Add Prior Authorization Codes

Most insurance providers do not require mental health services to have a prior authorization. However, for those that do, TherapyNotes offers a convenient feature to ensure that any required prior authorization information is included on claims.

TherapyNotes counts down the number of remaining uses when the claim is initially submitted electronically or a CMS-1500 is generated through TherapyNotes.

Role Required: Practice Biller or Biller for Assigned Patients Only

To add a prior authorization code for a client:

  • Click Patients > Patient name > Billing Settings tab
  • Click anywhere on the Prior Authorizations box to edit.

  • Select a policy from the Policy dropdown.
  • Select a service code from the Service Code dropdown.
  • Enter the Authorization Code, Parameters, and any additional Comments.
  • To add a prior authorization for another service code, click the + Add Prior Authorization button. To remove a prior authorization that you have not yet saved, click the X to the right of the prior authorization.
Tip: If an authorization covers more than one service code, add a separate prior authorization for each service code you intend to bill.
  • Click the Save Changes button.

If a client's insurance provider or health plan changes, they may no longer need prior authorization to receive care. While prior authorizations remain in a client's chart to assist you with disputing a claim if needed, you can prevent them from being included on future claims.

To stop including a prior authorization code on claims:

  • Click Patients > Patient name > Billing Settings tab
  • Click anywhere on the Prior Authorizations box to edit.
  • Enter a date in the past in the Expires field.
  • Enter 0 in the Uses Remaining field.
  • Click the Save Changes button.

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