Creating a New Request from a Fax
Overview
Faxes provide supporting documentation for a request, ensuring all parties have access to key information.
A fax can have the following uses:
Acts as a verification tool, confirming details or authorizations required for processing.
Streamlines communication by consolidating all related documents in one place.
Helps with maintaining a comprehensive record of communications and related documents for future reference.
This user guide details the steps to create a new request from an existing fax. The process is similar to creating a new request, but with the fax attached.
* Access to Utilization Management * Permission to access fax
When you pull a fax to process that does not yet have a corresponding request. When this occurs, you can attach the fax to a new request.
When creating a new request from a fax, the request notification date/time defaults to current date/time, this is not the date/time of the incoming fax. Refer to your organization’s workflows to determine how the notification date should be entered.
Creating a New Request From a Fax
To access the fax queue, select the **Faxes** tab on the Worklist. The default shows Unprocessed faxes assigned to the user or department.
From the Unprocessed tab, click the **Create New Request** button on the fax you want to create the request for, and then select the type of request from the menu.
The selections in the drop-down menu may differ based on your permissions and configurations.
Enter the information for the request:**Requester Information*** **Request Source** will default to Fax and cannot be changed**.** * _(Optional)_ Enter the **Requester Name**. * _(Optional)_ Select the **Requester Type**. * _(Optional)_ Enter contact information: phone, email, and/or fax.
Requester information is optional, however, if you enter data on the Requester Type for example, the Requester Name will become required.
**Request Details*** Change the **Classification**, if needed.
**Request Classification - Some options may not be available to your organization.*** Prior Authorization: Request for approval before services are rendered. * Concurrent Review: Request for continued services during ongoing treatment. Commonly used for inpatient. * Post Service: Review request for services that have already been administered. Also known as retrospective review.
* Select the **Request Type**. * Update the **Healthcare Type**, if needed * Select a **Treatment Setting**. * Select an **Urgency**. * The **Notification Date/Time** is automatically set to the current date and time. It can be updated as needed.
Click **Create** to generate the new request.
Clicking **Cancel** will cancel the new request and the fax will remain in your **Unprocessed** fax worklist.
After the request is created, you will be guided through the steps to enter the supporting information for the request. This includes the following:* **Basic Information:** Person and Providers, Custom Fields (if configured) * **Medical Information:** Diagnosis and Services * **Additional Information:** Attachments, Review and Submit
Refer to the documents in [requests-and-referrals](../requests-and-referrals/ "mention") for details on adding the Basic Information and Medical information to the request.
In each section, you will be prompted to either Continue or Delete Draft. Click **Continue** to save and move on to the next section.
If you choose to **Delete Draft**, you will be prompted to confirm.
If you select **Delete**, the new request will be cancelled, and the fax will move to the **Processed** tab of your fax worklist.
In the Attachments section, the fax you are attaching to the new request is automatically added. To add additional attachments to the request, click **+Add Attachment**, and then select the file.
_(Optional)_ Edit the existing fax information:1. Click the .png>) pencil icon. Edits for the fax attachment are not required.
The date/time of the fax in Attachments is the time the fax is being attached to the new request. **It is not the date/time of the incoming fax.**
2. Edit the fax information as needed: * File Title and Category can be edited. * Association defaults to Initial Request, and this is the only option at this step. 3. Click **Save** to save changes, or **Cancel** to return to the new request creation.
Click **Continue**.
Use the **Review and Submit** page to review the new request before submitting it. You can edit the information in any of the sections by clicking the .png>) pencil icon.
Click **Submit**.The request is submitted and assigned to you. From here, use the buttons at the bottom of the page to either go back to your worklist or view the request.
Click **View Request** to view the request in the CPV.
Click the .png>) folder icon on the Notes and Attachments side bar to view the attachment.On the Attachments tab, the fax is attached.
Click the .png>) Home icon to return to your worklist.
Click the **Faxes** tab, and then click the **Processed** tab.Note that the fax used on the new request has been moved to Processed.
