For authorization and billing teams
Submission Co-Pilot™
Catch missing information before the request goes out.
Submission Co-Pilot™ checks the case against the patient's coverage criteria, shows what is missing, and prepares a patient-specific medical-necessity rationale for review.
- Gather documents4 files routedRunning
- 2Patient & payerM. Okafor · UnitedHealthcareQueued
- 3Requested treatmentPSMA PET/CT · 78815 + A9595Queued
- 4Check payer criteriaUHC Oncology Imaging · PSMAQueued
- 5Clarify before submitting1 item · imaging reportQueued
- 6Review & generatePackage · 9 pagesQueued
- Biochemical recurrence after prostatectomy
- PSA rising on two consecutive draws
- Conventional imaging negative
- No PSMA PET in the prior 12 months
- Imaging report attached, not just the summary
What it solves
Many denials start with information the payer did not receive.
Teams often discover the gap only after a denial. Submission Co-Pilot™ helps them find it while there is still time to fix it. Bring in the information your team already has; the product organizes the work and makes the next decision clear.
Match the policy
See the coverage criteria that apply to the patient and requested care.
Find the gaps
Know which records or clinical details are missing before submission.
Prepare the rationale
Give the reviewer a patient-specific medical-necessity summary to check and approve.
A clearer submission with fewer avoidable gaps.
Catch problems before the payer does.
Prevent · Submission Co-Pilot™
How it works
From case documents to a review-ready submission.
Start with the information your team already has. The product organizes the work and makes the next decision clear.
- Step 01
Add the case
Bring in the clinical record, payer information, and requested service.
Record · payer · service - Step 02
Confirm the criteria
Match the request to the patient's plan and applicable policy.
Plan · policy - Step 03
Review what is missing
See each gap and what could close it.
Gaps · fixes - Step 04
Approve the submission
Review the prepared rationale and supporting documents before anything is sent.
Review-ready submission
What this means
The medical-necessity note does not stop at a draft.
Submission Co-Pilot™ creates a patient-specific medical-necessity note and automatically writes it back to the EHR. Billing staff can prepare the draft without handing the clinician a blank page; the clinician reviews and approves it in the chart before submission. That means a stronger request up front, with fewer preventable denials and payment problems later.
- Generated automatically
- Uploaded to the EHR
- Ready for physician review
What your team gets
A policy-aligned submission package that is easier to review, complete, and send.
- 01
Organized case documents
Add files in any order. Each one is recognized and placed where it belongs.
- 02
Applicable coverage criteria
The patient's policy requirements, shown beside the case.
- 03
Missing-information prompts
Each gap is flagged with what could close it, before submission.
- 04
Patient-specific medical-necessity rationale
A summary written for this patient and this policy, ready for the physician to review and approve.
Keep exploring
See how the rest of the suite supports the work.
Where it fits
Other products
- InsightsPrisym™Know the patient's coverage criteria. Then use it to secure access.
- Clinical intelligenceBase9™Find the evidence. See where it came from.
- PrepareP2P Co-Pilot™Go into every peer-to-peer call prepared.
- RecoverResponder™Build a stronger appeal without starting from a blank page.
- ConnectJust Connect™Keep your systems. Connect the work.
- OptimizeGravity™See every case. Know what happens next.
Start with the problem that hurts most
Show us where your team is losing time.
We will show you which product fits the work, what your team would see, and how the solution can support the way your organization operates today.