Build prior authorization checklists by payer

Turn each insurer's public prior-auth rules into a one-page checklist for your most common services.

The problem

Prior authorization rules differ by payer and change often. Staff look them up again and again, miss a required document, and the request gets denied or the appointment gets pushed back.

Step by step

1. 1List the 10–15 services or procedures your practice most often needs prior authorization for, with their codes.
2. 2Download each major payer's public prior authorization list and requirements from its provider website. These are policy documents, not patient records.
3. 3Upload them to NotebookLM or Claude and ask for a checklist per service and payer: whether auth is required, the submission method, required clinical documentation and typical turnaround time.
4. 4Have your billing lead verify each line against the source page and mark the date checked.
5. 5Keep the checklists in a shared Google Doc at the front desk and re-run the process when payers publish updates.

Copy-paste prompt

You are helping a medical practice front office. Our common services needing prior auth are: [list services and codes]. From the attached payer prior-authorization documents, build a checklist table for each payer with columns: service/code, auth required (yes/no/depends), how to submit (portal, fax, phone), required documentation, typical turnaround, and the document and page the answer came from. If a document does not say, write "not stated" instead of guessing.

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