Generating Authorization Requests

To generate one or more authorization requests from the Intake window:

1. Do one of the following:

   • From the Workbench, select Intake or process a staging prescription from the Data Entry queue.

     What is a staging prescription?

     A staging prescription is a prescription that has not completed Intake yet. This can include prescriptions that were added to the Workbench from the Intake window (as denoted by a ), prescriptions downloaded from the EHR, and non-backgrounded prescriptions received from external sources (e.g., IDP, Minor Ailments, Amjay, Patient App).

   • From the PatientProfile, select Intake.

   • From the Fax tile, select Intake.

2. Search for and select a patient, if not already entered.

3. If the prescription is new, search for and select a drug.

   If the prescription is a refill or reauthorization, select Profile. From the Profile, select the applicable prescription > Refill or ReAuth > OK.

4. Optional - enter the Qty Auth, Qty, DS, and SIG. These fields are optional to generate an authorization request but if entered, they will auto-populate in the Authorization Request Form window and printed or faxed form.

5. Select Rx > Auth Request.

6. If more than one prescription is loaded into Intake, a prompt appears. Choose which prescriptions to generate an authorization request form for by selecting one of the options.

   • Selected Prescription Only (default) - only the prescription in the current shell will be loaded into the Authorization Request Form window.

   • Prescriptions with 0 repeats remaining - only prescriptions with a Qty Auth of 0 in the Intake window will be loaded into the Authorization Request Form window.

   • All Prescriptions - all prescriptions loaded in the Intake window with a patient, prescriber, and drug selected will be loaded into the Authorization Request Form window.

   If only one prescription is loaded into Intake, proceed to step 7.

7. If the prescriber was not selected in the Intake window, the Prescriber Search window opens. Search for and select a prescriber. This information will write back to the Intake window.

8. The Authorization Request Form window opens. Any prescription information entered in the Intake window is auto-populated.

   If multiple prescriptions were selected for the authorization request, the prescriptions are divided according to the prescriber and prescriber's address. Use the arrow buttons to view all the prescriptions loaded in the window.

   If you don't need to generate an authorization request for a prescription, select the minus button to remove it. This will drop the prescription from the authorization request but keep it in the Intake window.

   If all prescriptions on a page are removed, you are brought to the next page, or previous page if the last page was removed.

9. Do the following if sending the form to a different prescriber or prescriber's address:

   • Select the folder button to search for and select a different prescriber.

   • Dropdown the Address field to select the appropriate location.

10. Optional: Select the Info from the Pharmacist checkbox. Enter any additional information in the freeform textbox that appears.

    If multiple prescriptions with different prescribers or prescribers' addresses were selected for the authorization request, use the arrow buttons to navigate to the applicable authorization request and enter additional information as needed.

11. Do one of the following:

    • Select Print to print the form.

    • Select Fax to fax the form to the prescriber.

12. If the Authorization Request Form window contains prescriptions destined for different prescribers or locations, upon selecting Print or Fax, a prompt asks if the authorization request form should be printed or faxed for all prescriber locations.

    • Select Yes to print or fax all the prescriptions loaded in the window on the form.

    • Select No to print or fax only the prescriptions displayed on the current page of the window.

    The Authorization Request Form window stays open until you close it.

    

A message indicates the date and time that the fax was sent. This message remains visible until the window is closed. If the Authorization Request Form window is closed and reopened, the message does not display again.

The Fax button becomes disabled. The button is re-enabled if a different address or prescriber is selected from the dropdown, or the Authorization Request Form window is reopened.

A record of the printed or faxed authorization request is entered in the Patient Folder History tab. This record can be detailed to view the Authorization Request Form window at a later time.

To generate one or more authorization requests from the Intake window:

1. Do one of the following:

   • Open the Intake window > select a patient > select Profile.

   • Open the Patient Folder > select the Profile tab.

2. Highlight the prescription(s) you need to generate authorization request(s) for.

3. If initiated from Intake, select Auth Request.

   If initiated from the Patient Folder, select Rx > Auth Request.

4. The Authorization Request Form window opens. Prescription information is auto-populated.

   If multiple prescriptions were selected for the authorization request, the prescriptions are divided according to the prescriber and prescriber's address. Use the arrow buttons to view all the prescriptions loaded in the window.

   If you don't need to generate an authorization request for a prescription, select the minus button to remove it. This will drop the prescription from the authorization request but keep it in the Intake window.

   If all prescriptions on a page are removed, you are brought to the next page, or previous page if the last page was removed.

5. Do the following if sending the form to a different prescriber or prescriber's address:

   • Select the folder button to search for and select a different prescriber.

   • Dropdown the Address field to select the appropriate location.

