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Prior Authorization with Salesforce

Implants, oral surgery, and orthodontia vary widely in cost and clinical complexity. Reviewing every request the same way slows routine cases and gives complex ones too little attention. Meanwhile, members wait to find out what they'll owe. How do you speed up routine approvals and focus reviewers where they matter most? It starts with matching review effort to procedure risk.

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Manual Review Delays Care, Confuses Members, and Leaves You Exposed to State Reform

Unlike medical plans, dental payers don't operate under a single federal turnaround standard for prior authorization. States are filling that gap fast. In 2025 alone, 18 states passed 37 dental insurance reform laws targeting prior authorization delays, claims transparency, and dental loss ratio reporting.1

That leaves dental plans in a tricky spot. Each state can set its own timelines, and more states are adding them every year. Without a system that enforces your turnaround times and documents every decision today, you're exposed the moment your state passes the next law.

Members feel the pain too. They're often left guessing what a procedure will cost them until well into the process, which drives confusion and complaints.

That's why dental plans are turning to Salesforce Health Cloud and Experience Cloud. With the right implementation partner, routine requests clear automatically, complex cases get the scrutiny they need, and members can understand their costs.

Challenge

Dental plans review every specialty request the same way, slowing routine cases, leaving members guessing on cost, and creating risk as states pass new reform laws.

Solution

Health Cloud and Experience Cloud auto-clear low-risk requests, route complex cases to reviewers, enforce state-specific turnaround times, and show members their costs.

Results

Dental plans approve routine care faster, give members cost and status visibility, and stay ready for new state requirements.

The Challenge

High-cost dental procedures need careful review. But not every request carries the same risk, and treating them all alike creates problems on both ends.

One-Size-Fits-All Review

When every request goes through the same manual process, routine cases sit in the queue alongside complex ones. Routine care gets delayed, and the complex, high-cost cases get inconsistent scrutiny.

Members Left Guessing

Members often don't know what a procedure will cost or where their request stands. That uncertainty leads to calls, complaints, and frustrated members.

A Wave of State Reform

With 37 new dental insurance reform laws passed in a single year, turnaround and transparency requirements are changing state by state. You can't track them all by hand.

The Solution

We build an automated prior authorization process.

Automated Pre-Screening

Health Cloud captures every request and its clinical documentation in one place for rules-based review, so nothing sits in an inbox waiting for someone to notice it.

Rules-Based Triage

A Flow and Apex rules engine clears low-risk requests that match your defined criteria automatically. High-complexity or high-cost cases route straight to a reviewer queue.

Member Cost Transparency

An Experience Cloud member portal shows estimated costs and real-time request status, so members understand their costs and status.

State-Specific SLA Enforcement

Turnaround and escalation rules are configured to each state's requirements. Escalation alerts go out before a deadline is at risk, and new rules can be added as more states pass dental-specific timelines.

Approval, Denial, and Loss-Ratio Analytics

Dashboards break down outcomes by procedure type and reviewer. Your clinical team can refine criteria over time, and you can produce the transparency reporting more states are starting to require.

The Results

Faster Approvals and Transparent Costs

Routine requests clear without waiting on a reviewer, so members get care sooner. Reviewers spend their time on implants, oral surgery, and orthodontia cases that need clinical judgment.

Members stop guessing. They can see estimated costs and request status on their own, which means fewer calls and fewer complaints.

And when your state passes its next reform law, you're ready. Turnaround rules can be updated, every decision is documented, and the reporting regulators want is already in your dashboards.

Ready to See Automated Authorization in Action?

Let's walk through how your prior authorization process could run faster, more consistently, and hold up under scrutiny, no matter what your state requires next.

Faster Approvals

Member Cost Transparency

Reform Readiness

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