Prior Authorization Request Update
Update a patient on the status of their insurance prior authorization request.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Follows up on the status of a prior authorization request submitted to an insurance payer.
- Prior auth status update
- Insurance auth follow-up
- Pre-authorization request
Fields your team can fill in
To
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Subject
Prior Authorization Update — patient_first_name
Hi patient_first_name,
I'm reaching out with an update on the prior authorization request we've submitted on your behalf. Prior authorization is required by your insurance company before certain services can be performed — we want to make sure you understand where things stand.
AUTHORIZATION DETAILS
• Service Requested: service_type
• Insurance Company: insurance_company
• Current Status: authorization_status
• Expected Timeline: expected_timeline
WHAT YOU NEED TO DO
• required_action
WHAT IS PRIOR AUTHORIZATION?
Prior authorization (also called pre-authorization or pre-approval) is a requirement from your insurance company that certain medical services be reviewed and approved before they're performed. This is your insurer's way of confirming that the service is medically necessary under the terms of your plan. It does not guarantee payment, but is typically required for scheduling.
IF THE AUTHORIZATION IS DENIED
If your insurer denies the request, we will notify you immediately and discuss your options — which may include an appeal, an alternative service, or proceeding as a self-pay. We advocate on your behalf and will provide clinical documentation to support the appeal if needed.
Please don't schedule the service until we confirm authorization has been received. If you have questions, call us at me::phone.
Workflow context
When to use this workflow
Use this workflow when a patient needs an update on the status of an insurance prior authorization request.
What this replaces
This replaces manual prior authorization updates, inconsistent timelines, and repeated entry of service type, insurer, required action, and expected timing.
Why teams standardize this email
Prior authorization updates can be frustrating for patients. A workflow helps staff explain status and next steps clearly while keeping the email concise and reviewable.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the prior authorization update email in Outlook
- Prompts for patient name, service type, insurance company, authorization status, required action, expected timeline, and phone number
- Adds an authorization status subject line
- Keeps next-step language consistent
- Leaves the draft editable before sending
FAQ
Does Toggles submit prior authorization requests?
No. Toggles prepares the patient update email. Authorization submission and tracking happen in your existing clinical or billing systems.
Can timelines be customized?
Yes. The expected timeline is entered as a variable and the draft can be edited.
Can this include required patient action?
Yes. The workflow prompts for any required action and places it in the email.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
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Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.