01
Find cases before visits run out
Use verification results and visit counts to spot new requirements and renewals before the next appointment is at risk.
/Prior authorization agent
Keep authorizations from becoming tomorrow's cancellation.
Shasta finds the cases that need authorization, gathers the notes and outcome scores, submits through the payer's process, and checks the request until there is a decision.
Learn MoreINPUT / WORK / ACTION
01 / Visits
Used
8 / 12
Auth needed
Outcome score
Progress note
Referral
02 / Payer
PA-2291
Submitted
In review
Approved
03 / Approved
( fig. 02 )
/What it handles
The routine work your staff should not have to chase.
Shasta works through the normal cases. Anything that needs judgment goes to your team with the details already gathered.
Starts with
A new authorization requirement or a patient getting close to the approved visit limit
Done when
The decision and approved visits recorded where the front desk can use them
Works across
EMRPayer portalsClinical notesDocuments
02
Gather the clinical support
Pull outcome scores, notes, referrals, and payer-specific forms from the places your team already stores them.
03
Complete the payer submission
Enter the request in the portal, attach the supporting files, and save the confirmation number.
04
Keep checking the request
Review pending requests on schedule, capture the decision, and update authorization numbers, dates, and approved visits.
( fig. 03 )
/How it works
From incoming work to an updated patient record.
01
A case is due
Shasta sees the authorization requirement or an approaching visit limit.
02
Documents are gathered
It collects the clinical and administrative information required by that payer and plan.
03
The request is submitted
Shasta completes the portal workflow, uploads the supporting documents, and records the reference number.
04
The decision comes back
Shasta checks until the payer responds, then updates the patient record or gives staff the next action.
When the job is done
Pending requests checked on schedule
Confirmation numbers and status history kept together
Approved visits visible to the scheduling team
( fig. 04 )
/Set up for your clinics
Built around the way your front desk already works.
Set up around your rules
We map how each location schedules, which payers need extra steps, and where your team wants to take over.
A clear record of the work
Open any task to see what came in, what happened next, and what changed in the patient record.
A handoff when one is needed
Clinical questions, unusual cases, and anything outside your rules go to staff with the context already attached.
Explore the agent team
Calling and Texting Agent
Answer, schedule, and follow up across every patient channel.
Referrals Agent
Turn incoming documents into complete patient records.
Benefits Agent
Verify the details that determine coverage and collection.
See how the prior authorization agent fits into your front desk.
Bring us the workflow. We will map it against your systems and clinic rules.