Authorization Worklist

 

Use the filters at the top of the page to display incoming authorizations that meet specific criteria. For example, you may want to view incoming authorizations for a specific payer or provider, or for appointments in an upcoming week.

1. Display the Authorization Worklist page: On the Main Menu, click Patients. Under Care Coordination, click Authorization Worklist.
   The Incoming tab is displayed by default.
2. Appointment — By default, all appointments are selected. Select Scheduled to display a list of incoming authorizations for scheduled appointments only, or select Not scheduled to display a list of authorizations that are not associated with a scheduled appointment.
   When you select All or Scheduled, you can specify a date range to filter the list by the date of the appointment.
   
3. Type — Select Pre-cert or Referral.
4. Patient — Type the first letters of the patient's first or last name to display a list of matching names and then select the patient from the list.
5. Status — Select the status of the incoming authorization: In progress or Completed.
   Note: By default, the Authorization Worklist displays incomplete authorizations (Status is set to In progress).
6. Insurance reporting category — To display incoming authorizations for specific insurance reporting categories only, click Selected and then select one or more insurance categories from the list.
   You can begin typing a category name in the text box at the top of the list to filter the list of insurance reporting categories.
7. Referred-to provider — To display incoming authorizations for specific providers in your practice only, click Selected and then select one or more providers from the list.
   You can begin typing the provider's name in the text box at the top of the list to filter the list of referred-to providers.
8. Department — To display incoming authorizations for specific departments only, click Selected and then select one or more departments from the list.
   You can begin typing the department's name in the text box at the top of the list to filter the list of departments.
9. Click Filter.
   The filtered list of incoming authorizations appears. You can click any column heading to sort the list by that column.
10. To download the filtered list of authorizations to an Excel file, click Download to Excel at the top right of the list.
    Note: The Excel file contains more information than the worklist (for example, authorized number of visits and the authorization's effective dates).
11. To reset the filters, click Reset.

 

 

Use the filters at the top of the page to display outgoing authorizations that meet specific criteria. For example, you may want to view outgoing authorizations for a specific payer or provider.

1. Display the Authorization Worklist page: On the Main Menu, click Patients. Under Care Coordination, click Authorization Worklist.
2. Click the Outgoing tab.
3. Type — Select Pre-cert or Referral.
4. Patient — Type the first letters of the patient's first or last name to display a list of matching names and then select the patient from the list.
5. Status — Select the status of the outgoing authorization: In progress or Sent.
   Note: By default, the Authorization Worklist displays incomplete authorizations (Status is set to In progress).
6. Insurance reporting category — To display outgoing authorizations for specific insurance reporting categories only, click Selected and then select one or more insurance categories from the list.
   You can begin typing a category name in the text box at the top of the list to filter the list of insurance reporting categories.
7. Referring provider — To display outgoing authorizations for specific providers in your practice only, click Selected and then select one or more providers from the list.
   You can begin typing the provider's name in the text box at the top of the list to filter the list of referring providers.
8. Department — To display outgoing authorizations for specific departments only, click Selected and then select one or more departments from the list.
   You can begin typing the department's name in the text box at the top of the list to filter the list of departments.
9. Click Filter.
   The filtered list of outgoing authorizations appears. You can click any column heading to sort the list by that column.
10. To download the filtered list of authorizations to an Excel file, click Download to Excel at the top right of the list.
    Note: The Excel file contains more information than the worklist (for example, authorized number of visits and the authorization's effective dates).
11. To reset the filters, click Reset.

1. Display the Authorization Worklist page: On the Main Menu, click Patients. Under Care Coordination, click Authorization Worklist.
2. Click the Incoming or Outgoing tab.
3. Use the filter fields to locate the authorizations that you need to edit.
4. In the list of authorizations, click work in the leftmost column.
   The Incoming or Outgoing Authorizations worklist appears in the Task Bar. The Insurance Authorization page appears for the authorization that you selected on the Authorization Worklist page.
5. Notes — You can enter a note in this field, or click the Note icon to add an additional note.
   Click Show all notes to display all notes entered about this authorization, along with the username and date associated with the notes.
6. Update other fields for this authorization, as needed.
7. Click Save.
8. After you update the first authorization, click the next authorization that you want to update in the Incoming or Outgoing Authorizations worklist.
   The Insurance Authorization page appears for the authorization that you selected.
9. Click the refresh icon in the Task Bar to refresh the Incoming or Outgoing Authorizations worklist.
10. Click View all authorizations to return to the Authorization Worklist page.

 

An incoming authorization is complete when it has an authorization number (or is marked as not requiring an authorization number) and when it is associated with an appointment.

 

An outgoing authorization is complete when it has an authorization number (or is marked as not requiring an authorization number) and when it is marked as Sent.

 

Note: By default, the Authorization Worklist displays all incomplete incoming authorizations. You may need to remove or complete authorizations to successfully track and manage your authorizations using the Incoming or Outgoing Authorizations worklist.

• Delete authorizations on the Quickview and Check-in pages.
• Complete authorizations on the Insurance Authorization page.

 

As a best practice, add a new incoming authorization when you schedule the patient's appointment. You can also add authorizations on the following pages:

• Check-in
• Claim Edit
• Eligibility and Phone
• Quickview

After you create an authorization, the authorization appears on the Quickview and Check-in pages (under the Insurances heading). You can update and delete authorizations from those pages.

 

Only active authorizations with a present or future effective date appear under the Insurances section of the Quickview and Check-in pages. To see expired and deleted authorizations for a patient, click View all in the Authorization section (under the Insurances heading) on the Quickview or Check-in page.

The Authorization/Referrals page appears. This page displays all authorizations, including deleted and expired authorizations, for the patient.

 

You can select an authorization from the Authorization menu that appears on the Schedule Appointment, Check-in, and Claim Edit pages, and you can also add a new authorization on those pages.