Stanford Med · Unit 5B Medicine·Day shift·Mon · 9:42 AM

Discharge needs × insurance coverage

42 need categories × 4 payer types · with partner integrations + PA TAT + denial reasons
Every patient leaves with a constellation of needs. Throughline checks coverage for each need against the patient's specific plan in real-time, drafts the prior auth packet when required, surfaces partner integration paths, and flags common denial reasons before submission. Below: the matrix view, then per-need workflow detail grouped by category.
Coverage matrix

42 need categories × 4 payer types

NeedCat.Medicare FFSMedicare AdvantageMedicaidCommercialPA TAT
Oral medications
owner: Pharmacy / Pharm Tech
MedicationsTiered formulary
Part D plan-specific tiering; PA + step therapy common
Tiered formulary
MAPD plan tiering; PA + step therapy
Covered (PA req)
State preferred drug list; PA on non-preferred
Tiered formulary
Plan formulary; PBM rules
1–24h (CoverMyMeds real-time decision in 40% of cases)
Specialty pharmacy (biologics, oral oncology)
owner: Pharmacy / Case Manager
MedicationsTiered formulary
Part D specialty tier (Tier 5/6); high coinsurance
Tiered formulary
MAPD specialty tier + PA
Covered (PA req)
Step + PA + quantity limits
Covered (PA req)
Carve-out to Accredo, CVS Specialty, Optum Specialty
24–72h (manufacturer hub + payer PA serial)
IV infusion at home (OPAT, biologics)
owner: Pharmacy / Case Manager / MD
MedicationsCovered (PA req)
Part B for drugs + DME pump; Part D for some self-administered
Covered (PA req)
PA + benefit varies
Covered (PA req)
State PA; specialty pharmacy carve-out
Covered (PA req)
Specialty pharmacy carve-out + PA
24–72h
Total parenteral nutrition
owner: Pharmacy / Nutrition / Case Manager
MedicationsCovered (PA req)
Part B + LCD criteria (90+ days gut failure documented)
Covered (PA req)
PA + necessity review
Covered (PA req)
State PA
Covered (PA req)
Specialty pharmacy + PA
3–7 days (LCD criteria documentation)
Enteral feeding (G-tube / PEG / NJ)
owner: Nutrition / Case Manager
Durable medical equipmentCovered (PA req)
Part B enteral nutrition + pump + supplies (LCD L33783)
Covered (PA req)
PA + LCD-equivalent
Covered (PA req)
State PA
Covered (PA req)
PA + tier
48–96h
Home oxygen
owner: Case Manager / RN
Durable medical equipmentCovered (PA req)
Part B DMEPOS; 36-mo capped rental; LCD L33797
Covered (PA req)
PA + plan-specific vendors
Covered (PA req)
State PA + LCD-equivalent
Covered (PA req)
PA + in-network vendor
8–48h (vendor + payer concurrent)
CPAP / BiPAP
owner: Pulmonology / Case Manager
Durable medical equipmentCovered (PA req)
Part B; 90-day compliance requirement (4h/night ≥ 70%)
Covered (PA req)
PA + adherence
Covered (PA req)
State PA
Covered (PA req)
PA + adherence
48–96h
Nebulizer + respiratory meds
owner: RN / Case Manager
Durable medical equipmentCovered
Part B DMEPOS + meds
Covered (PA req)
PA
Covered
State coverage
Covered (PA req)
PA + tier
24–48h
Mobility DME (walker, wheelchair, commode)
owner: OT / PT / Case Manager
Durable medical equipmentCovered (PA req)
Part B DMEPOS; HCPCS-coded; 20% coinsurance
Covered (PA req)
PA + in-network DME
Covered (PA req)
State PA
Covered (PA req)
PA + tier
24–48h (manual walker often same-day)
Hospital bed at home
owner: Case Manager / OT
Durable medical equipmentCovered (PA req)
Part B DMEPOS LCD; necessity documented
Covered (PA req)
PA
Covered (PA req)
State PA
Covered (PA req)
PA + tier
48–72h
Home safety modifications
owner: OT / Social Worker
Social determinantsNot covered
Not Medicare benefit
Covered
SDOH benefit in some MA plans (Humana, Aetna)
Covered (PA req)
Some HCBS waivers fund environmental mods
Not covered
Charity / private pay
1–3 weeks (charity intake)
Wound care supplies + skilled visits
owner: Wound RN / Case Manager
Skilled servicesCovered
HH benefit + DMEPOS supplies under Part B
Covered (PA req)
PA
Covered (PA req)
State PA
Covered (PA req)
PA + tier
24–48h
Negative-pressure wound therapy (NPWT VAC)
owner: Wound RN / Case Manager
Durable medical equipmentCovered (PA req)
Part B + LCD; medical necessity
Covered (PA req)
PA + necessity
Covered (PA req)
State PA
Covered (PA req)
PA + tier
24–72h
Ostomy supplies + WOCN follow-up
owner: WOCN / RN / Case Manager
Durable medical equipmentCovered
Part B DMEPOS; quantity limits per LCD
Covered (PA req)
PA
Covered
State coverage with limits
Covered (PA req)
PA + tier
24–72h
Urinary supplies (catheter, leg bag)
owner: RN / Case Manager
Durable medical equipmentCovered
Part B; monthly quantities per LCD
Covered (PA req)
PA
Covered
State coverage
Covered (PA req)
PA
24–72h
Tracheostomy supplies + RT follow-up
owner: RT / Case Manager
Durable medical equipmentCovered
Part B DMEPOS
Covered (PA req)
PA
Covered
State coverage
Covered (PA req)
PA + tier
48–72h
Diabetes supplies (CGM, strips, pens, lancets)
owner: Pharmacy / CDE / Case Manager
Durable medical equipmentCovered (PA req)
Part B CGM (qualifying criteria); Part D for strips/needles
Covered (PA req)
PA + tier
Covered
State coverage with PA on CGM
Covered (PA req)
PA + tier
24–72h
Cardiac monitoring (event monitor, ILR, CardioMEMS)
owner: Cardiology / Case Manager
Durable medical equipmentCovered (PA req)
Part B + LCD criteria
Covered (PA req)
PA + necessity
Covered (PA req)
State PA
Covered (PA req)
PA + tier
48–96h
Outpatient dialysis (HD, PD, home)
owner: Nephrology / Case Manager
Skilled servicesCovered
Part B ESRD benefit (immediate eligibility)
Covered (PA req)
PA + in-network
Covered (PA req)
State PA
Covered (PA req)
PA + 30-mo coordination then Medicare
24–72h (chair-limited)
Oncology supportive (anti-emetics, GCSF, growth factors)
owner: Oncology / Pharmacy / Case Manager
MedicationsCovered (PA req)
Part B for infused; Part D oral
Covered (PA req)
PA
Covered (PA req)
State PA
Covered (PA req)
Specialty pharmacy + PA
24–72h
Palliative meds + symptom kit
owner: Hospice MD / Hospice RN / Pharmacy
MedicationsCovered
Hospice benefit covers meds
Covered
Carved back to Medicare hospice
Covered
Hospice benefit
Covered
Most plans cover hospice
Same day (hospice benefit)
