Referral / Authorization
Referral Handling Basics
A beginner workflow for checking, receiving, routing, and tracking referrals without confusing them with authorization. It usually involves Medical VAs, schedulers, receptionists, and prior authorization VAs. and appears during Referral / Authorization, Scheduling.
Prior Authorization Basics
Track stated authorization requirements, status, source, and next action without promising approval or payment. This beginner module connects the concept to Referral / Authorization and includes a fictional practice activity.
Referral vs Prior Authorization
Distinguish the two concepts and identify what must be verified for a fictional workflow. This beginner module connects the concept to Referral / Authorization and includes a fictional practice activity.
Referral vs Authorization Guide
A plain-English comparison of referrals and prior authorizations, including why requirements must be verified. It is designed for Medical VA, Scheduler, Prior Authorization VA learners and connects to the Referral / Authorization stage. Use fictional data only when practicing.
Prior Authorization Tracker
A fictional practice tracker for requirements, submission dates, reference details, status, owner, and next action. It is designed for Prior Authorization VA, Medical VA learners and connects to the Referral / Authorization and Documentation / Follow-Up stage. Use fictional data only when practicing.