Accessing and Managing Insurance Approval Tasks

This document provides a step-by-step process for accessing and managing tasks assigned by the insurance approval team. The procedure includes checking notifications for new tasks, reviewing task details, updating patient information, and completing assigned tasks efficiently.

Step 1

To begin, access the files sent or assigned by the insurance approval team. Ensure the patient is referred back to the clinic by insurers to complete or add further justifications.

Step 2

Log into the system through your security group credentials. Upon logging in, you will see the clinic's main screen, displaying current patients on the top tabs.

Step 3

Once a task is assigned to you, you will receive a notification via SMS, and the task will appear in your task list on the screen.

Step 4

The main screen will display a highlighted tab when a task is assigned. Click on this tab to view the tasks designated to you by the insurance team.

Step 5

Click on the hyperlink for the task to view detailed information. This will open a box displaying the requirements set by the approval team.

Step 6

Review the information provided and log in to the patient's details to add any missing information. Once all updates are made, accept the task as completed.

Step 7

To finish the process, complete the task by clicking on the designated button. This concludes the process from the physician's perspective.