Executive summary. Start an authorization case with the request details and supporting information a payer review needs.
Definition
An authorization case is the Attergo record used to manage a request for payer approval.
Who this is for
Authorization specialists opening a new request.
How to begin
In Authorizations, select New case and enter the patient, the payer, the requested service or medication, the ordering provider, and the requested timing. Attach or reference the supporting information through your approved workflow.
Complete the workflow
Review the case before it moves to the next stage. Where key evidence is missing, assign the request to someone by name rather than leaving it unowned.
Frequently asked questions
What should be included at intake?
Whatever the relevant payer and service workflow requires. A payer-specific checklist keeps that consistent between staff.
Referenced standards and further reading
- Attergo product guide ↗Attergo
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