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How to delegate prior authorization

To delegate prior authorizations, give your specialist payer portal access, your EHR, and a request checklist for each common procedure or medication. They identify which orders need authorization, gather clinical notes, submit requests, follow up until a decision, and alert the care team to approvals, denials, and appeal deadlines.

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How to delegate prior authorization, step by step

1. The SOP outline

  1. Review new orders daily for authorization requirements.
  2. Gather clinical notes, codes, and supporting documents.
  3. Submit requests through the payer portal or by fax.
  4. Follow up on pending requests on a set schedule.
  5. Record decisions and alert the care team to denials and deadlines.

2. Access and tools to set up

  • EHR access to orders and clinical notes.
  • Payer portal logins and fax access.
  • Authorization checklists by payer and procedure.
  • A tracker for pending requests.

3. What good looks like

  • Treatments are not delayed by missing authorizations.
  • Every request has a status and a follow-up date.
  • Denials reach the clinician with time to appeal.

4. Weekly metrics to review

  • Requests submitted and average turnaround.
  • Pending requests past follow-up date.
  • Approval and denial counts.

Mini SOP checklist

  • Review new orders daily
  • Gather notes and codes
  • Submit the request
  • Follow up on schedule
  • Record the decision
  • Alert the team to denials

Who to hire for prior authorization

Insurance Verification Specialist. A full-time Insurance Verification Specialist from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.

Free tool for this handoff

VA onboarding checklist builder: Build a day-by-day plan for the first 30 days, including the access and SOPs this task needs.

  • How to delegate insurance verification

    Delegate insurance verification by giving your specialist access to payer portals and your practice system, plus a verification form that lists exactly what to confirm.

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  • How to delegate patient scheduling

    Delegate patient scheduling by documenting appointment types, lengths, provider preferences, and booking rules.

Questions about delegating prior authorization

Who decides whether to appeal a denial?

The clinician and practice leadership. Your specialist prepares the appeal packet and tracks deadlines.

What slows down prior authorizations?

Missing clinical documentation and slow follow-up. A checklist per procedure and a fixed follow-up schedule fix most delays.

Who should I hire to handle prior authorization?

A full-time Insurance Verification Specialist. A full-time Insurance Verification Specialist from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.

Hand prior authorization to a full-time hire

Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.