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Health + Life SciencesSigmaΘ

Complete against which version of the plan?

A prior-authorization packet is either reviewable or it is not — and “not” has a cost measured in days a patient waits. Follow one fictional request across eleven days and watch the criteria move underneath it.

Explore a fictional example here. Connecting your organization starts with a scoped conversation.

Health + Life SciencesArchitecture study
Continuity of evidenceRequest / source record / qualified review

REQUEST DEMO-THETA-4417 · advanced imaging · member M-2291
criteria CR-IMG-08 v4

Illustrative sample — not client data

Evidence packet

4 of 6 required items present. Two named gaps, both actionable.

  • Clinical notes · 14 pages

    ordering provider · received day 1

    Present
  • Imaging order

    ordering provider · received day 1

    Present
  • Conservative therapy documentation

    required by CR-IMG-08 §3 · not received

    Not received
  • Prescriber attestation

    signed · received day 2

    Present
  • Prior imaging history

    plan claims history · retrieval in the fixture

    Present
  • Contraindication screen

    required by CR-IMG-08 §5 · not received

    Not received

Patient waiting · calendar days

2

since submission
Fictional plan target: 5 days

  • Intake and retrieval1 d
  • Awaiting conservative therapy note1 d

The target and attribution are supplied fictional case data, not a legal or clinical deadline.

Cannot evaluate · 2 gaps

Not deniable. Not approvable. Incomplete.

Two items required by the fictional CR-IMG-08 v4 criteria are absent. Their criteria cannot be evaluated. An unevaluated criterion is never reported as met, and an incomplete packet is not itself a denial.

Who decides
Nobody yet — the packet is not reviewable
Next permitted step
Request both items from the ordering provider

AIgentXS assembles and checks the packet. A licensed clinical reviewer makes every medical necessity determination. No denial, approval, patient record, or clinical-system connection occurs here.

Keep the explanation with the decision

A record you can inspect.

Follow the evidence behind this example, compare its revisions, or take the context into your next conversation.

DEMO-THETA-4417-day-2Input version 1

Proposed action

Inspect a prior-authorization packet against its governing criteria

Evidence
7 sources5 declared present · 2 missing
Policy
CR-IMG-08-v42 unknown · 1 pass
Review owner
Nobody yet — the packet is not reviewableneeded

Next step

Request both items from the ordering provider

Fictional record · no external action

Find a decision in the sample recordsTrace an action, a reviewer, or a reason back to its record.

Only the fictional records supplied with this example are searchable. No customer records are queried.

4 sample records found

Prepare a workflow briefBring this example into a conversation about your team's workflow.

Sketch the workflow before a conversation. Use general descriptions; leave out personal data, credentials, and customer documents. This draft stays in memory until you leave or reload.

Keep this example as context

Inspect a prior-authorization packet against its governing criteria

Fictional policy CR-IMG-08-v4 · Nobody yet — the packet is not reviewable

The review includes the current inputs, findings, evidence and next step, separately labeled from your proposed workflow.

Illustrative sample — not client data

The decision record

DEMO-THETA-4417-day-2 · input version 1

Proposed action

Inspect a prior-authorization packet against its governing criteria

Inputs checked
Calendar days the fictional patient waited
2
Items present against the submitted packet
4/6
Plan criteria reference
criteria CR-IMG-08 v4
Ready for clinical review
Off
Medical necessity determination
Not made
Intake and retrieval · calendar days
1
Awaiting conservative therapy note · calendar days
1
Review owner
Nobody yet — the packet is not reviewable
Review state
needed
Policy version
CR-IMG-08-v4 · fictional
Next step
Request both items from the ordering provider

What the rules found

  • unknown

    4 of 6 required items present. Two named gaps, both actionable.

    Rule packet-completeness · Sources: THETA-4417-1, THETA-4417-2, THETA-4417-3, THETA-4417-4, THETA-4417-5, THETA-4417-6
  • pass

    criteria CR-IMG-08 v4

    Rule governing-version · Sources: THETA-4417-CRITERIA
  • unknown

    Two items required by the fictional CR-IMG-08 v4 criteria are absent. Their criteria cannot be evaluated. An unevaluated criterion is never reported as met, and an incomplete packet is not itself a denial.

