, with your own schedule, inside your environment.

Talk to us →
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