Front Office
Insurance Verification Checklist
Verify coverage in three passes (at booking, 2 to 3 days before, at check-in) and tell Original Medicare from Medicare Advantage at a glance.
All guides › Billing & Revenue
Billing & Revenue
Prior Authorization Playbook 2026
An 8-step prior-auth workflow from order to approval, with an editable 11-column tracking log and a daily huddle checklist.
Why I made thisA missing auth means a cancelled visit or a denied claim, and usually both. I wanted one tracker the whole team actually uses.
$7
Instant download · card or PayPal via Payhip · Download policy
- Length
- 6 pages + 2 editable Word templates
- Format
- US Letter PDF (full color + low-ink print-friendly) and editable Word .docx (opens in Google Docs and LibreOffice). One .zip download.
- License
- Print and copy inside your own practice (one practice). Please don't resell or share the files.
This is also included in the Front Office & Billing Toolkit, with the other 7 guides in the set.
What's inside
- An 8-step prior-auth workflow from order to approval
- Services that commonly need PA
- Original Medicare vs Medicare Advantage rules, including the WISeR model and CMS-0057-F decision timeframes
- A 10-minute daily PA huddle checklist
- A risk table for missed and cancelled visits, and what to do when a request is denied
- An editable 11-column PA tracking log (Word)
Who it's for
- Referral coordinators and front desk staff
- Small practices juggling Original Medicare and Medicare Advantage patients
- Managers who want a 10-minute daily PA check
Files you'll download
- 04-Prior-Authorization-Playbook.pdf (6 pages, color)
- 04-Prior-Authorization-Playbook-PrintFriendly.pdf
- editable/Prior-Auth-Playbook-Checklists.docx
- editable/Prior-Authorization-Tracking-Log.docx
- README.txt
Pairs well with
Billing & Revenue
Denial Code Cheat Sheet
About 50 common CARC denial codes and 27 key RARC remark codes in plain English, each with the usual cause and the fix.
Instant downloadA .zip of PDFs and editable files, right after checkout.
Secure checkoutCard or PayPal through Payhip. I never see your card number.
Help by emailQuestions about a file? Email me.
No patient dataNothing here asks for PHI. Every example is made up.
Educational use only. Not legal, billing, coding or medical advice. Rules change and vary by MAC, state and payer, so confirm with the official sources (listed in the staff guides and Medicare kit). All examples are fictional. Not affiliated with or endorsed by CMS, HHS or any payer. Questions? Read the FAQ or email jenny@clinicrevenueguides.com.