Physical Therapy Automation: Prior Authorization, Insurance Verification, and Referral Management

Annie automates PT prior authorizations and insurance verification, tracks visit caps and plan-of-care deadlines, and monitors coverage for plan changes, so every referral becomes an authorized, billable visit.

How Annie Helps Physical Therapy

Prior Authorization

Annie submits initial PT authorizations and follow-ups across commercial and Medicaid plans, tracks every deadline, and requests more visits before a visit-based authorization runs out.

Insurance Pre-Verification

Annie verifies PT benefits, checks the remaining visit allowance, confirms per-visit copay and coinsurance, and flags authorization requirements before the patient's eval.

Coverage Monitoring

Annie's coverage monitoring continuously tracks your patient base for plan terminations, payer switches, and January 1 benefit resets, then re-verifies coverage automatically so surprises are caught before they become denied claims.

Visit-Cap & Plan-of-Care Tracking

Medicare recertification runs roughly every 90 days and commercial plans impose visit caps. Annie tracks these certification and authorization windows so your clinic never delivers care past a cap or a lapsed plan of care.

Instant Referral Capture

PT referrals go cold fast. Annie captures every referral the moment it arrives, whether by fax, phone, or portal, and begins the intake process immediately.

Automated Scheduling

Once insurance is confirmed, Annie coordinates with the patient to find a convenient time and books the appointment directly in your system.

What Physical Therapy Clinics Say About Solum Health

"We're seeing a higher conversion rate on patients right now than we were by ourselves, mainly because we're getting to it so much quicker. I highly recommend Solum."
Tyler Green, PT DPT Founder at Rise PT, Solum Health customer
Tyler Green PT, DPT | Founder at Rise PT
"A patient brought cupcakes to thank 'Annie', she had no idea it was AI. The cost is a lot less than a full-time admin. Solum really changed my practice."
Melanie Johnke, Owner at Golden Gate Hand Therapy, Solum Health customer
Melanie Johnke Owner at Golden Gate Hand Therapy

See how Annie automates your PT front office in 15 minutes.

The ROI Your CFO Will Actually Believe

Measurable Outcomes. Proven Results.

38%
Reduction in Claim Denials

Annie catches missing authorizations and coverage gaps before claims go out.

12s
Insurance Verification

Real-time eligibility checks replace 12-minute phone calls.

$247K
Avg Annual Savings

Cut admin costs while tripling patient throughput.

2 weeks
Time to Go Live

Full practice-management integration and workflow configuration.

Raintree EHR integration with Solum Health
WebPT practice management integration with Solum Health
Prompt EMR integration with Solum Health
Epic EHR integration with Solum Health
Net Health rehab therapy EHR integration with Solum Health
StrataPT EHR integration with Solum Health
SPRY physical therapy EMR integration with Solum Health

PT SOFTWARE & TOOLS

Connected to Your PT Tech Stack

Jane practice management integration with Solum Health
HubSpot
Monday.com

Your Patient Data Is Sacred. We Treat It That Way.

Built for healthcare from day one. Security, compliance, and trust are in our DNA.

HIPAA Compliant
SOC 2 Type II Certified
AES-256 Encrypted
Pen Tested Verified

Physical Therapy Practice Owners Ask

Annie works with the systems physical therapy and rehab clinics run on, including WebPT, Raintree, Prompt, SPRY, Net Health, Strata, and Jane, as well as hospital EHRs like Epic. Our implementation team handles the integration, pulling the specific data fields needed for eligibility, authorization, and scheduling so your staff does not have to. If your EMR is not listed, we likely still support it.

Annie connects to your PT practice management system and verifies eligibility and benefits automatically before the eval. She pulls the copay, coinsurance, deductible status, remaining visit allowance, and authorization requirements, then writes the results back into Raintree, WebPT, or whichever system you use, so your front desk starts every evaluation with a complete benefit picture.

Yes. PT benefits are visit-limited and copay-heavy, so Annie confirms the remaining visit allowance, per-visit cost share, and whether an authorization is required before the patient is seen. Catching an exhausted benefit or a low visit cap up front is how clinics avoid delivering care they cannot bill for.

Yes. Annie submits initial PT authorizations and follow-ups across commercial and Medicaid plans, tracks every deadline, and chases payers automatically. When a visit-based authorization is running low, she flags it so you can request more visits before the current authorization is exhausted.

Medicare requires a certified plan of care, recertified roughly every 90 days, and commercial plans impose visit caps on top of that. Annie's coverage monitoring tracks these authorization and certification windows across your patient base and alerts your team before one lapses, so you do not deliver unbillable visits past a cap or an expired certification.

Yes. Annie's insurance monitoring re-checks coverage when plans reset or change, including the January 1 benefit year rollover. She catches new deductibles, terminated plans, and payer switches before they turn into denied claims, so your clinic is not surprised weeks after the care was delivered.

Physical therapy clinics see a heavy mix of workers' compensation and auto or personal-injury cases. Annie captures the claim number, adjuster, and authorization details these cases require at intake and routes them into your workflow, so a referral does not stall waiting on paperwork before the evaluation.

Most clinics are live within one to two weeks. Our implementation team does the heavy lifting: connecting your practice management system, configuring Annie for your payer mix and authorization rules, and training your staff. Most practices see measurable ROI within 90 days.

Still have questions?

Talk to Our PT Team

Reference: Key PT Terms

Definitions for the physical therapy operational concepts that drive payer requirements and front-office automation.

Physical Therapy Practice Management

How PT clinics run the front office, from referral intake through scheduling and billing.

Insurance Verification for Therapy

Why therapy benefits must be verified up front, including copays, coinsurance, and visit limits.

Plan of Care Certification

What clinics must know about certifying and recertifying a physical therapy plan of care.

Annual Visit Cap Tracking

How visit caps work and why exceeding them leaves clinics with unbillable care.

Raintree Systems

The rehab-focused EHR and RCM platform, and how front-office automation layers on top of it.

WebPT

The rehab therapy documentation platform, and where Annie automates the intake it does not cover.

Ready to Automate Your Front Office?

Let Annie handle your intake, insurance, and authorizations 24/7.

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