MAT (buprenorphine, methadone, naltrexone)
owner: Addiction Med / Social Worker / Pharmacy
MedicationsCovered
Part D + Part B for office-based
Covered (PA req)
PA
Covered
Federal mandate covers MOUD
Covered
MHPAEA parity
Same day to 72h
Mental health follow-up
owner: Social Worker / Psychiatry / Case Manager
Skilled servicesCovered
Part B; MHPAEA parity
Covered (PA req)
PA + network
Covered
Behavioral health carve-out per state
Covered
MHPAEA parity
3–7 days (slot-limited)
Discharge vaccinations (flu, RSV, COVID, pneumo)
owner: RN / Pharmacy
MedicationsCovered
Part B + Part D (varies by vaccine)
Covered
Plan covered
Covered
State VFC program
Covered
ACA preventive
Same day
Disease + medication education
owner: RN / Pharmacy / AI Agent
Education & teachingCovered
Bundled into DRG
Covered
Bundled
Covered
Bundled
Covered
Bundled
Same day
Transport home / to next setting
owner: Case Manager
Skilled servicesPatient pay
NEMT not routinely covered
Covered (PA req)
Supplemental NEMT benefit (rides/year)
Covered (PA req)
NEMT broker (state)
Patient pay
Generally patient-pay
24h (≥48h advance ideal)
Food + nutrition
owner: Dietitian / Social Worker
Social determinantsNot covered
Not standard Medicare
Covered
Many MA plans cover post-DC meals (14d) as SDOH benefit
Covered (PA req)
Some HCBS waivers
Not covered
Charity-funded
2–5 days
Housing + SDOH supports
owner: Social Worker / Community Health Worker
Social determinantsNot covered
Not Medicare scope
Covered (PA req)
Some MA plans fund SDOH partnerships
Covered (PA req)
1115 waivers; in-lieu-of services in select states
Not covered
Charity
Days to weeks (community capacity)
Skilled home health (RN / PT / OT visits)
owner: Case Manager / RN
Skilled servicesCovered
Part A/B HH benefit; homebound + skilled need (42 CFR §409.42-43); $0 copay; CA Review Choice Demonstration applies
Covered (PA req)
PA + visit management via naviHealth/UM
Covered (PA req)
State PA; skilled need documented
Covered (PA req)
PA + visit limits
24–72h (start-of-care)
Outpatient PT / OT
owner: PT / OT / Case Manager
Skilled servicesTiered formulary
Part B therapy; 20% coinsurance; KX modifier required above $2,410 threshold (2025)
Covered (PA req)
PA + visit caps
Covered (PA req)
State PA; EPSDT for under-21
Covered (PA req)
PA + visit limits + copay
3–7 days (scheduling-limited)
Cardiac rehabilitation
owner: Cardiology / Case Manager
Skilled servicesCovered (PA req)
Part B; NCD 20.10 / 20.10.1; up to 36 sessions over 36 weeks; qualifying diagnosis required
Covered (PA req)
PA + in-network CR site
Covered (PA req)
State PA; coverage varies
Covered (PA req)
PA + copay per session
1–2 weeks (program slot)
Pulmonary rehabilitation
owner: Pulmonology / Case Manager
Skilled servicesCovered (PA req)
Part B; NCD 240.8; moderate-to-very-severe COPD (GOLD II–IV); expanded to post-COVID; ≤ 36 sessions
Covered (PA req)
PA + network
Covered (PA req)
State PA
Covered (PA req)
PA + copay
1–2 weeks
Remote patient monitoring (RPM)
owner: RN / Case Manager / MD
Skilled servicesCovered
Part B RPM (CPT 99453/99454/99457/99458); ≥ 16 days of data per 30 days required
Covered (PA req)
PA + program
Tiered formulary
State-specific; coverage expanding
Covered (PA req)
Varies by plan
Same week (enrollment)
Behavioral health IOP (intensive outpatient)
owner: Social Worker / Psychiatry
Behavioral healthCovered (PA req)
Medicare IOP benefit since CY2024 final rule (~9–19 hrs/wk); physician certification
Covered (PA req)
Carve-out vendor UM
Covered
County BH / DMC-ODS for SUD; MHPAEA parity
Covered (PA req)
Carve-out (Carelon / Magellan / Optum) UM
3–7 days (slot + auth)
Behavioral health PHP (partial hospitalization)
owner: Psychiatry / Social Worker
Behavioral healthCovered (PA req)
Part B PHP; ≥ 20 hrs/wk; 42 CFR §410.43; physician certification required
Covered (PA req)
Carve-out UM
Covered
County BH; MHPAEA parity
Covered (PA req)
Carve-out UM
2–5 days
Caregiver training
owner: RN / PT / OT / Case Manager
Caregiver supportCovered
Caregiver Training Services reimbursable since CY2024 (CPT 96202/96203, 97550-97552)
Covered (PA req)
PA + benefit varies
Covered (PA req)
HCBS waiver / EPSDT
Tiered formulary
Often bundled; standalone varies
Same admission (inpatient teaching)
Caregiver respite
owner: Social Worker / Case Manager
Caregiver supportCovered (PA req)
Hospice respite benefit — up to 5 consecutive inpatient days; otherwise not a standard Medicare benefit
Covered
Some MA supplemental respite benefit
Covered (PA req)
HCBS waiver respite
Not covered
Private pay / charity / AAA
Days to weeks (program capacity)
§
Legal aid (medical-legal partnership)
owner: Social Worker
Social determinantsNot covered
Not a medical benefit
Covered (PA req)
Some MA plans fund MLP partnerships as SDOH
Covered (PA req)
Some 1115 community-support / in-lieu-of services
Not covered
Pro bono / charity
Days to weeks (intake capacity)
Immigration support
owner: Social Worker / Community Health Worker
Social determinantsNot covered
Not a medical benefit
Not covered
Community partner referral
Covered (PA req)
CA full-scope Medi-Cal regardless of status (2024 expansion) covers care; legal navigation via partners
Not covered
Charity / community
Days to weeks
Utility assistance
owner: Social Worker
Social determinantsNot covered
Not a medical benefit
Covered (PA req)
Some MA SDOH benefit
Covered (PA req)
Some HCBS / community supports
Not covered
LIHEAP / utility programs
Days (shut-off hold) to weeks (enrollment)
Disability benefits navigation
owner: Social Worker / Community Health Worker
Social determinantsNot covered
Not a medical benefit
Covered (PA req)
Some MA care-navigation
Covered (PA req)
IHSS via county; Medi-Cal linked
Not covered
SOAR / community navigators
Weeks to months (SSA timeline)
Peer support
owner: Social Worker / Peer Specialist
Behavioral healthTiered formulary
Limited; some peer services via BH benefit
Covered (PA req)
Plan-specific
Covered
CA Medi-Cal Peer Support Specialist benefit (2022); many states cover
Tiered formulary
Varies; MHPAEA parity
Days (connection)

