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HealthOps Automation

Service / Approvals and referrals

Insurer approval and referral follow-up, automated

Insurer follow-up automation keeps track of every pending approval, authorization and referral, and chases it on schedule so your admin team does not have to. It logs what was sent and when, sends reminders to insurers, adjusters or referring offices, and flags cases at risk of delaying care. It works for motor-vehicle, workers' comp and private insurer workflows.

By [Founder name], Founder

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Why does insurer follow-up eat so much admin time?

Clinic admin teams tell us that waiting on and chasing insurer approvals, especially for motor-vehicle and workers' compensation cases, eats their time and delays care. Each case has its own forms, contacts and timelines. Tracking happens in spreadsheets, sticky notes or someone's inbox, and when that person is away, cases stall.

The patient, meanwhile, is waiting to start or continue treatment.

What exactly do we automate?

We build the tracking and the chasing around the way your team already works. We do not claim direct integrations with insurers. Instead we work with the portals, emails and forms you already use:

  • A single tracker of every pending approval, authorization and referral, with due dates
  • Scheduled follow-up emails or calls to adjusters, case managers and referring offices
  • Reminders to your team when a form, report or signature is missing
  • Patient updates, so they know where their approval stands
  • Weekly summary of cases at risk of delaying care

How does this work for Canadian rehab clinics?

In Canada this often means motor-vehicle cases, such as ICBC-funded care in BC, and workers' compensation, such as WorkSafeBC in BC, WSIB in Ontario or WCB Alberta. Each insurer has its own process, and we map it with your team rather than assume. See our Canada hub and the guide to automating ICBC and WorkSafeBC follow-ups.

In the US, the same approach applies to personal-injury and auto-accident cases, prior authorizations and specialist referrals.

Manual tracking vs automated follow-up

Manual tracking vs automated follow-up
Spreadsheet and inboxAutomated tracking and chasing
Single view of pending casesRarely completeAlways up to date
Follow-ups sent on timeWhen someone remembersOn a schedule you set
Survives staff absenceNoYes
Patients kept informedOnly if they callAutomatic status updates
Audit trailScatteredEvery message logged

Straight answers

Frequently asked questions

Do you integrate with ICBC, WorkSafeBC or WSIB systems?

No, and we do not claim to. We automate the tracking and chasing around those processes, using the portals, forms and contacts your team already works with.

Do you submit claims or bill on our behalf?

No. We are not a billing service. We track approvals and referrals and handle follow-up communication so your team can do the submissions faster.

Does this involve clinical notes?

No. We track the status of approvals and referrals. If an insurer needs a clinical report, your clinician writes it, and we remind the right person when it is due.

Can it work for US personal-injury practices?

Yes. The same tracking and follow-up works for auto-accident and personal-injury cases, attorney updates and prior authorizations.

How do patients hear about their approval status?

With your approval, patients get short updates by text or email when their status changes, which cuts down on calls to your front desk.

Related services and guides

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