Finance & Ops · n8n

Never Blow Past a Patient's Authorized Therapy Visit Count

Insurance authorizes 12 visits; visit 13 happens uncounted and unpaid. Track every patient's authorization balance and alert before the limit — with reauth started early.

difficulty Beginnersetup 25 minresult No visit ever goes unbilled to a blown authorization — reauths start before limits hit.
  1. 1

    Log the Authorization

    Record each patient's approved visit count and expiry.

  2. 2

    Count Every Visit

    Decrement at each check-in.

  3. 3

    Alert at the Threshold

    Add an IF node flagging patients within three visits of their limit.

  4. 4

    Start the Reauth

    Prompt the reauthorization paperwork while visits remain.

  5. 5

    Activate and Test

    Activate the workflow with a test patient. Confirm the threshold alert fires.

Frequently asked questions

What does visit 13 cost?

The full session — unbillable, unrecoverable, and repeated across the caseload monthly at most clinics.

Reauth lead time?

Payers take days to weeks — the three-visit alert is what makes continuity possible.

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