Authorizations - should be tied to appointment type and insurance package - need for auth
For some plans, an authorization or referral is required for certain procedures. It would be easy to tie the visit type, which is associated with a billing code, to be screened to see if the patient's insurance package requires a referral or authorization for that procedure.
Yeah, we don't use drchrono's authorization system. It's not robust enough and worse, it isn't integrated with the rest of drchrono.
Instead, we keep a list on the wall of insurance plans which require authorizations. When we set up their first appointment we add an orange flag to the patient's chart called "Authorization Required".
The staff see this flag every time they view or schedule an appointment for that patient, and the doctors see it on their iPads under Patient Information (they see a little warning triangle after they click "Start Visit" to check patient flags). Then staff can use appointment notes or an appointment flag to tell the doctors what they can and can't do that appointment.
Patient Flag: https://support.drchrono.com/hc/en-us/articles/203041544
Appointment Flag: https://support.drchrono.com/hc/en-us/articles/235968328