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Prior Requests

Generate Prior Requests

  • Start the encounter of an insurance patient from the doctor’s account.



  • The encounter will start.



  • Principal Diagnosis and weight in Vital Signs are compulsory to add.
  • Click the “Prior Request” button at the top-right corner of the encounter screen.

View Prior Requests

  • Go to the “Insurance” module and select “Prior Requests” from the admin account.



  • The “Prior Request” screen will appear having Pending, Submitted, and Responded tabs:

Pending Tab:

  • This tab displays all generated pending prior authorization requests.
  • You can view the details of each request by selecting the “Open” option from the Actions column.
  • After reviewing, click the Submit button located at the bottom-right of the screen to submit the request.

Submitted Tab:

  • This tab lists all submitted prior authorization requests that have been sent for review.

Responded Tab:

  • This tab displays the responses received for prior authorization requests. Users can open each response to review approval or rejection details.

“Check for New Prior Authorizations” button:

  • Click this button to check for and fetch new responses related to prior authorization requests.