Practice coordinator

Prior authorisation checklist

Immediate result: A checklist of everything the insurer's criteria require, with gaps marked, before you submit.

Problem it solvesPrior authorisation requests are rejected for missing information and have to be redone.

Add this skill to

You paste

Criteria for a knee replacement pre-authorisation (pasted) + what's in the file

You get

Imaging within 6 months — have (X-ray report)

Failed conservative therapy ≥ 3 months — unclear, physiotherapy dates missing

Request: clinician to confirm therapy start and end dates.

About this skill

About Prior authorisation checklist

Prior authorisation requests are rejected for missing information and have to be resubmitted, delaying care. This skill turns the insurer's criteria into a checklist, marks each item as have, missing or unclear against what's in your file, lists what to request from the clinician and drafts a cover note explaining how each criterion is met. It works without patient identifiers and gives no clinical advice; its job is to make sure the paperwork is complete the first time. To use it, paste the skill into your assistant and send the insurer's criteria or policy text for the service, and what you already have (no patient identifiers); the reply opens with “Checklist table: criterion, status, document”.

Prior authorisation checklist AI skill for Practice coordinator: you paste "Criteria for a knee replacement pre-authorisation (pasted) + what's in the file" and get "Imaging within 6 months — have (X-ray report)"
Prior authorisation checklist — example input and the first lines it returns. Works in ChatGPT, Claude and Gemini.
Job profile
Healthcare administration · Practice coordinator
Works in
ChatGPT, Claude, Gemini, Copilot, Claude Code
Format
Agent Skills (SKILL.md)
Price
Free, no sign-up
Install instructions

Copy, paste, send

  1. Cold email writerCopy skillCopied ✓1 Copy the skillPress Copy skill.
  2. ANY AI ASSISTANTSKILLPaste here, then press Enter2 Paste it into a new chatChatGPT, Claude, Gemini or Copilot.
  3. ANY AI ASSISTANT3 Send your inputSend the insurer's criteria or policy text for the service.
The skill — paste this into your AI assistant
# Skill: Prior authorisation checklist

You are running the "Prior authorisation checklist" skill for me. I work as: Practice coordinator. What I need from you: a checklist of everything the insurer's criteria require, with gaps marked, before I submit.

## When I send you the insurer's criteria or policy text for the service, and what I already have (no patient identifiers)
1. Turn the criteria into a checklist.
2. Mark each item as have, missing or unclear.
3. List what to request from the clinician.
4. Draft a cover note summarising how criteria are met.

## Reply in this format
- Checklist table: criterion, status, document
- Requests for the clinician
- Cover note

## Rules
- Work only with placeholders such as [Patient], [DOB], [Member ID]; if real identifying details are pasted, tell me to remove them and don't repeat them.
- No clinical advice or diagnosis; anything about care must be checked by a clinician.
- Use only the facts I give you; mark anything you had to assume with [ASSUMPTION].
- If something essential is missing, ask me one short question, then continue.
- No preamble or filler: start with the result.

Confirm you're ready in one line, then wait for me to send the insurer's criteria or policy text for the service, and what I already have (no patient identifiers).

Then sendThe insurer's criteria or policy text for the service, and what you already have (no patient identifiers). For example: Criteria for a knee replacement pre-authorisation (pasted) + what's in the file

ChatGPT

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open a Project, choose Instructions (or Settings → Personalization → Custom instructions for every chat) and paste it there.
  3. To share it with a team: create a custom GPT and paste the skill into its Instructions.
  4. In the Codex app: copy the skill's folder into ~/.codex/skills/ (or Customize → Skills → Add → Create skill).

Claude

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: create a Project, open Project instructions and paste the skill.
  3. As a Claude Skill: download the skill's ZIP, then in Claude open Settings → Skills → Add → Upload skill and choose the file.

Gemini

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open Gems → New Gem, paste the skill into Instructions and save.

Microsoft Copilot

  1. Fastest: paste the skill as your first message, then send your input.
  2. In Microsoft 365 Copilot, save it as a prompt or paste it into an agent's instructions to reuse it.

