Fillable Competency Checklist Procedure 272 Obtain Precertification or Preauthorization (Cengage)

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Competency Checklist Procedure 272 Obtain Precertification or Preauthorization (Cengage)

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© 2017 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Name: __________________________________________ Date: _____________ Score: _____________
Competency Checklist
Procedure 27–2 Obtain Precertification or Preauthorization (Predetermination)
and Inform a Patient of Financial Obligations for Services Rendered
ABHES Curriculum
MA.A.1.8.c(2) Differentiate managed care; i.e., HMO, PPO, EPO, IPA including referrals and pre-certification
CAAHEP Core Curriculum
VI.P.7 Input patient data utilizing a practice management system
VII.C.5 Identify types of information contained in the patient’s billing record
VII.C.6 Explain patient financial obligations for services rendered
VII.P.4 Inform a patient of financial obligations for services rendered
VII.A.1 Demonstrate professionalism when discussing patient’s billing record
VII.A.2 Display sensitivity when requesting payment for services rendered
VIII.C.1 Identify: (a) types of third party plans, (b) information required to file a third party claim, and (c) the
steps for filing a third party claim
VIII.C.3 Describe processes for: (a) verification of eligibility for services, (b) precertification, and (c)
preauthorization
VIII.P.3 Obtain precertification or preauthorization including documentation
VIII.A.1 Interact professionally with third party representatives
VIII.A.2 Display tactful behavior when communicating with medical providers regarding third party
requirements
Task: Following the steps listed in the procedure, obtain precertification or preauthorization
(predetermination) for a procedure to avoid claim rejection, and inform patient of financial
obligations for services rendered.
Supplies & Conditions: Access to computer and Internet, precertification or preauthorization (predetermination) form for
patient’s insurance carrier, and patient information for completion of form, telephone, and fax
machine.
Standards: A maximum of three attempts may be used to complete the task. The time limit for each attempt
is 15 minutes, with a minimum score of 70 percent. Scoring: Determine student’s score by
dividing points awarded by total points possible and multiplying results by 100.
EVALUATION
Evaluator Signature: Date:
Evaluator Comments:
453
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© 2017 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Name: __________________________________________ Date: _____________ Score: _____________
Procedure 27–2 Steps
Start Time: End Time: Total Time:
Steps
Possible
Points
First
Attempt
Second
Attempt
Third
Attempt
1. Research procedure to determine whether precertification
or preauthorization is required. Differentiate managed
care (HMO, PPO, EPO, IPA), including referrals and
precertification. Display tactful behavior when
communicating with medical providers regarding third-
party requirements.
15
2. Locate the precertification or preauthorization
(predetermination) form on the website. Call the insurance
company directly if you have questions or cannot locate
the form(s). Interact professionally with third-party
representatives.
15
3. Complete the precertification or preauthorization
(predetermination) form correctly.
25
4. Fax the form to the patient’s insurance organization, then
file in patient’s chart (or scan to patient’s EHR using a
practice management system).
15
5. Contact the patient and inform him or her of any financial
obligations that will be due for services rendered.
Demonstrate professionalism when discussing the
patient’s billing record, and display sensitivity when
requesting payment for services rendered.
15
Points Awarded / Points Possible _____/
85
454
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Competency Checklist Procedure 272 Obtain Precertification or Preauthorization (Cengage)

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Completed 15 July 2021

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