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Using Prior Auth

Exporting the PDF

Once a packet is locked, Download PDF produces the document you send to the payer. Prior Auth never sends it for you.

Downloading

The button appears on locked packets only. Unlocked drafts can't be exported, so there is never an unreviewed PDF. A request with an appeal can export the original packet and each locked appeal.

What is in the PDF

  • A letterhead with your practice's name, address, phone, fax and NPI, and its logo when one is set (PNG or JPEG).
  • The three packet sections as you locked them, with page numbers.
  • Real, selectable text, not an image. The file is tagged for accessibility, has a document title and its language set.
  • Dates come from the lock date, so the same locked packet always produces the same file.
  • A file name without any patient information.

Limits to know

  • The PDF uses standard fonts. Characters outside Western European alphabets can print as a question mark. Check names and symbols in the file before you send it.
  • Letterhead details come from your practice's profile, which we set up when your practice is created. There is no screen to edit them yet; contact us to change them.