Authorization Release
Share Form for an Authorization Request Form URL
1. Navigate to the Patient Submission 2. Go to Authorization Request 3. From the Admin Icon select the Share Form 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number For Email - Enter the Email Address 5. Click the Send ...
Download Records for Authorization Release in Dashboard
Only Records Requested authorization release can have records uploaded 1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the View Records Button in the dropdown. 4. Download the files uploaded from ...
Upload/Download Authorization Release records from the Document Portal
Upload Records Submitter and the Sending Practice will be notified and can upload records from the Documents Portal 1. Submitter and the Sending Practice will receive a notification Upload records from the Document Portal 2. Verify Authorization ...
Incoming Delivery Methods for Authorization Releases
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Admin Icon select Incoming Delivery Methods 4. Enter the applicable information 5. Click the Save button at the top of the dialogue box. Incoming Delivery Method will ...
Add and Edit Authorization Release Consent
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Admin Icon select Settings 4. Scroll to the bottom of the window to the consent window - Click on Edit - Update data - Save Consent will be updated on the on the ...
Upload Records for Authorization Release in Dashboard
Only Records Requested authorization release can have records uploaded 1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Upload Records Button in the dropdown. 4. Upload the file and select the ...
Update Outgoing Delivery Method and Send Authorization Release Notification
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Outgoing Delivery Method Button in the dropdown. 4. Select a Outgoing Delivery Method 5. Click the Update & Send button at the top of the ...
Archive Authorization Release Submission
Only Records Available, Records Sent, and Marked Completed Authorization release submissions can be Archived 1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Archive Button in the dropdown. ...
Delete Authorization Release Submission
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Delete Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box. Authorization release submission will be deleted ...
Generate Authorization Release PDF
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the PDF Button in the dropdown. - This will take the User to the PDF form
Resend Authorization Release Notification to Submitter
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Resend Notification Button in the dropdown. - Enter the Email Address 4. Click the Send button at the bottom of the dialogue box. The initial ...
Mark Authorization Release Completed
Only Request Sent, Records Requested, Records Available Authorization Release requests can be Marked Completed 1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Action Colum select the Mark as Completed Button in the ...
View an Authorization Release Submission
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. Select View Auth Release - User can view the submission details
Submitting an Authorization Release
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. Select the Setting icon and from the action dropdown select Live. 4. Fill out the form Note - This will take you to the "Authorization Release" form Patients can also access this ...
Add, Edit and Delete Restrict Disclosure Options
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Admin Icon select Settings 4. Manage Authorization of Usage and Disclosure options - ADD Click on the "+" icon located on first table labeled Restrict Disclosure. ...
Add, Edit and Delete Authorization of Usage and Disclosure Options
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Admin Icon select Settings 4. Manage Authorization of Usage and Disclosure options - ADD Click on the "+" icon located on first table labeled Authorization of Usage. ...
Add, Edit and Delete Purpose of Requests Options
1. Navigate to the Patient Submission 2. Go to Authorization Release 3. From the Admin Icon select Settings 4. Manage purpose of requests options - ADD Click on the "+" icon located on first table labeled Purpose of Request. Enter purpose of request ...