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RFA Templates

Last update
February 15, 2024

RFA Templates get your authorizations done even faster.  RFA Templates automatically populate RFAs with predesignated Service Line Item information.

Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider

This will navigate directly to the specified Billing Provider.

Step 2. Click the ‘RFA Settings’ tab

Step 3. Click the ‘RFA Templates’ card

Step 4. To edit an ‘RFA Template,’ click the template’s ‘Name,’ make changes, then click the ‘Save Changes’ button

When adding a new RFA Template it is automatically marked as Active. To deactivate an RFA Template and prevent it from being selected on new bills, click ‘No.’

Step 5. To add a new ‘RFA Template,’ click the ‘Add RFA Template’ button

Step 6. (Optional) Select a Requesting Physician

Step 7. Enter the ‘Basic Information’ for the ‘RFA Template,’ then click the ‘Add’ button

Create a naming convention so that all staff can easily identify RFA Templates in a list.

Step 8. Enter the ‘Treatments’ for the ‘RFA Template,’ then click the ‘Add’ button

Additional Procedure Code lines automatically populate. To remove a line from the RFA Template, click the ‘Trash can’ icon.

That’s a lot of saved time!

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