Medications · 8 categories

Oral medications
New or modified prescriptions to fill before / at discharge.
Typical PA TAT
1–24h (CoverMyMeds real-time decision in 40% of cases)
Owners
Pharmacy, Pharm Tech
Triggers
  • New med added during admission
  • Dose change
  • Affordability concern flagged in intake
Workflow
  1. 1.Pharmacist runs reconciliation on DC-1 day
  2. 2.Engine pre-checks formulary tier + PA + pharmacy stock
  3. 3.PA drafted by AI agent, reviewed + submitted by pharmacist
  4. 4.Meds-to-beds delivery before transport leaves
Partner integrations
  • CoverMyMedsElectronic PA submission to PBM
  • SurescriptsePrescribing + formulary lookup
  • Local retail pharmaciesSame-day fill + meds-to-beds
Common denial reasons
    Step therapy not documentedFormulary alternative availableQuantity limit exceededDiagnosis not on label
Routes that use this
homesnfalfhospice home
Watch-outPharmacy stock-out at patient's chosen retail; same-day fill is the leverage point — confirm by phone before discharge.
Specialty pharmacy (biologics, oral oncology)
Limited-distribution drugs (Humira biosim, oral chemo, GLP-1, rare disease).
Typical PA TAT
24–72h (manufacturer hub + payer PA serial)
Owners
Pharmacy, Case Manager
Triggers
  • New biologic or oral chemo started inpatient
  • Rare disease maintenance
  • Plan-specific specialty pharmacy carve-out
Workflow
  1. 1.Identify specialty drug + plan-specific pharmacy
  2. 2.Drug-specific manufacturer hub enrollment
  3. 3.Patient-assistance program screen (foundation copay help)
  4. 4.Specialty pharmacy ships; patient acknowledges receipt
Partner integrations
  • Accredo / CVS Specialty / Optum SpecialtyDispensing
  • Manufacturer hubsEnrollment + adherence support
  • PAN / HealthWellCopay assistance foundations
Common denial reasons
    Site-of-care restriction (must use specialty pharmacy)Required clinical criteria not metCopay accumulator / maximizer in effect
Routes that use this
home
Watch-outFirst fill can take 5–7 days. Bridge supply from inpatient pharmacy may be needed.
IV infusion at home (OPAT, biologics)
Home IV antibiotics, biologics, hydration via PICC or port + home-infusion vendor.
Typical PA TAT
24–72h
Owners
Pharmacy, Case Manager, MD
Triggers
  • OPAT antibiotic course required
  • Biologic infusion ongoing
  • Hydration / electrolyte support need
Workflow
  1. 1.Infusion order written + PICC confirmed
  2. 2.Home-infusion vendor matched (Coram, Option Care, BioPlus)
  3. 3.PA submitted to plan + specialty pharmacy
  4. 4.First nurse visit + caregiver training within 24–72h of DC
Partner integrations
  • Coram (CVS)Home infusion (BlueShield, Humana MA)
  • Option Care HealthHome infusion (commercial PPO)
  • Accredo / SpecialtySpecialty drug dispensing
Common denial reasons
    Outpatient infusion suite preferredVendor not in-networkDuration not supported
Routes that use this
home
Watch-outRN visit capacity + plan-specific specialty pharmacy gating adds 24–72h delay.
Total parenteral nutrition
Long-term nutrition via central line at home; weekly compounded cycles.
Typical PA TAT
3–7 days (LCD criteria documentation)
Owners
Pharmacy, Nutrition, Case Manager
Triggers
  • Gut failure
  • Short-bowel syndrome
  • Prolonged ileus
Workflow
  1. 1.GI / nutrition consult
  2. 2.Central access secured + tunneled
  3. 3.Vendor compounding scheduled (weekly cycles)
  4. 4.Patient + caregiver training (often 2–4 inpatient days)
Partner integrations
  • Coram / Option CareTPN compounding + delivery
  • BioScrip / NufactorSpecialty home infusion
Common denial reasons
    LCD criteria not met (less than 90d)Enteral feeding feasibleVendor not contracted
Routes that use this
home
Watch-outTraining + vendor onboarding can add 2–4 inpatient days. Start day 1 of admit if gut failure suspected.
Oncology supportive (anti-emetics, GCSF, growth factors)
Supportive cancer meds for chemo nadir + symptom control.
Typical PA TAT
24–72h
Owners
Oncology, Pharmacy, Case Manager
Triggers
  • Chemo cycle inpatient
  • Febrile neutropenia
  • Severe nausea / pain
Workflow
  1. 1.Oncology orders supportive meds
  2. 2.Specialty pharmacy + home infusion arranged
  3. 3.Patient assistance enrolled if needed
Partner integrations
  • Accredo / OnmarkOncology specialty pharmacy
  • CoramHome infusion (GCSF, IV anti-emetics)
  • Manufacturer PAPsPatient assistance for high-cost biologics
Common denial reasons
    Indication off-labelStep therapy
Routes that use this
home
Watch-outChemo nadir timing matters; GCSF must reach patient day +1 to +3 of nadir.
Palliative meds + symptom kit
Comfort pack (morphine, lorazepam, glycopyrrolate, haloperidol) for hospice.
Typical PA TAT
Same day (hospice benefit)
Owners
Hospice MD, Hospice RN, Pharmacy
Triggers
  • Hospice election
  • Active dying signs
Workflow
  1. 1.Hospice MD orders comfort pack
  2. 2.Hospice pharmacy delivers within 24h
  3. 3.Family + nurse trained on PRN dosing
Partner integrations
  • Hospice agency pharmacyComfort pack delivery
Common denial reasons
    Hospice election not on file
Routes that use this
hospice homehospice ipu
Watch-outDEA constraints on opioid quantities; emergency refill plan critical.
MAT (buprenorphine, methadone, naltrexone)
Bridge prescription + outpatient handoff for medications for opioid use disorder.
Typical PA TAT
Same day to 72h
Owners
Addiction Med, Social Worker, Pharmacy
Triggers
  • Opioid use disorder diagnosed
  • Overdose admission
Workflow
  1. 1.Inpatient induction (bupe X-waiver no longer required since 2023)
  2. 2.Bridge prescription (3–7 days) until outpatient slot
  3. 3.Warm handoff to outpatient MAT clinic
  4. 4.Naloxone kit at discharge
Partner integrations
  • Westside / Bridge ClinicOutpatient MAT
  • Methadone clinicsFederally regulated; daily dosing
  • Bridge MD networkTelehealth bridge
Common denial reasons
    Bridge clinic capacityPrior auth on long-acting naltrexone
Routes that use this
homeshelter respite
Watch-outPatients on MAT are higher overdose risk if treatment lapses — never discharge without warm handoff.
Discharge vaccinations (flu, RSV, COVID, pneumo)
Catch-up vaccines before DC; reduces 30-day readmit for at-risk patients.
Typical PA TAT
Same day
Owners
RN, Pharmacy
Triggers
  • Age ≥ 65
  • Chronic disease (CHF, COPD)
  • Immunocompromised
Workflow
  1. 1.RN reviews vaccine history
  2. 2.Pharmacy administers at bedside
  3. 3.VIS forms + ack
Partner integrations
  • State immunization registry (CAIR2)VIS record
  • Inpatient pharmacyBedside administration
Common denial reasons
    Recent vaccination on file
Routes that use this
homesnfalf
Watch-outEasy win for readmit reduction; should be checklisted at DC.

