Docs/Referrals & Intake/MCO Authorization Requests

MCO Authorization Requests

Submit and track prior authorization requests to Managed Care Organizations.


1

Create an authorization request

Go to Authorizations → MCO Requests. Click New Request. Select the patient, MCO, requested service type, and date range. Enter the procedure codes and number of units requested.

2

Add clinical justification

Enter the clinical justification for the requested services — this typically includes the patient's diagnosis codes (ICD-10), functional limitations, and the physician's order. Thorough justification improves approval rates.

3

Generate and submit

Click Generate PDF to create a formatted prior authorization request document. Submit it to the MCO via their preferred method (portal, fax, or email). Update the request status to Submitted.

4

Track the response

When the MCO responds, open the request and update the status to Approved or Denied. For approvals, enter the authorization number and approved units — these will pre-fill when you create the authorization record.

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