Creating Referrals or Authorizations

End users can create referrals or authorizations from the Referrals/Authorization screen.

To create a referral or authorization

1. Navigate to the Referrals/Authorization screen.

2. Add a record and select the request type: Authorization or Referral.

3. Drill down on the Tracking #.

4. Click the More Info view tab and complete the necessary fields described in the following table.

   Field	Comments
   Last Name	Last name of the member. The application automatically populates the First Name field. For more information on adding members, see Adding Eligible Members to Group Policies.
   Status	Status of this referral or authorization.
   Requestor Last Name	Last name of provider. The application automatically populates the Requestor First Name field. For more information on adding providers, see Adding Providers.
   Diagnosis Codes	Diagnosis code for this referral or authorization. For more information on adding codes, see the discussion on modifying the List of Values (LOV) in Siebel Applications Administration Guide.
   Procedure Codes	Procedure code for this referral or authorization. For more information on adding codes, see the discussion on modifying the List of Values (LOV) in Siebel Applications Administration Guide.
   # of Visits Requested	For referral requests, the number of doctor visits requested for approval.
   Maximum Benefit	The maximum dollar amount for the specified benefit.