Packet Desk
One queue for evidence, criteria, packet assembly, and review.
The Packet Desk moves each authorization through five named states — and never leaves it sitting in someone's inbox.
Queue states
Five named states. Every request lives in one of them.
- 1StateIntake
Order + clinical note land in the queue.
- 2StateEvidence Scan
Relevant chart sections pulled with citations.
- 3StateRequirement Match
Payer criteria mapped one-to-one.
- 4StatePacket Ready
Assembled, versioned, ready for review.
- 5StateStaff Approved
Reviewer signs off; packet leaves the queue.
Requirement match
Payer criteria, source snippets, and the gap — on one panel.
Payer criteria
- Conservative tx ≥ 6 weeks documentedPT notes 02-04 → 03-15
- Prior imaging within 12 monthsMRI report 03-14
- Specialist evaluation on fileOrtho consult 03-18
- Functional impact / ROM measurementsNot on file — request ROM
Source snippet
"Patient completed six weeks of supervised physical therapy without resolution of radicular pain; imaging shows L4–L5 disc protrusion."
Missing evidence: ROM measurements
Packet anatomy
Every packet ships with the same six labeled sections.
Example packet · v3Reviewed
Criteria map
Extracted evidence
Missing evidence
Letter & forms
- 1Cover
Requested service, CPT, provider.
- 2Criteria map
Payer requirement → satisfied / gap.
- 3Extracted evidence
Source-cited chart pulls.
- 4Missing evidence
Explicit gap + next-step request.
- 5Letter & forms
Pre-populated payer forms.
- 6Source trail
Every chip → originating document.
Human approval receipt
Who reviewed, when, what changed, and where it went.
Approval receipt
Packet · MRI lumbar spine · v3
ApprovedExported to payer portal · 1 minute ago
- Sarah M., reviewerAdded ROM measurements snippet2 minutes ago
- Auto-assemblerRe-mapped payer criterion #44 minutes ago
- Sarah M., reviewerApproved packet v3just now