Prior Authorization and referral information should first be added to the patient's Insurance Profile via the gray "Authorizations" tab. That authorization/referral will then be available when scheduling the patient and when submitting claims via the "Prior Authorization" dropdown.

TO ADD A PRIOR AUTHORIZATION OR REFERRAL

1. Go to the patient's Insurance Profile and click the gray "Authorizations" tab to the right of the insurance profile the referral/authorization is for.

2. Click the blue "Add New" button in the upper right-hand corner

2. Enter the referral/authorization details including the authorization/referral number, the start and end dates, and the number of approved visits.

3. Click the blue "Save" button in the bottom right-hand corner.

TO SUBMIT A CLAIM WITH A PRIOR AUTHORIZATION OR REFERRAL

1. The front desk can select the prior authorization/referral when scheduling the patient via the Prior Authorization dropdown. This will pull the prior authorization/referral into the claim once the note is signed off in the EHR.

OR

2. Once a claim is created, the prior authorization or referral can be selected from the Prior Authorization field within a claim.