Prior Authorization (PA)

Prior authorization is a requirement by a health insurance plan that a prescriber obtain approval before a specific medication, procedure, or service will be covered, used to ensure medical necessity and manage costs.

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Exam Tip

PA rejection code = 75. Technicians identify the rejection and notify the pharmacist; the prescriber submits the PA request to insurance. Know the PA workflow for the ExCPT.

What Is Prior Authorization?

Prior authorization (PA), also called precertification or prior approval, is a cost-management tool used by insurance companies and PBMs (pharmacy benefit managers) to require approval before certain medications are dispensed. If a prescription requires PA and it has not been obtained, the insurance claim will be rejected.

How the PA Process Works

StepWhoAction
1Pharmacy technicianProcesses claim; receives PA-required rejection
2Pharmacy technicianNotifies pharmacist of the rejection
3PharmacistContacts prescriber about the PA requirement
4Prescriber's officeSubmits PA request to insurance with clinical justification
5Insurance/PBMReviews and approves or denies the request
6PharmacyReprocesses claim after PA approval

Common Reasons PA Is Required

ReasonExample
Non-formulary drugDrug is not on the plan's approved list
Brand when generic availablePrescriber requests brand-name version
High-cost medicationSpecialty or biologic drugs
Step therapyMust try a cheaper drug first
Quantity limits exceededPrescription exceeds plan's quantity limits
Age/gender restrictionsDrug not typically used for patient's demographic
Off-label useDrug used for non-FDA-approved indication

PA vs. Other Insurance Tools

ToolDescription
Prior AuthorizationMust get approval BEFORE dispensing
Step TherapyMust try preferred drug first; if it fails, PA granted for non-preferred
Quantity LimitsMaximum amount per fill or time period
Formulary ExceptionRequest to cover a non-formulary drug

Pharmacy Technician's Role

  • Identify PA rejection codes during claim processing (code 75)
  • Notify the pharmacist immediately
  • Communicate with the prescriber's office about PA requirements
  • Help gather documentation needed for the PA request
  • Follow up on pending PA requests
  • Reprocess claims once PA is approved

Exam Alert

Prior authorization is tested in the Dispensing Process domain (55% of ExCPT). Know rejection code 75 (PA required), the workflow for handling PA rejections, and the technician's role in facilitating the PA process.

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