Ohtariv0.0.4
OS

Ortho1 Surgical Group

Orthopedic Surgery

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    Clinical

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    BL

    Billing

    FO

    Front Office


KD

Kristopher Downing

Owner-Partner
Unpublished changes
Chat
Manual
O

Ohtari

Workflow builder

K
When a spine surgery is scheduled, pull the patient's chart, identify the payer, generate the PA packet with conservative care evidence, submit via Availity, monitor for denial, auto-generate appeals, schedule peer-to-peer with surgeon prep brief if required.
+ Add hardware ordering step
โ†ป Make appeals require Karen approval
โˆ’ Skip Cigna for now
โš™ Change peer-to-peer brief timing
+ Add patient SMS update on approval
Trigger

Spine surgery scheduled in Athena

Request made by

Approval required
default

Approved by: Karen Mitchell ยท Dr. Voss

Human sign-off required before any patient, chart, claim, or financial action runs.

Athena ยท Read

Identify payer and pull payer-specific criteria

patient.insurance.primary, patient.insurance.policy_number, patient.dob

Document Gen

Generate prior auth packet

Operative report draft ยท imaging interpretations ยท conservative care timeline ยท clinical notes

Submit

Submit via correct channel

Availity (electronic)

Poll

Monitor for response

Every 6 hours, max 14 days

Conditional

Approved? Denied? No response?

Update Athena ยท notify scheduling ยท close PA arc

Document Gen

Generate appeal with denial-specific evidence

Karen Mitchell (required) before submission

Survey ยท Voice

Schedule peer-to-peer if required

Per-surgeon (default 24h before)

Channel:

Athena ยท Write

Update Athena and notify scheduling

PA status, decision, appeal outcome, peer-to-peer notes โ†’ patient chart

Applied Skills (2)

Spine PA criteria โ€” payer-specific medical necessity

How Ohtari assembles spine prior auth packets per payer, what counts as conservative care evidence, and when to escalate.

Peer-to-peer prep & appeal strategy

Playbook for handling payer denials and peer-to-peer requests. Evidence assembly, surgeon talking points, escalation contacts.