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Update Prior Authorization Status

Keeping the authorization record up to date as status changes with a payer is key to avoiding confusion and working efficiently. This guide walks you through updating a client’s authorization status in Lightning Step.

Step 1: In the client’s profile, select Financial from the side menu.

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Step 2: Click Benefit Authorization to view current authorization records.

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Step 3: Locate the authorization with a Pending status that needs updating. Click the Edit (Pencil) icon.

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Step 4: Make changes to the quantity and dates if the payer approved fewer units or modified details.

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Step 5: Enter the new authorization number in the designated field.

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Step 6: Change the status to Approved to reflect the payer’s decision.

Step 7: Add relevant notes about the conversation or decision, then select Save to update the record.

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Staying current with authorization status makes your workflow smoother and reduces errors. For more details, check your internal documentation or contact the support team if you have questions.