Send initial assessment and evaluation files to payers
Send initial assessment and evaluation files to payers
Your assessment files sit as private CRM attachments, delaying insurer access and manual follow-up. It sends cleaned patient details with public file links to payers so authorizations proceed same day.
Overview
When eligibility flips to approved and a BCBA is assigned, this flow turns private assessment attachments into cleaned, shareable links and delivers a formatted packet to payers and internal intake owners. That eliminates manual file hunting and gets authorization requests moving same day.