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Nurse Case Manager

Utilization review and pre-authorization

Enhances✓ Available Now

What You Do Today

Evaluate treatment requests against medical necessity criteria. Approve straightforward requests, refer complex cases for peer review, and communicate decisions to providers and adjusters within regulatory timeframes.

AI That Applies

AI pre-screens authorization requests against clinical criteria, auto-approving standard treatments that clearly meet guidelines and routing only edge cases to the nurse for review.

Technologies

How It Works

For utilization review and pre-authorization, the system draws on the relevant operational data and applies the appropriate analytical models. Machine learning models identify the patterns in historical data that most strongly predict the target outcome, then apply those patterns to score new inputs. The results integrate into the practitioner's existing workflow — presenting recommendations, flags, or automated outputs alongside their normal working context.

What Changes

Routine authorizations (physical therapy within guidelines, standard imaging) get auto-processed. Nurses focus on the 20-30% of requests that require clinical judgment.

What Stays

Denial decisions, peer-to-peer conversations with treating physicians, and the clinical reasoning that distinguishes a reasonable treatment plan from one that's drifting.

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for utilization review and pre-authorization, understand your current state.

Map your current process: Document how utilization review and pre-authorization works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
Identify the judgment points: Denial decisions, peer-to-peer conversations with treating physicians, and the clinical reasoning that distinguishes a reasonable treatment plan from one that's drifting. These are the boundaries AI won't cross.
Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support ML Classification tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long utilization review and pre-authorization takes end-to-end today, then after AI adoption.

Why it matters

The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.

Quality of output

How to calculate

Track error rates, rework frequency, or stakeholder satisfaction scores before and after.

Why it matters

Speed without quality is just faster mistakes. Measure both.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your department medical director

What data do we already have that could improve how we handle utilization review and pre-authorization?

They set clinical practice guidelines that AI tools must align with

your health informatics lead

Who on our team has the deepest experience with utilization review and pre-authorization, and what tools are they already using?

They manage the EHR integrations and clinical decision support configuration

a nurse informaticist

If we brought in AI tools for utilization review and pre-authorization, what would we measure before and after to know it actually helped?

They bridge the gap between clinical workflow and technology implementation

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.