Understand the request
Bring the medication request, member history, clinical notes, and supporting documentation together.
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Bring formulary information, coverage criteria, and clinical documentation together so your team can spend less time assembling the request and more time reviewing it.
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Bring the medication request, member history, clinical notes, and supporting documentation together.
Compare the request with formulary rules, prior authorization criteria, step therapy, and other plan requirements.
Identify missing information, summarize the review, and draft the communication the team needs next.
Coverage decisions start with the right information.

Pull together previous therapies, duration, response, intolerance, and contraindications.
Review the indication, step therapy, quantity limits, and other criteria that apply to the request.
Surface required labs, test results, treatment history, or clinical findings — and make missing information easy to spot.
See the documented reason a preferred therapy or standard pathway may not be appropriate.
Prepare the reviewer to complete the review, request additional information, or route the case for further consideration.