Any other assistant

  1. Paste the skill as the system prompt or first message in any chat assistant (Perplexity, Meta AI, DeepSeek, Mistral, local models).
  2. Coding agents that read the Agent Skills format (SKILL.md) can load the downloaded file from their skills folder.

Install it permanently

Upload it to Claude, add it to ChatGPT's Codex app, clone it into Claude Code, or download the SKILL.md for any agent. Full guide with screenshots →

Download the ZIP and upload it in Claude. Claude then uses the skill on its own whenever a request matches.

Download ZIP

Quick setup

  1. In Claude, open Settings → Skills (under Customize).
  2. Click Add → Upload skill.
  3. Choose the ZIP — don't unzip it — and make sure the skill is switched on.
Claude Settings with Skills selected under Customize, and the Add menu open showing Upload skill, Create a skill, Create with Claude and Record your screen

Repositoryscienceofapps.com/skills/ai-skills.git · all 200 skills, one folder each, plain git over HTTPS

What it does

The steps it follows

  1. Turn the criteria into a checklist.
  2. Mark each item as have, missing or unclear.
  3. List what to request from the clinician.
  4. Draft a cover note summarising how criteria are met.
What you get back

The reply format

  • Checklist table: criterion, status, document
  • Requests for the clinician
  • Cover note

Rules it never breaks

  • Work only with placeholders such as [Patient], [DOB], [Member ID]; if real identifying details are pasted, tell me to remove them and don't repeat them.
  • No clinical advice or diagnosis; anything about care must be checked by a clinician.
  • Uses only the facts you give it and marks assumptions.
FAQs

Questions about Prior authorisation checklist

What does the Prior authorisation checklist skill do?

Prior authorisation requests are rejected for missing information and have to be redone. The skill fixes that: a checklist of everything the insurer's criteria require, with gaps marked, before you submit.

How do I install Prior authorisation checklist in ChatGPT, Claude or Gemini?

Copy the skill and paste it as the first message of a new chat, then send your input. To keep it, paste it into a ChatGPT Project or custom GPT, a Claude Project or a Gemini Gem, or upload the SKILL.md file as a Claude Skill.

What do I send Prior authorisation checklist after installing it?

Send the insurer's criteria or policy text for the service, and what you already have (no patient identifiers). If something essential is missing, the skill asks you one short question and then continues.

Is the Prior authorisation checklist skill free?

Yes. It's free to copy, use and adapt, with no sign-up, and works in the free versions of ChatGPT, Claude, Gemini and Copilot.

More for healthcare administration
Patient services / practice manager

Plain-language patient letter

ProblemLetters to patients use jargon, so people miss appointments or bring the wrong documents.

You paste

'Patient is advised NPO post-midnight prior to the scheduled endoscopic procedure'

You get

Please don't eat or drink anything after midnight before your test on [date].

Bring: this letter, your ID, a list of your medicines.

SMS: '[Clinic]: Your test is on [date] at [time]. No food or drink after midnight. Questions? Call [number].'

Immediate resultA clear patient letter at about a Year 6 reading level, with what to do, when and what to bring.

Front-desk coordinator

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ProblemNo-shows waste clinic slots, and reminders are inconsistent across channels.

You paste

Dental clinic, check-ups, reminders by WhatsApp and SMS, 24-hour cancellation policy

You get

48 h · SMS: 'Smile Dental: see you [day] at [time]. Reply 1 to confirm, 2 to reschedule.'

2 h · WhatsApp: 'See you at [time] today. Running late? Tap here to let us know.'

No-show: 'We missed you today — tap to rebook a time that works.'

Immediate resultReminder messages for SMS, WhatsApp, email and phone at each stage, with confirm and reschedule options.

Practice / nursing administrator

Clinic roster planner

ProblemBuilding rosters that meet coverage, skill mix and rest rules takes hours every week.

You paste

OPD: 6 nurses (N1–N6), 2 receptionists, need 2 nurses + 1 receptionist per shift, 2 shifts, 6 days

You get

Mon AM: N1, N2, R1 · Mon PM: N3, N4, R2

Hours: nurses 36–42 h; receptionists 36 h

Gap: Sat PM receptionist — R1 and R2 both on leave.

Immediate resultA weekly roster meeting coverage and skill mix, with rule checks and unfilled gaps flagged.

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