Document Authorization Details for Surgeries

You can document authorization details and notes for other surgery schedulers and coordinators.

1. On the Pre Auth template, expand the Authorization panel.
   

   Note: The Pre-op DME fields are read-only, and display the details from the Surgery Sched template.
2. Select the appropriate check boxes for pre-authorizations.
   Note: If you select Payment Plan Set Up, you can type the date and comments in the corresponding fields.
3. To assign a task to the billing staff, click the Task to Billing icon.
4. To enter the authorization number or edit the surgery details on the Surgery Order Management window, click Update.
   Note: The authorization number documented on the Surgery Order Management window is displayed in the Authorization# field on the Pre Auth template.
5. To enter the verbal notification details for workers' compensation, do the following:
   1. Select the Workman Comp - Verbal Received check box.
   2. In the WC spoke with field, enter the name of the person who received the verbal notification.
   3. Enter the contact number of the person, and date and time of the verbal notification in the corresponding fields.
6. To authorize the documented details, select the Authorized check box.
   Your name and current date and time are automatically filled in the corresponding fields.
7. To deny the pre-authorization, select the Denied check box.
   Your name and current date and time are automatically filled in the corresponding fields. The Pre-auth Denied check box is automatically selected.
8. Type the reason for denial in the field next to the Pre-auth Denied check box.
9. In the Notes field, type your notes for the other surgery schedulers and coordinators, and click Add Message to add it to the action grid.
10. To generate the fee sheet document, click the Fee Sheet icon.