This artice details on how to create and manage Auth Request.


How to manage Auth Request


Click the "+" icon and select the Auth Request option to open the Auth Request page with all the list of requests.


  1. The Auth list screen contains all the auth requests submitted along with the information. Use the Search Name filter to generate the designated list.
  2. Below is the information in the table -
    1. Name.
    2. DOB - This field can be used as a filter.
    3. Auth requested type.
    4. Attachments.
    5. Type of request.
    6. Date initiated - This field can be used as a filter.
    7. F/W up date - This field can be used as a filter.
    8. Status - This field can be used as a filter.
    9. Auth note.
  3. Download Icon - Click this option to download the list as a CSV or EXCEL format file.
  4. Auth Request - Click this button to create a new Auth Request.
  5. Auth Note - Click this icon to view any added auth note.



How to create an Auth Request


In the Auth Request screen, click the Auth Request button to create a new auth request. Enter the below information in the next screen.


  1. Status - Select the status of the auth request.
  2. Patient Name - Select the patient name from the list. Click the "+" button to add more patients.
  3. Auth Request Type - Select the type of auth from the list.
  4. Type Of Request - Select the type of request from the list.
  5. Remarks - Enter any necessary remarks for the auth request.
  6. Choose Files - Upload any necessary files.
  7. Click the Save button.