Pre-Bill · Prior Authorization (CMS-0057-F workflow)
seed rules

Prior Authorization

The CMS Interoperability & Prior Authorization Final Rule (CMS-0057-F) workflow, at the point of care: CRD — is prior auth required? · DTR — what documentation the payer needs · PAS — assemble & submit the request.

Carelon MSAG + local CRD table. For Carelon (PBHS) the "is prior auth required?" answer comes from the official CBH Master Service Authorization Grid — per benefit package (fund code); pick the member's package for the exact requirement. Other payers use a seed rules table until a live Da Vinci CRD endpoint is connected. The PAS step shapes the request payload but does not transmit — wire it to the payer's Prior Authorization API to submit.

Is prior authorization required?

CRD
Enter a payer + code to check.

Documentation the payer will require

DTR
Paste the clinical note — the DTR questionnaire is answered from the documentation. Anything missing is what you'd need to supply to substantiate medical necessity.
Check a code, then paste the note.

Authorization tracking

Renewal
Once an authorization is granted, track its span. Carelon (PBHS) requires the continued-stay/concurrent request before the last authorized day; this flags the 30/14/7-day reminders and the determination turnaround.
Enter the authorization span to track renewals.

Prior authorization request

PAS
Draft
Submitted
Pending
Approved / Denied
Assemble the request to preview the PAS payload.