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Genkō Prior Auth
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Using Prior Auth

Creating a request

Choose New request on the dashboard. The wizard has four steps; the first three are covered here, and the fourth, clinical context, has its own page.

Step 1: Patient

Search by name, date of birth or member ID and pick the patient. If the patient isn't in your practice yet, add them: first name, last name and date of birth are required; member ID and a default payer are optional.

The patient's details are saved on the patient record, and that record is what lets Prior Auth remove identifiers before drafting (see Privacy). Check the spelling and date of birth.

Step 2: Service

  • Service requested: describe the procedure, not the person. For example, “Crown on tooth #19”.
  • Procedure codes and Diagnosis codes (ICD-10): pick from your specialty's list or type a code.
  • Planned date: optional.
  • Provider: required when your practice has providers set up.
  • Standard or Expedited. Expedited is for clinically urgent cases, where payers decide faster.

Step 3: Payer

Filter the list and choose the payer. Payers your practice added are listed first, then the shared list. If your practice saved notes about a payer's requirements, they appear below the list as soon as you select it, so you can check them before you go on.

Create request creates the request in Draft status and takes you to step 4.

How the wizard saves your work

  • Steps 1 to 3 are saved on the server as you go. Refreshing the page or switching to another computer resumes where you left off.
  • Back and Change keep what you entered. An unfinished wizard is kept for 7 days from your last change, then discarded.
  • The address bar holds only a random identifier and the step number, never a name, date of birth or code, so patient details don't end up in browser history or server logs. Nothing is kept in browser storage.
  • If you double-click Create request, or have the wizard open in two tabs, only one request is created.
  • An old or invalid wizard link starts a fresh wizard at step 1. Nothing is lost that wasn't already expired.

Next: add the clinical context.