NHIA Roundtables (4 - 25 Minute Rotations)

27. ​​What Has a Decade in Insurance Taught us About Effectively Partnering with Sales, Providers, and Referral Sources?​

This roundtable is designed to bridge operational insight with field execution. Drawing from real-world insurance and payer experience, this session explores how deep insurance knowledge can strengthen collaboration across authorization, revenue cycle management, sales, providers, and referral sources. Participants will examine recurring payer-related challenges and discuss practical strategies to proactively address them. Through shared examples, including payer-specific clinical criteria and internal qualification processes, this roundtable will highlight how disciplined communication, documentation, and insurance expertise can reduce denials, streamline workflows, and elevate the consultative role of sales. Attendees are encouraged to bring their own challenges and insights, making this a collaborative forum focused on actionable takeaways and peer learning.
This roundtable is designed to bridge operational insight with field execution. Drawing from real-world insurance and payer experience, this session explores how deep insurance knowledge can strengthen collaboration across authorization, revenue cycle management, sales, providers, and referral sources. Participants will examine recurring payer-related challenges and discuss practical strategies to proactively address them. Through shared examples, including payer-specific clinical criteria and internal qualification processes, this roundtable will highlight how disciplined communication, documentation, and insurance expertise can reduce denials, streamline workflows, and elevate the consultative role of sales. Attendees are encouraged to bring their own challenges and insights, making this a collaborative forum focused on actionable takeaways and peer learning.

Learning Objectives

  • Explain how to turn authorization expertise into a sales advantage.
  • Describe how deep authorization expertise be leveraged as a competitive advantage in sales conversations.
  • Explain how insurance understanding and experience strengthen sale’s ability to be consultative in the field.
  • Speaker(s)

    Angelica Salazar  Insurance/Authorization Department Manager
    Premier Infusion and Healthcare Services

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    Speaker

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