View or Change an In-Progress Prior Authorization

Learn how to edit and modify an in-progress Prior Authorization form.

undefined-Aug-09-2023-02-15-27-5043-PM NOTE This functionality may be program specific.

There are two ways to view or change an in-progress Prior Authorization.

From the Home Dashboard  

  1. From the Awaiting Review section click the dropdown on the right side to filter Prior Authorizations.
  2. Scroll to the left to click the View button to open the form
    When on the home dashboard section to review or change an active enrolment by clicking the view button to open the form.

undefined-Aug-09-2023-02-15-27-5043-PM NOTE The awaiting review section is filtered based on last updated date, showing the oldest form first. 

From the Patient profile

  1. Select the patient with a Prior Authorization that is currently in-progress.
  2. In the Program Overview section of the patient’s profile, click on the underlined title of the Reimbursement Form button to view and edit a submitted Prior Authorization. 
Where to click to open a prior authorization on progress from the patients profile

From the Programs Section

  1. Use the Status table to filter Reimbursement by Not Started, In Progress, Awaiting Physician Signature, or Awaiting Patient Signature.
  2. You can view Prior Authorizations that are assigned to your staff or sort by those that are assigned to you.
  3. Once you find the Prior Authorization that you want to view or edit, click on the ellipses (three dots) to the right of that patient’s name. 
  4. Select View PA, or click on the form name within the table.

Click the three ellipses to be able to open to the PA form from the status table.