Healthcare Revenue Cycle Support

Prior Authorization & Referral Management Services

Simplify Authorization Requests. Organize Referral Workflows.

Support your healthcare team's administrative workflows with organized prior authorization submissions, referral coordination, clinical documentation and insurance payer follow-up.

Mahaveer Health provides prior authorization and referral management services designed to help healthcare providers understand payer requirements, organize supporting information and track authorization decisions.

Healthcare professional helping a patient review medical documents
✓
Authorization & Referral Coordination Requirements · Requests · Status Follow-Up
✓ Payer Requirement Checks
▤ Authorization Requests
✚ Clinical Documentation
↗ Referral Coordination
Physician reviewing clinical paperwork and a medical record
Understanding Prior Authorization

What Are Prior Authorization & Referral Management Services?

Prior authorization is a payer review process that may be required before certain healthcare services, procedures or treatments are provided.

Requests commonly involve relevant patient and provider information, proposed services and documentation supporting applicable coverage or medical necessity criteria.

Referral management focuses on organizing required referrals between healthcare providers, such as a primary care physician and a specialist, and tracking related administrative requirements.

Mahaveer Health's service scope brings these processes together through structured administrative coordination and payer follow-up.

Payer Requirement Review
Authorization Submission
Documentation Coordination
Referral Processing
Authorization Status Tracking
Follow-Up & Escalation
Our Service Expertise

Comprehensive Authorization & Referral Support

Our services cover six administrative activities involved in determining payer requirements, preparing requests, coordinating documentation and monitoring decisions.

✓ 01 / 06

Prior Authorization Requirement Verification

Check whether a planned healthcare service may require prior authorization under the patient's insurance plan.

  • Insurance authorization checks
  • Service-specific payer requirements
  • Plan and coverage information review
  • Applicable submission guidance
▤ 02 / 06

Prior Authorization Request Preparation & Submission

Coordinate necessary information and prepare administrative submissions for applicable payer authorization requests.

  • Authorization request preparation
  • Patient and provider detail checks
  • Relevant procedure and diagnosis information
  • Request submission coordination
✚ 03 / 06

Medical Necessity Documentation Coordination

Help organize clinician-provided documentation needed for payer review of the requested healthcare service.

  • Clinical note coordination
  • Requested documentation review
  • Supporting medical record collection
  • Missing information follow-up
↗ 04 / 06

Physician Referral Management

Support required specialist referrals and coordination of referral information between healthcare practices.

  • Referral requirement verification
  • Referral record coordination
  • Specialist information checks
  • Referral status follow-up
◷ 05 / 06

Authorization Status Tracking & Follow-Up

Track pending requests, check available payer responses and coordinate outstanding requirements.

  • Submitted request monitoring
  • Payer status inquiries
  • Additional document request tracking
  • Decision and reference documentation
↻ 06 / 06

Authorization Corrections & Reconsideration Coordination

Organize administrative follow-up when a payer requests corrections, additional information or a review of an adverse decision.

  • Incomplete request correction
  • Additional documentation coordination
  • Reconsideration process support
  • Payer escalation and follow-up
Understanding the Difference

Prior Authorization vs. Medical Referrals

Both processes may be involved before a patient receives care, but they serve different administrative purposes.

INSURANCE PAYER REVIEW

Prior Authorization

A payer review process that may require approval before a specified service, procedure or treatment is provided.

  • Reviews applicable payer requirements
  • May require clinical documentation
  • Involves an insurance payer decision
  • May have validity dates or service limits
  • Does not guarantee final claim payment
PROVIDER-TO-PROVIDER COORDINATION

Medical Referral

A provider-directed request or recommendation for another healthcare professional to assess or treat a patient. Some health plans require formal referral documentation.

  • Supports specialist care coordination
  • May originate with a primary care provider
  • May require plan-specific referral procedures
  • Includes relevant provider information
  • Is not automatically a prior authorization
Our Working Process

A Structured Authorization Management Workflow

Organizing request information and follow-up activity helps healthcare teams understand what is needed at each stage.

01

Verify Requirements

Review the payer's applicable authorization or referral requirements for the planned service.

02

Collect Information

Coordinate relevant patient, provider, service and supporting clinical information.

03

Prepare the Request

Organize the application and check available required information.

04

Submit

Send the request through the appropriate authorized payer submission channel.

05

Track the Decision

Review payer responses and monitor requests awaiting decisions or information.

06

Coordinate Next Steps

Document outcomes and communicate required actions to the responsible healthcare team.

