Clone prior request

In some scenarios, a provider may need to send an identical or a very similar prior request as the existing one. For example, a prior request for a refill or home care. The clone feature creates a copy of the existing prior request with the new Authorization ID. Request cloning is available from Find Prior Requests and Electronic Prior Request forms.

Request cloning is performed with Clone Request button on Find Prior Requests form or Clone request link on Electronic Prior Request form. This action is available for all requests with Type = Authorization in any status.

Step 1. Click Find Prior Requests under the menu. 
       Find Prior Requests form opens.

Step 2. Set a search value and click Search. 
       The search results grid appears.

Step 3. Select a request with Type = Authorization.
       Clone Request button enables for this request. 

Step 4. Click Clone Request.
       Clone Prior Request dialog appears. 

Step 5. Click Yes.
        Electronic Prior Request and Prior Request Cloning dialogs close. New Electronic Prior Request - Authorization form opens. Patient Details tab is active.

• Data from the request is copied to this form.

• Data received from the payer is not copied to the new request.

• Dates are set to the default values (Order Date, Encounter Start, Encounter End, Start Date, etc.).

• Data is available for editing.

Step 6. Update any field if needed.

Step 7. Click Save as Draft.
       An information dialog appears saying that the request is saved into the database as a draft. 

Step 8. Click OK.
     Electronic Prior Request form closes. 

Step 9. Check the cloned request on Find Prior Requests form.
       The request appears in the search results grid, Status = Draft.

ALTERNATIVE WORKFLOWS

Clone and send authorization request from Electronic Prior Request form

1. Click Find Prior Requests. 
   Find Prior Requests form opens.

2. Set a search value and click Search. 
   The search results grid appears.

3. Select a request with Type = Authorization and click View.
   Electronic Prior Request - Authorization form opens.

4. Click Clone request.
    Clone Prior Request dialog appears. 

5. Click Yes.
   Electronic Prior Request and Prior Request Cloning dialogs close. New Electronic Prior Request - Authorization form opens.

6. Click Save & Send.
   A warning dialog appears informing that the request is sent to Shafafiya.

7. Click OK.
   Electronic Prior Request form closes.