More Info Referral/Authorization-Claim Level *
Billing -> Patient Account -> New Charges Tab ->More Info
Billing->Patient Account->Claims tab->Select claim from list->More Info
The More Info dialog consists of several tabs for additional visit information needed by payers to process claims. Many specialties require specific dates, certification numbers, etc. Additional information can be added by clicking on the appropriate tabs. The information entered here will be at the claim level and will apply to all charges within the claim. Unless this additional information is required by the payer for your specialty, do not add any additional information.
For charge level only information, you can add information in the Charge Details by double clicking on a specific charge in New Charges tab or when editing charges in the patient Claims tab.
Referral Numbers-Required when a referral number is assigned by the payer or Utilization Management Organization (UMO)
Prior Authorization-Required when an authorization number is assigned by the payer or UMO, and the services on this claim were preauthorized.
1. Click and type referral number below the Number column header.
2. Click on the drop down arrow and select primary, secondary or tertiary policy associated with the number.
3. Click Save.