How to Enter Managed Care Authorizations

1.  From the Chart Face (Classic) of a patient, click on in the lower left-hand corner of the Chart Face:

Or from the Chart Face (New Layout) of a patient, click on in the top right-hand corner of the Chart Face:

2.  Click on the  button:

3.  Provide the Authorization Number, Date issued/expired, Authorized By, and Services Authorized (shown in red boxes), as well as either the sessions or units and your desired Alert Threshold (shown in blue boxes).

4.  Return to .

5.  Create or update progress note. 

6.  On the  tab, enter the used (normally 1). 

7.  Click on the dropdown for .

8.  If you receive an alert.  Click 'OK'.

If the date of service is prior to the issue date of the managed care authorization, you will be prompted with the following notification:

9.  Compile the progress note. 

10.  If you desire to review the available/used sessions, return to the Chart Face and click on "Add or Update Managed Care Authorization" in the lower left-hand corner for Classic:

Or from the Chart Face (New Layout) of a patient, click on  in the top right-hand corner of the Chart Face:

11.  Or, from the Chart Room > Settings > click on drawer, 'Group Level Settings & Directories' tab > then MCM Auth. tab. 

12. Or, this can be found in the Chart Flag on the chart face. Click on the chart flag:

Then, check the box that says Display Managed Care Authorizations:

When adding a new Managed Care Authorization number, the  checkbox at the top right of the Managed Care Monitor screen) will highlight green. When checked, the following prompt will appear to the user compiling a note:

If a Managed Care Authorization number is not required for the note, uncheck the green check box and then compile the note.

To Disable Managed Care Alert Messages:

1.  Click on drawer (Classic Chart Room) or (New Layout Chart Room).

2.  Click on .

3.  Click on the  tab.

4.  Locate the record(s) where you see 'Send Alert Msg' checked.

5.  Click on .

6.  Select the Authorization from the list which has expired.

7.  Uncheck both 'Send Alert message when Threshold is reached' and 'Active (can be chosen on Notes)'.

8.  Click on Chart Room or Chart Face button.

9.  Repeat starting at step 5 for any other authorizations as needed.

• Related Articles

• Promoting Interoperability Meaningful Use Stage 3 for Medicaid 2020

  This guide offers you explanations, links, and workflows you can use to report for Meaningful Use Stage 3 for Medicaid 2020. REPORTING PERIOD AND REQUIREMENTS The reporting period for 2020: Objectives: Any consecutive 90 days in 2020. Clinical ...