Private insurer authorization checklist: 12 controls to stop revenue loss
How to use this checklist
Twelve controls in three blocks: before the request, during the authorization life, and before billing. Some come from verified insurer documentation; the rest is operating discipline.
Block 1 · Before requesting the authorization
Block 1: (1) confirm the procedure needs authorization for that insurer/policy; (2) verify the prescribing professional is authorized; (3) gather prescription, code and indication before opening the portal; (4) record the channel used.
Block 2 · During the life of the authorization
Block 2: (5) keep the authorization number next to patient and act; (6) record approval and expiry dates; (7) link to appointment, not a parallel spreadsheet; (8) review at T-7, T-3 and T-1; (9) when rejected, read the literal reason.
Block 3 · Before billing
Block 3: (10) confirm validity at service date, not initial appointment; (11) confirm the invoice number matches the approved authorization; (12) flag approved authorizations not yet billed.
How SaludComply runs this checklist so reception does not have to
SaludComply turns the twelve controls into a visible queue. Nothing goes out without human approval. The clinic team decides; the system prepares.
Verified sources
- Adeslas — Autorizaciones — caducidad general 30 días
- ASISA — Qué servicios tengo que autorizar — servicios con autorización
- ASISA — Me han denegado una autorización — motivos oficiales de denegación
- Sanitas — Portal de proveedores — canal proveedor y facturación
- DKV — Ahora tu médico puede pedir las autorizaciones por ti — CAP y Plan Libera
- MAPFRE — Solicitar autorización médica — canales app, web, teléfono y WhatsApp
Related pages
Calculate revenue lost to authorisations
Use the SaludComply authorisation diagnostic to estimate monthly loss, recoverable range and operational complexity. No patient data required.