New Authorization

When clicking on the New Authorization link in the Authorization menu (this menu is described in Authorizations Menu), a New Authorization page is opened where the user can create a new Authorization by following a multi-step process guided by a wizard. At the end of the process, the wizard is closed and a View and Edit Authorization page (described in View and Edit Authorization) is opened in the context of the newly created Authorization. The data model related to this page is described in Data Model. The retrieval and display of data in this page is subject to restrictions described in the "User Access Restrictions Model" chapter of the Security Guide.

The wizard consists of the following steps (in specified order):

1. Form

2. Specifics

3. Service types

4. Lines

5. Diagnoses

6. View and save

Back and forth navigation is possible by using the Back and Next buttons within the steps or by clicking on the step links at the top of the page. The user must complete every step before he or she can continue to the next step. A Cancel button is available in every step, so the entire process can be canceled at any time.

If Line of Business specific boilerplate text has been configured, this page will display text items according to the Line of Business of the Authorization form that is selected.

Form

In the first step the user selects the Authorization form.

Field	Description
Form	The possible Authorization forms (categories) of an Authorization to choose from

If only one Authorization form is configured in the system then this form will be selected automatically and cannot be changed. The image below shows the first step for a configuration with more than one Authorization form (that is, not automatically selected).

Specifics

In the second step the user can add the following fields related to the authorization:

Field	Description
Brand	The Brand to which the Authorization belongs
Type	The Authorization types are 1) Authorization 2) Notification 3) Referral (mandatory)
Code	The Code of the Authorization. The field is pre-filled with a generated Code that can be overwritten by the user.
Requested by Provider	The Provider requesting the Authorization for services
Requested by Relation	The Person or Organization requesting the Authorization for Services
Requested for	The Insurable Entity Type and the Code of the Insurable Entity for which the Authorization is requested (two fields, both mandatory)
Requester Reference	The number or Code used by the requester to identify the Authorization
Service Provider	The Provider delivering the specific Services to the Person or object
Provider Group Scope	The scope with respect to Provider Groups (In, Out or Either)
Service Specialty	The Specialty for which the Authorization is requested
Location Provider	The Location at which the Services will be provided
Requested Renewal Reference	The Requested Renewal Reference (Calendar Year, First Claim or First Claim Irregular)
Requested Renewal Period	The Requested Renewal Period length and unit of measure (Day, Month or Year)
Currency	The Currency of all Amount fields
Requested Amount	The total Amount for which Services are requested including Currency
Requested Units	The number of Services for which the Authorization is requested
Requested Service Days	The number of Service days for which the Authorization is requested
Start Date	The Start Date of validity of the Authorization
End Date	The End Date of validity of the Authorization
Remarks	Additional information for internal use
Access Group	The data access group that controls the access to the Authorization in the UI pages
Dynamic Fields	Dynamic fields configured for Authorizations

A Currency Code can be keyed in to denote that all Amount fields should be given that Currency. If a Currency Code is not provided for, the default Currency will be used instead. Note that the Currency field for requested Amount cannot be updated directly.

Service Types

In this step the user can add the service types for which the Authorization is intended.

Field	Description
Service Type	The service type
Dynamic Fields	Dynamic fields configured for Authorization service types

Lines

In this step the user can add Authorization Lines for which the Authorization is intended.

Field	Description
Code	The Code of the Authorization Line; when left blank the Code will be generated using the Authorization Line Code Generation dynamic logic function or using the sequence of the line within the Authorization if the Code generation function is not configured
Procedure	The Procedure that is the subject of the Authorization Line
Procedure Group	The Procedure Group that is the subject of the Authorization Line
Requested Renewal Reference	The Requested Renewal Reference (Calendar Year, First Claim or First Claim Irregular)
Requested Renewal Period	The Requested Renewal Period length and unit of measure (Day, Month or Year)
Requested Amount	The Amount for which the Authorization line is requested including Currency
Requested Units	The number of units for which the Authorization line is requested
Requested Service Days	The number of service days for which the Authorization Line is requested
Start Date	The Start Date of the Authorization Line
End Date	The End Date of the Authorization Line
Dynamic Fields	Dynamic fields configured for Authorization Lines

Note that the Currency field for requested Amount cannot be updated directly.

Diagnoses

In this step, the user can add the diagnoses for which the Authorization is intended.

Column	Description
Diagnosis	The Diagnosis that is the subject of the Authorization
Dynamic Fields	Dynamic fields configured for Authorization diagnoses

View and Save

In this step, the user can view all the details that have been added in the previous steps. The following read-only sections are displayed:

Section	Description
Form	In this section the following field is displayed: Form
Specifics	In this section the following fields are displayed if they have a value: Brand Type Code Requested by Provider/Relation Requested for (displays two separate fields:Type and Code) Requester Reference Service Provider Provider Group Scope Service Specialty Location Provider Requested Renewal Period including reference Currency Requested Amount including Currency Requested Units Requested Service Days Start Date End Date Remarks Access Group Dynamic Fields
Service Types	The details about Authorization service types are displayed (this section is shown only if service types are added). The following fields are shown per service type if they have a value: Service Type (code and description) Dynamic Fields
Lines	The details about Authorization Lines are displayed (this section is shown only if lines are added). The following fields are shown per Authorization line if they have a value: Code Procedure (Code and Description) Procedure Group Requested Renewal Period including reference Requested Amount including Currency Requested Units Request Service Days Time Validity Dynamic Fields
Diagnoses	The details about Authorization diagnoses are displayed (this section is shown only if Diagnoses are added). The following fields are shown per Authorization diagnosis if they have a value: Diagnosis (code and description) Dynamic Fields

If changes are required, the user can choose to navigate back to any step in the process by using the Back button or the links at the top of the page. If no changes are required, the user needs to click on the Finish button to end the wizard and save the new Authorization. The new Authorization will be saved with status Entry and the View and Edit Authorization page will be opened in the context of the new Authorization.