Workato AI Reduce Prior Authorization Processing Time by 65% for Regional Healthcare Provider

The Company Profile

A Nashville-based, multi-location healthcare services provider with approximately 2,200–2,500 employees and a strong presence across the East Coast.

The organization partnered with Quandary Consulting Group to modernize its prior authorization process using AI-powered automation, reducing administrative burden, accelerating approvals, and improving operational efficiency across its care network.

The Challenges

Manual Prior Authorization Delayed Patient Care

Prior authorization required staff to navigate disconnected systems, payer portals, clinical documentation, spreadsheets, and email. Every request involved manually identifying payer requirements, gathering supporting records, entering information, monitoring status, and following up with payers.

The fragmented process created significant administrative work for clinical and revenue-cycle teams. Incomplete submissions led to additional requests for information, while limited visibility made it difficult to identify stalled authorizations before they affected scheduled care.

The organization needed a solution that could:

• Connect the EHR, payer systems, document repositories, and communication platforms.

• Identify payer-specific authorization requirements.

• Extract relevant information from clinical documentation.

• Detect missing or inconsistent information before submission.

• Automate routine submissions, status checks, and follow-up activities.

• Escalate exceptions and uncertain cases to qualified employees.

• Maintain HIPAA-aligned access controls and complete audit trails.

Executive Perspective

“The goal was not to remove people from the prior authorization process. It was to eliminate the repetitive administrative work surrounding each request so our teams could focus on patients, exceptions, and decisions that require human expertise.”

—Confidential, Vice President of Revenue Cycle Operations

The Solutions

AI-Powered Prior Authorization Orchestrated by Workato

Quandary Consulting Group worked with clinical, revenue-cycle, compliance, and technology stakeholders to map the organization’s prior authorization workflows, payer requirements, approval rules, escalation paths, and security controls.

Quandary then implemented an AI-powered prior authorization solution using Workato as the integration and workflow-orchestration layer. The solution connected the organization’s EHR, payer systems, document repositories, and internal communication tools without requiring the provider to replace its existing technology environment.

AI capabilities were used to review clinical records, extract relevant patient and procedure information, identify missing documentation, and prepare authorization requests. Workato coordinated each step of the process, from intake and validation through submission, status monitoring, and final notification.

AI-Assisted Clinical Data Extraction

The solution analyzed referral details, diagnosis codes, procedure information, clinical notes, test results, and supporting records. Relevant information was extracted and organized for the authorization request, reducing repetitive manual data entry.

Payer-Specific Requirements Validation

Workato applied configurable business rules based on the patient’s insurance plan, requested service, and payer requirements. Requests were checked for missing fields, supporting records, and prerequisite documentation before submission.

Automated Submission and Status Monitoring

Complete requests were routed to the appropriate payer channel. Workato automatically monitored authorization status, initiated follow-up actions, and notified staff when a payer requested additional information.

Human-in-the-Loop Exception Management

Requests involving incomplete information, low-confidence AI results, unusual payer requirements, or clinical judgment were routed to qualified employees. Staff could review the supporting information, make corrections, approve the request, or escalate the case before submission.

Integration Across Healthcare Systems

Quandary connected the workflow with the organization’s EHR, payer portals, document-management environment, scheduling tools, and communication platforms. This created a coordinated process while allowing teams to continue working within their existing systems.

Governance and Operational Control

Role-based access controls, approval requirements, workflow monitoring, and detailed activity logs were embedded throughout the solution. Every automated action, employee review, submission, payer response, and status change was recorded to support compliance and auditability.

The Results

Faster Authorizations and More Timely Patient Care

Quandary helped the organization replace fragmented prior authorization processes with an intelligent, connected, and governed workflow. AI reduced the effort required to prepare and validate requests, while Workato orchestrated activity across the provider’s existing healthcare technology environment.

The automated workflow accelerated authorization processing while giving clinical and revenue-cycle teams greater visibility into every request. Employees spent less time gathering documentation, re-entering information, checking payer portals, and following up manually.

Patients experienced fewer scheduling delays, while the organization established a more consistent and auditable approach to prior authorization management.

The result was faster authorization processing, fewer incomplete submissions, improved operational visibility, and a scalable foundation for applying AI across additional patient-access and revenue-cycle workflows.

Key Outcomes

• 65% faster prior authorization processing.

• 50% reduction in manual administrative work.

• 40% fewer incomplete submissions and requests for additional information.

• Faster identification of stalled and high-priority authorizations.

• Greater visibility into payer response times and workflow bottlenecks.

• More consistent application of payer-specific submission requirements.

• Complete audit trails across automated and employee-led activities.

• A scalable foundation for expanding AI across revenue-cycle operations.

Why the Engagement Succeeded

The engagement combined AI with detailed healthcare workflow design, integration engineering, and human oversight. Quandary configured the solution around the provider’s actual authorization processes and payer relationships rather than introducing a generic automation layer.

Workato enabled the organization to coordinate data and activity across existing healthcare systems while preserving employee review for complex, sensitive, and low-confidence cases. This approach accelerated routine work without removing the controls required for clinical and compliance-sensitive decisions.

Technologies and Capabilities

• Workato integration and workflow orchestration.

• AI-powered clinical document extraction.

• EHR and payer-system integrations.

• Payer-specific rules and requirements validation.

• Automated authorization submission and status monitoring.

• Human-in-the-loop review and exception management.

• Role-based access and approval controls.

• Workflow analytics, monitoring, and audit trails.

• Automated notifications for clinical, scheduling, and revenue-cycle teams.