    Rule review-readiness · Sources: THETA-4417-CRITERIA

Evidence and unresolved items

  • Clinical notes · 14 pages · ordering provider · received day 1 · fictionalTHETA-4417-1 · declared present · fictional source
  • Imaging order · ordering provider · received day 1 · fictionalTHETA-4417-2 · declared present · fictional source
  • Conservative therapy documentation · required by CR-IMG-08 §3 · not received · fictionalTHETA-4417-3 · missing · fictional source
  • Prescriber attestation · signed · received day 2 · fictionalTHETA-4417-4 · declared present · fictional source
  • Prior imaging history · plan claims history · retrieval in the fixture · fictionalTHETA-4417-5 · declared present · fictional source
  • Contraindication screen · required by CR-IMG-08 §5 · not received · fictionalTHETA-4417-6 · missing · fictional source
  • criteria CR-IMG-08 v4 · fictional criteria, not a clinical ruleTHETA-4417-CRITERIA · declared present · fictional source

How this example reached its current state

  1. Day 2: Cannot evaluate · 2 gaps. criteria CR-IMG-08 v4. No determination made.
Authorization
None
Execution
Not attempted
Observed effect
Not observed
Integrity verification
Not performed

This page holds a local sample, not an original customer audit record. Downloading it does not sign it, persist it to your organization, or prove an external action.

Technical record
{
  "schemaVersion": "design-example-v1",
  "example": true,
  "sector": "health-life-sciences",
  "scenarioId": "prior-auth-timeline",
  "recordId": "DEMO-THETA-4417-day-2",
  "action": {
    "summary": "Inspect a prior-authorization packet against its governing criteria",
    "target": "Fictional advanced-imaging request · member M-2291",
    "inputVersion": 1,
    "inputs": [
      {
        "id": "day",
        "label": "Calendar days the fictional patient waited",
        "value": 2
      },
      {
        "id": "packet-count",
        "label": "Items present against the submitted packet",
        "value": "4/6"
      },
      {
        "id": "criteria",
        "label": "Plan criteria reference",
        "value": "criteria CR-IMG-08 v4"
      },
      {
        "id": "reviewable",
        "label": "Ready for clinical review",
        "value": false
      },
      {
        "id": "determination",
        "label": "Medical necessity determination",
        "value": "Not made"
      },
      {
        "id": "wait-0",
        "label": "Intake and retrieval · calendar days",
        "value": 1
      },
      {
        "id": "wait-1",
        "label": "Awaiting conservative therapy note · calendar days",
        "value": 1
      }
    ]
  },
  "policy": {
    "version": "CR-IMG-08-v4",
    "origin": "fictional_organization_policy",
    "findings": [
      {
        "ruleId": "packet-completeness",
        "status": "unknown",
        "explanation": "4 of 6 required items present. Two named gaps, both actionable.",
        "sourceRefs": [
          "THETA-4417-1",
          "THETA-4417-2",
          "THETA-4417-3",
          "THETA-4417-4",
          "THETA-4417-5",
          "THETA-4417-6"
        ]
      },
      {
        "ruleId": "governing-version",
        "status": "pass",
        "explanation": "criteria CR-IMG-08 v4",
        "sourceRefs": [
          "THETA-4417-CRITERIA"
        ]
      },
      {
        "ruleId": "review-readiness",
        "status": "unknown",
        "explanation": "Two items required by the fictional CR-IMG-08 v4 criteria are absent. Their criteria cannot be evaluated. An unevaluated criterion is never reported as met, and an incomplete packet is not itself a denial.",
        "sourceRefs": [
          "THETA-4417-CRITERIA"
        ]
      }
    ]
  },
  "evidence": [
    {
      "id": "THETA-4417-1",
      "state": "declared_present",
      "sourceLabel": "Clinical notes · 14 pages · ordering provider · received day 1 · fictional",
      "sample": true
    },
    {
      "id": "THETA-4417-2",
      "state": "declared_present",
      "sourceLabel": "Imaging order · ordering provider · received day 1 · fictional",
      "sample": true
    },
    {
      "id": "THETA-4417-3",
      "state": "missing",
      "sourceLabel": "Conservative therapy documentation · required by CR-IMG-08 §3 · not received · fictional",
      "sample": true
    },
    {
      "id": "THETA-4417-4",
      "state": "declared_present",
      "sourceLabel": "Prescriber attestation · signed · received day 2 · fictional",
      "sample": true
    },
    {
      "id": "THETA-4417-5",
      "state": "declared_present",
      "sourceLabel": "Prior imaging history · plan claims history · retrieval in the fixture · fictional",
      "sample": true
    },
    {
      "id": "THETA-4417-6",
      "state": "missing",
      "sourceLabel": "Contraindication screen · required by CR-IMG-08 §5 · not received · fictional",
      "sample": true
    },
    {
      "id": "THETA-4417-CRITERIA",
      "state": "declared_present",
      "sourceLabel": "criteria CR-IMG-08 v4 · fictional criteria, not a clinical rule",
      "sample": true
    }
  ],
  "review": {
    "ownerRole": "Nobody yet — the packet is not reviewable",
    "status": "needed"
  },
  "authorization": "none",
  "externalAction": false,
  "effect": "not_observed",
  "integrityVerification": "not_performed",
  "nextStep": "Request both items from the ordering provider",
  "history": [
    {
      "sequence": 1,
      "summary": "Day 2: Cannot evaluate · 2 gaps. criteria CR-IMG-08 v4. No determination made.",
      "sample": true
    }
  ]
}
Explore the editable health and research workflows
Illustrative sample — not client data