Durable medical equipment · 12 categories

Enteral feeding (G-tube / PEG / NJ)
Pump, formula, supplies + caregiver training for tube feeding.
Typical PA TAT
48–96h
Owners
Nutrition, Case Manager
Triggers
  • New PEG placement
  • Dysphagia
  • Long-term nutrition need
Workflow
  1. 1.GI tube placed; first feeds inpatient
  2. 2.Vendor + formula ordered (Liquid Hope, Jevity, Glucerna, Kate Farms)
  3. 3.Caregiver training (RN + dietitian)
  4. 4.HH RN follow-up first 2 weeks
Partner integrations
  • CCS Medical / EdgeparkEnteral DME shipping
  • Coram / Option CareEnteral nutrition home delivery
Common denial reasons
    Functional GI tract presentTrial of oral diet not documentedVendor not in-network
Routes that use this
homesnfltch ltac
Watch-outFormula stock-outs; caregiver training time can delay 1–2 days.
Home oxygen
Concentrator + portable tanks + CMN form 484 for chronic O₂ need.
Typical PA TAT
8–48h (vendor + payer concurrent)
Owners
Case Manager, RN
Triggers
  • Resting SpO₂ < 88% on RA
  • 6-min walk test desaturation
  • Chronic lung disease
Workflow
  1. 1.MD documents qualifying SpO₂ + CMN form 484
  2. 2.Vendor matched (Lincare, Apria, Inogen) — primary + backup
  3. 3.Delivery + setup at home pre-DC
  4. 4.Patient + caregiver O₂ safety education
Partner integrations
  • LincareLargest national O₂ DME network
  • Apria HealthcareBackup vendor + faster ad-hoc
  • InogenPortable concentrator (active lifestyle)
Common denial reasons
    Qualifying SpO₂ not documentedVendor not in networkExisting equipment in 36-mo cap
Routes that use this
homehospice home
Watch-outWeekend delivery scarce — book by Thu AM for Mon DC. #1 DME delay driver in our census.
CPAP / BiPAP
Sleep apnea / respiratory support — titration + adherence requirements.
Typical PA TAT
48–96h
Owners
Pulmonology, Case Manager
Triggers
  • Sleep study confirmed OSA
  • Hypercapnic respiratory failure
  • COPD with NIV requirement
Workflow
  1. 1.Titration study or in-lab settings
  2. 2.Vendor matched + adherence monitoring set
  3. 3.Mask fitting + education
  4. 4.90-day adherence check for continued coverage
Partner integrations
  • ResMed AirViewAdherence telemetry
  • Philips DreamMapperAdherence telemetry
  • Lincare / ApriaDispensing + titration
Common denial reasons
    Sleep study not on fileAdherence threshold not met (continued)Bilevel without trial of CPAP
Routes that use this
home
Watch-outCoverage CANCELS if 90-day adherence < 70%; CM should set follow-up to verify.
Nebulizer + respiratory meds
Compressor + albuterol / budesonide for home respiratory.
Typical PA TAT
24–48h
Owners
RN, Case Manager
Triggers
  • COPD exacerbation
  • Asthma flare
  • RSV in pediatric
Workflow
  1. 1.MD prescribes neb + meds
  2. 2.Vendor delivers compressor + supplies
  3. 3.Patient + caregiver demo
Partner integrations
  • Edgepark / CCS MedicalDME shipping
  • CVS / WalgreensNeb medications
Common denial reasons
    MDI trial not documentedFrequency excessive
Routes that use this
home
Watch-outInhaler trial usually required before nebulizer coverage.
Mobility DME (walker, wheelchair, commode)
Walker, cane, wheelchair, transfer board, bedside commode.
Typical PA TAT
24–48h (manual walker often same-day)
Owners
OT, PT, Case Manager
Triggers
  • New mobility limitation
  • Fall risk
  • Stairs at home
Workflow
  1. 1.OT/PT recommends specific equipment
  2. 2.Vendor matched + delivery booked (often day-of-DC)
  3. 3.Caregiver trained on transfers + use
Partner integrations
  • Parachute HealthMulti-vendor DME ordering
  • Lincare / ApriaDirect delivery
Common denial reasons
    Existing equipment in capLower-cost alternative availablePower chair without thorough documentation
Routes that use this
homesnfirf aru
Watch-outPower wheelchair: 30–90 day wait + extensive documentation. Manual is fast.
Hospital bed at home
Semi-electric hospital bed for medically necessary need.
Typical PA TAT
48–72h
Owners
Case Manager, OT
Triggers
  • Patient cannot transfer to flat bed
  • Wound care positioning
  • End-of-life setup
Workflow
  1. 1.MD documents medical necessity
  2. 2.Vendor delivers + assembles
  3. 3.Caregiver trained
Partner integrations
  • Lincare / ApriaBed delivery + setup
