01
Find cases before visits run out
Use verification results and visit counts to spot new requirements and renewals before the next appointment is at risk.
/Physical therapy prior authorization
Shasta finds the cases that need authorization, gathers the notes and outcome scores, submits through the payer's process, and checks the request until there is a decision.
Learn MoreINPUT / WORK / ACTION
01 / Visits
Used
8 / 12
02 / Payer
PA-2291
Submitted
In review
Approved
03 / Approved
( fig. 02 )
/What it handles
Shasta works through the normal cases. Anything that needs judgment goes to your team with the details already gathered.
Starts with
A new authorization requirement or a patient getting close to the approved visit limit
Done when
The decision and approved visits recorded where the front desk can use them
Works across
01
Use verification results and visit counts to spot new requirements and renewals before the next appointment is at risk.
02
Pull outcome scores, notes, referrals, and payer-specific forms from the places your team already stores them.
03
Enter the request in the portal, attach the supporting files, and save the confirmation number.
04
Review pending requests on schedule, capture the decision, and update authorization numbers, dates, and approved visits.
( fig. 03 )
/How it works
01
Shasta sees the authorization requirement or an approaching visit limit.
02
It collects the clinical and administrative information required by that payer and plan.
03
Shasta completes the portal workflow, uploads the supporting documents, and records the reference number.
04
Shasta checks until the payer responds, then updates the patient record or gives staff the next action.
When the job is done
Pending requests checked on schedule
Confirmation numbers and status history kept together
Approved visits visible to the scheduling team
( fig. 04 )
/Set up for your clinics
We map how each location schedules, which payers need extra steps, and where your team wants to take over.
Open any task to see what came in, what happened next, and what changed in the patient record.
Clinical questions, unusual cases, and anything outside your rules go to staff with the context already attached.
Physical therapy authorization work can begin with a new evaluation or a patient approaching an approved visit limit. Shasta gathers the required notes, outcome scores, and supporting documents, submits the request through the payer workflow, and tracks its status.
A submission confirmation is not an approval. Shasta records the payer decision, authorization dates, and approved visits in the patient record so scheduling staff can see what is ready and what still needs attention.
Connect this workflow with AI insurance verification for physical therapy, or explore all of Shasta's AI agents for PT clinics.
For evaluation criteria, oversight, and ROI, read our guide to AI in physical therapy.
Explore the agent team
Calling and Texting Agent
Answer, schedule, and follow up across every patient channel.
Referrals Agent
Turn incoming documents into complete patient records.
Benefits Agent
Verify the details that determine coverage and collection.
Bring us the workflow. We will map it against your systems and clinic rules.