Keep prior auth records current for business owners

Case managers let PA expirations go undocumented, risking missed renewals and disrupted care. A trigger creates a standard PA PDF and a tracking row so care coordinators see upcoming expirations.

Overview

Undocumented prior authorization expirations put patient care and revenue at risk. This workflow turns a case manager trigger into a standardized PA PDF and a tracked row, ensuring care coordinators always see upcoming expirations and reducing renewal risk. Operations leaders get consistent documentation and clearer handoffs without manual data entry.

Notable Features

Generate PA summary PDF on trigger
Add tracking row with expiration
Deliver PDF links to care coordinators