Health PlansReady-to-Use Template

Prior Authorization Tracking Template

Track prior authorization requests, approvals, and denials for medical procedures and prescriptions.

2 min read
In This Guide

About This Template

Track prior authorization requests, approvals, and denials for medical procedures and prescriptions.

Fill in each field below with your specific information. Fields marked with an asterisk (*) are required. Replace all bracketed text with your actual details and remove the brackets.

How to Use This Template

  1. Print this page or copy the template into a word processor.
  2. Replace each bracketed field with your actual information. Remove the brackets.
  3. Remove sections that do not apply. Write N/A for required fields that do not apply.
  4. Review the completed document for accuracy. Check every field twice.
  5. Have someone else review it before final submission.
  6. Keep a copy for your records.
Pro Tip: Do not alter the form layout or reformat it. Use the official version exactly as provided.

Prior Authorization Tracking Details

Complete each field below with information specific to your prior authorization tracking template situation.

Prior Authorization Tracking Template

[Patient Name]*: _________________

As it appears on your insurance card.

[Policy Number]*: _________________

Found on your insurance card.

[Claim Number]*: _________________

From the Explanation of Benefits or denial letter.

[Date of Service]*: _________________

When the denied treatment or service occurred.

[Provider Name]*: _________________

The doctor or facility that provided the treatment.

[Denial Reason Code]*: _________________

The specific code from the denial letter explaining why the claim was denied.

[Why the Denial Is Incorrect]*: _________________

Explain why the treatment was medically necessary and should be covered.

[Supporting Evidence List]*: _________________

List each document you are including to support your appeal.

Contact Information

Your identification and contact details for this prior authorization tracking template document.

[Your Full Legal Name]*: _________________

As it appears on your government-issued ID.

[Date]*: _________________

MM/DD/YYYY format.

[Current Address]*: _________________

Street, city, state, ZIP code.

[Phone Number]*: _________________

Best number to reach you during business hours.

[Email Address]: _________________

Optional but recommended for faster correspondence.

Signature

I certify that the information provided in this document is true and correct to the best of my knowledge.

[Signature]*: _________________
[Printed Name]*: _________________
[Date]*: _________________

Important Notes

  • Do not submit this template with bracketed placeholder text still in place.
  • Verify all information against your source documents before submitting.
  • Keep the original completed document and at least two copies.
  • Check whether the receiving office has specific formatting requirements.
Important: Review every field before submitting. Incomplete documents are the most common cause of processing delays.

Disclaimer: BenefitStack provides benefits navigation information, not financial or legal advice.

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