Overview

Claims Intake & Payment Authorization is a workflow for intake, screening, and extraction of key claim information so insurance teams can review claims quickly and consistently.

It supports end-to-end claims orchestration — document intake, eligibility review, approval routing, and payment authorization — in one touchless workflow.

What you get: a structured table of extracted fields you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to Claims Intake & Payment Authorization.

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When to use Claims Intake & Payment Authorization

Use this workflow when you need a consistent, compliant first-pass review of claims, including:

• Claimant identity and policy/claim details
• Loss/event details and narrative description
• Completeness of supporting documents
• Coverage eligibility checks
• Fraud risk screening and escalation
• Approval routing and payment authorization

Step-by-step usage

1. Navigate to Workflows > Template gallery and select Claims Intake & Payment Authorization.
2. Upload the claim documents (PDF only).
3. (Optional) Upload supporting documents (e.g., policy schedule, incident reports, medical reports, repair estimates, police reports) if your process requires them.
4. Click Run to begin extraction and screening.
5. Review the extracted fields and edit anything that is incorrect.