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Utilization Review Guide

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The "Utilization Review Guide" is a 51-state compilation of statutes and regulations addressing the relationship of utilization or private review agents with health care providers, enrollees, health insurers, and state regulators, such as the insurance, public health, and workers’ compensation departments.


The guide addresses the following topics:


• Utilization Review Agent Duties • Application/Certification Requirements • Grounds for Certification Denials • Notice of Change Requirements • Recordkeeping and Reporting Requirements • Renewal Requirements • Confidentiality Requirements • Complaints • Exemption Criteria • Prohibitions • Waivers • Deadlines • Penalties • Appeal Procedures


The guide also includes hyperlinks to more than 100 utilization review forms. 


To learn more or see sample pages, click here.

Select Only One Yearly Plan Below

Do NOT select multiple plans on this site.

Revised UR Forms With Updates

$215
per year
  • New, removed, or updated links to the UR forms on the first day of each quarter (January, April, July, and October)
  • Revised state UR form pages on the first day of each quarter (January, April, July, and October)

Real-Time Updates to UR Guide

$325
per year
  • Real-time statutory/regulatory change notices to the UR Guide
  • Bookmarked pdf package of change notices and copies of laws and/or regulations making the changes

Revised UR Guide With Real-Time Updates

$650
per year
  • Revised copy of the UR Guide
  • Bookmarked pdf package of real-time statutory/regulatory change notices and copies of laws and/or regulations making the changes
  • Quarterly change notifications for the UR form links