Authorization Management Admin — Auto-mark Complete in Authorization Tracker

You can create custom rules to automatically mark certain authorization tasks as complete. You can select various combinations of fields when you create a rule. For example, you can create a rule for all authorization tasks for a specific department, or you can create a rule for wrist X-ray order types for all departments in your organization.

Tip: Use the Rule Summary feature to see an exact description of the rule you're creating as you create it.

Best practice: The View Matching Rules option is enabled by default. athenahealth recommends that you leave this option enabled (athenaOne does not allow you to create conflicting or duplicate rules). As you enter information in the fields of the Create New Rule section, any existing rules that match your entries appear in the Matching Auto-mark Complete Rules table.

1. Display the Authorization Management Admin — Auto-mark Complete in Authorization Tracker page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Authorization Management, click Auto-mark Complete in Authorization Tracker.
   The Create New Rule fields are displayed.
2. Department — Select a department from the menu.
   Tip: If you want to hide all authorization tasks for the selected department, you can leave the other fields (Primary Payer, Order Group, Order Genus, and Order Type) blank.
3. Primary Payer — Select a payer from the menu.
   Tip: If you want to hide all authorization tasks for the selected payer, you can leave the other fields (Department, Order Group, Order Genus, and Order Type) blank. You can use the Primary Payer field in conjunction with the Department field to hide all authorization tasks for the specified payer sent by the specified department.
4. Order Group — Select an order group from the menu: CONSULT, IMAGING, PROCEDURE, or SURGERY.
5. Order Genus — Select an order genus from the menu. The menu options depend on the order group that you selected (CONSULT, IMAGING, PROCEDURE, or SURGERY).
6. Order Type — Select an order type from the menu. The menu options depend on the order group and order genus that you selected.
7. Click Save or Save and add another.
   Note: If your new rule was created successfully, you see a confirmation message.

1. Display the Authorization Management Admin — Auto-mark Complete in Authorization Tracker page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Authorization Management, click Auto-mark Complete in Authorization Tracker.
   The Create New Rule fields are displayed.
2. In the Existing Auto-mark Complete Rules table, locate the rule that you want to edit.
   Tip: If you have many rules and need to search for a rule to edit it, you can enter information in one or more of the Create New Rule fields. The table (now labeled Matching Auto-mark Complete Rules) is filtered to display only matching rules.
3. Before you edit a rule, you can review all changes made to this rule by clicking Audit History in the Audit History column. The audit history includes the date that the rule was created, the username of the person who created it, and any edits or deletions made to the rule.
4. Click the edit icon in the Actions column for the rule that you need to edit.
   The Edit Rule section appears.
5. Edit any fields for this rule.
6. Click Save.
   Note: To finish your edits and then create a new rule, you can click Save and add another.

1. Display the Authorization Management Admin — Auto-mark Complete in Authorization Tracker page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Authorization Management, click Auto-mark Complete in Authorization Tracker.
   The Create New Rule fields are displayed.
2. In the Existing Auto-mark Complete Rules table, locate the rule that you want to delete.
   Tip: If you have many rules and need to search for a rule to delete it, you can enter information in one or more of the Create New Rule fields. The table (now labeled Matching Auto-mark Complete Rules) is filtered to display only matching rules.
3. Click the delete icon in the Actions column for the rule that you need to delete.
   A message appears to confirm that you want to delete the rule.
4. To delete the rule, click OK in the message; otherwise, click Cancel.
   A message confirms that the rule was deleted.
5. A deleted rule remains in the list of rules with an Undelete option in the Actions column. To return a deleted rule to the list of active rules:
   1. Click Undelete.
      A message appears to confirm that you want to undelete the rule.
   2. Click OK in the message to reinstate the rule (otherwise, click Cancel).