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Pillar 2 · Payer-Specific Workflow Design

Aetna isn’t Cigna. Neither is Optum. We design the workflow for each.

Programs that treat every payer the same lose authorized days they should have kept. We analyze your actual payer mix, then design and operate a workflow per payer — PA rules, criteria emphasis, submission channels, review cadence, and the denial language that signals what to overturn.

Why per-payer

Five things every payer decides differently.

Each of these is independent. Your team is implicitly making a decision on all five every time it submits — usually based on tribal knowledge that lives in a few people’s heads.

Which criteria set applies

ASAM, LOCUS / CALOCUS, MCG, or a proprietary internal standard. Each weights different dimensions.

How often concurrent review happens

Every 3 days. Every 7. Every 14. Per payer, per product line, sometimes per plan.

What supporting documentation is expected

Daily notes only, or daily notes + treatment-plan updates, or full assessments, or specific scored measures.

Submission channel and turnaround

Provider portal, secure fax, phone, EDI. Each has its own queue, its own SLA, its own audit trail.

Reviewer weighting and denial language

Specific phrases overturn specific denial reasons. Knowing which language each payer's reviewers respond to is operational, not generic.

Appeal and reconsideration paths

First-level reconsideration windows, peer-to-peer availability, formal appeal timelines and forms — all payer-specific.

Methodology

How we build the workflow for each of your payers.

Three steps. Repeated for every high-leverage payer in your book.

01

Payer-mix analysis

We start with your actual book of business — claims volume, paid claims, denials, days at risk — sliced by payer. The output is a ranked list: which payers drive volume, which drive denials, where the workflow effort and revenue leakage concentrate. The top 3–5 payers get bespoke playbooks first.

02

Per-payer playbook design

For each top payer, we build a playbook covering: what admissions must capture, when UR submits, what documentation is included, which portal / channel is used, what review cadence to expect, what the typical denial language looks like, and what evidence overturns it.

03

Operationalize and keep current

The playbook isn't a PDF — it's wired into the workflow your team already uses. The AI evidence pipeline applies the right criteria per payer. The cadence tracker fires alerts on the right schedule. And we update the playbook quarterly (or in-flight) as payer rules change.

Inside a per-payer playbook

Operational. Specific. Owned by your team.

Every playbook we build is a concrete operating standard for one payer at one level of care. It replaces the unwritten knowledge with something a new UR nurse could pick up on day one.

  • When prior auth is required (by patient plan, by LOC, by service)
  • What admissions must capture at intake to make initial auth defensible
  • Which criteria set this payer's reviewers actually weight (ASAM dimensions, LOCUS sub-scores, MCG indicators)
  • Concurrent / continued-stay review cadence and submission window
  • Submission channel (portal, fax, phone) with credentialed access pattern
  • Documentation expectations per review (notes, assessments, treatment-plan updates, scored measures)
  • Common denial language for this payer — and the evidence that overturns it
  • Appeal / reconsideration windows and the contact path
  • Routing — who on your team handles which step, with backups

Sample playbook

Aetna · Adult PHP (SUD)

Last updated

2026-05-19

Criteria setASAM 4th Ed. (Dim 4, 5, 6 weighted heavily)
PA requiredYes — before admission (most commercial plans)
Concurrent cadenceEvery 7 days; submit 48h before expiry
Submission channelAvaility → Aetna provider portal
DocumentationLast 7 daily notes · ASAM dim updates · attendance log
Typical denial language“Patient can be safely managed at lower LOC” — Dim 5/6
Overturns withDocumented relapse risk + recovery-environment instability + objective measure
Reconsideration window14 days · peer-to-peer available · first appeal 60 days

Illustrative sample. Your playbooks reflect each payer’s current rules and your actual operating workflow.

Coverage

The payers we build for, today.

We’ve built playbooks for the major commercial payers most behavioral health programs see in their book. Medicaid coverage is per-state, per-MCO — added as engagements call for them.

Aetna

ASAM (SUD) · LOCUS (mental health)

Behavioral-health carve-out variability by plan; concurrent review cadence often differs between commercial and Medicare Advantage product lines.

Cigna / Evernorth

ASAM · LOCUS

Continued-stay reviews weight specific dimensions heavily; intensity-justification phrasing carries disproportionate impact in their reviewer scorecards.

BCBS (plan-by-plan)

ASAM · LOCUS · MCG (varies)

Each BCBS plan operates as a distinct payer with its own criteria, portals, and review timing. Multi-state operators often run several BCBS workflows in parallel.

Optum / UHC

MCG (primary) · ASAM / LOCUS

MCG-weighted reviewer scorecards; concurrent review cadence and continued-stay documentation expectations differ from competitors.

Magellan

ASAM · LOCUS / CALOCUS

Carve-out behavioral health vendor for many commercial and Medicaid plans; their reviewer pool and documentation expectations are distinct from the parent payer.

State Medicaid MCOs

State-specific (ASAM common in SUD)

Each state's Medicaid program — and each MCO administering it — operates as a distinct payer. Multi-state operators get a per-state workflow map.

Don’t see the regional or carve-out payer driving your denials? We build playbooks per engagement against the payers in your actual mix.

Playbooks don’t go stale.

Payers update PA requirements, criteria emphasis, and submission rules on their own schedules — sometimes quietly, often without a vendor notice. Out-of-date playbooks are how programs start losing authorized days again six months in.

  • ·Quarterly payer-mix re-analysis is part of every engagement.
  • ·In-flight payer-rule changes get pushed to your team as they're detected.
  • ·Every denial outcome feeds back into the playbook — what overturned, what didn't.

Start here

Get your payer-mix analysis as part of the assessment.

The free Authorization Defense Assessment includes a payer-mix breakdown on your actual book — which payers drive volume, which drive denials, where the workflow effort and revenue leakage concentrate.

Get the assessment