The Intake Agent reads incoming faxes, matches ICD-10 and CPT codes, flags missing medical charts, and creates a ready-to-review case directly in your UM platform — no rekeying, no back-and-forth.
70%
faster intake turnaround
99.2%
coding match accuracy
24/7
automated processing
From document collection to case routing, the Intake Agent handles every step of converting incoming prior authorization requests into structured, review-ready cases.
Collect and organize clinical notes, orders, forms, prescriptions, and supporting documents submitted with the request.
Pull key details like member, provider, diagnosis, CPT/HCPCS codes, requested service, dates, and place of service.
Turn unstructured intake materials into a clean, structured prior authorization case ready for review.
Identify the request type — DME, home health, pharmacy, inpatient, outpatient, or specialist service.
Flag incomplete requests and identify which clinical or administrative details are still needed before review.
Compare new requests against existing cases to catch duplicate, overlapping, or already-reviewed authorizations.
Match the requested service to the right coverage policy, guideline, or review pathway.
Send each case to the right queue based on urgency, service type, plan rules, and configured workflows.
The Intake Agent reads and organizes prior authorization requests across faxes, PDFs, and electronic submissions — extracting case details, flagging missing information, and routing structured data into your existing workflows.
Automatically reads faxed documents, portal submissions, and detecting common problems like dupilcates.
Extracts member information, procedure codes, diagnoses, and clinical details into structured case fields.
"Our nurses used to spend the first hour of every shift just untangling faxes. Now cases show up validated and ready — the Intake Agent gave us that hour back, every day."
Sarah Chen
RN, Clinical Operations, Regional health plan, 420,000+ members
The Intake Agent is integration-first — designed to connect with your existing UM platform instead of replacing it. We handle the entire integration.
Case Health AI integrates with your Utilization Management vendor to keep your data in one place.
Data flows into your system matching your team's workflow. We train the AI to work like your clinicians.
Case Health AI is built for regulated healthcare environments where data protection, auditability, and operational control are mandatory. Every prior authorization decision is secured, logged, and traceable to support clinical oversight, compliance reviews, and enterprise risk requirements.
Operates as a HIPAA Business Associate with encrypted PHI handling and strict access controls.
Aligned with SOC 2 security and availability controls through monitored, documented processes.
Intake Agent
80%
3x
50%
Everything you need to know about the Intake Agent and how it fits into your existing prior authorization operations.