6. Optional: Select the Info from the Pharmacist checkbox. Enter any additional information in the freeform textbox that appears.

   If multiple prescriptions with different prescribers or prescribers' addresses were selected for the authorization request, use the arrow buttons to navigate to the applicable authorization request and enter additional information as needed.

7. Do one of the following:

   • Select Print to print the form.

   • Select Fax to fax the form to the prescriber.

8. If the Authorization Request Form window contains prescriptions destined for different prescribers or locations, upon selecting Print or Fax, a prompt asks if the authorization request form should be printed or faxed for all prescriber locations.

   • Select Yes to print or fax all the prescriptions loaded in the window on the form.

   • Select No to print or fax only the prescriptions displayed on the current page of the window.

   The Authorization Request Form window stays open until you close it.

   

A message indicates the date and time that the fax was sent. This message remains visible until the window is closed. If the Authorization Request Form window is closed and reopened, the message does not display again.

The Fax button becomes disabled. The button is re-enabled if a different address or prescriber is selected from the dropdown, or the Authorization Request Form window is reopened.

A record of the printed or faxed authorization request is entered in the Patient Folder History tab. This record can be detailed to view the Authorization Request Form window at a later time.

To generate an authorization request from Rx Detail:

1. Process a prescription in Data Entry from the Workflow tile or Patient Profile into Rx Detail.

2. In Rx Detail, you should see:

   • An authorization number (Auth field) of 0, indicating that the prescription does not have repeats.

   • A Fill Type of RE-AUTH.

   • A Quantity Dispensed (QD field) of 0.

   • An alert message warning that the prescription is not authorized to be dispensed.

   

   Select Rx > Auth Request.

3. The Authorization Request Form window opens. Prescription information is auto-populated.

4. Do the following if sending the form to a different prescriber or prescriber's address:

   • Select the folder button to search for and select a different prescriber.

   • Dropdown the Address field to select the appropriate location.

5. Optional: Select the Info from the Pharmacist checkbox. Enter any additional information in the freeform textbox that appears.

6. Do one of the following:

   • Select Print to print the form.

   • Select Fax to fax the form to the prescriber.

A message indicates the date and time that the fax was sent. This message remains visible until the window is closed. If the Authorization Request Form window is closed and reopened, the message does not display again.

The Fax button becomes disabled. The button is re-enabled if a different address or prescriber is selected from the dropdown, or the Authorization Request Form window is reopened.

A record of the printed or faxed authorization request is entered in the Patient Folder History tab. This record can be detailed to view the Authorization Request Form window at a later time.

To generate one or more authorization requests from the Workflow tile:

1. Navigate to the Workbench.

2. Select the Workflow tile.

3. Select the applicable Workflow queues at the top.

4. Highlight the prescription(s) you need to generate authorization request(s) for in the grid below.

5. Select Rx > Auth Request.

6. The Authorization Request Form window opens. Prescription information is auto-populated.

   If multiple prescriptions were selected for the authorization request, the prescriptions are divided according to the prescriber and prescriber's address. Use the arrow buttons to view all the prescriptions loaded in the window.

   If you don't need to generate an authorization request for a prescription, select the minus button to remove it. This will drop the prescription from the authorization request but keep it in the Intake window.

   If all prescriptions on a page are removed, you are brought to the next page, or previous page if the last page was removed.

7. Do the following if sending the form to a different prescriber or prescriber's address:

   • Select the folder button to search for and select a different prescriber.

   • Dropdown the Address field to select the appropriate location.

8. Optional: Select the Info from the Pharmacist checkbox. Enter any additional information in the freeform textbox that appears.

   If multiple prescriptions with different prescribers or prescribers' addresses were selected for the authorization request, use the arrow buttons to navigate to the applicable authorization request and enter additional information as needed.

9. Do one of the following:

   • Select Print to print the form.

   • Select Fax to fax the form to the prescriber.

10. If the Authorization Request Form window contains prescriptions destined for different prescribers or locations, upon selecting Print or Fax, a prompt asks if the authorization request form should be printed or faxed for all prescriber locations.

    • Select Yes to print or fax all the prescriptions loaded in the window on the form.

    • Select No to print or fax only the prescriptions displayed on the current page of the window.

    The Authorization Request Form window stays open until you close it.

    

A message indicates the date and time that the fax was sent. This message remains visible until the window is closed. If the Authorization Request Form window is closed and reopened, the message does not display again.

The Fax button becomes disabled. The button is re-enabled if a different address or prescriber is selected from the dropdown, or the Authorization Request Form window is reopened.

A record of the printed or faxed authorization request is entered in the Patient Folder History tab. This record can be detailed to view the Authorization Request Form window at a later time.