Common denial reasons
    Mobility documentedHome setup not appropriate
Routes that use this
homehospice home
Watch-outHome setup logistics — confirm caregiver presence + adequate room.
Negative-pressure wound therapy (NPWT VAC)
Wound VAC pump + canisters + drape kits.
Typical PA TAT
24–72h
Owners
Wound RN, Case Manager
Triggers
  • Complex surgical wound
  • Dehisced wound
  • Diabetic foot wound with depth
Workflow
  1. 1.Wound RN initiates VAC inpatient
  2. 2.Vendor matched (3M, Cardinal Health)
  3. 3.HH RN visits for dressing changes
Partner integrations
  • 3M (Acelity KCI)VAC equipment + canisters
  • Cardinal Health PROBackup VAC vendor
Common denial reasons
    Wound size not justifying VACConservative therapy not tried
Routes that use this
homesnfltch ltac
Watch-outVAC equipment supply chain can delay 24–72h.
Ostomy supplies + WOCN follow-up
Wafers, pouches, paste, deodorant + outpatient WOCN.
Typical PA TAT
24–72h
Owners
WOCN, RN, Case Manager
Triggers
  • New ostomy
  • Ostomy revision
Workflow
  1. 1.WOCN inpatient teaching (2–4 sessions)
  2. 2.Initial supply box on discharge
  3. 3.Outpatient WOCN follow-up + DME re-supply
Partner integrations
  • Edgepark / 180 MedicalMonthly supply shipping
  • Local WOCN clinicOutpatient follow-up
Common denial reasons
    Quantity exceeds LCD limit
Routes that use this
homesnf
Watch-outCaregiver education time can be substantial — start day 1.
Urinary supplies (catheter, leg bag)
Intermittent or indwelling catheter supplies.
Typical PA TAT
24–72h
Owners
RN, Case Manager
Triggers
  • Urinary retention
  • Neurogenic bladder
  • Post-prostatectomy
Workflow
  1. 1.Type confirmed (intermittent vs indwelling)
  2. 2.Vendor matched + monthly delivery scheduled
  3. 3.Patient / caregiver education
Partner integrations
  • 180 Medical / EdgeparkMonthly catheter shipping
Common denial reasons
    Quantity > LCD
Routes that use this
homesnf
Watch-outRecurring delivery setup matters; verify auto-ship.
Tracheostomy supplies + RT follow-up
Trach tubes, suction supplies, inner cannulas, HME filters + caregiver training.
Typical PA TAT
48–72h
Owners
RT, Case Manager
Triggers
  • New tracheostomy
  • Trach in chronic patient
Workflow
  1. 1.RT inpatient training (caregivers + patient)
  2. 2.Vendor matched + monthly supply
  3. 3.Outpatient RT follow-up scheduled
Partner integrations
  • Edgepark / AeroflowTrach supply shipping
Common denial reasons
    Quantity limits
Routes that use this
homeltch ltacsnf
Watch-outCaregiver training is substantial — often 3–5 days; emergency call plan must be set.
Diabetes supplies (CGM, strips, pens, lancets)
Continuous glucose monitor, test strips, lancets, insulin pen needles, glucagon.
Typical PA TAT
24–72h
Owners
Pharmacy, CDE, Case Manager
Triggers
  • New diabetes diagnosis
  • Insulin start
  • Severe hypoglycemia event
Workflow
  1. 1.CDE / pharmacy education + teach-back
  2. 2.Supplies ordered (CGM via DME, strips via pharmacy)
  3. 3.App / receiver setup demonstrated
Partner integrations
  • Dexcom / Abbott LibreCGM systems
  • Edgepark / Solara MedicalCGM DME supplier
  • CoverMyMedsPA submission for CGM + strips
Common denial reasons
    Insulin therapy not documented (CGM)Hypoglycemia not documentedQuantity > 100 strips/mo without insulin
Routes that use this
home
Watch-outCGM PA criteria are tight; insulin use must be documented. Glucagon should be in every DM1 patient's box.
Cardiac monitoring (event monitor, ILR, CardioMEMS)
Outpatient cardiac telemetry / implanted monitors for arrhythmia or CHF.
Typical PA TAT
48–96h
Owners
Cardiology, Case Manager
Triggers
  • Syncope workup
  • AFib / arrhythmia surveillance
  • Advanced CHF (NYHA III–IV)
Workflow
  1. 1.Cardiology orders device
  2. 2.Vendor matched + shipped (event monitor) or planted (ILR / CardioMEMS)
  3. 3.Remote monitoring set up + cardiology clinic notified
Partner integrations
  • iRhythm ZioPatch event monitor
  • Medtronic CareLinkILR / CardioMEMS remote monitoring
  • Abbott Merlin.netICD / pacer remote monitoring
Common denial reasons
    Symptoms not documentedShorter device not tried
Routes that use this
home
Watch-outCardioMEMS requires implant procedure — schedule before DC if appropriate.

