Click here for downloadable PDF

This widget can be used to track insurance prior authorizations.  

To use this widget: 

1. First set up an insurance company who requires prior authorization in ADMIN Module/Billing & Financial/Insurance Carriers, by clicking the “Prior Auth” checkbox.

2. When a patient has an insurance entered that requires prior authorization (PA), the patient’s name will show on the PA Widget. 
3. To enter a PA number and start/end date, open the PA Widget.

4. Enter the PA number and the start and/or end date.  
5. Click the ✓.

Note: Patients who have an insurance requiring PA but have not had an authorization number entered or whose PA expires the current month will display on the grid.  If past due, patient displays in red.