From Fax to Case in Seconds: Automating PA Intake and Eligibility

For many payer organizations, fax-based prior authorization (PA) intake still consumes far too much time and attention. Even when only a fraction of requests arrive by fax, the manual effort required to open, interpret, and route each document multiplies inefficiencies across teams. Intake specialists spend hours deciphering unstructured forms, manually mapping data fields, and chasing missing eligibility details. Every handoff adds delay, every manual touchpoint increases the risk of errors, and every minute spent reconciling data is a minute not spent improving member outcomes.

Automation changes that equation completely.

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Turning Unstructured Faxes into Structured Cases

Banjo Health’s intelligent intake engine transforms the way payers handle inbound requests by replacing manual mapping with structured case creation from the start. Optical Character Recognition (OCR) and AI work together to read faxes the moment they arrive, extract key data elements, and automatically assemble a complete, ready-to-review case—no human intervention required. Instead of someone manually typing in member IDs or provider details, the system builds and validates the record instantly, reducing both labor costs and data errors.

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The difference is profound: where traditional intake might require multiple handoffs and minutes of data entry per case, Banjo automates that into seconds. Cases flow seamlessly from fax queue to reviewer dashboard, pre-populated with structured data fields and attached documentation. No more manual mapping. No more guessing which benefit applies or which form needs to be referenced.

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Smarter Eligibility Verification Across Systems

Automation doesn’t stop at intake. Banjo’s platform orchestrates multi-source eligibility checks, matching members across PBM, medical, and internal systems in real time. This ensures that every case is validated against the right benefits before review begins, eliminating the need for staff to toggle between portals or re-enter data across systems. The result is cleaner data and faster routing—both essential for meeting turnaround times and audit expectations.

By the time a reviewer opens a case, it’s already structured, validated, and enriched with accurate eligibility details. That precision doesn’t just save time; it reduces rework, eliminates redundant steps, and creates a foundation for downstream automation across utilization management.

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The ROI of Fewer Touchpoints and Fewer Errors

Each automation layer compounds ROI. Fewer manual touchpoints mean fewer opportunities for mistakes, less duplication of effort, and measurable reductions in cycle time. Organizations that shift to automated intake routinely report dramatic decreases in average handling time, lower administrative overhead, and faster decision turnaround. The downstream impact—cleaner cases, fewer corrections, and more predictable workflows—translates directly into lower costs per authorization.

With structured case creation, Banjo enables payers to redirect staff capacity toward higher-value work like clinical review and member engagement, rather than repetitive data entry. The ROI is both operational and strategic: reduced error rates, improved compliance readiness, and a member experience that feels faster and more transparent.

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From Chaos to Clarity

When faxes no longer represent a bottleneck but a seamless on-ramp to the PA process, the entire utilization management cycle benefits. Automated intake is not just about speed—it’s about building a foundation of structure, accuracy, and consistency from the first touchpoint. By eliminating manual mapping, Banjo transforms what used to be the most chaotic part of the process into the most predictable one.

Your fax queue doesn’t have to be a backlog—it can be an intake engine.

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See how Banjo turns every incoming fax into a ready-to-review case—automatically, accurately, and in seconds.

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