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Pre-authorisation agent for WhatsApp

The pre-authorisation agent for WhatsApp collects documents on WhatsApp, including photos.

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Coastline Medical SchemePre-authorisation agentWhatsApp
  1. Customer: I need a knee scope next month. What do I do?
  2. Read the plan’s authorisation rulesDiscovery Health
  3. Pre-authorisation agent: You’ll need authorisation before you’re admitted. Your plan guide asks for the doctor’s quote with the procedure codes and the hospital’s name. Do you have the quote?
  4. Customer: I’ll send a photo.
  5. Quote received: codes and hospital foundHealth Loops
  6. Complete request sent to the authorisation team
Sample conversation. People, brands and figures are made up.

What it can do with WhatsApp

  • Collects documents on WhatsApp, including photos
  • Answer customers and members on your own WhatsApp business number, day and night
  • Read photos and voice notes, like a membership card, a label or a lab report
  • Send approved templates for reminders and check-ins outside the 24-hour window

Tools.

WhatsAppLiveEmailLiveDiscovery HealthLiveVoice and phone callsLive

Questions

What does the pre-authorisation agent do with WhatsApp?

Collects documents on WhatsApp, including photos.

Is the WhatsApp connector live?

Yes.

Does the pre-authorisation agent approve procedures?

No.

Is it the same agent on WhatsApp as on our website?

Yes.

Where do the agent’s answers about benefits come from?

From the scheme’s own published plan guide for the member’s option, and from statements the member sends.

Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.

The pre-authorisation agent by vertical

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