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Front Office Workflows

Last updated:

Aug 8, 2025

Add/edit Patient's Prior Authorization

Patient Demographics

Front Office Workflows

Within the Patient Demographics section, to add Prior Authorization, scroll down and click “+ New Prior Auth” under the Prior Authorization section

When you click “+ New Prior Auth”, a small window will open up in the middle of your screen. Here you can enter the following fields:

  • Auth Number

  • Effective Date

  • Expiration Date

  • Total Number of Visits

  • Insurance this Prior Auth is tied to:

Click “+Create” once you have entered all the desired information

Also as Faxes come in, you can categorize the fax as a Prior Authorization or Referrals:

Features In Development

  • Prior authorization tracking by CPT codes and units, auto-update auth workflows, support unit-based authorizations in the working list, and integrate seamlessly into claim submission

  • Send outbound referrals

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Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 8, 2025

Add/edit Patient's Prior Authorization

Patient Demographics

Front Office Workflows

Within the Patient Demographics section, to add Prior Authorization, scroll down and click “+ New Prior Auth” under the Prior Authorization section

When you click “+ New Prior Auth”, a small window will open up in the middle of your screen. Here you can enter the following fields:

  • Auth Number

  • Effective Date

  • Expiration Date

  • Total Number of Visits

  • Insurance this Prior Auth is tied to:

Click “+Create” once you have entered all the desired information

Also as Faxes come in, you can categorize the fax as a Prior Authorization or Referrals:

Features In Development

  • Prior authorization tracking by CPT codes and units, auto-update auth workflows, support unit-based authorizations in the working list, and integrate seamlessly into claim submission

  • Send outbound referrals

Last updated:

Aug 8, 2025

Add/edit Patient's Prior Authorization

Patient Demographics

Front Office Workflows

Within the Patient Demographics section, to add Prior Authorization, scroll down and click “+ New Prior Auth” under the Prior Authorization section

When you click “+ New Prior Auth”, a small window will open up in the middle of your screen. Here you can enter the following fields:

  • Auth Number

  • Effective Date

  • Expiration Date

  • Total Number of Visits

  • Insurance this Prior Auth is tied to:

Click “+Create” once you have entered all the desired information

Also as Faxes come in, you can categorize the fax as a Prior Authorization or Referrals:

Features In Development

  • Prior authorization tracking by CPT codes and units, auto-update auth workflows, support unit-based authorizations in the working list, and integrate seamlessly into claim submission

  • Send outbound referrals