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Prior auth tracker

Prior auth tracker

Active authorizations on file + their state machine. Lives at /admin/prior-auths.

What it tracks

Every prior authorization the practice has filed:

ColumnNotes
PatientThe auth holder
Payer + planOne auth is payer-specific
Service typeCPT / NDC / service category the auth covers
Effective from / toActive range
Visits remainingCounted down from the auth’s grant
Statuspending / approved / denied / expired / exhausted
278 reference idX12 278 round-trip identifier

State machine

pending ──► approved ──► (active until expiry or exhaustion)
└──► denied ──► open appeal task
└──► expired
└──► exhausted (visits remaining = 0)

State transitions trigger:

  • approved → write auths_on_file row that the scrubber consults on every subsequent claim.
  • denied → open task in /admin/denials for appeal.
  • expired / exhausted → flag in the recall worklist (treatment continuity risk).

How it differs from the AI Prior-Auth Drafter

Tracker (this page)PA Drafter
WhatPersistence + state of every authAI-generated packet to submit a new auth
WhenLong-lived stateOne-shot generation at submission time
Who readsBilling + schedulingProvider + biller drafting the packet

Integration with scheduling

When booking an appointment, Pollen8 surfaces:

  • Whether the planned visit type has an active auth.
  • Visits remaining on that auth.
  • Whether the auth expires before the appointment date.

Front desk sees this at check-in too, so PA gaps surface before the visit not after the claim.

X12 278

Real-time auth requests + responses through the configured 278 provider. Auto-creates the tracker row on submission; updates state on response. Polls inquiry-type messages where the payer doesn’t return real-time approval.