Note: Currently, the Referral Management module documents only PCP-related authorizations. It does not track insurance-related authorizations.
To Authorize
For PCPs – Click to display details of the referral, and then click either Staff to Complete or Final. The authorization is complete when you click Sign (F10), type your key, and Sign.
For referral coordinators (and other support staff) – Click to display details of the referral, and then click Authorized by MD. The authorization is complete when you click Sign (F10), type your key, and Sign.
To Decline
For PCPs or referral coordinators (and other support staff) – Click to display details of the referral, and then use the drop-down list (in Referral Actions in lower left corner) to select “Denied.” To save this update, click either Final (if the referral has previously been authorized by the MD) or Authorized by MD, if not. This update is complete when you click Sign (F10), type your key, and Sign.