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


Note: Authorization requests can be documented in-house by your practice using this feature. However, TherapyPM’s authorization management services are only available if you are enrolled in TherapyPM Billing Services.

Requests submitted here will be routed directly to our team, who will complete the authorization processing and update you on this same page. To learn more or to get started, reach out to sales@therapypm.com.


Navigate and Manage Auth Requests

1. Click the "+" icon at the top of the Dashboard. 

2. Select the Auth Request option. It will redirect you to the Auth Request page with the list of requests. 

3. You can see the Auth Request list below with the following information:

  1. Name: Shows the patient's name.
  2. DOB: Shows patient's date of birth (Searchable using the search bar).  
  3. Auth Requested Type: Shows the auth type requested. 
  4. Subject: Shows the description of the auth request. 
  5. COB: Shows whether the insurance is primary or secondary (displays only when patients have multiple insurances).
  6. Attachments: Displays any files attached to the auth request. 
  7. Type of Request: Shows the specialty you are operating under. 
  8. Date Initiated: Shows when the authorization was requested for the first time. 
  9. F/W Up Date: Shows the dates for whenever the authorizations were followed up. 
  10. Status: Shows the status of the requested authorization.
  11. Auth Note: Shows additional information or any files attached (optional).

4. To personalize your patient search, use the Search Name filter to generate the list as preferred.


Follow the steps below to create an authorization request:

  1. Click the + Authorization Request option.
  2. You will be redirected to the Add Authorization Request page, where you can enter all required details.
  3. Subject: Add a brief description of the specific request.
  4. Patient Name: Select the patient for whom you are creating the authorization request.
  5. Auth Request Type: Choose the appropriate request type from the dropdown menu.
  6. COB: Select the Coordination of Benefits from the dropdown.
  7. Type of Request: Select the treatment type from the dropdown for reference by both your team and ours.
  8. Remarks: Add any notes or additional details you’d like to include.
  9. Attachments: Choose a file to upload any supporting documents for reference.