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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories Registration
Created by Clarissa Calhoun
Created on Jul 20, 2023

Prior Authorization - sub module

Create Prior Authorization Module

  • Insurance Claim (Access point to Prior Authorization)

  • Prior Authorization Request Screen

  • Prior Authorization Status - create statuses for clients to assign

  • Requires User to assign Patient's Personal Profile with MR#

    • Required Patient Demographic Information

  • Order Information

    • Assign ordering providers

      • Schedule Order Entry of Test/CPT Code and Diagnosis Code

      • Internal Future Order: Requirement Diagnosis with CPT

    • Link to Scheduler

    • Link to TB RCM - Eligibility/Verification, Medical Necessity, PLE

  • Insurance Coding Screen - Add Condition, Value, Occurrence Codes

  • Create Modifier Screen - Modifier can linked to charge code

  • Assign Insurance Payer Primary, Secondary, etc.

    • Insurance Info

    • Policy Information

    • Subscriber Info

    • Approval Date / Time

    • Denial Date /Time

      • Reasons

  • Upload & Scan documents

  • Option to send message via Web Client Communication Center

  • Prior Authorization Notes - users can notate event

  • Create an option where users are unable to over-ride authorization to process order


  • Options:

    • Complete - Create a pre-admit account, option link to scheduler

    • Incomplete - stays in prior authorization queue

    • Delete -

    • Cancel

  • Create PDF , CSV, TXT report

  • Attach files