Social determinants · 7 categories

Home safety modifications
Grab bars, ramps, raised toilet seats, stairlift assessment.
Typical PA TAT
1–3 weeks (charity intake)
Owners
OT, Social Worker
Triggers
  • Fall history
  • New mobility limitation
  • Stairs at home + no alternative bedroom
Workflow
  1. 1.OT home safety eval
  2. 2.Recommendations prioritized + funding source identified
  3. 3.Charity / waiver / private install
Partner integrations
  • Rebuilding TogetherCharity home mods for low-income
  • Area Agency on AgingSenior-specific funding
Common denial reasons
    Funding not availableOwner consent missing (renters)
Routes that use this
home
Watch-outSlow to obtain; CM can discharge with portable safety items (commode + grab bars) while permanent install is scheduled.
Food + nutrition
Meals on Wheels, Mom's Meals, CHF-friendly meal programs, SNAP enrollment.
Typical PA TAT
2–5 days
Owners
Dietitian, Social Worker
Triggers
  • Food insecurity screen positive
  • Disease-specific diet
Workflow
  1. 1.SW + dietitian assess + match to program
  2. 2.SNAP enrollment if eligible
  3. 3.Meals delivered post-DC; adherence tracked in portal
Partner integrations
  • Mom's MealsMA-contracted 14d post-DC meals
  • Project Open HandCharity meals
  • 211 Bay AreaSNAP enrollment navigator
Common denial reasons
    Plan benefit exhaustedGeography limit
Routes that use this
homealfhospice home
Watch-outVolume limits + delivery window; confirm enrollment before discharge.
Housing + SDOH supports
Shelter, respite, rental assistance, utility help, legal aid, immigration.
Typical PA TAT
Days to weeks (community capacity)
Owners
Social Worker, Community Health Worker
Triggers
  • Homeless or housing-insecure
  • Utility shut-off threat
  • Legal / immigration crisis
Workflow
  1. 1.SW screens (PRAPARE / AHC tool)
  2. 2.Match to community partner
  3. 3.Warm handoff with appointment
Partner integrations
  • Mercy HousingSubsidized rental
  • Bay Area Legal AidPro bono guardianship + immigration
  • 211 Bay AreaUniversal SDOH navigator
  • PG&E LIHEAPUtility shut-off prevention
Common denial reasons
    WaitlistDocumentation gaps
Routes that use this
homeshelter respite
Watch-outCommunity capacity + waitlists are real; build long-term relationships with partners.
§
Legal aid (medical-legal partnership)
Civil legal help — housing, benefits denials, guardianship, advance directives.
Typical PA TAT
Days to weeks (intake capacity)
Owners
Social Worker
Triggers
  • Eviction / housing legal issue
  • Benefits wrongly denied
  • Guardianship / conservatorship need
Workflow
  1. 1.SW screens legal need (I-HELP)
  2. 2.Refer to medical-legal partnership / legal aid
  3. 3.Warm handoff with intake appointment
  4. 4.Track resolution
Partner integrations
  • Bay Area Legal AidCivil legal services
  • Medical-Legal Partnership (hospital-based)Embedded legal help
  • Legal Aid SocietyBenefits + housing advocacy
Common denial reasons
    Capacity / waitlistOutside service scope
Routes that use this
homeshelter respite
Watch-outTime-sensitive matters (eviction, benefit-appeal deadlines) need an expedited referral.
Immigration support
Navigation for documentation, public-charge concerns, and immigrant-eligible benefits.
Typical PA TAT
Days to weeks
Owners
Social Worker, Community Health Worker
Triggers
  • Undocumented / mixed-status family
  • Public-charge fear blocking benefits
  • Need for immigration legal help
Workflow
  1. 1.SW screens immigration-related barriers
  2. 2.Refer to accredited immigration legal services
  3. 3.Connect to immigrant-eligible programs (e.g. full-scope Medi-Cal)
  4. 4.Warm handoff
Partner integrations
  • CLINIC / accredited immigration legal servicesLegal navigation
  • Catholic Charities immigrationApplication support
  • International Institute of the Bay AreaImmigrant services
Common denial reasons
    CapacityCase complexity beyond clinic scope
Routes that use this
homeshelter respite
Watch-outPublic-charge misinformation deters enrollment — reassure that emergency care + many programs are safe to use.
Utility assistance
Help preventing shut-off + funding for power-dependent equipment (O₂, CPAP, dialysis).
Typical PA TAT
Days (shut-off hold) to weeks (enrollment)
Owners
Social Worker
Triggers
  • Utility shut-off notice
  • Power-dependent DME at home (O₂, vent, CPAP)
  • Energy-insecurity screen positive
Workflow
  1. 1.SW screens energy insecurity
  2. 2.Enroll in LIHEAP / utility-discount programs
  3. 3.Medical-baseline allowance for power-dependent DME
  4. 4.Confirm continuity before discharge
Partner integrations
  • PG&E CARE/FERA + Medical BaselineDiscount + shut-off protection
  • LIHEAP (federal)Energy bill assistance
  • 211 Bay AreaUtility-assistance navigator
Common denial reasons
    Income above thresholdDocumentation gaps
Routes that use this
home
Watch-outPower-dependent DME (O₂ / vent) → enroll Medical Baseline + shut-off protection BEFORE discharge.
Disability benefits navigation
Help applying for SSDI / SSI / IHSS and disability-related income + services.
Typical PA TAT
Weeks to months (SSA timeline)
Owners
Social Worker, Community Health Worker
Triggers
  • New disabling condition
  • Loss of income / inability to work
  • Needs IHSS / in-home support
Workflow
  1. 1.SW screens disability + income need
  2. 2.SOAR-assisted SSDI / SSI application
  3. 3.IHSS / county referral
  4. 4.Track application + appeals
Partner integrations
  • SSA / SOAR-trained navigatorExpedited SSDI/SSI applications
  • County IHSS / Disability Rights CAIn-home support + advocacy
  • Independent Living Resource CenterDisability navigation
Common denial reasons
    Initial SSDI/SSI denial (common — appeal)Insufficient medical documentation
Routes that use this
homeshelter respite
Watch-outSSDI/SSI initial denials are common; SOAR-assisted applications approve faster — strong medical documentation is key.

