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Recording Approval Decisions for Referrals or Authorizations


End users can use the Decision History view tab to record for each referral or authorization, the approved actions and physician and facility referrals. Actions include things such as a medical equipment and prescription drug supplies.

To record referral or authorization decisions

  1. Navigate to the Referrals/Authorization screen.
  2. In the Referrals/Authorizations list, drill down on the tracking # of the desired request.
  3. Click the Decision History view tab.
  4. In the Approved Actions form, add a record and complete the necessary fields.

    Some fields are described in the following table.

    .
    Field
    Comments

    Type

    The type of referral or authorization decision. Valid options include:

    • Lab - Lab referral or authorization.
    • Test - Medical test referral or authorization.
    • DME - Authorization for durable medical equipment, for example, wheelchair.
    • Rx - Specified drug treatment.

    Description

    Description of this referral or authorization.

    Equipment #

    Equipment identification number.

    Rx Drug

    The specific drug treatment requested by the provider. If the provider requests a unauthorized drug, then they must indicate the quantity, dosage, and expected treatment before submitting the request.

    Rx Dosage

    The specific dosage of the requested drug treatment. If the provider requests a unauthorized drug, then they must indicate the quantity, dosage, and expected treatment before submitting the request.

  5. In the Approved Providers and Facilities list, add a record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Provider Last Name

    Last name of the provider. The application automatically populates the Provider First Name and ID#.

    For more information on adding providers, see Adding Providers.

    Facility

    The facility where the treatment will be performed. The application automatically populates the remaining fields.

    For more information on adding facilities, see Adding Facilities.

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