You are here:
Create and Submit Authorization Requests for Review
As an intake coordinator, you often create and review care requests for need assessment. With information coming in from various sources—member plan details, provider information, care request details, and more—there’s increased chances of administrative errors.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
The Authorization Intake process helps you save time and cut down on errors. You can create an authorization request of type Inpatient, Outpatient, or Concurrent review. Depending on the request type, the request creation process varies.
| New Request (Inpatient or Outpatient) | Concurrent Review for an Existing Request |
|---|---|
|
|
- Select an Authorization Request Type
Select either inpatient or outpatient for a new request, or concurrent review for an existing request. - Run an Eligibility Check for Your Care Request
Verify members’ benefits coverage and check which care request services require an authorization. - Link a Concurrent Review to an Existing Request
Ensure members continue to get timely and cost-effective care by performing concurrent reviews for an existing request during the course of a member’s treatment. - Add Care Request Details to the Authorization Request
Authorizations require that you add details about the requested service. The details you enter depend on whether the care request is new or existing, and inpatient or outpatient. - Add Provider Details to the Authorization Request
Enter information about the requesting provider, servicing provider, and the servicing facility where the service will occur. You can automatically see if the provider is inside or outside the payer network. - Upload Supporting Documents for the Authorization Request
Authorization requests often require supporting clinical documents. In the Authorization Intake process, the Upload Clinical Documents window provides a checklist of required documents. - Review the Authorization Request
Before submitting an authorization request, you see an overview where you can override the document status and add notes or observations.
此文章是否解決您的問題?
請讓我們知道,以便我們改進!

