
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.
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:
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.
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.
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.
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.
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.
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.
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.
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 and 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.
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.
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