Niti Logic Â· Free Worksheet

Patient Checklist While Waiting

What to do while your prior authorization is under review â€” practical steps to prevent delays and be prepared for any outcome.

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Prior Authorization

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Confirm the Request Was Submitted

Ask the provider's office if the request has been submitted

Confirm the date of submission

Ask which insurer or benefit manager it was sent to

Request a reference number if available

Verify your insurance information on file is current

Confirm the correct medication or procedure was listed

Some delays occur simply because the request was not sent or was sent to the wrong payer.

Monitor All Communication Channels

Check your patient portal regularly

Check voicemail and email

Open all mail from your insurance company

Respond promptly to any requests for information

Inform the office if your contact information changes

Log all communications in a contact log

Gather Supporting Records in Advance

Do not wait until these are requested. If additional information is needed, having records ready can save days or weeks.

Pharmacy medication history printout

Records from other providers

Prior imaging or test reports

Physical therapy documentation

Hospital or ER visit summaries

Documentation of prior treatments tried

Understand Typical Timelines

Request Type	Typical Timeframe	What You Can Do
Standard (non-urgent)	Up to 14â€“30 days depending on plan	Follow up if no response after 2 weeks
Urgent / expedited	72 hours in most cases	Ask the office to submit as urgent if medically needed
Concurrent (during active treatment)	Varies â€” often 24â€“72 hours	Monitor closely; respond to requests immediately

Know When to Follow Up

Contact the provider's office first

Ask whether the request is pending, approved, or denied

Confirm whether additional information was requested

Ask if resubmission or correction is needed

Record the name of anyone you speak with

Mark a follow-up date on your calendar

The insurer may communicate primarily with the provider, not directly with you. If you have not heard anything, call your provider's office rather than the insurer first â€” they often have more visibility into the status of the request.

Track Symptoms and Functional Impact

Changes in your condition may strengthen the request or support an appeal.

Date	Symptom or Change	Impact on Daily Life	Reported to Provider?

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