Healthcare professional reviewing a medical document and writing notes
Clinical Documentation Coordination

Organized Documentation. Clearer Authorization Requests.

Insurance payers may request relevant medical records to evaluate whether a proposed service meets applicable coverage criteria.

Mahaveer Health's role is to support administrative coordination of clinician-provided documentation, rather than independently make clinical necessity determinations.

Relevant clinical notes and medical history
Provider orders and planned services
Diagnosis and procedure information
Available test or imaging reports when requested
Prior treatment details when relevant
Outstanding documentation follow-up
Understanding Payer Responses

Monitoring Authorization Request Status

Payer responses vary by health plan and service, but these are common administrative situations.

SUBMITTED

Request Received

The request has been submitted or acknowledged through the applicable payer process.

UNDER REVIEW

Pending Review

The payer is reviewing the request or may require additional information before making a decision.

APPROVED

Authorization Granted

The payer has authorized the specified service subject to the approval's terms and applicable plan requirements.

NOT APPROVED

Adverse Decision

The payer has not approved the request. Review may identify applicable reconsideration or appeal options.

Administrative Tracking

Keep Authorization Information Organized.

Authorization requests often involve several communications between providers, facilities and insurance payers.

Maintaining clear records helps administrative teams track payer responses, required documentation, validity dates and next steps.

Information should be documented and handled according to applicable privacy, access and operational requirements.

Authorization Follow-Up Record EXAMPLE
Request Type Medical Service Authorization
Coverage Check Authorization Required
Documentation Supporting Notes Requested
Submission Authorized Payer Channel
Current Status Additional Information Pending
Next Step Coordinate Missing Documentation
Illustrative workflow example only. No actual patient data, insurance authorization, clinical determination, or Mahaveer Health software screenshot is represented here.
Why Authorization Management Matters

Supporting Better Healthcare Administrative Coordination

Organized prior authorization and referral processes can help healthcare teams identify requirements earlier and coordinate outstanding tasks.

01 / PREPARATION

Earlier Requirement Identification

Review possible authorization and referral requirements before planned services.

02 / DOCUMENTATION

Organized Request Information

Help coordinate the documentation and administrative details requested by insurance payers.

03 / COMMUNICATION

Clearer Payer Follow-Up

Maintain request status information and communicate unresolved requirements.

04 / REFERRALS

Better Specialist Coordination

Support administrative processes for referrals when required by the provider or plan.

05 / VISIBILITY

Authorization Status Tracking

Keep request decisions, reference information and next actions organized.

06 / WORKFLOW

Reduced Administrative Complexity

Assist healthcare staff with routine authorization coordination tasks.

Related Healthcare Services

Connected Solutions Across Patient Access & RCM

Prior authorization works alongside eligibility checks, patient registration and denial management.

Frequently Asked Questions

Prior Authorization & Referral FAQs

Answers to common questions about payer authorization requirements, medical necessity documentation, referrals and request tracking.

What is prior authorization in healthcare?

Prior authorization is a health plan review process that may require approval before certain services, procedures or treatments are provided or covered.

What is the difference between prior authorization and referral management?

Prior authorization involves an insurance payer's review of a requested service. A medical referral involves directing a patient to another provider and may have separate plan-specific administrative requirements.

What documentation may be needed for a prior authorization?

Requirements vary by payer and service. They may include provider orders, relevant medical records, diagnoses, proposed procedures, treatment history and clinical information supporting applicable criteria.

Does prior authorization guarantee insurance payment?

No. Prior authorization does not guarantee that a claim will be paid. Final coverage and payment depend on applicable plan terms, services rendered, claim information and payer adjudication.

Who determines whether a service meets medical necessity requirements?

The treating clinician supplies the clinical rationale and documentation. The payer applies its applicable coverage and review criteria to decide on the authorization request. Administrative support staff coordinate information but do not replace clinical judgment.

How long does prior authorization take?

Processing times depend on the health plan, program, service type, request priority, completeness and applicable rules. There is no universal turnaround time for every payer or request.

What happens if a prior authorization request is not approved?

The requesting team should review the payer's stated reasons and available options. These may include supplying additional information, correcting a request, reconsideration or appeal, depending on the applicable rules.

Can healthcare practices outsource prior authorization management?

Healthcare organizations may outsource selected administrative steps, including requirements checks, submission coordination, documentation follow-up and status tracking, with appropriate permissions, oversight and agreed scope.

Connect with Mahaveer Health

Need Support with Prior Authorization & Referral Management?

Connect with Mahaveer Health to discuss payer requirement verification, authorization requests, clinical documentation, referral coordination and status follow-up for your healthcare organization.