Sequential AgentHealthcareintermediate

Prior-Authorization Prep Template

Acts as · Prior Authorization Specialist

Assembles a prior-authorization request packet: service and codes, diagnosis, and a medical-necessity justification from the record: as a document for the clinician to approve and staff to submit. Never submits.

A single-purpose agent that runs an ordered list of tasks against your tools, knowledge and tables, the same way every run.

Officialby Akshay Gupta
How it works

Inputs in, an ordered run, a result out.

A Sequential Agent takes typed inputs, runs its tasks top to bottom against your tools and tables, and returns a structured result, the same way on every run.

Typed inputs
Values you pass in, validated before the run spends anything.
2 tasks
Each task runs in order, passing its output to the next.
Tools & tables
2 tools · 1 table
Result + trace
A structured output, with every step recorded.
The run loop
Read→Plan→Act→Check→Write→Tracerepeats until done

What's inside

Everything this template installs, by name.

Tables1
Referrals And Prior Auths
Tools2
PdfGoogle Docs
Tasks
2 ordered tasks

What it takes in

The inputs you provide on each run, validated before anything executes.

InputTypeRequired
Requested Service and Clinical RecordrecordLong textRequired
PayerpayerShort textOptional
The work, step by step

2 tasks, run in order.

Each task passes its result to the next. Here's what each does and what it produces.

  1. 01
    From {{record}} for {{payer}}, extract the prior-auth elements (service + CPT/HCPCS, diagnosis + ICD-10, provider/NPI) and draft the medical-necessity justification using ONLY documented facts. Note any missing element.
    Expected output
    A structured prior-auth element list + a medical-necessity draft grounded only in the record + a 'Missing for Submission' list. No invented clinical facts. No JSON.
  2. 02
    Assemble the full prior-auth packet as a document (Google Docs) with required attachments listed, for clinician approval and staff submission; prepare the Referrals/Prior Auths record (Auth Status=Submitted-pending).
    Expected output
    A prior-auth packet draft + attachments checklist + Referrals/Prior Auths record draft, marked for clinician approval. Not submitted. No JSON.

Tools it uses

PdfRead the clinical documentation PDF to extract prior-auth support.
Google DocsAssemble the prior-auth packet as a document for clinician approval.

What you can do with it

Streamline Authorization Process
Efficiently prepare prior-authorization requests for quicker approvals
Reduce Administrative Burden
Minimize manual data entry for healthcare staff
Enhance Documentation Accuracy
Ensure all necessary information is included systematically
Improve Patient Care Speed
Accelerate treatment timelines by expediting authorization prep

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