Prior Authorization Workflow

Upload, review, annotate, and submit PA documents

Select Form
Autofill
Review
Attachments
Submit

Workflow Tips

Step 1: Upload

Upload PA forms (PDF). System processes and validates documents automatically.

Step 2: Annotate

Review PDF pages, add annotations as needed. Use toolbar for highlights and notes.

Step 3: Submit

Review summary, check risk assessment, and submit via preferred channel (Portal/Fax).

Keyboard Shortcuts:

  • Ctrl + ↑/↓ - Toggle sidebar
  • Ctrl + Enter - Submit (on final step)