Medical Insurance Concurrent Review Form

Streamline Insurance Concurrent Reviews with Paperform

Medical practices, hospitals, and healthcare facilities need efficient systems to manage insurance authorization requests. This Medical Insurance Concurrent Review Form template helps healthcare administrators, case managers, and utilization review coordinators submit continued stay authorization requests quickly and accurately.

Built for Healthcare Operations

Concurrent review is critical for maintaining insurance approvals during inpatient stays. This template captures all essential clinical information, progress updates, and justification for continued care in one organized form. Instead of juggling multiple documents or dealing with fax machines, your team can submit reviews digitally with automatic routing to the right insurance representatives.

The form includes conditional logic to show relevant fields based on patient acuity and treatment type, ensuring reviewers provide exactly the information payers need to make authorization decisions. From vital signs and clinical progress to discharge planning and medical necessity criteria, everything is structured for compliance and clarity.

Automate Your Review Workflow

With Paperform's integration capabilities, you can connect this form to your practice management system, EMR, or communication tools. Use Stepper (stepper.io) to automatically route submissions to different insurance portals, send follow-up reminders for pending authorizations, or update your internal tracking spreadsheet—all without manual data entry.

Whether you're a small medical practice managing a few authorizations per week or a busy hospital coordinating dozens of concurrent reviews daily, this template gives you a professional, HIPAA-conscious starting point that saves time and reduces authorization delays. Customize fields to match your specialty's specific documentation requirements and payer preferences, ensuring faster approvals and better patient care continuity.