Submitting a Review Request (OKHCA ONLY)

Submitting a Review Request (OKHCA ONLY)

A Review Request is a short term authorization extension for when there is an unexpected delay completing a Low Complexity (extension) plan that results in a gap in authorization. Review Requests are only intended to be done for an Oklahoma Health Care Authority (OKHCA) client. This is because OKHCA plans (but not OKHCA Preauth Requests) can only be backdated 7 days, so unlike other payer sources you are not able to just backdate plans if there is an unexpected delay by setting the Add ChartItem date to the last day the previous service plan was effective, clicking Search, and selecting a new plan from the list. Like OKHCA plans, Review Requests themselves can only be backdated a maximum of 7 days. A Review Request is an option for all payers because there are a few rare cases where it is convenient to use one for payers other than the OKHCA.

Adding a Review Request to a client chart

  1. Go to the chart for the client by either A) selecting the client from your dashboard or B) using the Charts main menu option on the left side of the screen, searching for the client, and double clicking on them.
  2. Once you are viewing the client's chart click the Add Chart Item button.
  3. Decide if you would like to backdate the review request or just start it from today. If you would like to backdate the review, change the date at the top of the page to whichever date you would like, and hit search. You cannot backdate more than 7 days from today's date or it will reject later.
  4. Double click on the Review Request item in the list.
  5. Some information will auto-populate into the review request for you, but it may not be up to date. Fill out all information fields on all the tabs that are required by ChartCaddy and your facility, verify all information is correct, and then save your work using the Save button.
  6. Change the status of the Review Request until it is Finalized.
  7. You may now do your new treatment plan. To start a new plan, go to Add Chart Item and select it from the list. If you had already started a Low Complexity (extension plan) then you will need to change the Start and Stop dates on the plan to be on or after the effective date on the review request. Review Requests are considered to be the same as Preauth Requests by the system, so you will also need to change the service to the same type whose name ends with "Preauth".