Start with one workflow and define how it will run
An effective support arrangement begins with a clear handoff. We work with you to identify the task, define the permitted actions, and agree on how your team will review work and handle exceptions.
1 Map the bottleneck
Walk through the work from arrival to completion. We discuss typical volume, busy periods, systems, source information, current handoffs, and the point where work tends to slow down. Together, we identify a starting scope and the decisions that must stay with your organization.
The outcome: A defined workflow and a shared view of what support should cover.
2 Build the operating playbook
Set the task boundaries, required qualifications, procedures, system permissions, escalation contacts, and coverage. Agree on quality review, communication, reporting, and the conditions that require the team to pause or return an item.
Before access is granted, your organization and AuthorizeRx review applicable data-handling requirements and the agreements needed for the proposed work.
The outcome: A documented plan for who does what and how work is supervised.
3 Train and begin with a controlled scope
Prepare the assigned personnel for your procedures and configuration. Use reviewed examples or approved training materials, confirm that access matches the role, and agree on readiness before live work begins. Start with a scope your team can review closely.
The outcome: A controlled starting workflow with named reviewers and a clear escalation route.
4 Review and decide what comes next
Review completed work, exceptions, aging items, quality findings, and coverage against the agreed expectations. Adjust the process where needed. Add work only after both teams understand what is functioning well and what still needs attention.
The outcome: A decision to continue, refine, or expand based on the actual workflow.
Clear responsibilities on both sides
Your organization defines permitted work, supplies approved source information and procedures, authorizes appropriate access, and identifies the people responsible for review. Your licensed professionals retain clinical decisions and regulated responsibilities. Your management team retains financial and policy approvals.
AuthorizeRx supports the agreed administrative workflow, documents actions, raises exceptions, and participates in the agreed review process. Staffing, supervision, coverage, and service expectations are specified in the engagement rather than assumed from a website description.
Validate each proposed service before starting
A proposed portfolio category becomes part of an engagement only after its delivery requirements have been reviewed. Identify the personnel qualifications, supervision, systems, consent and escalation needed for that setting. Physician professional claims, pharmacy worklists and clinician-led programs require different review paths.
Confirm delivery capability and qualified oversight. Identify who performs the work, the required qualifications, named supervisor and reviewer for exceptions. Clinical judgment stays with licensed professionals. Coding and documentation reviews requiring specialist qualifications must be assigned accordingly. Optional scribing, credentialing, program administration and audit support are not assumed ready because they appear in a draft menu.
Validate access, consent and information handling. Confirm approved systems, role-based access, permitted data uses, secure communications and applicable privacy, security and contractual requirements, including a business associate agreement where required. Validate patient-consent requirements for communications, enrollment and documentation support. Do not assume platform integrations or unrestricted account access.
Write the pause-and-escalate rules. Specify which items may proceed, which need review and when staff must stop. Include clinical questions, ambiguous orders, coding discrepancies, urgent calls, disputed balances, unmatched payments and audit requests. Name the receiving contact, next owner and action.
Start with a reviewed pilot. Use approved materials and limited scope with explicit readiness and acceptance criteria. Review quality, exceptions and reporting before adding responsibilities. Agree staffing, coverage, service levels and pricing; do not infer these from a service category or promise savings, approvals or billability.
Technology supports a defined process
We review the tools already used in the workflow and where additional assistance may be appropriate. Any proposed automation or AI-assisted step must be identified, approved for its data use, and paired with the required review. We do not assume that a new tool belongs in every workflow.
What to bring to an assessment
Bring a description of the queue, approximate volume, systems involved, desired coverage, and the point where items need escalation. A high-level process description is enough to begin. Please do not send patient information through the website form.
Let us work through one bottleneck with you
Use the assessment request to tell us where support would make the clearest operational difference.