Approved dates
Wiz identifies scheduled appointments that fall outside the authorization’s valid dates.
Prior authorization
Get authorizations before they delay care.
Wiz identifies when authorization is required, submits requests, obtains authorizations, and updates your EMR with the results. As care continues, Wiz checks scheduled visits against approved dates and visit limits. Your team keeps working in the EMR it already uses.
Authorization obtained
James R.PT evaluation tomorrow
BCBS PPO- Evaluation
- No authorization required
- Treatment
- Authorization obtained
Ready for scheduled treatment
A clinic-ready result
Authorizations are uploaded into your EMR.
Open the patient chart and see whether authorization was required, the authorization number, the approved visits, and the valid dates. Wiz puts the result into your existing EMR so your team can use it in the course of its usual work.
- Whether authorization is required
- The authorization number, approved visits, and valid dates
- The result saved to the patient case
As care continues
Keep the next visit within the authorization.
An authorization can still be within its valid dates when the approved visits run out. An appointment can also fall after the authorization ends. Wiz automatically compares completed and upcoming visits with the authorization on file, helping catch these gaps before the next appointment.
Approved visits
Wiz compares visit activity with the approved visit limit and flags cases where that limit has been reached.
Upcoming expirations
Wiz identifies authorizations nearing expiration so there is time to review what the patient needs next.
One authorization workflow
From scheduled care to an obtained authorization.
Wiz uses the patient and appointment information in your EMR.
Determine the requirement
Wiz identifies whether prior authorization is required for the evaluation, for treatment, or beginning after a specific number of visits.
Submit the request
Wiz uses available evaluation and progress notes from your EMR to prepare and submit the request. If documentation or clinic input is still needed, Wiz flags the case for your team.
Obtain the authorization
Wiz follows the request through the payer’s decision and writes the authorization number, approved visits, and valid dates into your EMR. If a request is denied, Wiz submits and tracks the appeal and updates the final disposition.
What authorization requires for your discipline
Requirements depend on the patient’s plan and the services being provided. Wiz identifies the applicable requirements and updates the data to your clinic workflow.
Physical therapy
Identify whether approval is needed for the evaluation, before treatment, or after a visit threshold. Wiz uses available clinical documentation to submit the request and records the result for your team.
Occupational therapy
Confirm the requirements for OT even when the patient also receives PT or speech therapy. Wiz handles the request for the planned services and updates the approval details into the EMR.
Speech therapy
Confirm the authorization requirements for Speech Therapy and find out if authorization is required for the evaluation and ongoing plan of care. Wiz identifies speech therapy requirements, uses available documentation to submit requests, and updates the payer’s decision to your EMR. Cases needing clinical input or additional information are flagged for your team.
Your team stays in its EMR
The work starts with your schedule. The answer comes back to the chart.
Wiz reads the patient, insurance, and appointment information already in your EMR. It applies the authorization requirements to that case, handles the request, and keeps checking approved dates and visits as care continues.
Completed results return to the patient chart. Cases that need your team’s attention are flagged in EMR case notes and by email. Your clinicians continue to document care and decide when additional visits are needed.
Free prior authorization tracker
Still tracking authorizations by hand?
Use this free worksheet to record requirements, submission dates, status, approved visits, expiration dates, and follow-up ownership while you evaluate automation for your clinic.