One handoff. Every source in view.

Follow a fictional packet to its next responsible reviewer. These are administrative and research examples; no care, coverage, or protocol decision is issued.

DEMO-THETA-2084
In-memory sample

The missing piece is an order

5 days openFictional calendar time, as of September 9

  1. September 4 · Request opened

    Fictional imaging request with an administrative summary. No patient information.

  2. September 7 · Order requested

    Referring team owns this missing item. Two fictional calendar days awaiting the order.

  3. Compare the plan references

    Response Av3 · September 1Payer-response fixture A, metadata only

    Response Bv3 · September 1Payer-response fixture B, metadata only

    The fictional references agree. This is not an eligibility determination.

  4. Qualified administrative reviewer

    Receives the reconciled packet for qualified review.

Change the fictional packet

Keep the handoff precise

Ready for review does not mean approved care, medical necessity, coverage, or an approved research amendment.

No clinical thresholds are inferred. All editable limits are fictional organization choices.

Keep the explanation with the decision

A record you can inspect.

Follow the evidence behind this example, compare its revisions, or take the context into your next conversation.

DEMO-THETA-2084-packet-v1Input version 1

Proposed action

Prepare an imaging request packet for qualified review

Evidence
6 sources5 declared present · 1 missing
Policy
THETA-M17 pass · 1 fail
Review owner
Qualified administrative reviewerneeded

Next step

Resolve each listed gap with its supplying team, then recheck the packet.

Fictional record · no external action

Find a decision in the sample recordsTrace an action, a reviewer, or a reason back to its record.

Only the fictional records supplied with this example are searchable. No customer records are queried.

3 sample records found

Prepare a workflow briefBring this example into a conversation about your team's workflow.

Sketch the workflow before a conversation. Use general descriptions; leave out personal data, credentials, and customer documents. This draft stays in memory until you leave or reload.

Keep this example as context

Prepare an imaging request packet for qualified review

Fictional policy THETA-M1 · Qualified administrative reviewer

The review includes the current inputs, findings, evidence and next step, separately labeled from your proposed workflow.

Customize the sample mandateCompare a rule change before applying it to this example.

Define the boundary in your own terms.

Edit this fictional mandate, compare the changes, then apply a local version. Existing organizational caps still apply.

Fictional policy · THETA-M1
Why does this matter?

A research-only mandate cannot review an administrative packet.

Source: fictional organization policy for this example.

Atlas guide · scripted example

This is a written guide, not a model response. Start with the action you want to permit, name the evidence required, and assign the person who can resolve a gap. Keep data permissions narrow. A draft that passes these fictional checks is not an approved organizational policy.

Changes stay in this page session. No customer rule is saved, approved, or sent to an external model.

Illustrative sample — not client data

The decision record

DEMO-THETA-2084-packet-v1 · input version 1

Proposed action

Prepare an imaging request packet for qualified review

Inputs checked
Sample order attached
Off
Plan response A reference
v3 · effective September 1
Plan response B reference
v3 · effective September 1
Fixture source available
On
Source age in hours
12
Fictional calendar days open
5
Proposed metadata retention in days
3
Permitted work
Administrative and research handoffs
Selected administrative escalation target in days
7
Selected maximum source age in hours
24
Selected maximum metadata retention in days
7
Required review owner
Qualified administrative reviewer
Review owner
Qualified administrative reviewer
Review state
needed
Policy version
THETA-M1 · fictional
Next step
Resolve each listed gap with its supplying team, then recheck the packet.

What the rules found

  • pass

    The sample values can be evaluated.

    Rule valid-input · No supporting source attached
  • pass

    This handoff is within the selected mandate.

    Rule workflow-scope · Sources: THETA-ORG-1
  • pass

    5 fictional calendar days open; escalation target 7. This is an administrative handoff target, not a care deadline.

    Rule open-time · Sources: THETA-TIMELINE
  • pass

    Proposed metadata retention is 3 days. Both the selected limit and the 7-day fictional organization cap apply. No metadata is sent.

