Touring the dashboard
TruCare ProAuth opens to the dashboard where you can locate members and work with authorizations.
On the dashboard you can start a member search, begin the workflow for an authorization request, and view or filter an authorization summary or a list of providers. You can also continue work on authorizations, such as extending authorizations or adding services.
As you move through the application, you can return to the main dashboard page by selecting Dashboard in the upper left.
Match the numbers on this illustration with the numbers in the table that follows for an explanation of the functional areas of the dashboard. The member in this example is fictional.
Functional areas of the dashboard
This table describes the functional areas of the dashboard.
Number
Function
Description
1
Navigation Pane
A designated space for links to other web pages and for data on a selected member.
Select Dashboard to restore the default page.
Select Member Search to find a member. For more information about finding a member, see Finding a member.
2
Provider Filter
A tool for searching and filtering providers associated with your user account.
For more information about using the provider filter, see Applying a filter to your provider list.
3
References
Name of the user currently signed in.
Select Help to download the User Guide.
Select About to display the ProAuth version.
4
Create authorization request buttons/menus
Use the buttons or menus to begin creating an inpatient or service/procedure authorization request. If behavioral health is enabled for IP or SP authorizations, there is a dropdown instead of the button.
5
Filter
(Filter By)
A tool that controls what displays in the dashboard summary tables.
For more information, see Populating the dashboard.
For this example the Filter By tool is compressed.
6
Inpatient Authorizations Summary
A table of inpatient authorizations for providers associated with your user account. You use the dashboard’s Filter to populate the summary table with authorization requests.
For more information, see Viewing authorization summary tables.
7
Extend
Use to extend an open IP authorization request. This workflow starts at the dashboard with the selection of the authorization to be amended.
For more information, see Extending an IP authorization.
8
View Auth Details
Use to access to the Authorization Details page.
Select an authorization, then select View Auth Details.
For more information, see Viewing authorization details.
9
View Correspondence
Use to view the Correspndence Summary. From there you can open Letter History to view, share, or print letters sent to the member.
Select an authorization, then select View Correspondence.
For more information see Viewing correspondence.
10
Page controls
Displays the current page on view and the controls for moving to first, previous, next, or last page and for setting the number of table rows to view on each page.
11
Service/Procedure Authorizations Summary
A table of service/procedure authorizations for providers associated with your user account. You use the dashboard’s Filter to populate the summary table with authorization requests.
For more information, see Viewing authorization summary tables.
12
Add/Extend Service
Use to add a service to or extend a service on an existing SP authorization request. This workflow starts at the dashboard with the selection of the authorization to be amended.
For more information, see Adding or extending an SP service.
13
Line Item
By member, each distinct service request that is submitted for authorization. The line item comprises parameters such as service date range, primary diagnosis and procedure codes, place of service, servicing provider, stay level or service type, and authorization status.
Not shown
Service Request Authorizations Summary
A table of service request authorizations for providers associated with your account. You use the dashboard’s Filter to populate the summary table with service requests. Your organization controls the display of this table.
For more information, see Viewing authorization summary tables.