Marsa Health field guides
Practical answers for payer work.
Source-backed checklists, templates, buyer guides, and operating playbooks for behavioral-health teams working prior authorizations, denials, benefits, credentialing, intake, and payer operations.
Behavioral Health Prior Authorization Checklist
A step-by-step prior auth checklist for behavioral health: lock the request, verify benefits and auth rules, map evidence to criteria, track the decision.
Read the guideSearch intent
behavioral health prior authorization checklist
Library
All guides
193 guides · page 2 of 9
Download
Prior Authorization SOP Template for Behavioral Health Teams
A copy-ready prior authorization standard operating procedure with roles, case states, quality gates, escalation, downtime, metrics, and change control.
11 min read · Updated Jul 22, 2026
Learn
Prior Authorization Turnaround Time: Deadlines and Clocks
How long prior authorization takes depends on payer and rule. See CMS-0057-F's 72-hour and 7-day timeframes, the four clocks to track, and escalation.
10 min read · Updated Jul 22, 2026
Implement
Prior Authorization Renewal and Expiration Workflow
Prevent authorization gaps: track approval scope, remaining units, and end dates, start renewals early, and reconcile partial or delayed approvals.
11 min read · Updated Jul 22, 2026
Compare
ABA Authorization Management Software: Buyer’s Guide
Evaluate ABA authorization software on code-level units, utilization reconciliation, reauthorization workbacks, and billing handoffs, with six demo tests.
12 min read · Updated Jul 22, 2026
Download
Peer-to-Peer Review Checklist for Behavioral Health Denials
Prepare for a payer peer-to-peer after a behavioral health denial: confirm the process and deadlines, brief the clinician on one page, record the result.
11 min read · Updated Jul 22, 2026
Learn
External Review After a Health Insurance Denial
How external review works after a final internal denial: which process applies, eligibility, deadlines, expedited review, and building the review packet.
12 min read · Updated Jul 22, 2026
Learn
Mental Health Parity and Prior Authorization: 2026 Guide
When prior authorization is an NQTL under MHPAEA, what the 2025 enforcement pause does and doesn't change, and which case records to preserve.
13 min read · Updated Jul 22, 2026
Learn
Behavioral Health Utilization Management Workflow
Map behavioral health utilization management from prior authorization through concurrent review, discharge, denials, and parity-aware reporting.
11 min read · Updated Jul 22, 2026
Compare
HIPAA-Compliant Prior Authorization Automation Checklist
Evaluate prior auth automation for HIPAA: data flows, BAAs, access controls, audit logs, retention, incident response, and 42 CFR Part 2 boundaries.
13 min read · Updated Jul 22, 2026
Compare
Behavioral Health Revenue Cycle Management (RCM) Software
Evaluate behavioral health RCM software across eligibility, authorization, claims, remittance, denials, and credentialing, and choose suite vs. modular.
12 min read · Updated Jul 22, 2026
Compare
Insurance Verification Software for Therapy Practices
Compare insurance verification tools for therapy practices on 270/271 depth, behavioral health benefit detail, carve-outs, auth exceptions, and audit logs.
11 min read · Updated Jul 22, 2026
Implement
Behavioral Health Payer Portal Workflow
Standardize payer portal work: a portal inventory, secure named access, a case record for every submission, a cross-portal queue, and API readiness.
12 min read · Updated Jul 22, 2026
Implement
Behavioral Health Intake Automation: A Safe Workflow
How to automate behavioral health intake safely: progressive data collection, identity matching, benefits handoffs, urgent-case routing, and human review.
12 min read · Updated Jul 22, 2026
Compare
Behavioral Health Credentialing Software: Buyer’s Guide
Compare behavioral health credentialing software on provider data, payer applications, enrollment, rosters, expirations, and billing readiness.
13 min read · Updated Jul 22, 2026
Download
Payer Enrollment Tracker Template for Behavioral Health
Build a payer enrollment tracker with fields for provider, group, location, product, status, evidence, follow-up, effective date, and billing readiness.
12 min read · Updated Jul 22, 2026
Implement
Centralized Behavioral Health Payer Operations (Multi-Site)
How multi-site behavioral health groups centralize payer work: decision rights, shared case data, local exceptions, service levels, and a phased rollout.
13 min read · Updated Jul 22, 2026
Implement
Behavioral Health Admissions Process: Step-by-Step Guide
A step-by-step behavioral health admissions process: first response, screening, benefits, scheduling, and a documented handoff to care.
13 min read · Updated Jul 22, 2026
Download
Treatment Center Intake Checklist: Inquiry to First Visit
A copy-ready treatment center intake checklist: first-inquiry fields, program fit routing, insurance and authorization items, and the first-visit handoff.
12 min read · Updated Jul 22, 2026
Implement
How to Reduce Missed Admissions Calls at Treatment Centers
Reduce missed admissions calls with coverage rules, fast recovery queues, approved automation, clear escalation, and measures that protect access quality.
11 min read · Updated Jul 22, 2026
Implement
After-Hours Admissions for Treatment Centers
Set up after-hours admissions that is honest about coverage: crisis routing, minimum after-hours intake, escalation, and next-morning handoffs.
12 min read · Updated Jul 22, 2026
Implement
Behavioral Health Admissions KPIs: Dashboard and Definitions
Admissions KPIs with clear definitions: response time, state aging, access barriers, conversion, and handoff quality, plus a CSV KPI dictionary.
12 min read · Updated Jul 22, 2026
Compare
AI Admissions Agent vs. Answering Service Comparison
Compare an AI admissions agent vs. answering service by workflow coverage, escalation, evidence, privacy, integration, operating risk, and total cost.
13 min read · Updated Jul 22, 2026
Download
Behavioral Health VOB Call Script and Worksheet
Copy a VOB call script with payer questions in order: eligibility, carve-outs, network, benefits, authorization, and limits, plus a worksheet for answers.
13 min read · Updated Jul 22, 2026
Learn
Behavioral Health Carve-Outs Explained for Providers
How to spot a behavioral health carve-out, find who controls benefits, network, and authorization, and send each claim to the right administrator.
12 min read · Updated Jul 22, 2026
Browse by area
Six areas of payer work.
Each area has one foundational guide, supporting operational answers, a useful resource, and a relevant product destination.
Why this library exists
Useful enough to finish a task. Structured enough to find the next one.
Built for people first, with the search fundamentals handled underneath.
Original operational framing
Checklists, controls, examples, and decision paths, not stitched-together source summaries.
Visible source trail
Direct links, review dates, proposal labels, and plan/state caveats where the answer varies.
Search-ready structure
Descriptive titles, clean URLs, metadata, internal links, structured data, and a generated sitemap.
Conversion with restraint
Contextual workflow audits for readers who want implementation help, without interrupting the answer.