Prior Authorization Letters

When Cleo generates a prior authorization letter from the extension, you can open it in the Hub to review evidence, edit the letter, and export it for submission.

Opening a PA Letter

PA letters are generated by Cleo when you ask for help with prior authorization (e.g., “Generate a PA letter for Wegovy”). After generation, an attachment card appears in the chat. Click “Open in Hub” to access the full editor.

The Hub opens directly to the PA Letter Editor with all evidence and the draft letter loaded.

Evidence Review

The Evidence Review tab shows all clinical evidence found to support the prior authorization:

Evidence Type	What’s Shown
Failed Therapies	Prior medications that didn’t work, with reason and date
Contraindications	Medications the patient can’t take and why
Lab Results	Supporting lab values (A1c, eGFR, etc.)

Each piece of evidence includes:

• Summary — What the evidence shows
• Citation — Source document and date
• Toggle — Include or exclude from the letter

Tip

Click “Verify Citation” on any evidence item to see the original source document. Always verify citations before submitting to ensure accuracy.

Including/Excluding Evidence

Toggle evidence items on or off to control what appears in the final letter. Excluded evidence is dimmed but remains available if you change your mind.

Editing the Letter

The Edit Letter tab provides a text editor for the generated letter:

• Summary Section — The clinical justification for the medication
• Evidence Section — Auto-generated from included evidence items
• Conclusion — Medical necessity statement

You can edit any section directly. Changes are saved automatically.

Note

The evidence section updates automatically when you include/exclude items in the Evidence Review tab. Manual edits to this section will be preserved.

Exporting

The Export tab provides options to get your letter out:

Action	Description
Copy to Clipboard	Copy the full letter text for pasting into your EHR or fax system
Export as PDF	Download a formatted PDF document

Workflow Example

1. In your EHR, navigate to the patient’s chart

2. Ask Cleo to generate a PA letter (e.g., “Write a prior auth appeal for Ozempic”)

3. Review the results in the chat — Cleo shows evidence found and generates a draft

4. Click “Open in Hub” on the attachment card

5. Review evidence — Toggle items to include/exclude, verify citations

6. Edit the letter — Refine the summary or conclusion as needed

7. Export — Copy to clipboard or download as PDF

8. Submit — Paste into your PA submission system or fax

Tips for Effective PA Letters

• Verify citations before submitting — ensure evidence actually appears in the referenced documents
• Check dates — more recent evidence is generally more compelling
• Include failure reasons — specific reasons why prior therapies failed (intolerance, ineffective, contraindicated) strengthen the appeal
• Review quantity limits — ensure requested quantity aligns with typical coverage limits

Caution

PA letters are AI-generated drafts. Always review for accuracy and completeness before submission. The physician is responsible for the final content.