    Rule metadata-retention · Sources: THETA-ORG-1
  • pass

    The fixture source is available within its age limit.

    Rule source-availability · Sources: THETA-SOURCE
  • fail

    The referring team must supply the missing order.

    Rule signed-order · Sources: THETA-ORDER
  • pass

    Both sample responses reference plan v3, effective September 1.

    Rule plan-version · Sources: THETA-PLAN-A, THETA-PLAN-B
  • pass

    Required next reviewer: Qualified administrative reviewer. Recording a sample review does not authorize a determination.

    Rule review-ownership · Sources: THETA-ORG-1

Evidence and unresolved items

  • Fixture retrieval: 12 hours agoTHETA-SOURCE · declared present · fictional source
  • Fictional organization: 14-day administrative escalation ceiling, 48-hour evidence cap, 7-day metadata cap. Selected: scope all, 7 days open, 24 hours evidence age, 7 days retention, reviewer task-owner.THETA-ORG-1 · declared present · fictional source
  • Frozen fictional timeline: 5 calendar days open as of September 9; no clinical deadline.THETA-TIMELINE · declared present · fictional source
  • Fictional referring-team order; availability follows THETA-SOURCE.THETA-ORDER · missing · fictional source
  • Plan response A: v3 / September 1; availability follows THETA-SOURCE.THETA-PLAN-A · declared present · fictional source
  • Plan response B: v3 / September 1; availability follows THETA-SOURCE.THETA-PLAN-B · declared present · fictional source

How this example reached its current state

  1. Opened a fictional workflow. No patient or study-subject data.
Authorization
None
Execution
Not attempted
Observed effect
Not observed
Integrity verification
Not performed

This page holds a local sample, not an original customer audit record. Downloading it does not sign it, persist it to your organization, or prove an external action.

