Physical therapy prior authorization, step by step
A practical clinic workflow for checking requirements, submitting requests, and tracking approved treatment.
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Practical tools for therapy clinic revenue.
Read practical articles, download tools for your team, and explore guides to eligibility verification, prior authorization, and patient estimates.
Articles
Practical articles for therapy clinic teams
Clear, practical guidance for the insurance and authorization work that happens before and during care.
Requesting more visits or an authorization extension
Separate visit limits, approval dates, and insurance benefits so your team requests the right continuation of care.
Read articleWhat to do when prior authorization is denied
Identify the reason, protect deadlines, and coordinate the correct administrative or clinical response.
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Excel workbook
Insurance reverification checklist and worklist
Organize benefit-period checks, unresolved questions, and staff follow-ups before patients return for their next visit.
Preview the workbookPrintable PDF
Therapy benefits verification phone script
A practical payer-call guide for checking therapy benefits, financial responsibility, shared visit limits, and authorization questions.
Preview the script
Buyer’s guide + scorecard
The Patient Estimation Software Buyer’s Guide for Therapy Clinics
Eleven practical evaluation areas, demo questions, and a printable vendor scorecard for PT, OT, and ST clinic leaders comparing patient estimation software.
PDF buyer’s guide
Eligibility Verification: A Buyer’s Guide for Therapy Clinics
A practical PDF guide to therapy-specific benefits, visit limits, payer gaps, reverification, and the eligibility details needed before estimates and authorization.
PDF buyer’s guide
Prior Authorization: A Buyer’s Guide for Therapy Clinics
A practical PDF guide to authorization requirements, referrals, visit thresholds, payer submissions, exception handling, and preventing avoidable denials before treatment.
One-page checklist
The Therapy Clinic Pre-Visit Revenue Checklist
Five checks therapy clinics can complete before the visit to prevent avoidable denials and collect the right patient amount.
Two-page fillable worksheet
Physical, Occupational & Speech Therapy Eligibility & Verification Worksheet
A two-page fillable worksheet for PT, OT, and speech therapy clinics to record coverage, plan details, financial responsibility, visit limits, and authorization requirements.
Spreadsheet + desk guide
Wiz Health — Prior Authorization Tracker
A simplified Excel tracker for recording authorization requests, approved visits, effective dates, utilization, follow-up dates, and next actions.
21-question assessment
The Pre-Visit Revenue Workflow Self-Assessment
A 21-question assessment for therapy clinic owners and revenue-cycle leaders to evaluate eligibility, authorization, estimates, reverification, handoff, and accountability.
Example output
Sample Patient Estimate
See the clinic-ready estimate Wiz can produce from verified benefits before the patient arrives.
Guides for clinic leaders.
Focused guidance for clinic leaders evaluating revenue workflows and software.
Wiz at a glance
A one-page overview of Wiz products, pricing, customer results, projected savings, and implementation.
Speech therapy insurance verification
A practical checklist for speech therapy coverage, shared benefits, authorization requirements, and family costs before care begins.
Speech therapy prior authorization and tracking
Check evaluation and treatment requirements, record approved visits or units, and plan renewals before an approval runs out.
Patient estimation software
Understand the workflow and buying criteria before comparing vendors.
Eligibility verification
See what therapy clinics need to verify before estimates and check-in.
Prior authorization
Identify requirements early enough to act before treatment starts.