Skilled services · 9 categories

Wound care supplies + skilled visits
Complex dressings + weekly RN visits for skilled wound care.
Typical PA TAT
24–48h
Owners
Wound RN, Case Manager
Triggers
  • Surgical wound complications
  • Pressure injury
  • Diabetic ulcer
Workflow
  1. 1.Wound RN consult inpatient
  2. 2.Supply order + HH skilled visit scheduled
  3. 3.Patient + caregiver education on dressing changes
Partner integrations
  • VNA Bay Area / Sutter Home CareSkilled wound RN
  • Medline / EdgeparkWound supplies
Common denial reasons
    Caregiver capable of dressing changes (skilled denied)Frequency not supported
Routes that use this
homesnf
Watch-outSupply chain bottlenecks on specialty foam dressings.
Outpatient dialysis (HD, PD, home)
In-center or home dialysis chair / training at discharge.
Typical PA TAT
24–72h (chair-limited)
Owners
Nephrology, Case Manager
Triggers
  • New ESRD
  • Transient AKI on CKD
  • Travel dialysis
Workflow
  1. 1.Nephrology consult + access plan
  2. 2.Chair secured (Fresenius, DaVita, US Renal)
  3. 3.Insurance confirmed; transport scheduled
Partner integrations
  • Fresenius Kidney CareIn-center HD network
  • DaVitaIn-center HD + home
  • US Renal CareIndependent network
Common denial reasons
    Chair scarcity (regional)Out-of-network shift
Routes that use this
homesnf
Watch-outTue/Thu PM chairs scarcest; book early. Transport must align with chair times.
Mental health follow-up
Outpatient psychiatry, therapy, peer support, crisis line.
Typical PA TAT
3–7 days (slot-limited)
Owners
Social Worker, Psychiatry, Case Manager
Triggers
  • Acute depression / suicidality
  • Substance use diagnosis
  • Bridge from inpatient psych
Workflow
  1. 1.SW assessment + warm handoff
  2. 2.Outpatient slot secured
  3. 3.Safety plan + crisis resources at discharge
Partner integrations
  • Westside Community ServicesOutpatient BH
  • BetterHelp / TalkspaceTelehealth therapy
  • 988 Crisis LineCrisis safety net
Common denial reasons
    Out-of-networkHigher level of care needed first
Routes that use this
homeshelter respite
Watch-outSlot availability is regional + insurance-network limited. Crisis number must be in DC packet.
Transport home / to next setting
See Logistics library for full options. Surfaced as a need for completeness.
Typical PA TAT
24h (≥48h advance ideal)
Owners
Case Manager
Triggers
  • No family vehicle
  • Wheelchair-bound
  • Long-distance transfer
Workflow
  1. 1.See Logistics library
  2. 2.Booked by CM with vendor
  3. 3.Confirmed with patient + family in portal
Partner integrations
  • ModivCareMedicaid + MA NEMT broker
  • Uber HealthPre-credentialed rideshare
  • AMR / FalckAmbulance (BLS / ALS)
Common denial reasons
    Lower level of transport possibleOut-of-area
Routes that use this
homesnfirf arultch ltac
Watch-outLead time + plan-specific vendor matter; book ≥24h ahead for SNF transfer.
Skilled home health (RN / PT / OT visits)
Intermittent skilled nursing + therapy at home under a physician-certified plan of care.
Typical PA TAT
24–72h (start-of-care)
Owners
Case Manager, RN
Triggers
  • Homebound + skilled need (wound, IV, teaching, skilled observation)
  • New / changed meds requiring skilled monitoring
  • Post-acute PT/OT needs deliverable at home
Workflow
  1. 1.MD certifies homebound + skilled need (CMS-485 plan of care)
  2. 2.HH agency matched + accepts referral
  3. 3.Start of care within 48h of discharge
  4. 4.RN/PT/OT visits per POC; recertification at 60 days
Partner integrations
  • VNA Bay Area / Sutter Care at HomeSkilled HH delivery
  • Stanford Home CareHealth-system HH
  • Kindred at HomeNational HH network
Common denial reasons
    Not homeboundCaregiver can provide care (skilled denied)Visit frequency not supported
Routes that use this
home
Watch-outHomebound + skilled-need documentation is the gate; a Friday discharge risks a Monday start-of-care slip.
Outpatient PT / OT
Post-acute physical / occupational therapy in clinic or via home health.
Typical PA TAT
3–7 days (scheduling-limited)
Owners
PT, OT, Case Manager
Triggers
  • Deconditioning / mobility deficit
  • Post-orthopedic or post-stroke rehab
  • ADL retraining need
Workflow
  1. 1.PT/OT evaluation + plan of care
  2. 2.Clinic or HH therapy scheduled
  3. 3.Progress tracked against functional goals
  4. 4.Re-authorization at visit cap
Partner integrations
  • Select Physical Therapy / ATIOutpatient rehab clinics
  • Stanford RehabilitationHealth-system outpatient therapy
Common denial reasons
    Plateau / no functional progressVisit cap reachedMaintenance therapy (non-skilled)
Routes that use this
homesnfirf aru
Watch-outKX-modifier threshold + medical-necessity documentation gate continued visits.
Cardiac rehabilitation
Monitored exercise + risk-factor program after a qualifying cardiac event.
Typical PA TAT
1–2 weeks (program slot)
Owners
Cardiology, Case Manager
Triggers
  • Post-MI / PCI / CABG
  • Stable angina or valve repair
  • HFrEF EF ≤ 35% NYHA II–IV
Workflow
  1. 1.Cardiology referral + risk stratification
  2. 2.Enroll in CR program (≤ 36 sessions / 36 weeks)
  3. 3.Monitored exercise + secondary-prevention education
  4. 4.Intensive cardiac rehab (ICR) option for eligible programs
Partner integrations
  • Hospital-based CR programMonitored cardiac rehab
  • Sutter / Stanford cardiac rehabHealth-system CR
  • Pritikin ICRIntensive cardiac rehab
Common denial reasons
    Qualifying diagnosis not documentedSession cap reachedMissed enrollment window
Routes that use this
home
Watch-outThe qualifying-diagnosis list is specific (NCD 20.10); enroll within weeks of the event.
Pulmonary rehabilitation
Supervised exercise + education for moderate-to-very-severe COPD / post-COVID.
Typical PA TAT
1–2 weeks
Owners
Pulmonology, Case Manager
Triggers
  • GOLD II–IV COPD
  • Recent COPD exacerbation / hospitalization
  • Post-COVID respiratory impairment
Workflow
  1. 1.Pulmonology referral + PFT documentation
  2. 2.Enroll in PR program (≤ 36 sessions)
  3. 3.Supervised exercise + inhaler / breathing education
  4. 4.Maintenance plan at completion
Partner integrations
  • Hospital-based PR programSupervised pulmonary rehab
  • Stanford / UCSF pulmonary rehabHealth-system PR
Common denial reasons
    PFT severity not documentedSession cap reached
Routes that use this
home
Watch-outSpirometry severity (GOLD II–IV) must be on file before referral.
Remote patient monitoring (RPM)
Connected weight / BP / glucose / SpO₂ monitoring with clinician review for high-risk chronic disease.
Typical PA TAT
Same week (enrollment)
Owners
RN, Case Manager, MD
Triggers
  • CHF / COPD readmission risk
  • Uncontrolled hypertension or diabetes
  • Post-discharge transition monitoring
Workflow
  1. 1.Enroll patient + ship connected device
  2. 2.Capture ≥ 16 days of readings per 30 days
  3. 3.Clinician reviews + monthly management
  4. 4.Escalate on threshold breach
Partner integrations
  • Cadence / Optimize HealthRPM platform + monitoring
  • Health Recovery SolutionsRPM kits + telehealth
  • BodyTrace / connected devicesCellular monitoring devices
Common denial reasons
    Fewer than 16 days of readingsDevice not connectedNo qualifying chronic condition
Routes that use this
home
Watch-outBilling requires ≥ 16 days of readings per 30 days — patient engagement is the failure point.

