Disclosure Management - Authorization Section - PM

Enter the authorization information.

• The information entered in the Authorization Episode(s) and Authorization Date Range fields filters the data in disclosure items that are available to be disclosed (Disclosure section).
• Whether or not a disclosure report should require authorization is determined in the Import Reports form of RADplus.
• A document image, or disclosure management chart item or that requires authorization must be selected in the Request Document Images field (Request section).

1. In the Signed Authorization on File field, select whether or not there is a signed authorization on file.
2. In the Status field, select the authorization status.
3. In the Authorization Origin field, select the authorization origin.
4. In the Authorization Episode(s) field, select the client episode.
5. In the Authorization Date Range fields, enter the start and end dates.
6. The Chart Items Authorized For Disclosure field displays requested chart information and authorization status.
7. Click Refresh Chart Items to refresh the authorization status of Chart Items Authorized For Disclosure when changes are made through the Update Chart Items Authorized For Disclosure button.
8. Select whether or not to Default all Chart Items to Yes.
9. Click Update Chart Items Authorized For Disclosure to change the authorization status for the chart item. The Chart Items Authorized For Disclosure screen displays.
   • In the Authorized field, select the authorization status for the chart item:
     • Select Yes to allow the item to be disclosed.
     • Select No to prevent the item from being disclosed.
     • Click Select. Click Save.
10. The Document Images Authorized For Disclosure field displays requested document images and their authorization status.
11. Click Refresh Document Images to refresh the Authorization Status of Document Images Authorized For Disclosure when changes are made through the Update Document Images Authorized For Disclosure button.
12. Select whether or not to Default all Document Items to Yes.
13. Click Update Document Images Authorized For Disclosure to change the authorization status for the document. The Document Images Authorized For Disclosure screen displays.
    • In the Authorized field, select the authorization status for the document image:
      • Select Yes to allow the document image to be disclosed.
      • Select No to prevent the document image from being disclosed.
      • Click Select. Click Save.
14. In the Reason For Denial field, select the reasons this item was not authorized.
15. In the Reason For Denial Notes field, enter any applicable comments regarding the reason the authorization was denied.
16. In the Date of Denial field, enter the date that this authorization was denied.
17. In the Requestor Notified field, indicate if the requestor has been notified that the authorization has been denied.
18. In the Specify Other-Authorized For Disclosure field, select Yes if the requested item is not a chart item or document image, or is not processed through this form.
19. In the Specify Other-Authorized For Disclosure Info field, enter information for the additional authorizations.
20. Click Submit.

► Dictionary Values

• Activity Authorization Status Reason
• Authorization Origin
• Reason for Denial
• Signed Authorization on File