How do I add an insurance pre-authorization for my patient?

Adding Insurance Pre-Authorization Codes

Before a patient undergoes a procedure, your patient may need pre-approval from their insurance company. For certain healthcare services, a patient's insurance carrier may require their approval that the service is medically necessary. The insurance carrier may require details on your patient's diagnosis, why they need the service, and where they are getting the service from. In the drchrono EHR, you may enter pre-authorizations in your patient's portal so you can easily keep track of which services a patient is able to receive and for how long they are eligible to receive the service.


To add pre-authorizations, first enter a patient's chart. In the patient's chart, select 'Demographics' from the left-hand navigation pane. 


Within the demographics page, select the tab labelled 'Authorizations'.


After reaching the authorizations page, select the button titled '+Add New Authorization'.


Enter in the authorization number that was provided, the procedure codes, any notes, the start date, and/or the number of visits authorized. After you are done, select 'Create' and your patient's pre-authorization will be listed in his or her list of authorizations.

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request


Powered by Zendesk