Education & teaching · 1 categories

Disease + medication education
Plain-language teaching + caregiver coaching for chronic condition + new meds.
Typical PA TAT
Same day
Owners
RN, Pharmacy, AI Agent
Triggers
  • New chronic dx
  • High-risk medication added
  • LEP or low health literacy
Workflow
  1. 1.RN identifies education needs
  2. 2.Portal-translator agent re-renders at 6th-grade level
  3. 3.Patient + caregiver complete videos + ack
  4. 4.Teach-back at bedside before discharge
Partner integrations
  • HealthwiseExit / KramesStock education library
  • Anthropic Claude (via runAgent)Plain-language re-render
Routes that use this
homesnfirf aru
Watch-outLEP / low literacy — interpreter required + 6th-grade reading level adjustment.

Behavioral health · 3 categories

Behavioral health IOP (intensive outpatient)
~9–19 hrs/week structured therapy — step-down from inpatient or step-up from outpatient.
Typical PA TAT
3–7 days (slot + auth)
Owners
Social Worker, Psychiatry
Triggers
  • Step-down from inpatient psych
  • SUD needing structure short of residential
  • Outpatient therapy insufficient
Workflow
  1. 1.BH assessment + level-of-care (ASAM / LOCUS)
  2. 2.IOP slot secured + authorization
  3. 3.3–5 days/week group + individual therapy
  4. 4.Step-down to routine outpatient
Partner integrations
  • County Behavioral HealthPublic IOP + SUD
  • Community IOP providersOutpatient intensive programs
  • Carve-out vendor (Optum / Magellan / Carelon)Authorization
Common denial reasons
    Level-of-care criteria not met (ASAM)Out-of-networkLower level of care appropriate
Routes that use this
home
Watch-outThe carve-out vendor authorizes separately from medical — start the auth before discharge.
Behavioral health PHP (partial hospitalization)
≥ 20 hrs/week day-hospital program — highest-intensity ambulatory psych / SUD care.
Typical PA TAT
2–5 days
Owners
Psychiatry, Social Worker
Triggers
  • Step-down from inpatient psych
  • Acute symptoms needing daily structure
  • Safety manageable without 24h care
Workflow
  1. 1.BH assessment + PHP level-of-care
  2. 2.PHP authorization + slot
  3. 3.5 days/week day program
  4. 4.Step-down to IOP / outpatient
Partner integrations
  • Hospital-based PHPDay-hospital program
  • County Behavioral HealthPublic PHP
  • Carve-out vendorAuthorization
Common denial reasons
    Level-of-care criteria not metInpatient more appropriateOut-of-network
Routes that use this
home
Watch-outPhysician certification + ≥ 20 hr/wk structure required; document medical necessity.
Peer support
Certified peer specialists with lived experience — recovery, engagement, navigation.
Typical PA TAT
Days (connection)
Owners
Social Worker, Peer Specialist
Triggers
  • SUD / mental-health recovery
  • Low engagement / social isolation
  • Benefit from lived-experience support
Workflow
  1. 1.Identify peer-support fit
  2. 2.Connect to certified peer specialist / recovery community
  3. 3.Warm handoff
  4. 4.Ongoing peer engagement
Partner integrations
  • Certified Peer Support Specialists (county BH)Lived-experience support
  • Recovery community organizationsPeer recovery
  • NAMI / warmlinesPeer + family support
Common denial reasons
    Not a covered benefit (some commercial)No certified peer available
Routes that use this
homeshelter respite
Watch-outMedi-Cal covers certified peer specialists; commercial coverage is uneven — verify the benefit.

Caregiver support · 2 categories

Caregiver training
Structured teaching for family / caregivers on wound, transfer, tube, med, or device care.
Typical PA TAT
Same admission (inpatient teaching)
Owners
RN, PT, OT, Case Manager
Triggers
  • New device / tube / wound requiring a caregiver
  • Functional dependence + family caregiver
  • High-risk medication regimen
Workflow
  1. 1.Identify caregiver + learning needs
  2. 2.RN / PT / OT structured training + teach-back
  3. 3.Competency verified before discharge
  4. 4.HH reinforcement first 2 weeks
Partner integrations
  • Inpatient RN / PT / OTBedside training + teach-back
  • HH agencyHome reinforcement
  • Disease-specific foundationsTeaching materials
Common denial reasons
    Standalone CTS not recognized by planCaregiver unavailable
Routes that use this
homesnf
Watch-outCaregiver availability + teach-back competency is the real gate, not coverage — start day 1.
Caregiver respite
Temporary relief care so a family caregiver can rest — in-home or short facility stay.
Typical PA TAT
Days to weeks (program capacity)
Owners
Social Worker, Case Manager
Triggers
  • Caregiver burnout / sole caregiver
  • High-dependence patient at home
  • Hospice family support need
Workflow
  1. 1.SW assesses caregiver strain
  2. 2.Match to respite funding (hospice / HCBS / AAA)
  3. 3.Schedule in-home or facility respite
  4. 4.Reassess caregiver capacity
Partner integrations
  • Hospice agencyInpatient respite (hospice benefit)
  • Area Agency on Aging (OAA Title III-E)National Family Caregiver Support respite
  • Adult day programsDaytime respite
Common denial reasons
    Not hospice-enrolled (Medicare respite)Waiver waitlistFunding exhausted
Routes that use this
homehospice home
Watch-outOutside hospice / HCBS, respite is largely unfunded — AAA + adult day programs are the safety net.
How this screen works
Needs library is the bridge between clinical reality and payer rules
Inputs
What this screen reads
  • Per-need clinical triggers from cockpit barriers + chart
  • Patient's verified payer plan (X12 271)
  • Partner-rule library per need category
Engine
What it computes
  • Maps need → payer coverage status (covered / PA / patient-pay / not covered)
  • Surfaces partner integration path (CoverMyMeds, Parachute, Coram, etc.)
  • Flags common denial reasons before submission
  • Cross-refs which route options need this
Outputs
What it writes / routes
  • Cockpit coverage matrix pre-populated per patient
  • PA drafting pipeline (AI drafts → human reviews → CoverMyMeds submit)
  • Patient-pay risk flagged to CM + caregiver
Refresh trigger
When it updates
  • Plan change (new payer effective date)
  • Formulary update via Surescripts
  • PA decision webhook
Partners involved:CoverMyMeds (Rx PA)Availity (medical PA)Surescripts (formulary)Coram / Option Care / Accredo (specialty + infusion)Parachute Health (DME aggregation)
Demo data · no PHI · mocked Epic + payer endpoints