CoPilot Authorization Management 

• Key Elements
  • Example View
• Action Buttons 
  • Example View
• CoPilot Submission View 
  • Example View

In this article, you will embark on a journey to uncover the depths of the CoPilot Authorization Management Page. We will delve into the array of features it holds and illuminate the path to mastering its navigation, empowering you to move through this space with ease and confidence. 

Key Elements

The following is a summary of the essential components found on every authorization management page:

• Patient Name - The patient name used during the submission process will be displayed at the top. Please note that patient details cannot be modified after submission. For information on how to update patient details before submission, refer to the linked article.

• Request Description - The drug or procedure code entered during your request submission.

• Patient DOB - The patient's date of birth used during the submission process will be displayed. Please note that patient details cannot be modified after submission. For information on how to update patient details before submission, refer to the linked article.

• Insurance Payer - The insurance provider or portal where the request was submitted.

• Submission Method - The submission method for the prior authorization request.

Example View

Action Buttons 

The following is a summary of some of the different Action Buttons you will encounter on the authorization management page:

• Email Notifications - Use this option to choose whether you want to receive email notifications.

• Tags - This feature allows you to add or remove tags from your prior authorization request.

• Status - To view the current status of your prior authorization request or make any necessary updates, please use this option.

• Notes - Click here to access and manage notes associated with the authorization. This is a valuable resource for understanding the reasons behind any modifications made to the request.

• Assignee - To assign a specific individual to handle this prior authorization request, please select this option. The assigned person will receive email notifications when alerts are enabled.

Example View

CoPilot Submission View 

The elements listed below are exclusive to CoPilot Submissions. These features may not be applicable to other submission types:

• Delete - To remove a prior authorization request, please select this option. This functionality is available only for requests in draft status or Co-Pilot PA’s. 

• Check Status in Portal - To view the current status of your prior authorization request within the insurance payer's portal, please select this option.

• Details - To access the information migrated from your Co-Pilot portal prior authorization request, please select this tab.

• History - To review the history of modifications made to the prior authorization request, please select this tab.

• Check Coverage - To initiate Benefit Verifications (BV) for patients, select this option. BV Lite provides crucial information such as deductible amounts and copayment/coinsurance details for physician office visits.

Example View

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