Technical record
{
  "schemaVersion": "design-example-v1",
  "example": true,
  "sector": "health-life-sciences",
  "scenarioId": "packet",
  "recordId": "DEMO-THETA-2084-packet-v1",
  "action": {
    "summary": "Prepare an imaging request packet for qualified review",
    "target": "Fictional administrative/research handoff",
    "inputVersion": 1,
    "inputs": [
      {
        "id": "order-attached",
        "label": "Sample order attached",
        "value": false
      },
      {
        "id": "plan-response-a",
        "label": "Plan response A reference",
        "value": "v3 · effective September 1"
      },
      {
        "id": "plan-response-b",
        "label": "Plan response B reference",
        "value": "v3 · effective September 1"
      },
      {
        "id": "source-available",
        "label": "Fixture source available",
        "value": true
      },
      {
        "id": "source-age-hours",
        "label": "Source age in hours",
        "value": 12
      },
      {
        "id": "days-open",
        "label": "Fictional calendar days open",
        "value": 5
      },
      {
        "id": "proposed-retention-days",
        "label": "Proposed metadata retention in days",
        "value": 3
      },
      {
        "id": "mandate-scope",
        "label": "Permitted work",
        "value": "Administrative and research handoffs"
      },
      {
        "id": "escalation-days",
        "label": "Selected administrative escalation target in days",
        "value": 7
      },
      {
        "id": "source-age-limit-hours",
        "label": "Selected maximum source age in hours",
        "value": 24
      },
      {
        "id": "retention-limit-days",
        "label": "Selected maximum metadata retention in days",
        "value": 7
      },
      {
        "id": "review-owner",
        "label": "Required review owner",
        "value": "Qualified administrative reviewer"
      }
    ]
  },
  "policy": {
    "version": "THETA-M1",
    "origin": "fictional_organization_policy",
    "findings": [
      {
        "ruleId": "valid-input",
        "status": "pass",
        "explanation": "The sample values can be evaluated.",
        "sourceRefs": []
      },
      {
        "ruleId": "workflow-scope",
        "status": "pass",
        "explanation": "This handoff is within the selected mandate.",
        "sourceRefs": [
          "THETA-ORG-1"
        ]
      },
      {
        "ruleId": "open-time",
        "status": "pass",
        "explanation": "5 fictional calendar days open; escalation target 7. This is an administrative handoff target, not a care deadline.",
        "sourceRefs": [
          "THETA-TIMELINE"
        ]
      },
      {
        "ruleId": "metadata-retention",
        "status": "pass",
        "explanation": "Proposed metadata retention is 3 days. Both the selected limit and the 7-day fictional organization cap apply. No metadata is sent.",
        "sourceRefs": [
          "THETA-ORG-1"
        ]
      },
      {
        "ruleId": "source-availability",
        "status": "pass",
        "explanation": "The fixture source is available within its age limit.",
        "sourceRefs": [
          "THETA-SOURCE"
        ]
      },
      {
        "ruleId": "signed-order",
        "status": "fail",
        "explanation": "The referring team must supply the missing order.",
        "sourceRefs": [
          "THETA-ORDER"
        ]
      },
      {
        "ruleId": "plan-version",
        "status": "pass",
        "explanation": "Both sample responses reference plan v3, effective September 1.",
        "sourceRefs": [
          "THETA-PLAN-A",
          "THETA-PLAN-B"
        ]
      },
      {
        "ruleId": "review-ownership",
        "status": "pass",
        "explanation": "Required next reviewer: Qualified administrative reviewer. Recording a sample review does not authorize a determination.",
        "sourceRefs": [
          "THETA-ORG-1"
        ]
      }
    ]
  },
  "evidence": [
    {
      "id": "THETA-SOURCE",
      "state": "declared_present",
      "sourceLabel": "Fixture retrieval: 12 hours ago",
      "sample": true
    },
    {
      "id": "THETA-ORG-1",
      "state": "declared_present",
      "sourceLabel": "Fictional organization: 14-day administrative escalation ceiling, 48-hour evidence cap, 7-day metadata cap. Selected: scope all, 7 days open, 24 hours evidence age, 7 days retention, reviewer task-owner.",
      "sample": true
    },
    {
      "id": "THETA-TIMELINE",
      "state": "declared_present",
      "sourceLabel": "Frozen fictional timeline: 5 calendar days open as of September 9; no clinical deadline.",
      "sample": true
    },
    {
      "id": "THETA-ORDER",
      "state": "missing",
      "sourceLabel": "Fictional referring-team order; availability follows THETA-SOURCE.",
      "sample": true
    },
    {
      "id": "THETA-PLAN-A",
      "state": "declared_present",
      "sourceLabel": "Plan response A: v3 / September 1; availability follows THETA-SOURCE.",
      "sample": true
    },
    {
      "id": "THETA-PLAN-B",
      "state": "declared_present",
      "sourceLabel": "Plan response B: v3 / September 1; availability follows THETA-SOURCE.",
      "sample": true
    }
  ],
  "review": {
    "ownerRole": "Qualified administrative reviewer",
    "status": "needed"
  },
  "authorization": "none",
  "externalAction": false,
  "effect": "not_observed",
  "integrityVerification": "not_performed",
  "nextStep": "Resolve each listed gap with its supplying team, then recheck the packet.",
  "history": [
    {
      "sequence": 1,
      "summary": "Opened a fictional workflow. No patient or study-subject data.",
      "sample": true
    }
  ]
}
Why sources and versions matter here

The CMS rule's applicable administrative exchanges and the FDA's research-record guidance inform these distinctions. They do not certify this example or establish a clinical rule.

Illustrative sample — not client data

What the fictional packet exposes

Three ways a packet quietly becomes indefensible.

The missing item stays unnamed.

A queue can say “pending” without telling the referring team what would move the request forward. In this case, one conservative therapy note accounts for six of eleven days.

Complete against a superseded version.

Six of six items on day 9 still needs a policy-owner re-check. The v4 submission and v5 criteria remain visible together.

The check becomes the determination.

Packet completeness supports a licensed reviewer’s decision. It cannot decide medical necessity or turn a missing document into a denial.

What a utilization review director asks first

Does this decide medical necessity?

No. This example checks the packet and names missing or conflicting evidence. A licensed clinical reviewer makes every determination; “Ready for clinical review” is the strongest state the packet reaches.

Why show the days rather than just the gaps?

The gap identifies the cause; the attributed days show its effect in this fictional case. The six missing-note days are not a measured average or a promise of time saved.

What happens when criteria change mid-request?

The conflict is stated. Both versions stay on the record, and the policy owner must establish which governs. A full ring does not silently carry readiness into a new version.

Can you connect to our UM platform today?

No. There is no connector or clinical integration on this page. A scoped conversation starts with one authorization type and no patient information.

Every packet value shown here is fictional. No patient or study-subject record was processed, and no care, coverage, medical necessity, or research-protocol determination was made. Clinical judgment and applicable duties remain with qualified people and the responsible organization.

From your workflow to a scoped implementation

Start with the decision your team already owns.

Bring one proposed action, the rule it must satisfy, and the person responsible. Together, we can map the evidence and define what a useful first test would need to demonstrate.

A conversation about scope and fit. This page does not provision a connector or start a customer trial.