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Module 2: Eligibility & Prior Auth Agents

Automating the Front Door of the Revenue Cycle

Duration: 6 hours · Level: Intermediate · Lessons: 3

Insurance verification and prior authorization are the highest-volume, most automatable tasks in healthcare admin. Build agents that eliminate phone calls, faxes, and manual portal entry.

Prerequisites

Learning outcomes

By the end of this module you will be able to:

  • Build a real-time eligibility verification agent using HIPAA 270/271 EDI
  • Design a prior authorization submission and follow-up agent
  • Implement multi-payer support with graceful fallback to portal scraping

Lessons in this module

  1. H2.1 — Real-Time Eligibility: The 270/271 EDI Transaction · 55 min
  2. H2.2 — Prior Authorization Automation: From Request to Approval · 60 min
  3. H2.3 — Portal Scraping & Browser Automation as Fallback · 50 min

👉 Start here: H2.1 — Real-Time Eligibility: The 270/271 EDI Transaction