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AuthAssist PA
PA documentation checklist & script tool
Guidance based on publicly available insurer policies (May 2026) — verify with insurer or UM vendor before submission. Not medical or legal advice.
Step 1 of 4 — Insurance & Service
Select insurance plan
Plan type
Service / procedure category
Specific procedure or medication
CPT / HCPCS code (optional)
Step 2 of 4 — Clinical Profile
Patient clinical profile
Sex
Height (for BMI)
Weight (lbs)
Primary diagnosis (ICD-10)
Comorbidities
Current symptoms
Pain Radiculopathy Weakness Numbness/Tingling Dyspnea Chest pain Limited ROM Functional loss Neuro deficit Myelopathy signs Cauda equina sx Hyperglycemia Fatigue
Symptom duration
Functional limitations
Comorbidities
T2 Diabetes Hypertension Obesity Sleep apnea Heart failure COPD/Asthma CKD Depression/Anxiety Active cancer Tobacco use ASCVD history Dyslipidemia Anticoagulation Immunosuppressed
Step 3 of 4 — Treatment History & Criteria
Prior treatments & step therapy
Treatments tried & documented in chart
Physical therapy Chiropractic NSAIDs Oral steroids Injections (ESI/CSI) DMARDs / MTX Prior biologic Supervised wt-loss pgm Psych evaluation Metformin trial Lifestyle modification Sleep study Cardiac clearance Dietitian eval
Duration of conservative treatment
Step therapy status
Completed labs & imaging
X-ray MRI completed CT completed EKG / EEG Echocardiogram CBC / CMP HbA1c Lipid panel RF / Anti-CCP ESR / CRP Pathology report TB screening DEXA scan EMG / NCS
Step 4 of 4 — Assessment & Tools
Result
Gaps
Alts
Script
Tips