Cases, Authorizations, and Referral FAQs

• Related Articles

• Add a Case and Authorization/Referral

  User Permissions to access Cases Cases can be added in multiple places in the System. Select this link: Cases and Authorization Overview. Case Panel Type: Choose from the dropdown or add your own by choosing Manage (See below for adding Case Types). ...

• Add a Case for Workers Comp

  Workers Compensation Case Cases allow specific information for repeated Charges and Appointments per patient. Workers Compensation Policy The Insurance Profile for Workers Comp should be added first. See Workers Compensation Policy Profile. Add a ...

• Workers Comp FAQs

  Workers Comp FAQs Where do I enter the Accident Date?

• Cases for PCP Authorization

  Create a New Case Type: Choose from the dropdown or choose Manage to create you own. Description: Type the description of the new Case. Example: PCD REFERRAL LSF (Type of Referral plus Assigned Provider ID) Insurance Profile: Choose the applicable ...

• Patient FAQs

  Patient FAQs Alert/Header How do I remove an Alert or Header? Cases How do I add a Case? Charges How do I post a new Charge? Debit/Credit Cards: How do I add a Debit/Credit Card? Deceased How do I indicate that a Patient is deceased? How do I ...