Workflow automation

Orthopedic Prior Authorization Workflow Automation

Orthopedic prior authorization automation organizes procedure requirements, missing documentation, payer follow-up, and approval status for staff review. Sarva helps practices track administrative work without deciding medical necessity or guaranteeing payer approval.

Designed for: Orthopedic practices, surgery centers, and teams coordinating procedure authorizations.

What administrative problem does this solve?

These workflows are often distributed across inboxes, portals, worklists, and spreadsheets. The practical opportunity is to make ownership and exceptions visible without removing qualified staff from decisions.

  • Procedure-specific requirements vary by payer and service.
  • Missing clinical or administrative documentation delays submission.
  • Pending responses are difficult to track across locations.
  • Scheduling and authorization status can become disconnected.

What can be automated?

  • Create a request checklist by payer and procedure.
  • Flag missing documents for staff follow-up.
  • Track submission, pending, response, and escalation states.
  • Connect reviewed authorization status to scheduling worklists.

Implementation sequence

  1. 01Select a procedure and payer cohort.
  2. 02Document current submission and follow-up steps.
  3. 03Define escalation thresholds and staff ownership.
  4. 04Compare baseline turnaround and incomplete-request rates.

Software and compatibility considerations

Compatibility review should cover the PM/EHR, payer portals or approved interfaces, authorization tracking fields, permissions, and document storage. Sarva does not guarantee payer approval or claim that a software connector exists without verification.

Human review and escalation

Qualified staff review medical necessity documentation, payer requirements, submission content, responses, and decisions about scheduling or appeals.

Pilot measures to evaluate

Use these as evaluation criteria against a documented baseline. They are not promised outcomes.

  • Request completeness at submission
  • Pending authorization age
  • Follow-up ownership
  • Scheduling-status reconciliation
  • Exception resolution time

Information needed for an assessment

  • Procedure and payer rules
  • Required documents
  • Authorization status
  • Scheduling details
  • Escalation contacts

Frequently Asked Questions

No. It can organize requests and follow-up while staff and payers retain responsibility for documentation, medical necessity, and approval decisions.

Review this workflow with Sarva

Bring your current process, software details, and exception rules. We will help identify what is suitable for a staff-reviewed pilot.