> ## Content Index
> Fetch the complete content index at: https://blog.jestor.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# How Do I Manage Insurance Pre-Authorization Requests From Start to Finish?
- URL: https://blog.jestor.com/manage-insurance-pre-authorization-requests/
- Published: 2026-10-13T21:12:59.000Z
- Updated: 2026-10-13T21:12:59.000Z
- Author: Bruno Bannach

To **manage insurance pre-authorization requests** from start to finish, treat each request as a card that moves through clear phases — documents collected, submitted, pending, approved or denied — with deadlines, owners and attachments on every card.

In **Jestor**, a **Kanban** with **SLA** tracking shows which requests are stuck and who must act.

## Why do pre-authorizations get delayed?

Pre-authorizations depend on documents, forms and replies from insurers. When this happens over email and phone, nobody knows the real status.

Patients call asking for updates, procedures get postponed and the team repeats submissions that were already sent.

## What problems does a structured pre-authorization flow solve?

- Requests lost between reception, billing and doctors
- Missing documents found only after submission
- No visibility of how long each insurer takes to answer
- Patients chasing the clinic for updates
- Procedures rescheduled because approval came too late

## How do I set up a pre-authorization flow in Jestor?

1. **Create a requests table** with patient, procedure, insurer, request date and protocol number.
2. **Define Kanban phases**: Documents pending, Submitted, Awaiting insurer, Approved, Denied.
3. **Attach documents** to each card and use **OCR** to read data from scanned files.
4. **Set SLA times per phase**, so overdue requests are flagged automatically.
5. **Notify the patient** through **WhatsApp** when the request is approved or denied.

| Phase              | Owner        | Exit criteria                            |
| ------------------ | ------------ | ---------------------------------------- |
| Documents pending  | Reception    | All required files attached              |
| Submitted          | Billing team | Protocol number recorded                 |
| Awaiting insurer   | Billing team | Insurer reply received                   |
| Approved or denied | Reception    | Patient informed and procedure scheduled |

## Why use Jestor for insurance pre-authorizations?

- **End-to-end visibility**: every request has a phase, an owner and a history of changes.
- **SLA tracking**: time spent in each phase is measured and alerts highlight delays.
- **Less manual work**: automations move cards and send notifications without code.
- **Reports by insurer**: dashboards show approval times and denial rates.

Insurers often ask for extra documents after the first submission. Recording each request on the card, with the date it arrived, keeps the history complete and shows exactly how much of the delay came from the insurer and how much from the clinic.

This is how clinics manage insurance pre-authorization requests without losing track of any patient.

## Frequently Asked Questions

### Can I see how long each insurer takes to reply?

Yes. SLA tracking records time per phase, and dashboards group it by insurer.

### Can I start with a ready process?

Yes. Build it in minutes or get free help from the team at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Can patients receive status updates automatically?

Yes. Automations can send approved WhatsApp templates when a card reaches a specific phase.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**.

Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.