Pre-authorization requests and tracking: Updated for Kareo
Pre-authorizations will be entered under the insurance case in the tab “Authorizations”. All Authorization information can be recorded here: Approval number, number of sessions, date range of approval, etc.
A billing tech will attempt to obtain approval for pre-authorization from the insurance company. If this is not possible, the tech will email the clinician and include all needed information for the clinician to make the call and not have to do any searching for information.
The billing tech will enter the approval information into the “Authorizations” section and monitor progress and the need to seek additional authorizations.
The tech will also create an account alert noting that Authorizations are required for this patient.