Lido extracts patient demographics, procedure codes, diagnosis codes, and referring provider details from faxed and scanned prior authorization forms, and produces submit-ready structured data for your EHR or payer portal. Your clinical staff stops re-keying faxes and starts reviewing decisions.
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Prior authorizations are time-sensitive. A delayed auth means a delayed procedure, and a frustrated patient. The bottleneck is almost always manual: someone has to read the fax, re-key the codes, and submit to the payer portal by hand. Lido eliminates that step.
Faxed prior authorization requests and clinical justification attachments arrive as TIFF or PDF files through your fax-to-email service or document management system. Lido picks them up from a watched folder or inbox and queues each form for extraction automatically. Multi-page faxes, auth request plus clinical notes, are processed as a single document.
From each prior auth form, Lido extracts patient name, date of birth, member ID, insurance plan, group number, attending physician NPI, referring provider NPI, facility name, requested procedure (CPT codes), primary and secondary diagnosis codes (ICD-10), requested service dates, and clinical justification notes. Handwritten fields, common in physician sign-off sections, are read via handwriting OCR.
Extracted CPT codes are validated against the 5-digit format; ICD-10 codes are checked against standard format (letter + 2 digits + decimal + up to 4 digits). Codes that do not match expected formats are flagged with the extracted value and the expected pattern, so your billing team can correct the form before it reaches the payer portal, not after.
Prior auth forms for urgent or emergent procedures often include urgency indicators, a checkbox, a handwritten note, or a clinical urgency code. Lido detects these markers and routes urgent requests to the front of the queue, ensuring time-sensitive authorizations are not processed in batch order.
The extracted data is output as a structured spreadsheet or JSON payload mapped to your EHR fields or payer portal submission format. Each field is pre-filled. Your authorization coordinator reviews flagged items, approves clean records, and submits, no re-keying required.
Upload a batch and get structured output in minutes.
Each major payer. UnitedHealthcare, Cigna, Aetna, Humana, BCBS plans, has its own prior auth form. Lido reads any payer form without per-payer templates.
Standardized prior authorization forms used by Medicare Advantage plans and AMA-aligned payers. Structured fields are extracted consistently across all CMS-format variants.
Physician notes, diagnostic imaging reports, and lab results attached to the prior auth request. Lido extracts key clinical indicators referenced in the justification, such as diagnosis, treatment history, and clinical criteria met.
Multi-page fax packets that include the auth request form, clinical notes, and supporting records. Lido splits the packet by document type and extracts each section with the appropriate schema.
Referral authorization requests from PCPs to specialists. Extract referring provider, referred-to specialist, reason for referral, and authorization period.
Retrospective authorization requests filed after an urgent procedure. Same extraction schema as prospective auths, with the procedure date already in the past.
A prior auth fax arrives at 8:47 AM for a patient scheduled for Thursday. The authorization coordinator downloads the fax, reads the patient name and member ID, opens the payer portal, types in the member ID, enters the CPT code, enters the ICD-10 code, attaches the clinical notes, and submits. If any field is mistyped, a transposed digit in the member ID, a CPT code entered without a modifier, the request is rejected and the process starts over. Meanwhile, the patient is still waiting for Thursday's procedure to be confirmed.
Lido reads the fax, extracts every required field, validates code formats, and flags anything that will cause a payer rejection before the request is submitted. Your authorization coordinator reviews a pre-filled record, corrects any flagged items, and submits in under two minutes per auth. Urgent cases are surfaced automatically so Thursday's patient is handled before the batch backlog.
| Feature | Lido | Manual data entry |
|---|---|---|
| Extract CPT, ICD-10, and patient fields from faxed forms automatically | ✓ | ✗ |
| Validate code formats before payer portal submission | ✓ | ✗ |
| Detect and prioritize urgent authorization requests | ✓ | ✗ |
| Handle handwritten annotations on faxed forms | ✓ | ✗ |
| HIPAA-compliant processing with 24-hour data deletion | ✓ | ✗ |
| Download the fax and re-key every field by hand | ✓ | ✓ |
Extract and validate prior auth fields automatically. Your coordinators review exceptions, not fax printouts.
A 12-physician orthopedic practice submits 80 prior auths per week across surgical procedures, MRIs, and physical therapy. Faxed prior auth forms are extracted automatically, CPT and ICD-10 codes validated, and the authorization queue cleared same-day instead of accumulating into a 2-day backlog.
A 300-bed hospital handles prior auth requests from cardiology, oncology, orthopedics, and radiology in a central authorization team. Lido routes extracted prior auths to the correct specialist coordinator based on the procedure code, eliminating the manual triage step that caused 4-hour processing delays.
An oncology clinic submits prior auths for chemotherapy regimens requiring 48-hour turnaround. Lido detects urgency flags on incoming faxes and routes time-sensitive auths to the front of the queue, ensuring treatment schedules are not delayed by authorization backlogs.
A billing company managing authorization workflows for 15 physician practices receives prior auth faxes from multiple fax numbers into a centralized inbox. Lido routes each extracted prior auth to the correct practice client and submission queue based on the NPI extracted from the form.
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