Letter of Medical Necessity (LMN)

Letter of Medical Necessity (LMN): Clinic Guide & Essentials

Content

If you manage an outpatient clinic, you already feel the weight of prior authorization. National surveys from the American Medical Association show that most physicians report care delays linked to authorization requirements, and many have seen patients abandon recommended treatment when paperwork drags on.

The LMN sits at the center of that process. When it is clear and complete, three things tend to happen more often.

  • Access improves, reviewers have enough context to approve care without multiple rounds of questions.
  • Throughput stabilizes, schedules are less likely to blow up because an authorization did not arrive in time.
  • Workload becomes more predictable, staff spend less time chasing missing details and more time on exceptions.

From an operations standpoint, a strong LMN is one of the few levers you directly control in a system that often feels outside your influence. It is also one place where technology can quietly help. A unified inbox and AI intake automation, the focus of Solum Health, can centralize messages, surface missing information before you send a request, and shorten the back and forth with payers.

How a Letter of Medical Necessity works in practice

Although payers vary, the basic life cycle of an LMN is remarkably consistent across outpatient specialties.

Step 1, clinical evaluation

The process begins with a clinical assessment. The provider documents diagnoses, functional limitations, safety concerns, and goals for care. That assessment is not just a clinical requirement, it is the factual foundation that will support the LMN.

Step 2, drafting the LMN

Next, the provider or a delegated clinician writes the letter, usually on practice letterhead. A solid LMN typically includes:

  • Patient identifiers, name, date of birth, and payer information.
  • Diagnoses and relevant codes.
  • Functional challenges or symptoms that interfere with daily life.
  • The specific service, treatment plan, or equipment being requested.
  • Clinical rationale for that choice, including reference to guidelines when appropriate.
  • Expected benefits and goals for treatment.
  • Proposed duration and frequency.
  • Provider credentials and signature.

You can think of this as the place where clinical reasoning is translated into plain language for a reviewer who has never met the patient. If that reviewer cannot follow the logic in a quick skim, your team will probably see a request for more information.

Step 3, submission with the authorization request

The LMN is then attached to a prior authorization request or similar packet. Submission might happen through a payer portal, fax, or clearinghouse. In many clinics, this is where fragmentation shows up, one staff member handles the LMN, another pulls chart notes, someone else watches a separate fax inbox.

A unified communication hub, such as the one described in the solutions overview, can reduce that fragmentation by pairing the LMN with intake data, benefits checks, and supporting records before the request is sent.

Step 4, payer review

At the payer, a clinical reviewer evaluates the LMN against coverage policies. They are looking for alignment between the diagnosis, the requested service, and the defined medical necessity criteria. Specific, concrete language tends to travel further than general phrases about quality of life.

Step 5, decision and follow up

The payer issues a decision. If approved, the LMN effectively becomes part of the record of why care is being delivered. If denied, the LMN often anchors any appeal. In either case, a clear document reduces confusion when staff need to explain the decision to the patient.

Steps to adopt stronger LMNs in your workflow

If you want to improve LMNs without overwhelming your team, you can tackle it as a focused workflow project rather than an abstract documentation goal.

  1. Map the current process
    Write out every step from evaluation to submission, including who drafts, who edits, and who sends. This is not glamorous work, but it reveals delays and ownership gaps.
  2. Standardize structure, not voice
    Build a short template that prompts for the core elements listed earlier. Leave room for the provider’s own phrasing. Overly rigid templates can sound robotic, which is the last thing you want in a document meant to capture clinical judgment.
  3. Integrate intake and benefits data
    Use your intake automation and eligibility checks to pre populate details that often cause friction, policy numbers, benefit limits, pending referrals. Concepts like automating pre visit workflows and automated benefits verification connect directly to LMN quality, because they reduce missing or conflicting data.
  4. Centralize communication
    If your team is still bouncing between phone, email, and portal messages, consider consolidating into a single view. The broader how it works explanation shows how a unified inbox can keep payer questions and LMN updates in one place.
  5. Align with privacy rules
    Confirm that your process and vendor choices align with the HIPAA Privacy Rule, especially around minimum necessary access and record retention. LMNs contain sensitive details, they should move through secure, logged channels.
  6. Train for exception handling
    Make sure staff know what to do when a payer asks for clarification or rejects an LMN as insufficient. A simple playbook, stored alongside your internal glossary and policy documents, keeps responses consistent.

Common pitfalls and how to avoid them

Several patterns show up repeatedly in clinics that struggle with LMNs.

  • Vague language
    Phrases like “medically necessary for quality of life” without specific details rarely persuade reviewers. Tie the request to functional impact and safety concerns whenever you can.
  • Missing linkage to benefits
    When the LMN ignores known benefit limits or prior history, your staff may invite avoidable denials. Cross check against your benefits verification before sending.
  • Fragmented ownership
    If no one clearly owns LMN quality, responsibility drifts. Many clinics assign a single point person to monitor trends and share feedback, often an admin leader or lead clinician.
  • Overreliance on copy and paste
    Reusing old LMNs can save time, but it can also introduce errors when details from a prior case slip into a new one. Encourage careful review rather than blind reuse.

As you refine this work, you can look at your own metrics or at published success stories in automation to see how LMN quality relates to denial trends and staff workload.

Frequently asked questions

What should be included in a Letter of Medical Necessity?
A strong LMN includes the patient’s identifiers, diagnoses, functional limitations, the specific service or equipment requested, clear clinical reasoning for that choice, expected outcomes, proposed frequency and duration, and the provider’s credentials and signature.

Who can write a Letter of Medical Necessity?
Any licensed healthcare professional involved in the patient’s care can typically write an LMN, for example physicians, nurse practitioners, physician assistants, and licensed therapy providers, subject to payer rules.

Is an LMN always required for prior authorization?
Not every authorization needs an LMN, but many payers require one for non routine, high cost, or longer term services. When in doubt, sending a succinct LMN with the initial request usually reduces follow up.

How long is a Letter of Medical Necessity valid?
Validity is set by the payer. Some recognize an LMN for the entire period of an authorization, others ask for updated letters after a certain number of visits or months, or when the treatment plan changes.

Can patients request a copy of their LMN?
Yes, patients have the right to access documentation related to their care, including LMNs, as part of their medical record. Make sure your release of information process covers this scenario.

If you want more context around intake, communication, and revenue topics that intersect with LMNs, the blog and broader resource library can help, along with related entries in the glossary.

Action plan for the next quarter

To make this practical, you can treat LMN improvement as a short, contained project.

  • In month one, audit recent denials and identify cases where LMN quality played a role. Share anonymized excerpts with your leadership and clinical teams.
  • In month two, finalize a simple LMN template, update your intake and benefits workflows, and connect them more tightly with your communication tools. Review guidance from why us and solutions to keep the role of unified inbox and AI intake automation in view.
  • In month three, train staff, pilot the new approach with a subset of payers or service lines, and track results. Capture small wins and friction points, then adjust.

Across that timeline, keep the big picture clear. Solum Health positions its platform as a unified inbox plus AI intake automation for outpatient facilities, specialty ready, integrated with EHR and practice management systems, and built to show measurable time savings. LMNs are only one slice of your pre visit work, but they sit at a crucial junction. If you tighten this process, and pair it with tools that tackle intake and communication at scale, you make it easier for patients to access care and for your staff to keep the clinic moving.

Chat