To generate one or more authorization requests from the Parked Rx tile:

1. Navigate to the Workbench.

2. Select the Parked Rx tile.

3. Highlight the prescription(s) you need to generate authorization request(s) for in the grid below.

4. Select Rx > Auth Request.

5. The Authorization Request Form window opens. Prescription information is auto-populated.

   If multiple prescriptions were selected for the authorization request, the prescriptions are divided according to the prescriber and prescriber's address. Use the arrow buttons to view all the prescriptions loaded in the window.

   If you don't need to generate an authorization request for a prescription, select the minus button to remove it. This will drop the prescription from the authorization request but keep it in the Intake window.

   If all prescriptions on a page are removed, you are brought to the next page, or previous page if the last page was removed.

6. Do the following if sending the form to a different prescriber or prescriber's address:

   • Select the folder button to search for and select a different prescriber.

   • Dropdown the Address field to select the appropriate location.

7. Optional: Select the Info from the Pharmacist checkbox. Enter any additional information in the freeform textbox that appears.

   If multiple prescriptions with different prescribers or prescribers' addresses were selected for the authorization request, use the arrow buttons to navigate to the applicable authorization request and enter additional information as needed.

8. Do one of the following:

   • Select Print to print the form.

   • Select Fax to fax the form to the prescriber.

9. If the Authorization Request Form window contains prescriptions destined for different prescribers or locations, upon selecting Print or Fax, a prompt asks if the authorization request form should be printed or faxed for all prescriber locations.

   • Select Yes to print or fax all the prescriptions loaded in the window on the form.

   • Select No to print or fax only the prescriptions displayed on the current page of the window.

   The Authorization Request Form window stays open until you close it.

   

A message indicates the date and time that the fax was sent. This message remains visible until the window is closed. If the Authorization Request Form window is closed and reopened, the message does not display again.

The Fax button becomes disabled. The button is re-enabled if a different address or prescriber is selected from the dropdown, or the Authorization Request Form window is reopened.

A record of the printed or faxed authorization request is entered in the Patient Folder History tab. This record can be detailed to view the Authorization Request Form window at a later time.

To generate one or more authorization requests from the Pick Up/Delivery tile:

1. Navigate to the Workbench.

2. Select the Pick Up/Delivery tile.

3. Select the desired queue(s) at the top.

4. Highlight the prescription(s) you need to generate authorization request(s) for in the grid below.

5. Select Rx > Auth Request.

6. The Authorization Request Form window opens. Prescription information is auto-populated.

   If multiple prescriptions were selected for the authorization request, the prescriptions are divided according to the prescriber and prescriber's address. Use the arrow buttons to view all the prescriptions loaded in the window.

   If you don't need to generate an authorization request for a prescription, select the minus button to remove it. This will drop the prescription from the authorization request but keep it in the Intake window.

   If all prescriptions on a page are removed, you are brought to the next page, or previous page if the last page was removed.

7. Do the following if sending the form to a different prescriber or prescriber's address:

   • Select the folder button to search for and select a different prescriber.

   • Dropdown the Address field to select the appropriate location.

8. Optional: Select the Info from the Pharmacist checkbox. Enter any additional information in the freeform textbox that appears.

   If multiple prescriptions with different prescribers or prescribers' addresses were selected for the authorization request, use the arrow buttons to navigate to the applicable authorization request and enter additional information as needed.

9. Do one of the following:

   • Select Print to print the form.

   • Select Fax to fax the form to the prescriber.

10. If the Authorization Request Form window contains prescriptions destined for different prescribers or locations, upon selecting Print or Fax, a prompt asks if the authorization request form should be printed or faxed for all prescriber locations.

    • Select Yes to print or fax all the prescriptions loaded in the window on the form.

    • Select No to print or fax only the prescriptions displayed on the current page of the window.

    The Authorization Request Form window stays open until you close it.

    

A message indicates the date and time that the fax was sent. This message remains visible until the window is closed. If the Authorization Request Form window is closed and reopened, the message does not display again.

The Fax button becomes disabled. The button is re-enabled if a different address or prescriber is selected from the dropdown, or the Authorization Request Form window is reopened.

A record of the printed or faxed authorization request is entered in the Patient Folder History tab. This record can be detailed to view the Authorization Request Form window at a later time.

You can resend an authorization request from the Patient Folder or Fax tile.

To resend an authorization request from the Patient Folder:

1. Open the Patient Folder.

2. Select the History tab.

3. Select the row corresponding to the authorization request.

4. Select Detail. The Authorization Request Form window opens.

5. Select Fax.

To resend an authorization request from the Fax tile:

1. Navigate to the Workbench.

2. Select the Fax tile.

3. Select the Outbox tab.

4. Select the fax corresponding to the authorization request.

5. Select Re-Send.