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Extract and structure prior auth forms. No more re-keying faxes.

Lido reads prior auth faxes and portal downloads, extracts patient and service data, and outputs structured records for your care management system.

  • Any payer format. Commercial, Medicare, and Medicaid authorization forms all extract without per-payer templates.
  • Clinical fields captured. Diagnosis codes, requested services, referring provider, and clinical justification.
  • Fax-ready. Scanned, faxed, and photographed forms are handled alongside native PDFs.
Trusted by thousands of finance and operations teams

How prior authorization processing works in Lido

A delayed prior auth means a delayed procedure. Lido eliminates the manual re-keying step.

1. Forms arrive

Faxed prior auth requests and clinical attachments arrive as TIFF or PDF. Lido picks them up from a watched folder or inbox and queues each form automatically. Multi-page faxes are processed as a single document.

2. Fields extracted

Lido extracts patient name, DOB, member ID, insurance plan, group number, physician NPI, referring NPI, facility, CPT codes, ICD-10 codes, service dates, and clinical justification notes. Handwritten fields are read via handwriting OCR.

3. Codes validated

CPT codes are validated against the 5-digit format. ICD-10 codes are checked against standard alphanumeric format. Non-matching codes are flagged so billing corrects them before payer submission, not after.

4. Urgency detected

Lido detects urgency indicators -- checkboxes, handwritten notes, clinical urgency codes -- and routes urgent requests to the front of the queue so time-sensitive auths are not processed in batch order.

5. Data delivered

Extracted data outputs as a structured spreadsheet or JSON mapped to your EHR or payer portal format. Your authorization coordinator reviews flagged items, approves clean records, and submits -- no re-keying required.

Try it free

See this workflow run on your documents

Upload a batch and get structured output in minutes.

Prior auth document types Lido handles

Payer-specific prior authorization request forms

UnitedHealthcare, Cigna, Aetna, Humana, BCBS -- Lido reads any payer form without per-payer templates.

CMS AMA standard prior auth forms

Standardized forms used by Medicare Advantage and AMA-aligned payers. Structured fields extracted consistently across all CMS-format variants.

Clinical justification attachments

Physician notes, imaging reports, and lab results attached to the prior auth. Key clinical indicators like diagnosis and treatment history are extracted.

Faxed multi-page prior auth packets

Multi-page fax packets with auth request, clinical notes, and supporting records. Lido splits by document type and extracts each section.

Referral authorization forms

Referral requests from PCPs to specialists. Referring provider, specialist, reason for referral, and authorization period extracted.

Retro-authorization request forms

Retrospective auth requests filed after urgent procedures. Same extraction schema as prospective auths.

Why manual prior auth processing creates clinical and administrative delays

The fax-to-keyboard bottleneck

  • Authorization coordinators manually re-type member IDs, CPT codes, and ICD-10 codes from faxed prior auth forms into payer portals.
  • A single transposed digit or missing CPT modifier causes a rejection that restarts the entire submission.
  • Urgent auths for patients scheduled this week sit behind the batch backlog with no way to prioritize.

Lido extracts and validates the prior auth fields in seconds

  • Lido reads the fax and extracts every required field including CPT and ICD-10 codes in seconds.
  • Code formats and modifier requirements are validated before submission to prevent payer rejections.
  • Coordinators review a pre-filled record and submit in under two minutes per auth.
  • Urgent cases are surfaced automatically so time-sensitive patients are handled first.

Lido vs manual prior auth form processing

FeatureLidoManual 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
Prior auth automation

Every delayed prior auth is a delayed patient procedure

Extract and validate prior auth fields automatically. Your coordinators review exceptions, not fax printouts.

Common use cases

Multi-Provider Medical Practice

Process high-volume prior auth queues across specialties

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.

Hospital System

Centralize prior auth processing across departments

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.

Specialty Clinic

Manage prior auth turnaround for time-sensitive procedures

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.

Medical Billing Company

Handle prior auth processing for multiple practice clients

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.

Stop re-keying faxed prior auth forms by hand

Try Lido free. Upload a batch of prior auth faxes and see extracted, validated fields ready for your payer portal in minutes.