Removing an Incorrectly Associated Document – Method 3: From The Authorization (Via Files Tab)

Created by Kyra Washington-Mcguire, Modified on Wed, 25 Jun at 11:28 AM by Kyra Washington-Mcguire

Incorrect Association

Incorrect Association - Removing from Authorization (Via Files Tab)


Method 3: From The Authorization


As you select the authorization, it will open for your review. Should you discover that the attached document is unrelated to your patient—or if it is the right patient but the incorrect authorization—you hold the option to remove the document and return it to the queue for processing. Please follow the outlined steps below to gracefully navigate through this situation



Method 3: From The Authorization


Let's get started!

  • Navigate to the Authorizations tab on the left navigation pane.

Example View



Find Your Authorization!

  • Locate the authorization you wish to view and click on it to open.

Example View



Navigate To Files!

  • To remove a file, go to the Files tab
  • Find the file you want to remove and select "Click here".
  • A confirmation window will appear asking fi you want to remove the file. To proceed with the removal, select "I am sure"


  • Once you complete this step, the file will be successfully removed and placed back into our fax queue to be attached to the appropriate authorization.


Example View



We're here to guide you through your prior authorization quest!


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