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HomeRL HealthReferrals and authorizations

Referrals and authorizations

Track authorizations and supporting documents when a clinical service needs them.

This is a product-direction guide. Described features may not be available yet.

Overview

Track authorizations and supporting documents when a clinical service needs them.

Step-by-step

  1. Review whether the service requires a referral or authorization.
  2. Record the fictional approval information in the protected workflow.
  3. Associate the item with the appropriate encounter.
  4. Check expiry and coverage boundaries before billing.

Important checks

  • Do not treat a submitted request as approved.
  • Insurance workflows are not currently production-ready.